Shopify’s AI assistant Sidekick saw a surge in adoption during the first quarter of 2026. Weekly active shops using the tool increased fourfold year-over-year.
Subscription Solutions gross margins remained flat at 80%. Higher Large Language Model (LLM) costs for Sidekick offset savings from other efficiencies.
Shopify now faces the challenge of balancing rapid AI tool adoption with rising operational costs. The company aims to manage these expenses to ensure long-term profitability for its AI strategy.