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5 Interesting Learnings from Shopify at $14B in Revenue: 34% Growth, 18% Free Cash Flow Margins, and AI Orders Up 3x

Shopify reported Q2 2026 this week and the stock jumped roughly 18% on the news, erasing most of a 25% year-to-date decline in a single session. The headline numbers: $3.58 billion in quarterly revenue, up 34% year-over-year $115.6 billion in GMV, up 32%, the fifth straight quarter of 30%+ GMV growth $1.71 billion in gross…
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Artificial Intelligence (AI), Blog Posts, SaaStr.Ai

I Bought 30+ APIs This Year. Only Exa Asked How It Went. Copy Them.

Four sentences, from a real PM, timed off actual usage. It got a 400-word product spec back. We run 21+ AI agents in production at SaaStr, and we’re building SaaStr AI Connect on top of them. That means a lot of API signups: search, enrichment, structured data, email infrastructure, inference, storage. Somewhere north of 30…
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Aaron LevieCEO and Co-Founder of Box

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Eric YuanCEO & Co-Founder of Zoom

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Lew CirneCEO of NewRelic

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Lew CirneCEO of NewRelic

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Scott DorseyCEO of ExactTarget

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Aaron LevieCEO and Co-Founder of Box

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Phil FernandezCEO & Co-Founder of Marketo

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