The Debrief
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Tech · 2 min read25 June 2026

Shopify Is Quietly Building an Ad Business. It Just Refuses to Build the Ad Tech.

Shopify is moving deeper into advertising, helping merchants market without building its own ad tech stack. It is a deliberate path that keeps Shopify the platform, not the ad network. Here is what Australian merchants should take from it.

Shopify is not trying to win the ad auction. It is trying to make its merchants better at the one they already play.

2 min read

Shopify is making its way into the advertising business, slowly and deliberately. An early step was hiring Samir Pradhan as VP of product for merchant marketing in November 2025. There is no product called Merchant Marketing yet, but the direction is clear. Shopify wants to help its merchants advertise better without becoming an ad tech company itself.

That distinction is the whole story. Shopify could have built its own ad network and competed with Meta and Google for ad dollars. Instead it is positioning as the layer that helps merchants spend smarter on the platforms they already use. It stays the shopfront, not the auction.

For a company that powers a huge share of online stores, helping those stores market more effectively is a way to grow without picking a fight it would struggle to win.

Why it matters

A large number of Australian businesses run on Shopify. If the platform builds tools that make merchant advertising simpler and better connected to store data, that is leverage for the small operator who cannot afford a dedicated media team. It also means more of your marketing stack consolidating under one roof.

Nov 2025

Shopify hired its VP of product for merchant marketing in November 2025, an early signal of a slow but deliberate move into advertising.

Consolidation cuts both ways. Fewer tools to wrangle is good. Depending on one platform for store, payments and now marketing is a concentration of risk worth naming.

What to do about it

Watch what Shopify ships here. Native marketing tools tied to your store data could sharpen your targeting and your measurement.
Do not outsource your judgement to the platform. Tools that make spending easier still need someone who knows why the money is moving.
Keep your data portable. The more of your stack sits in one place, the more you need a clear view of your own numbers outside it.
Test before you trust. New platform tools are built to drive platform goals first. Measure what they do for you.

The platforms keep absorbing more of the marketing job. Useful, as long as you stay the one deciding where the money goes.

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Filip Ivanković
The Debrief / From Filip Ivanković
One every morning. Six months in, you'll see the patterns most don't.
Strategy, benchmarks, and what's actually moving in Australian marketing. Four-minute read. The reps compound.
Filip Ivanković·Founder, New RebellionAboutLinkedIn