Shopify: Laying the Groundwork for Long-Term Growth

Shopify: Global e-commerce opportunity

We believe Shopify creating a robust developer ecosystem is the company’s most important strategic priority,” the 5-star analyst said. “A robust ecosystem better enables Shopify to address the long-tail of global commerce use-cases and TAM.” If Shopify wants to make the most of the global e-commerce opportunity – Treiber estimates there is a TAM of $800 billion – third-party apps will go a long way toward making that happen and can help Shopify “better address the multitude of commerce use-cases that are emerging globally.”

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