ShopifyProvides commerce infrastructure: an all-in-one platform for starting, running and growing a business online, in store and everywhere in between. Headquarters: Ottawa, Canada (principal executive offices; remote-first company). Ticker: NASDAQ, TSX: SHOP.
26 passages, 11 people quoted. Topics: How much code does AI write?, What does AI do across the whole company?, What does AI cost organizations?, How much customer support does AI resolve?, Does AI change headcount and hiring?, How is AI used in product and design?, Does AI make developers more productive?, How do organizations measure AI's impact?, How does AI help keep a product secure?, Can AI fix bugs and handle incidents?, How is AI used for testing?, How do coding agents open and merge changes?, Can AI do large code migrations?, How is AI used in code review?, How autonomous are the agents, and who checks their work?, How do leaders push AI adoption?, How do organizations train people to use AI?.
AI right now writes well over 50% of our code today, and that number is going up significantly, not down.
Harley FinkelsteinPresident · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), May 5, 2026.
we now have a number of distilled models where we take a teacher model, usually a big frontier model, then teach a specific use case to a smaller model
Harley FinkelsteinPresident · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 5, 2026.
On R&D, the majority of our internal AI spend is allocated here, so you've seen a modest uptick in year-over-year growth.
Jeff HoffmeisterChief Financial Officer · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 5, 2026.
We were able to hold gross margins at a relatively consistent level quarter over quarter while Sidekiq usage scaled, which reflects some cost efficiencies in support
Jeff HoffmeisterChief Financial Officer · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), August 5, 2026.
We shipped over 300. new products and features last year alone. We kept our flat headcount, which we're very proud of
Harley FinkelsteinPresident · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), May 5, 2026.
So it's really not even a question of where are we using AI, but where aren't we using AI? Because it's been an extensive usage in pretty much all departments within the company.
Jeff HoffmeisterChief Financial Officer · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), May 5, 2026.
We've obviously been disciplined for three years now. We're, on any given year, we're in fact slightly down from the year before. I don't see that changing.
Jeff HoffmeisterChief Financial Officer · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), May 5, 2026.
For over two years, total headcount has consistently been flattened down, both sequentially and year over year
Jeff HoffmeisterChief Financial Officer · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), November 4, 2025.
Scout is an internal voice of the customer system that indexes hundreds of millions of merchant feedback items, making them searchable within our tools.
Harley FinkelsteinPresident · Executive
Earnings call: earnings call transcript via Platform Aeronaut (third-party transcript site), earnings call transcript via Platform Aeronaut (third-party transcript site), November 4, 2025.
In the first 11 days of running the dependency workflow, the backlog of open issues fell by about 70%.
Erin SonSenior Engineer · Practitioner
Post: How River takes security work from a fix to merge, Shopify engineering blog, September 2, 2026.
Since launch, security merges through our freshness-gated merge queue went from about 10% to 80%.
Erin SonSenior Engineer · Practitioner
Post: How River takes security work from a fix to merge, Shopify engineering blog, September 2, 2026.
Over roughly six weeks, we’ve run thousands of scans, produced over 300 findings ranging from defense-in-depth improvements to resolved security incidents.
Zack DeveauTitle not stated on Deveau's author page; the post is written from Shopify's Application Security team · Practitioner
Post: Building an agentic harness that outlasts the model, Shopify engineering blog, July 29, 2026.
3,536 River-coauthored pull requests merged in that window.
Burke LibbeyPrincipal Engineer · Practitioner
Post: Under the River, Shopify engineering blog, May 28, 2026.
About one in eight pull requests merged into our codebase last week was authored by River, reviewed by us.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Social post: Learning on the Shop floor, X post by Tobi Lutke, CEO, May 9, 2026.
Assisted by AI, the team was able to go from a proof of concept to a fully rebuilt native app published in the app stores in just 12 weeks.
Max Da SilvaVP of Engineering, Growth · Leader
Post: Shopify engineering blog, Shopify engineering blog, September 10, 2026.
Engineers reviewed requirements and plans before proceeding with implementation.
Max Da SilvaVP of Engineering, Growth · Leader
Post: Shopify engineering blog, Shopify engineering blog, September 10, 2026.
Mode · Automation: PR review. Durable session, woken by an external system, often no human in the loop.
Burke LibbeyPrincipal Engineer · Practitioner
Post: Under the River, Shopify engineering blog, May 28, 2026.
In a recent 30 day period: 59,918 River sessions happened in 5,170 Slack channels, touching the work of 7,000+ people inside the company
Burke LibbeyPrincipal Engineer · Practitioner
Post: Under the River, Shopify engineering blog, May 28, 2026.
An improvement from 36% to 77% over two months came from people watching River work
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Social post: Learning on the Shop floor, X post by Tobi Lütke, CEO (long-form article "Learning on the Shop floor"), May 9, 2026.
In the last 30 days, 5,938 Shopify employees worked with River across 4,450 different Slack channels. It opened 1,870 pull requests in the last week alone in our main monorepo.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Post: Shopify careers page reproducing an internal post from the CEO to all staff, May 2026, Shopify careers page reproducing an internal post from the CEO to all staff, May 2026, May 2026.
Before asking for more Headcount and resources, teams must demonstrate why they cannot get what they want done using AI.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Social post: Reflexive AI usage is now a baseline expectation at Shopify, X post by Tobi Lütke, CEO (CEO memo shared publicly), April 7, 2025.
it’s probably up to about 50% of pull requests in Shopify, which again, pull requests, every time you change your production system, you write a pull request, are created now not by engineers doing engineering work in the traditional sense
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.
Inside of Shopify, the amount of people I know who really write code is vanishingly small now.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.
So periodically at night or in off hours, we give River, “Here’s all the conversations you’ve had today. What went well? What did you struggle with?
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.
Very often 10, 20, 30, 40, 50 instances of them all through either subagents or just different windows coordinating.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.
You just tell the AI to go nuts. It makes a pull request. You just say, “Yep, that’s good.” You don’t really read it, and now it has to be reviewed by your colleagues.
Tobi LütkeCo-founder and Chief Executive Officer · Executive
Interview: The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, The Knowledge Project (podcast by Shane Parrish of Farnam Street, independent), transcript on fs.blog, September 10, 2026. Reported by Shane Parrish.
From the organization's filings and statements, for comparing it with its own past. Not compared with other organizations. Each figure links to its source; expand a row for the exact words.
| Measure | Period | Value | Source |
|---|---|---|---|
| Employees | as of 2025-12-31 | 7,600 people | SEC filing (the company's own regulatory report) (grade A)Exact words“As of December 31, 2025, Shopify had approximately 7,600 employees worldwide.” |
| Employees | as of 2024-12-31 | 8,100 people | SEC filing (the company's own regulatory report) (grade A)Exact words“As of December 31, 2024, Shopify had approximately 8,100 employees worldwide.” The FY2024 and FY2025 10-Ks say 'employees'; the earlier 40-F annual information forms (rows for 2023 and 2022) say 'employees and contractors'. |
| Employees | as of 2023-12-31 | 8,300 people | SEC filing (Form 40-F annual information form, the company's own regulatory report) (grade A)Exact words“As of December 31, 2023, we had approximately 8,300 employees and contractors worldwide.” Includes contractors, so not strictly comparable with the 10-K 'employees' figures for 2024 and 2025. Shopify filed 40-F annual reports until FY2023. |
| Employees | as of 2022-12-31 | 11,600 people | SEC filing (Form 40-F annual information form, the company's own regulatory report) (grade A)Exact words“As of December 31, 2022, we had approximately 11,600 employees and contractors worldwide.” Includes contractors, so not strictly comparable with the 10-K 'employees' figures. Before the 2023 layoffs. |
| Operating income | Q2 2026 | $488 million | Shopify (Q2 2026 results press release) (grade B)Exact words“Operating income 488 291” Press release table; columns three months ended June 30, 2026 then 2025. In US $ millions, converted. Reported as "Operating income" (US GAAP). |
| Operating income | Q2 2025 | $291 million | Shopify (Q2 2026 results press release) (grade B)Exact words“Operating income 488 291” Press release table; columns three months ended June 30, 2026 then 2025. In US $ millions, converted. Reported as "Operating income" (US GAAP). |
| Operating income | FY2025 | $1.5 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Income (loss) from operations 1,468 1,075 (1,418)” Row in the FY2025 10-K; columns are years ended December 31 in the order shown in the quote. In US $ millions, converted; parentheses are a loss. Reported as "Income (loss) from operations". Columns 2025, 2024, 2023. |
| Operating income | FY2024 | $1.1 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Income (loss) from operations 1,468 1,075 (1,418)” Row in the FY2025 10-K; columns are years ended December 31 in the order shown in the quote. In US $ millions, converted; parentheses are a loss. Reported as "Income (loss) from operations". Columns 2025, 2024, 2023. |
| Operating income | FY2023 | $-1.4 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Income (loss) from operations 1,468 1,075 (1,418)” Row in the FY2025 10-K; columns are years ended December 31 in the order shown in the quote. In US $ millions, converted; parentheses are a loss. Reported as "Income (loss) from operations". Columns 2025, 2024, 2023. |
| Operating income | FY2022 | $-822 million | SEC filing (the company's own regulatory report) (grade A)Exact words“Income (loss) from operations 1,075 (1,418) (822)” Row in the FY2024 10-K; columns are years ended December 31 in the order shown in the quote. In US $ millions, converted; parentheses are a loss. Reported as "Income (loss) from operations". Columns 2024, 2023, 2022. Checked 2026-10-29 against first publication: Shopify filed FY2022 on Form 40-F, not a 10-K; its Q4 2022 results release (6-K exhibit 99.1, 2023-02-15, https://www.sec.gov/Archives/edgar/data/1594805/000159480523000008/exhibit991pressreleaseq420.htm) says "Operating loss for 2022 was $822.3 million" and shows (822,299) in US $ thousands, so not recast; SEC full-text search finds no "discontinued operations" in Shopify filings after June 2023 (the logistics sale was not reported as discontinued). |
| Revenue | Q2 2026 | $3.6 billion | Shopify investor relations press release (the company's own results announcement) (grade B)Exact words“Revenue 3,583 2,680” Latest reported quarter. Q3 2026 results are due 2026-11-03. |
| Revenue | Q2 2025 | $2.7 billion | Shopify (Q2 2026 results press release) (grade B)Exact words“Revenue 3,583 2,680” Press release table; columns three months ended June 30, 2026 then 2025. In US $ millions, converted. Reported as "Operating income" (US GAAP). Quarterly. |
| Revenue | FY2025 | $11.6 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Total revenues 11,556 30 % 8,880 26 % 7,060” |
| Revenue | FY2024 | $8.9 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Total revenues 8,880 26 % 7,060 26 % 5,600” Same quote supports the FY2024, FY2023 and FY2022 rows (one value per column, read from the FY2024 10-K). |
| Revenue | FY2023 | $7.1 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Total revenues 8,880 26 % 7,060 26 % 5,600” Same quote supports the FY2024, FY2023 and FY2022 rows (one value per column, read from the FY2024 10-K). |
| Revenue | FY2022 | $5.6 billion | SEC filing (the company's own regulatory report) (grade A)Exact words“Total revenues 8,880 26 % 7,060 26 % 5,600” Same quote supports the FY2024, FY2023 and FY2022 rows (one value per column, read from the FY2024 10-K). |