电商软件平台Shopify在第二季度财报中表示，人工智能搜索正在为其业务带来增长动力。[1]该公司第二季度营收增长36%至36亿美元，超过华尔街预期的34亿美元，毛营业利润上升31%至17.1亿美元，亦超出分析师预期的16.3亿美元。[1]其中，AI驱动的流量和订单同比增长三倍，成为增长的重要驱动力。[1]
Shopify President Harley Finkelstein指出，AI已成为"对搜索的补充而非替代品"。[1]传统搜索会话在过去两年增长1.3倍，占整体店面会话的约三分之一，表明AI搜索并未蚕食传统搜索的份额。[1]在AI引荐的购买中，50%的会话直接登陆产品描述页面，这一比例是传统搜索的2.5倍。[1]公司还观察到，75%的AI属性购买来自前100名类别外的商品，显示AI搜索正在为长尾电商业务创造价值。[1]
Shopify已与Claude、ChatGPT、Perplexity、Manus、Replit和Vercel等多个AI工具建立连接器。[1]
Shopify announced strong second-quarter results, with AI-driven traffic and orders growing threefold year-over-year, according to the company's latest financial report [1]. The e-commerce platform's total revenue climbed 36 percent to $3.6 billion, exceeding Wall Street's forecast of $3.4 billion [1]. Gross operating profit similarly surpassed analyst expectations, rising 31 percent to $1.71 billion compared to the anticipated $1.63 billion [1].
Rather than cannibalizing existing search behavior, Shopify characterized AI search as complementary to traditional search mechanisms. Shopify President Harley Finkelstein stated that "AI has become a 'complement to search, rather than a substitute for it'" [1]. Conventional search sessions have expanded 1.3 times over the past two years and now represent approximately one-third of all storefront sessions [1]. The company noted that 75 percent of AI-attributed purchases occur outside the top 100 product categories, indicating the technology's particular value for long-tail commerce [1]. Additionally, 50 percent of AI referral sessions navigate directly to product description pages, a rate 2.5 times higher than traditional search traffic [1]. Shopify has established connectors with leading AI tools including Claude, ChatGPT, Perplexity, Manus, Replit, and Vercel to drive this integration [1].