- Shopify Antitrust Case Moves Forward Keeping Platform Power In Focus
May 13, 2026
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
A U.S. District Court has allowed key antitrust claims against Shopify (NasdaqGS:SHOP) to proceed in an ongoing case brought by Sezzle. The ruling permits core monopolization and restraint of trade allegations to move forward, rather than dismissing them at this stage. The decision does not establish liability, but it keeps legal and regulatory risk on the table for Shopify.
Shopify runs a commerce platform that helps merchants set up online stores, process payments, and connect with third party apps and services. The Sezzle antitrust case focuses attention on how Shopify structures those relationships and the degree of control it may have over access to merchants. For investors, this sits alongside broader questions about platform power and competition rules for large digital ecosystems.
As the case progresses, the process itself could matter for sentiment around NasdaqGS:SHOP, even without any final judgment. Investors may watch for any disclosures about business practices, potential changes to partner terms, or shifts in how third party services are integrated into the Shopify ecosystem.
Stay updated on the most important news stories for Shopify by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Shopify.NasdaqGS:SHOP 1-Year Stock Price Chart
Is Shopify's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis.
The Sezzle ruling keeps antitrust risk alive for Shopify and puts its platform practices under closer scrutiny just as the business is leaning heavily on ecosystem control to support AI-powered commerce and financial services. The case could bring more detail to light on exclusivity terms, data access, and how Shopify prioritizes its own payment and checkout products versus third parties. That matters for investors because any requirement to open up the platform more broadly, pay damages, or adjust commercial terms could affect take rates or the economics of high-margin software and payments revenue. At the same time, the court has not found liability, so the immediate operational impact is limited to legal costs and management time. With Shopify already facing questions about AI-related expenses, responsible AI policies, and competition from players like Amazon, WooCommerce, and BigCommerce, this antitrust process adds another layer of regulatory uncertainty for a company positioned as core commerce infrastructure.
Story Continues
How This Fits Into The Shopify Narrative
The case highlights how central the platform and its AI-powered tools are to merchants, which is consistent with the narrative that Shopify sits at the heart of digital commerce. Regulatory and legal scrutiny directly challenge the idea that Shopify can rely on tight ecosystem control to support long-term monetization without external constraints. The narrative focuses on competition and regulation in general terms, but this specific U.S. antitrust case and its potential outcomes are not explicitly reflected in that story.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Shopify to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
Court proceedings can be lengthy and costly, with the possibility of fines or required changes to business practices if Sezzle ultimately prevails. A ruling that forces more open access for third party services could reduce Shopify's control over merchant relationships and pressure monetization of payments and value added tools. The case could clarify the legal boundaries for platform conduct, giving Shopify more certainty on how it structures contracts and integrations in the U.S. market. If Shopify successfully defends its practices, the outcome may support its ability to keep building AI-powered, tightly integrated services at scale.
What To Watch Going Forward
Keep an eye on key court milestones such as discovery disputes, summary judgment motions, and any early settlement discussions, as each can update the probability and scale of potential financial or operational impact. Watch also for whether regulators in the U.S. or other regions reference the Sezzle case when assessing large digital platforms, and for any voluntary tweaks Shopify makes to partner terms, app store rules, or payments integration while the case is pending. Together with earnings updates and AI-related investment disclosures, these signals will help you judge whether regulatory and legal risk is becoming a more central part of the Shopify thesis.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Shopify, head to the community page for Shopify to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SHOP.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments
- Sezzle Provides Update on Antitrust Case Against Shopify
May 12, 2026
Court allows Sezzle’s core monopolization and restraint of trade claims to proceed
Minneapolis, MN, May 12, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, today announced that the United States District Court for the District of Minnesota has issued an Opinion and Order granting in part and denying in part Shopify, Inc.’s motion to dismiss Sezzle’s antitrust action.
The Court allowed Sezzle’s core claims to proceed, including claims for monopolization and attempted monopolization under Section 2 of the Sherman Act, unlawful restraint of trade under Section 1 of the Sherman Act, parallel claims under the Minnesota Antitrust Law of 1971, and a claim under the Minnesota Deceptive Trade Practices Act.
The Court dismissed without prejudice Sezzle’s unlawful tying claim under Section 1 of the Sherman Act and the corresponding portion of Sezzle’s state-law antitrust claim. The remaining claims will proceed.
The case, captioned Sezzle, Inc. v. Shopify, Inc., File No. 25-cv-2395 (ECT/SGE), is pending in the United States District Court for the District of Minnesota. The Court’s ruling is procedural in nature and does not constitute a finding of liability against Shopify.
A copy of the Court’s Opinion and Order is available on Sezzle’s Investor Relations website at: https://investors.sezzle.com/resource/sezzle-v-shopify/.
Contact Information
Jack Fagan
Investor Relations
+1 651 240 6001
InvestorRelations@sezzle.com Erin Foran
Media Inquiries
+1 651 403 2184
erin.foran@sezzle.com
About Sezzle Inc.
Sezzle is a forward-thinking fintech company committed to financially empowering the next generation. Through its purpose-driven payment platform, Sezzle enhances consumers' purchasing power by offering access to point-of-sale financing options and digital payment services—connecting millions of customers with its global network of merchants. Centered on transparency, inclusivity, and ease of use, Sezzle empowers consumers to manage spending responsibly, take charge of their finances, and achieve lasting financial independence.
For more information visit sezzle.com
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. We have based these forward-looking statements largely on our management’s current expectations and projections about future events and financial trends affecting the financial condition of our business.
Story Continues
Forward-looking statements generally can be identified by the use of words such as "anticipate," "expect," "plan," "could," "may," "will," "believe," "estimate," "forecast," "goal," "project," other words or expressions of similar meaning (or the negative versions of such words or expressions). These forward-looking statements address various matters including the timing and nature of anticipated new products, our business strategy, future operations, financial performance or other future events. These forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Applicable risks and uncertainties include, among others: impact of the “buy-now, pay-later” (“BNPL”) industry becoming subject to increased regulatory scrutiny; impact of operating in a highly competitive industry; impact of macro-economic conditions on consumer spending; our ability to increase our merchant network, our base of consumers, and gross merchandise value (GMV); our ability to effectively manage growth, sustain our growth rate and maintain our market share; our ability to maintain adequate access to capital in order to meet the capital requirements of our business; impact of exposure to consumer bad debts and insolvency of merchants; our ability to comply with the applicable requirements of Visa and other payment processors; impact of the integration, support and prominent presentation of our platform by our merchants; impact of any data security breaches, cyberattacks, employee or other internal misconduct, malware, phishing or ransomware, physical security breaches, natural disasters, or similar disruptions; impact of key vendors or merchants failing to comply with legal or regulatory requirements or to provide various services that are important to our operations; our ability to protect our intellectual property rights and third party allegations of the misappropriation of intellectual property rights; impact of the costs of complying with various laws and regulations applicable to the BNPL industry in the United States and Canada; the impact of litigation, regulatory investigations and actions, and compliance issues on our business; significant and sudden declines or volatility in the trading price of our common stock and market capitalization; and other factors identified in the “Risk Factors” section of our most recent Annual Report on Form 10-K (the “Annual Report”) and the Company’s subsequent filings filed with the SEC. Investors should not place undue reliance on forward-looking statements contained in this press release, including any accompanying attachments or oral forward-looking statements that we or persons acting on our behalf may issue, which, except as otherwise noted, speak only as of the date of this press release. Except as required by law, we undertake no obligation to update or revise any forward-looking statements contained in this press release, any accompanying materials, or oral forward-looking statements made in connection with this press release.
CONTACT: Erin Foran Sezzle 6514032184 erin.foran@sezzle.com
View Comments
- Roku Inc Faces Significant Reduction in Catherine Wood's Portfolio
May 12, 2026
This article first appeared on GuruFocus.
Exploring the Strategic Moves of ARK's Founder in Q1 2026
Catherine Wood (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into her investment moves during this period. With over 40 years of experience, Cathie Wood founded ARK in 2014 to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that spans across sectors, market capitalizations, and geographies, she believes ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As chief investment officer and portfolio manager, Wood spearheaded the development of ARKs philosophy and investment approach and is ultimately responsible for investment decisions. Recognizing that disruptive innovation causes rapid cost declines, cuts across sectors, and spawns further innovation, ARK uses an iterative investment process that combines top-down and bottom-up research. The firm strives to identify innovation early in order to capitalize on the opportunity, providing long-term value to investors.
Warning! GuruFocus has detected 10 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator.
Summary of New Buy
Catherine Wood (Trades, Portfolio) added a total of 13 stocks, among them:
The most significant addition was Broadcom Inc (NASDAQ:AVGO), with 407,803 shares, accounting for 0.98% of the portfolio and a total value of $126.22 million. The second largest addition to the portfolio was BioNTech SE (NASDAQ:BNTX), consisting of 127,878 shares, representing approximately 0.09% of the portfolio, with a total value of $11.37 million. The third largest addition was Eli Lilly and Co (NYSE:LLY), with 12,676 shares, accounting for 0.09% of the portfolio and a total value of $11.66 million.
Key Position Increases
Catherine Wood (Trades, Portfolio) also increased stakes in a total of 85 stocks, among them:
The most notable increase was Tempus AI Inc (NASDAQ:TEM), with an additional 2,050,162 shares, bringing the total to 9,607,745 shares. This adjustment represents a significant 27.13% increase in share count, a 0.72% impact on the current portfolio, with a total value of $434.46 million. The second largest increase was Robinhood Markets Inc (NASDAQ:HOOD), with an additional 1,196,850 shares, bringing the total to 6,003,061. This adjustment represents a significant 24.9% increase in share count, with a total value of $416.01 million.
Story Continues
Summary of Sold Out
Catherine Wood (Trades, Portfolio) completely exited 29 of the holdings in the first quarter of 2026, as detailed below:
The Trade Desk Inc (NASDAQ:TTD): Catherine Wood (Trades, Portfolio) sold all 2,927,539 shares, resulting in a -0.74% impact on the portfolio. PagerDuty Inc (NYSE:PD): Catherine Wood (Trades, Portfolio) liquidated all 8,323,386 shares, causing a -0.72% impact on the portfolio.
Key Position Reduces
Catherine Wood (Trades, Portfolio) also reduced positions in 82 stocks. The most significant changes include:
Reduced Roku Inc (NASDAQ:ROKU) by 2,061,333 shares, resulting in a -35.05% decrease in shares and a -1.49% impact on the portfolio. The stock traded at an average price of $97.4 during the quarter and has returned 53.27% over the past 3 months and 17.16% year-to-date. Reduced Teradyne Inc (NASDAQ:TER) by 1,111,134 shares, resulting in a -47.16% reduction in shares and a -1.43% impact on the portfolio. The stock traded at an average price of $278.84 during the quarter and has returned 13.93% over the past 3 months and 83.08% year-to-date.
Portfolio Overview
At the first quarter of 2026, Catherine Wood (Trades, Portfolio)'s portfolio included 181 stocks, with top holdings including 8.18% in Tesla Inc (NASDAQ:TSLA), 4.29% in Advanced Micro Devices Inc (NASDAQ:AMD), 4.19% in CRISPR Therapeutics AG (NASDAQ:CRSP), 3.85% in Shopify Inc (NASDAQ:SHOP), and 3.54% in Palantir Technologies Inc (NASDAQ:PLTR).
The holdings are mainly concentrated in 10 of all the 11 industries: Technology, Healthcare, Consumer Cyclical, Financial Services, Industrials, Communication Services, Energy, Utilities, Consumer Defensive, Basic Materials.
View Comments
- Emersoft Expands Internationally Through Partnership with Gardners to Power UK Bookstore Commerce on Shopify
May 12, 2026
Upcoming Gardners integration will help UK booksellers connect catalog data, availability, ecommerce, Shopify POS-connected operations, and TikTok Shop access through one integrated system.
ST. PETERSBURG, FL / ACCESS Newswire / May 12, 2026 / Emersoft, the St. Petersburg-based team behind the Emersoft Books Shopify App, today announced an upcoming partnership with UK book wholesaler Gardners. The collaboration will enable UK booksellers to access Gardners' catalog data and availability through Emersoft's platform, delivering a modern, Shopify-native way to automate ecommerce, POS-connected bookstore operations, and more from one integrated system.
After successfully serving more than 100 booksellers across the United States, Emersoft is bringing its Shopify-native bookstore infrastructure to the UK market. Set to be available in early June 2026, the Gardners and Emersoft Books App integration will help UK booksellers connect their Shopify stores to Gardners catalog and availability data, support ecommerce and Shopify POS-connected operations, and tap into TikTok Shop through Shopify's native sales channel capabilities.
For independent booksellers, the integration is designed to reduce the manual work that often sits between running a physical bookstore and selling online. Catalog data, product availability, ecommerce listings, customer orders, and POS-connected workflows should not have to live in disconnected systems. With the upcoming Gardners integration, UK booksellers will have a clearer path to operate through Shopify while keeping more sales in their own store.
"After working with more than 100 booksellers in the US, we have seen the same pattern again and again: booksellers want modern ecommerce, stronger catalog access, and fewer disconnected systems," said Marcin Ruman, Founder, Emersoft.
"Partnering with Gardners gives UK booksellers a practical path to run catalog data, availability, Shopify ecommerce, POS-connected workflows, and TikTok Shop selling through one connected ecosystem. The goal is simple: help booksellers say yes to more customers and keep more sales in their own store," said Pawel Marciniuk, Co-Founder and CTO, Emersoft.
"At Gardners, through our partnership with Emersoft, we are focused on enabling booksellers to access the ever-growing digital marketplace more easily. By making our data and availability accessible through modern platforms and providing access to our fast and efficient CDF service, we aim to support retailers in expanding their reach, improving efficiency, and continuing to thrive both in-store and online," said Nigel Wyman, Chief Sales Officer, Gardners.
Story Continues
The Emersoft Books Shopify App helps bookstores manage catalog data, import titles, automate fulfillment workflows, handle pre-orders, enrich product metadata, and connect online selling with broader bookstore operations inside Shopify. The product is built for bookstores, authors, publishers, and book-focused creators who need a direct-to-reader commerce system without building custom infrastructure themselves.
The upcoming Gardners integration expands that model for the UK market by connecting domestic UK catalog and availability data into Emersoft's Shopify-native bookstore system. For omnichannel booksellers, this creates a stronger operational bridge between online storefronts, physical retail, Shopify POS, and emerging sales channels like TikTok Shop.
"This collaboration is just getting started," added Marcin Ruman. "We are excited for what is ahead and for the role this can play in helping UK booksellers modernize without losing the independence, customer relationships, and community presence that make their stores matter."
The Gardners integration is expected to be available in early June 2026, with onboarding details and launch information to be shared directly with UK booksellers ahead of release.
About Emersoft
Emersoft builds Shopify-native commerce infrastructure for bookstores, authors, publishers, and book-focused creators. Headquartered in St. Petersburg, Florida, Emersoft has served more than 100 US-based booksellers through the Emersoft Books Shopify App, which helps merchants manage catalog data, import titles, automate fulfillment workflows, support pre-orders, enrich product metadata, and connect online selling with broader bookstore operations inside Shopify. Emersoft is also a Certified Shopify Partner, offering Shopify design, development, onboarding, and technical support for merchants building or expanding their bookstore on Shopify. Learn more at emersoft.co.
About Gardners
Gardners Books is one of the world's leading book wholesalers and distributors of English-language books, providing booksellers worldwide with instant access to more than 500,000 in-stock titles for fast and efficient delivery. With a broad range of in-stock titles, reliable distribution, and a focus on supporting booksellers, Gardners provides a one-stop supply solution across print, digital integration, and direct-to-consumer fulfillment services. Learn more at gardners.com.
Media Contact
Organization: Emersoft LLC
Contact Person Name: Marcin Ruman
Website: https://www.emersoft.co
Email: marcin@emersoft.co
City: St. Petersburg
State: FL
Country: United States
SOURCE: Emersoft LLC
View the original press release on ACCESS Newswire
View Comments
- Shopify's AI Channels Are Booming: What They Mean for the Stock
May 12, 2026
Shopify Inc.'s SHOP aggressive push into AI-powered commerce channels is rapidly becoming a key growth driver for SHOP stock. In first-quarter 2026, AI-driven traffic to Shopify stores surged 8x year over year, while orders generated from AI-powered searches jumped nearly 13x. Management noted that new buyer orders from AI channels are occurring at almost twice the rate of traditional channels, highlighting strong customer acquisition potential.
The company is benefiting from deep integrations with ChatGPT, Microsoft Copilot and Google AI services, making Shopify the only platform enabling discovery and selling across all three ecosystems from a unified commerce platform. Shopify has already structured more than 1 billion products with real-time pricing and inventory data, allowing AI agents to surface highly relevant products faster and more accurately than general web searches.
Beyond traffic gains, Shopify’s proprietary AI assistant, Sidekick, is boosting merchant productivity and platform stickiness. Weekly active shops using Sidekick increased 4x year over year, while more than 12,000 custom apps were created using the tool in the first quarter alone.
Financially, Shopify remains strong. First-quarter revenues climbed 34% year over year to $3.17 billion, while GMV topped $100 billion for the second straight quarter. Free cash flow reached $476 million with a healthy 15% margin.
With AI commerce adoption accelerating and Shopify positioned at the center of agentic shopping, the company appears well-placed to sustain strong growth momentum, making SHOP stock increasingly attractive for long-term investors.
Competitors Racing to Capture AI-Led Commerce
Shopify’s AI momentum puts it against major commerce and software rivals, especially Amazon AMZN and Wix.com Ltd. WIX.
Amazon remains a formidable competitor because it already controls a massive marketplace, product discovery engine and checkout ecosystem. As AI agents reshape shopping, Amazon can use its scale, data and logistics network to keep buyers inside its ecosystem. Still, Amazon primarily favors its marketplace model, while Shopify helps merchants own their brand, customer relationships and storefronts. That difference makes Shopify more attractive for businesses seeking AI-enabled independence rather than marketplace dependence.
Wix is another relevant rival, particularly among small and medium-sized businesses looking for AI-powered website creation and e-commerce tools. Wix has been aggressively expanding its AI capabilities to simplify store design, content generation and online selling. However, Wix remains more focused on website building, while Shopify offers a broader commerce infrastructure spanning payments, logistics, AI-driven discovery and enterprise retail solutions. As Shopify deepens integrations with ChatGPT, Copilot and Google AI services, its expanding AI-commerce ecosystem could widen its competitive lead over Wix in the evolving digital commerce market.
Story Continues
SHOP Stock’s Price Performance & Valuation Trend
Shares of SHOP have trended 36.3% downward year to date (YTD), underperforming the Zacks Internet - Services industry, as shown below.
SHOP’s YTD Price PerformanceZacks Investment Research
Image Source: Zacks Investment Research
SHOP stock is currently trading slightly at a premium compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 53.11, as evidenced by the chart below.
SHOP’s P/E Ratio (Forward 12-Month) vs. IndustryZacks Investment Research
Image Source: Zacks Investment Research
EPS Trend of SHOP Stock
Over the past 30 days, expectations for the company’s 2026 earnings per share increased to $1.78. The estimate indicates 52.1% growth from the year-ago level.Zacks Investment Research
Image Source: Zacks Investment Research
Shopify currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Amazon.com, Inc. (AMZN) : Free Stock Analysis Report
Wix.com Ltd. (WIX) : Free Stock Analysis Report
Shopify Inc. (SHOP) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments
- Shopify's AI Channels Are Booming: What They Mean for the Stock
May 12, 2026 · zacks.com
AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.
- Bazaarvoice Becomes Shopify Certified Technology Partner, Bringing Deep Customization & World’s Largest Content Network to Merchants
May 12, 2026
Bazaarvoice, Inc.
The integration also brings forth best-in-class authenticity and moderation against AI-driven fraud risk
AUSTIN, Texas, May 12, 2026 (GLOBE NEWSWIRE) -- Bazaarvoice, Inc., the world’s most trusted network of authentic consumer voices, today announced it has become a Shopify Certified Technology Partner. This integration combines the speed and simplicity of a Shopify storefront with the power of the industry’s most expansive content network, allowing brands to scale global operations without sacrificing brand identity or authenticity.
As e-commerce becomes increasingly complex, brands have often been forced to choose between "easy-to-use" rigid templates and the sophisticated customization required for a premium brand experience. Bazaarvoice’s Shopify integration eliminates this trade-off, offering granular catalog and design control coupled with best-in-class authenticity and moderation against AI-driven fraud risk, and focused expertise. This ensures complex, multi-locale storefronts are optimized to maximize engagement and drive higher conversions.
The integration introduces several key benefits designed to give merchants total control over their UGC strategy:
Content amplification on the world’s largest ratings and reviews network: With over 16B+ pieces of content, 3B+ products supported, and 11,000+ brands, Bazaavoice’s massive Ratings & Reviews Network enriches product pages across Shopify users’ global catalogs. This is now fully integrated via new multi-locale capabilities that allow merchants to manage localized content for different regions directly within the Shopify app. Customization without restrictive platform limits: Bazaarvoice becoming a Certified Technology Partner moves beyond "out-of-the-box" limitations of other ratings and reviews providers, giving brands granular catalog control, automation settings, and design customizations that align with complex business needs. Protection against AI-driven fraud and compliance risk: Merchants are safeguarded against exploding AI-driven risk and potential fines with Bazaarvoice’s industry-leading fraud detection and regulatory compliance technology, built on the global ISO-20488 standard. Access to focused expertise and a consolidated UGC platform: This integration connects brands with industry experts who ensure their data integrity and performance from day one.
“Generic templates shouldn't define a brand’s digital identity,” said Doug Straton, Bazaarvoice CMO. “By integrating with Shopify, we are handing the creative reins back to the merchant. This integration is built on the belief that every storefront should be as unique as the products it sells, providing the deep customization tools necessary to turn a standard shop into a bespoke brand experience."
Story Continues
The Bazaarvoice Shopify app is designed to grow alongside the merchant. Beyond Ratings & Reviews, brands can easily integrate Social Commerce, Influencer Marketing, and Product Sampling within a single, consolidated platform—eliminating the friction of managing multiple point-solution vendors.
For more information about Bazaarvoice becoming a Shopify Certified Technology Partner, please visit the Bazaarvoice website.
About Bazaarvoice
Bazaarvoice connects over 13,000 brands and retailers to the authentic shopper content that powers commerce. We source, verify, and amplify authentic product ratings, reviews, photos, and videos at scale — driving reach, traffic, and conversion. We turn User Generated Content (UGC) into your most powerful sales and marketing asset, ensuring your products are discovered, trusted, and chosen.
Founded in 2005, Bazaarvoice is headquartered in Austin, Texas, with offices across North America, Europe, India, and Australia. For more information, visit www.bazaarvoice.com
Media Contact
Lauren Venticinque
lauren.venticinque@bazaarvoice.com
View Comments
- PolyAI accelerates global momentum with senior leadership hires and expansion to Canada
May 12, 2026
Senior leaders from Cohere, Spotify, Google, and Shopify join Europe's fastest-growing enterprise AI company as it opens new tech hub in Toronto
NEW YORK, May 12, 2026 /PRNewswire/ -- PolyAI, the leader in agentic AI for customer experience, today announced a wave of executive appointments and the opening of a new technology hub in Canada. The hires span engineering, marketing, and partnerships, strengthening PolyAI's bench as it scales to meet skyrocketing global demand for its platform.PolyAI Logo (PRNewsfoto/PolyAI)
These moves build on PolyAI's explosive momentum, including its recent Series D bringing its total funding over $200M and the Financial Times ranking it the fastest-growing AI company in Europe. PolyAI now partners with more than 200 enterprise customers, with thousands of live deployments across over 75 languages and 25 countries.
"Enterprises are looking for AI that can handle complex organizational challenges and build the level of trust that their customers deserve. We've helped solve these problems since before agentic AI was a market category, deploying at scale in regulated industries while others were still figuring out the basics," said Nikola Mrkšić, Co-Founder and CEO of PolyAI. "That foundation is why demand for our platform continues to boom, and these hires and this expansion will help us meet it."
Helen Greul appointed Senior Vice President, Product Engineering Helen Greul will lead product engineering as PolyAI scales its platform and deepens its extensibility for builders.
Helen brings more than 15 years of experience turning complex, real-world problems into scalable systems that engineering teams can build on and enterprise customers can rely on. Most recently, she led engineering at Multiverse, where she scaled AI-driven learning products for global enterprises. Before that, she spent several years at Spotify, where she shaped developer tooling and played a central role in building the podcasts platform.
Morgan Norman appointed Chief Marketing Officer Morgan Norman will drive PolyAI's brand and go-to-market strategy as the company extends its leadership position in agentic AI for customer experience.
Now a four-time CMO, Morgan brings a proven track record as senior marketing leader at some of the most respected names in enterprise software, including Microsoft, Zuora, NetSuite, Cohere, and DialPad. He is known for building bold, competitive marketing that cuts through crowded markets.
Paul Asoyan appointed VP, Strategic Alliances & Business Development Paul Asoyan will lead PolyAI's global partnership teams, building scalable ecosystems that accelerate platform adoption across enterprise customers and ISVs.
Story Continues
Paul brings more than 13 years at Google, where he was one of the founding members of Google Cloud, building its partner ecosystem from scratch across technology and services partners, and directing joint go-to-market strategy with GSIs, SIs, MSPs, private equity and ISVs. Paul also served as Director of Partnerships at Gong, where he and his team identified, enabled, and grew strategic partners for one of enterprise software's fastest-scaling companies.
PolyAI opens Toronto tech hub & appoints Danielle Waknine VP, GTM Vertical Expansion Alongside these executive appointments, PolyAI today announced the opening of a new technology hub in Toronto, marking the company's first dedicated presence in Canada. The Canadian team will focus on agent design, AI deployments, and business development, with approximately 20 employees expected to be in place by the end of Q2 2026.
Danielle Waknine joins PolyAI's Canadian operations with a focus on spearheading PolyAI's expansion into new verticals, building and leading the go-to-market strategy across sales-led, partner-led, and product-led motions. She brings deep experience building GTM motions from the ground up, most recently at Shopify, where she scaled the B2B vertical from zero to $100M in under a year.
"Toronto is one of the world's great AI talent hubs, making it a natural fit for our continued growth," said Shawn Wen, Co-Founder and CTO of PolyAI. "On top of that, we're seeing incredible demand for our platform across North America, and being in Toronto means we can work even more closely with our clients on the complex, high-stakes customer interactions that define their businesses."
About PolyAI
PolyAI is transforming customer experience with AI agents that help enterprises show up as the best versions of themselves in every conversation. We are trusted by global leaders including Marriott, Caesars Entertainment, PG&E, and UniCredit to handle their most complex customer interactions. Our agents deliver human-level understanding with enterprise-grade reliability, and many of our largest deployments already do the work of 1,000+ full-time employees.Cision
View original content to download multimedia:https://www.prnewswire.com/news-releases/polyai-accelerates-global-momentum-with-senior-leadership-hires-and-expansion-to-canada-302769185.html
View Comments
- Noibu Deepens Investment in Shopify Plus, Bringing Ecommerce Analytics & Monitoring Platform to Plus Merchants Across Every Build
May 12, 2026 · businesswire.com
OTTAWA, Ontario--(BUSINESS WIRE)--Noibu, the leading ecommerce analytics & monitoring platform, today announced the deepening of its investment in the Shopify Plus segment. Building on years of work with Shopify Plus retailers, Noibu's platform now serves Shopify Plus merchants across every build — from Liquid themes to full headless builds — with the same purpose-built platform, ready from day one. Alongside the expansion, Noibu is bringing two new AI capabilities — Explorations and Noibu.
- NOIBU DEEPENS INVESTMENT IN SHOPIFY PLUS, BRINGING ECOMMERCE ANALYTICS & MONITORING PLATFORM TO PLUS MERCHANTS ACROSS EVERY BUILD
May 12, 2026
OTTAWA, ONTARIO--(BUSINESS WIRE)--NOIBU, THE LEADING ECOMMERCE ANALYTICS & MONITORING PLATFORM, TODAY ANNOUNCED THE DEEPENING OF ITS INVESTMENT IN THE SHOPIFY PLUS SEGMENT. BUILDING ON YEARS OF WORK WITH SHOPIFY PLUS RETAILERS, NOIBU'S PLATFORM NOW SERVES SHOPIFY PLUS MERCHANTS ACROSS EVERY BUILD — FROM LIQUID THEMES TO FULL HEADLESS BUILDS — WITH THE SAME PURPOSE-BUILT PLATFORM, READY FROM DAY ONE. ALONGSIDE THE EXPANSION, NOIBU IS BRINGING TWO NEW AI CAPABILITIES — EXPLORATIONS AND NOIBU.
