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million, FY Merchant Solutions revenue grew 116% to $2B Shopify Expands Its Checkout System to Facebook and Instagram. Fourth-Quarter Revenue Grows 94% on GMV Growth of 99% Full-Year 2020 Revenue Grows 86% on GMV Growth of 96% FY Subscription Solutions revenue grew 41% to $908.8 Amazon news: Amazon acquires Seltz, a Shopify competitor.
Installment Payments heat up – At least one company is acquired (Affirm, Afterpay, Klarna, QuadPay, Sizzle) Yes (IPO’s). Amazon Shopify Competitor (shipping solution). Shipping (Shopify) – launch own DSP. Digital grocery wars heat up. Owned brands continue to grow. 2021 Predictions. Retail Media > $20B.
No Live Streaming Commerce Still not meaningful in US in 2023 (less than 5% of social commerce in US) Yes Jason Total Score: 3 of 5 Scot : Amazon uses this 2022 setback/slowdown/reversion to the mean for a public resetting of expectations, but behind the scenes they take share and raise the bar on shipping. Scot: [28:09] Yeah.
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