COMPANY
Shopify
SHOP:US
Primary coverage by Dan Salmon
Research
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SHOP: One key question - how much GMV will gen AI commerce drive?November 4, 2025 — Dan Salmon
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eComm Update: Inflation supports near-term growth in the face of tariffsAugust 19, 2025 — Dan Salmon
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SHOP: Is a capital-light AI winner emerging?August 19, 2025 — Dan Salmon
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SHOP: GMV/revenue acceleration and AI enthusiasm carry the dayAugust 6, 2025 — Dan Salmon
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US Internet 1Q25 Update: Better than feared, but still choppy aheadMay 15, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
21InternetJanuary 21, 2025 — VirtualHosted by Dan SalmonWatch Replay