Shopify Inc. (SHOP) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Keith Weiss
Morgan Stanley, Research Division

All right. So we’ll get kicked off here. Thank you, everyone, for joining us. My name is Keith Weiss. I run the U.S. software equity research franchise here at Morgan Stanley. And very pleased to have with us from Shopify, CFO, Jeff Hoffmeister. Jeff, thank you for joining us.

Jeff Hoffmeister
Chief Financial Officer

Great. Of course. Good to see you, Keith.

Keith Weiss
Morgan Stanley, Research Division

So super exciting time at Shopify. I feel like it’s always super exciting time at Shopify. A lot of stuff to talk about. I’m actually going to start at the bottom of my question list and work away. I want to touch on some of the newer innovations for 2 reasons. One, it’s very interesting what Shopify is doing when it comes to Agentic Commerce and this is a new potential kind of channel and a new theme that we’ve been talking about. But it’s also — I think it really exemplifies Shopify and what makes Shopify special is just how far ahead of the marketplace you guys have been in getting out technologies to help support your merchants for the potential for Agentic Commerce, but also to create new rails for the Agentic Commerce providers to actually be able to execute on this.