From the looks of it, they are working feverishly to grow their TAM. For those that have sold, I’m wondering if this changes the thesis (read - what would Kylie Jenner do? Which, IMHO is one of the reasons the stock is soaring…) The link to the Investor Day Press release and summary.
Introducing Shopify Fulfillment Network
Shopify Fulfillment Network , available now for early access, will provide U.S. merchants with a network of distributed fulfillment centers, and uses machine learning to ensure timely deliveries and lower shipping costs, putting their brand and customer experience front and center.
Announcing Shopify Plus’ all-new platform for enterprise merchants
The all-new Shopify Plus provides a single view of a merchant’s entire business, tools that facilitate a consistent experience across stores, and an easier-than-ever way to create new stores, empowering enterprise merchants to move fast, build with the customer in mind, and unlock growth potential.
Debuting next-generation point of sale software to supercharge in-store experiences
The new Shopify POS will be faster, more intuitive, and more scalable point of sale software, providing retailers with a simple interface, new customer service shortcuts, and access to all of Shopify’s POS app extensions.
Going Global: New ways for merchants to reach international shoppers
Introducing 11 new language capabilities, now available in the Shopify Admin globally, including Traditional Chinese, Simplified Chinese, Danish, Dutch, Finnish, Hindi, Malay, Norwegian, Swedish, Korean and Thai.
Shopify’s Translations API will store translated buyer-facing content including products, collections, and blog posts, enabling merchants to provide the same consistent shopping experience in multiple languages.
With Shopify Payments, all merchants can now sell in multiple currencies and get paid in their local currency.
Bringing an all-new online store design experience
The new online store design experience makes it even easier for merchants to customize the look and feel of their store to meet the evolving expectations of shoppers, without editing the code.
Introducing the ability to display products in video and 3D models right within Shopify, unlocking new possibilities for merchants to deliver the in-store experience online by bringing products to life.
Partners can now integrate subscription payments solutions directly into Shopify’s checkout.
Go fast, be stable: Providing developers with the best tools to build powerful apps
Shopify’s most popular libraries will be available in GraphQL, allowing developers to leverage its speed and efficiency to build faster and more stable apps for merchants.
With the Shopify App CLI (command-line interface), developers can now wrap all their app building steps into one command, scaffolding an app within seconds.
Shopify App Bridge is a new, consolidated tool that enables developers to embed their apps directly into Shopify, including desktop, Shopify Mobile, and Shopify POS, creating a seamless user experience for merchants.
Introducing new back office shipping features to help merchants sell more, better manage their order process, and improve customer experiences
New shipping features make it possible for merchants to set specific shipping rules and pricing for different products, and create automatic and more accurate visibility throughout the fulfillment process, including any activity happening in third-party apps and services.