Shopify grew revenue 30% in 2025, according to a report from Digital Commerce 360, with two forces doing most of the work: a surge in business-to-business transaction volume and an expanding footprint in AI-driven commerce.

The 30% figure is the headline number, and it matters for a specific reason. Shopify has spent the last several years repositioning itself from a small-business storefront tool into infrastructure for larger, more complex merchants. A growth rate of that size at Shopify's scale suggests the repositioning is producing measurable results rather than remaining a strategic talking point.

The B2B component is the more concrete of the two drivers named in the report. Business-to-Business selling on Shopify has moved from a niche use case to a significant volume contributor, as manufacturers and wholesalers adopt consumer-grade commerce tooling for distributor and retailer relationships. For revenue operations and sales teams at B2B brands, the implication is direct: Shopify is increasingly a channel where quoted pricing, negotiated terms, and repeat ordering happen, not just a self-service checkout page. Sellers working wholesale and distribution accounts should treat the platform as a live storefront their buyers already use.

The second driver, AI commerce, is broader and less precisely defined in the source material. What Digital Commerce 360 reports is expansion — merchants and buyers increasingly reaching transactions through AI-mediated experiences such as chat-based shopping, agentic checkout, and AI-assisted product discovery. Shopify has positioned itself to capture this shift. The distinction worth holding onto: the 30% revenue number is measured and reported, while the degree to which AI commerce specifically contributed is described as directional growth rather than broken out as a discrete figure. Readers evaluating AI commerce claims from any vendor should apply the same test — ask for the revenue attribution and the methodology before treating the trend as quantified.

For go-to-market teams, the practical readouts are these. First, B2B commerce on Shopify is now material enough to move a 30% corporate revenue line, which means channel strategy reviews that exclude it are incomplete. Second, the buyer journey is splitting: a growing share of product research and purchasing decisions will happen inside AI interfaces before a human seller is ever involved, which compresses the window where traditional outreach can influence a deal. Teams selling into mid-market and enterprise accounts should expect buyers who arrive better-informed and later in the cycle, and should weight their playbook toward deal stages where expertise still differentiates — configuration, integration, negotiated terms — rather than top-of-funnel education.

Third, for companies selling software or services to Shopify merchants, a platform growing at 30% signals an expanding addressable base of merchants with rising transaction volumes and, by extension, rising operational needs.

What the report does not yet specify is the margin profile of the AI-driven volume or the retention behavior of B2B buyers acquired through the platform. Digital Commerce 360's framing — surging B2B plus expanding AI commerce on top of a 30% revenue gain — positions the next set of questions squarely around whether Shopify can sustain that growth rate into 2026 as AI-mediated purchasing moves from experiment to default behavior.