Shopify Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Excellent. Thank you, everyone, for joining us this morning. I'm Keith Weiss. I run the US software research franchise here at Morgan Stanley.
And really pleased to have with us from Shopify, both President Harley Finkelstein; and CFO, Jeff Hoffmeister. Jeff and Harley, thank you so much for joining us.
Always great to be here.
So a lot to talk about in Shopify. You guys came off an astounding quarter, and it's sounding a year really in terms of overall GMV growth, overall revenue growth, and good profitability. But there's one topic that everybody really wants to and it's Agentic commerce. And it makes sense, right? And that's Shopify has led in a lot of commerce transitions in the past and has benefited from commerce transitions in the past.
We see a big pace of change on a go-forward basis and investors are trying to understand how that change is going to evolve.
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