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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Lawrence Nga, The Motley FoolMon, November 10, 2025 at 1:45 PM GMT+1 5 min readBy 2030, Shopify could evolve from a storefront builder into the commerce layer of the internet.Merchant services, including payments and financing, are growing faster than subscription services.Ultimately, Shopify is likely to be more diversified across channels and geographies.10 stocks we like better than Shopify ›Shopify (NASDAQ: SHOP) has already transformed how millions of merchants sell online. However, the next five years could redefine the company altogether.As global retail continues its shift toward digital infrastructure, Shopify's ambition is expanding beyond storefronts. The company that once helped entrepreneurs launch websites is now building the plumbing for global commerce -- connecting payments, logistics, identity, and data across the internet.If the last decade was about helping small businesses get online, the next one may be about powering every transaction that happens there. Here's what Shopify could look like by 2030 -- and why this evolution matters for long-term investors.Image source: Getty Images.By 2030, Shopify may be less known for its e-commerce SaaS website templates and more recognized as the back-end infrastructure for modern retail.The company's initiatives point clearly in this direction. Its Commerce Components offering lets large enterprises integrate Shopify's best-performing modules -- such as checkout, analytics, and storefront APIs -- into their own systems. Meanwhile, the Partner Solutions Center, launched in 2025, connects Shopify with global system integrators to deploy enterprise-grade solutions at scale.This shift means that Shopify is no longer just serving entrepreneurs; it is now serving a broader range of businesses. It's embedding itself into the core systems of major retailers, much like Stripe powers online payments.At the same time, tools like Shop Pay and the Model Context Protocol (MCP) extend Shopify's reach beyond its own platform. Shop Pay can process transactions beyond Shopify's ecosystem and across other countries, while MCP enables third-party AI agents to interact directly with Shopify stores.If these trends continue, Shopify could become the "commerce layer of the internet" -- the infrastructure behind how digital transactions happen everywhere.If Shopify succeeds in becoming infrastructure, its economics could change dramatically. Historically, Shopify's revenue depended on subscriptions and transaction fees from small and mid-sized businesses. By 2030, the mix could look very different:Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,846.61 +14.18 (+0.21%)Dow 3047,927.96 +559.33 (+1.18%)Nasdaq23,468.30 -58.87 (-0.25%)Russell 20002,458.28 +2.63 (+0.11%)VIX17.28 -0.32 (-1.82%)Gold4,146.50 +30.20 (+0.73%)PortfolioSign in to access your portfolioSign inTop gainersEWTX Edgewise Therapeutics, Inc. 21.48 +3.20 (+17.51%)LB LandBridge Company LLC 85.55 +10.55 (+14.07%)DNLI Denali Therapeutics Inc. 17.58 +1.98 (+12.69%)APGE Apogee Therapeutics, Inc. 62.95 +6.18 (+10.89%)CWAN Clearwater Analytics Holdings, Inc. 18.40 +1.71 (+10.25%)Top losersLIF Life360, Inc. 72.79 -20.51 (-21.98%)CRWV CoreWeave, Inc. 88.39 -17.22 (-16.31%)BTDR Bitdeer Technologies Group 15.02 -2.63 (-14.90%)CENX Century Aluminum Company 27.88 -4.43 (-13.71%)WULF TeraWulf Inc. 12.37 -1.93 (-13.50%)Most activeOPEN Opendoor Technologies Inc. 8.48 +0.51 (+6.40%)PLUG Plug Power Inc. 2.5300 -0.0300 (-1.17%)NVDA NVIDIA Corporation 193.16 -5.89 (-2.96%)BBAI BigBear.ai Holdings, Inc. 6.06 +0.35 (+6.13%)PFE Pfizer Inc. 25.51 +1.12 (+4.59%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersAMD Advanced Micro Devices, Inc. 237.52 -6.46 (-2.65%)BTC-USD Bitcoin USD 102,943.52 -2,830.38 (-2.68%)OKLO Oklo Inc. 104.22 -7.30 (-6.55%)LFS Leifras Co., Ltd. 11.37 +9.69 (+576.79%)MRK Merck & Co., Inc. 90.95 +4.20 (+4.84%)Top economic events