The Frontier

Stripe serves over 5 million businesses globally, including 86% of the Forbes AI50, 90% of Dow Jones companies, and 80% of the NASDAQ 100.

Businesses on Stripe collectively generated $1.9 trillion in payment volume last year, up 34% year-over-year, which is equivalent to 1.6% of global GDP.

Stripe observed a parabolic rise in new firm creation starting in early 2026, which the company attributes to the economy replatforming around AI and the agentic era.

Stripe launched Stripe Projects, a tool for one-shot application deployment by AI agents, and made it generally available after a private preview.

Stripe introduced the Machine Payments Protocol (MPP), an open standard enabling agents to understand and make payments over HTTP.

Stripe launched Link as a wallet for agents, allowing secure spending delegation with user approval for each purchase; the network has over 250 million users and drives a 5% lift in conversion.

Stripe formed agentic commerce partnerships with Google, OpenAI, Microsoft, and Meta, and announced Shopify as the preferred catalog provider for its agentic commerce suite.

Stripe announced Checkout Studio for configuring and optimizing checkouts; businesses using Stripe Checkout grew revenue two times faster on average.

Stripe's adaptive pricing feature increased cross-border revenue by 17.8% on average and improved authorization rates by 5%; for subscriptions, it delivered a 4.7% revenue uplift.

Stripe's 'off boost' tool for updating cards and routing transactions increased authorization rates by 3.8% and delivered up to 3.3% in cost savings.

Stripe Radar found one in six signups at AI companies involve multi-account abuse, and its free trial abuse prevention blocked over 3.3 million risky attempts in one month.

Stripe's Metronome acquisition enables real-time metering and rating for token-based consumption, allowing businesses to cap agent spending before budgets are exceeded.

Stripe demonstrated a 'tokens paid as burned' business model using streaming stablecoin micropayments on the Tempo blockchain for real-time, irreversible payment per token consumed.

Stripe introduced custom objects, allowing businesses to bring their own data and logic into Stripe, and launched Stripe Database, a real-time Postgres database for Stripe data.

Stripe Treasury now offers multi-currency financial accounts with FDIC insurance in the US, 2% cashback on card purchases, and balance rewards; it's used as a primary account in over 50 countries.

Stripe enables instant, free business-to-business transfers between Treasury accounts on its network, where 4.8 million payments occur between Stripe businesses daily.

Stripe is expanding global payout reach to 160 countries using stablecoins and Link, and Treasury will support stablecoins in 160 countries by year-end.

Stripe launched digital asset accounts, a unified API for building financial products with crypto and stablecoins, including payments, yield, and custody.

Stripe's platform growth studio analyzes data from thousands of platforms to surface personalized growth recommendations, like optimizing ACH pricing or promoting BNPL.

Businesses accepting capital offers from Stripe Capital grew 27 percentage points faster than those that didn't, according to a two-year study; Stripe now offers lines of credit.

Stripe Issuing now supports stablecoin-backed cards in 100 countries and includes Radar for fraud prevention, which helped Navan reduce fraudulent disputes by 36%.

Shopify's catalog API provides access to millions of shops and billions of products with structured data, which will be discoverable through Stripe's agentic commerce suite.

Stripe introduced Stripe Signals, giving developers direct API access to its network intelligence for scoring and explaining transaction risk, customer trust, and conversion opportunities.

Stripe published a public roadmap detailing product plans through Q1 2027, acknowledging that many customers design their own roadmaps around Stripe's releases.