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, 
Shopify
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.
Jeff Hoffmeister, Chief Financial Officer. The officer responsible for Shopify's financial reporting; Hoffmeister's earnings call statements fall under securities disclosure rules. Has an interest in presenting Shopify favorably.
Checked against the source by a first reader, then confirmed independently by a second reader who fetched the source without seeing the first reader's notes (Independent review agent (Claude Sonnet), blind second pass from passage text and citation only, no repository access, 2026-10-31).
Matches exactly, including 'We're, on any given year, we're in fact slightly down'. The nearest speaker label before it is 'Jeff Hoffmeister — Chief Financial Officer'. This is a third-party transcript.
Jeff Hoffmeister (Shopify), “earnings call transcript via Platform Aeronaut (third-party transcript site)”, earnings call transcript via Platform Aeronaut (third-party transcript site), 2026-05-05. https://transcripts.platformaeronaut.com/transcripts/SHOP-1Q26-transcript Archived at https://the-ai-record.com/passages/shopify-weve-obviously-been-disciplined-three-years-now-2026
AI right now writes well over 50% of our code today, and that number is going up significantly, not down.
Harley FinkelsteinPresident · Executive, Shopify
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 shipped over 300. new products and features last year alone. We kept our flat headcount, which we're very proud of
Harley FinkelsteinPresident · Executive, Shopify
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, Shopify
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.
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