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Craig Mauer

Senior Analyst at Financial Technology Partners

Craig Mauer is a Senior Analyst at Financial Technology Partners, specializing in covering major fintech and payments companies such as American Express, Shopify, and Paymentus Holdings. He is recognized for his in-depth industry insights, often participating on high-profile earnings calls, though specific public metrics on his recommendation success rate or rankings are not available. Mauer joined FT Partners after prior research roles and is active in sector analysis as of 2025, with a career spanning financial technology equity research. He is a FINRA-registered representative, holding securities industry credentials, and is well regarded for his analytical expertise across the fintech and payments space.

Craig Mauer's questions to SHOPIFY (SHOP) leadership

Question · Q3 2025

Craig Mauer followed up on the discussion of AI, asking how instant checkout solutions might be prioritized or presented to consumers given the proliferation of options, and how Shopify's platform positioning could advantage ShopPay in such scenarios.

Answer

Harley Finkelstein, President of Shopify, explained that Shopify's value lies in providing agentic products with access to the best brands, which are predominantly on Shopify. He noted ShopPay's significant growth, processing nearly $30 billion in GMV in Q3 (up 67% YoY) and over $280 billion cumulatively, making it the number one accelerated checkout on Shopify. He stressed that Shopify's agentic kit simplifies integration for partners, positioning ShopPay favorably as agentic commerce evolves.

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