E-COMMERCE AND MOBILE PAYMENTS

Vertical Market Intelligence Group provides dedicated and regular reports on mobile payments and merchant services, including in-depth looks at trends for Shopify (SHOP), PayPal (PYPL), Square (SQ) and Etsy (ETSY).


Keyword
Ticker Symbol
Research Notes Date
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 13, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 8, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 25, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 12, 2023
The Trade Desk: Raising End of Year Spending Plans Oct 12, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 27, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 13, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 30, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 16, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 2, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 19, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 6, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 21, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Paymen Jun 8, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments May 24, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments May 10, 2023
The Trade Desk: ROI Gains Boosting Spending May 3, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 26, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 12, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 29, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 15, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 1, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 15, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 2, 2023
Block Inc.’s Square: Square Seller Ecosystem Sees Holiday Gains Jan 26, 2023
BigCommerce Inc.: Growth Momentum Sees Only Slight Moderation Jan 20, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 18, 2023
Shopify Inc.: Merchant Growth Better Than Expected Despite Ongoing Macro-Economic Concerns Jan 12, 2023
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 4, 2023
China Consumer Internet Intelligence Brief A Biweekly Probe of Emerging Trends in Chinese E-Commerce Dec 15, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 14, 2022
Mid-4Q Update: B2C, DTC Beat Growth Expectations Dec 1, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 30, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 16, 2022
Mobile Payments: 3Q22 Post-Earnings Review for BIGC, SHOP, SQ Nov 8, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 2, 2022
Block Inc.’s Square: Economic Declines Moderate Merchant Growth Oct 26, 2022
BigCommerce Inc.: Growth Moderates as Economy Wanes Oct 20, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 19, 2022
Shopify Inc.: Growth Momentum Continues To Moderate on Post-Pandemic Challenges Oct 13, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 5, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 21, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 7, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 24, 2022
Mid-3Q Update: B2C, B2B Growth Muted as Economic Concerns Grow Aug 23, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 10, 2022
Mobile Payments: 2Q22 Post-Earnings Review for BIGC, SHOP, SQ Aug 9, 2022
On Our Radar: Weekly Recap of Key Media Developments Aug 5, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 27, 2022
Block Inc.’s Square: U.S. Merchant Sales Moderate on Economic Woes Jul 20, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 14, 2022
BigCommerce Inc.: B2B Segment Supports 2Q22 Growth Jul 14, 2022
Shopify Inc.: Growth Moderates Slightly, Heading for Post-Pandemic Normalcy Jul 7, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 29, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 15, 2022
Block Inc.’s Square: Investor Day Outlines Solid Market Potential Jun 2, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 1, 2022
Merchant Growth Remains Healthy With Slight Moderation May 25, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments May 18, 2022
Mobile Payments: 1Q22 Post-Earnings Review for BIGC, SHOP, SQ May 10, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payment May 4, 2022
BigCommerce Inc.: B2B Segment Fuels Growth Momentum in 1Q22 Apr 27, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 20, 2022
Block Inc.’s Square: U.S. Merchant Sales Improve as Mask Mandates Ease Apr 19, 2022
Shopify Inc.: Growth Continues to Moderate Against Record-High YY Comparisons Apr 14, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 6, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 23, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 9, 2022
Mid-1Q Update: Merchant Growth Moderating, but Still Healthy Mar 8, 2022
Mobile Payments: 4Q21 Post-Earnings Review for BIGC, SHOP, SQ Mar 2, 2022
China Consumer Internet Intelligence Brief A Biweekly Probe of Emerging Trends in Chinese E-Commerce Feb 24, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 23, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 9, 2022
BigCommerce Inc.: Solid 4Q21 Growth Against Tough Comparisons Jan 31, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 26, 2022
Block Inc.’s Square: U.S. Merchants See Solid GPV Growth From Online/Offline Channels Jan 24, 2022
Shopify Inc.: Solid 4Q Growth Against Pandemic-Fueled Comparisons Jan 20, 2022
China Consumer Internet Intelligence Brief A Biweekly Probe of Emerging Trends in Chinese E-Commerce Jan 13, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 12, 2022
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 22, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 10, 2021
Mid-4Q Update: Strong Start to 4Q21 Dec 8, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Nov 24, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 11, 2021
Mobile Payments: 3Q21 Post-Earnings Review for BIGC, SHOP, SQ Nov 10, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 27, 2021
Square Inc.: U.S. GPV Growth Sees Uptick Despite Supply Challenges Oct 21, 2021
BigCommerce Inc.: Broadening B2C Investment as B2B Growth Remains Solid Oct 14, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 13, 2021
Shopify Inc.: Growth Remains Strong Despite Supply Chain Challenges Oct 7, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 29, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 15, 2021
Mid-3Q Update: Ecommerce Becoming the Norm Sep 7, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 1, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 18, 2021
Mobile Payments: 2Q21 Post-Earnings Review for BIGC, SHOP, SQ Aug 11, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 4, 2021
On Our Radar: Weekly Recap of Key Media Developments Jul 30, 2021
Square Inc.: U.S. GPV Growth Sees Uptick as Economy Begins to Open Jul 22, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 21, 2021
BigCommerce Inc.: Growth Bolstered by B2B Segment Jul 15, 2021
Shopify Inc.: YY Growth Remains Steady Jul 8, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 7, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 25, 2021
Pinterest: Steady Progress in Ecommerce Build Out Jun 16, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 11, 2021
Mid-2Q Update: Ecommerce Spending Remains Strong Jun 3, 2021
Mobile Payments: 1Q21 Post-Earnings Review for BIGC, PYPL, SHOP, SQ May 13, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments May 13, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 29, 2021
BigCommerce Inc.: YY Growth Remains Solid Apr 29, 2021
Square Inc.: Restaurants Recovering with Vaccines and Reduced State Mandates Apr 22, 2021
On Our Radar: Weekly Recap of Key Media Developments Apr 16, 2021
PayPal Holdings Inc.: Strong 2021 Outlook Despite Tough Comps Apr 15, 2021
Shopify Inc.: YY Growth Remains Healthy, Though Moderating Apr 8, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 5, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 17, 2021
Ecommerce Spending Moderates Post-Holiday Mar 10, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 4, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 18, 2021
DoorDash Inc.: DoorDash Gains Favor Feb 10, 2021
Square Inc.: Restaurant Sales Slow on State Mandates Feb 9, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Feb 4, 2021
Shopify Inc.: YY Growth Momentum Remains Solid Feb 3, 2021
BigCommerce Inc.: BigCommerce Continues to Ride the Digital Wave Jan 28, 2021
Merchants Still Grappling with Accelerating Digital Shift Jan 26, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 21, 2021
PayPal Holdings Inc.: PayPal Gains as Holiday Shoppers Embrace Ecommerce Jan 21, 2021
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jan 8, 2021
Pinterest: Sustaining Strong Momentum on Ecommerce Growth Dec 17, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 16, 2020
Digital Migration and Holiday Spending Boost Growth Dec 9, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Dec 3, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 19, 2020
Mobile Payments: Post-Earnings Review BIGC, PYPL, SHOP, SQ Nov 10, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Nov 4, 2020
Square Inc.: Online Store Helps Restaurant Merchants Make Gains Oct 29, 2020
National TV Advertising: NFL Uncertainty Drivers Tough Buyer Ultimatum Oct 23, 2020
Shopify Inc.: Growth Remains Solid Despite Economic Uncertainty Oct 23, 2020
BigCommerce Inc.: BigCommerce Growth Improves as the Move to Digital Continues Oct 21, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 20, 2020
PayPal Holdings Inc.: PayPal Gains, Adding to a Strong Product Portfolio Oct 15, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Oct 7, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in E-Commerce and Digital Payments Sep 23, 2020
Merchants Anxious on Holiday Outlook Sep 17, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Sep 9, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 27, 2020
Shopify Inc. Extra: Shopify Top Trending SMB eCommerce Platform Aug 26, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Aug 12, 2020
Mobile Payments: 2Q20 Post-Earnings Review Aug 11, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jul 29, 2020
Square Inc.: Brick and Mortar, Restaurant Merchant Base Embrace Change Jul 23, 2020
Shopify Inc.: Strong 2Q20 Growth but Some 2H20 Concerns Jul 16, 2020
PayPal Holdings Inc.: PayPal Gains with Merchant Payments and Strong Product Portfolio Jul 9, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in E commerce and Digital Payments Jul 9, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Jun 24, 2020
Mobile Payments Mid-2Q20 Update: Pandemic Expanding Digital Adoption Jun 17, 2020
On Our Radar: Weekly Recap of Key Media Developments Jun 12, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in E commerce and Digital Payments Jun 10, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments May 27, 2020
Mobile Payments: Post-Earnings Outlook May 12, 2020
Mid Quarter Update: Merchants Adapting to Crisis May 5, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 29, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 15, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Apr 1, 2020
Square Inc.: SMB Merchant Base Prepares for Difficult 2Q20 Headwinds Mar 25, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in Ecommerce and Digital Payments Mar 18, 2020
Shopify Inc.: Shopify Extending Platform Edge Mar 12, 2020
Digital Payments Spotlight: A View of Current and Emerging Trends in E-Commerce and Digital Payments Mar 4, 2020
PayPal Holdings Inc.: PayPal Extending Merchant Footprint on Strong Product, Service Pipeline Feb 26, 2020