August 10, 2026
Coinbase CEO Says Crypto Has Improved Financial Inclusion
Coinbase CEO Brian Armstrong said in a Sunday (Aug. 9) post on X: “Crypto doesn’t get enough credit for the financial access it’s already unlocked for the world.” Get the...
August 10, 2026
Rakuten Turns Profit as Ecosystem Revenue Hits Record High
Rakuten Group achieved its first quarterly profit in six years in the second quarter as it saw revenue growth across its three segments: Internet Service, FinTech and Mobile, the company...
August 06, 2026
Healthcare Coverage Struggles to Keep Up With Modern Work
The latest earnings from Oscar Health and GoodRx show both companies dealing with a changing customer base. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to...
August 05, 2026
DoorDash Says Agentic Traffic Is Low, but AI Gains Are...
Artificial intelligence is showing up for DoorDash. It’s just not agentic … yet. Get the Full Story Complete the form to unlock this article and enjoy unlimited free access to...
August 05, 2026
Shopify’s AI Traffic Triples as Shoppers Skip the Search Bar
The agentic shopping shift is most visible at Shopify. Artificial intelligence (AI)-referred traffic to Shopify stores tripled year over year in the second quarter, and orders through those AI channels...
August 05, 2026
Toast Adds Record 9,500 Restaurants While Betting Big on AI
Toast’s latest earnings suggest the restaurant technology company is entering a new phase. For years, the company focused on adding more restaurants to its platform and growing payments volume. This...
August 05, 2026
Circle Wants AI Payments to Create an Entirely New Stablecoin...
Circle’s latest earnings suggest USDC is beginning to separate from the crypto cycle just as autonomous software agents create a potentially new market for digital payments. Get the Full Story...
August 04, 2026
FTC Lawsuit Signals Regulatory Linkage of Privacy and Consumer Protection
Federal and state regulators are expanding their scrutiny of digital business practices by treating privacy violations and deceptive consumer practices as part of the same enforcement framework. The trend that...
August 03, 2026
Card Networks Push Beyond Payments to Lock In Growth
Revenue growth remained healthy across the payments industry this quarter, but earnings calls and P&L statements also shed light on what makes a payment network stronger over time. Get the...
The Subscription Commerce Tracker®, done in collaboration with Recurly, details how the COVID-19 pandemic is leading to a rise in software-as-a-service (SaaS) subscriptions for businesses and consumers.