Adyen says AI shopping assistants push merchants to protect loyalty

EarningsProduct / Tech
โดย Reuters·NL·Read original
Summary · why it matters

Payments firm Adyen said on Thursday that the rise of AI chatbots handling consumer shopping is pushing merchants to protect direct customer relationships over fears of losing loyalty and repeat purchases. Adyen co-CEO Pieter van der Does told Reuters that a merchant he spoke with this week generated 70% of its volume through direct channels and wanted to retain that share as shoppers increasingly begin their searches through chatbots. Adyen, which processes payments for high-end retailers such as Hermès and Hugo Boss, has introduced a platform for enterprise merchants and AI-agent payments, and recently bought loyalty software firm Talon.One and billing provider Orb to strengthen retention-focused services. JPMorgan analysts said Adyen's signing of OpenAI as a customer was an unexpected positive in the company's half-year update, showing the Dutch payments processor gaining ground among AI companies. Adyen is also pulling forward spending on computing and storage capacity from next year, citing higher prices and supply constraints, with roughly two-thirds of capital expenditures going to private cloud systems running its core services.

Impact on stocks 4

Digital Finance & Tokenization▲ · 2 stocks
Adyen NV
ADYEN
▲ PositiveDemandrelevance

Adyen's platform for AI-agent payments and acquisitions to strengthen retention services are highlighted, with OpenAI as a customer.

Consumer Discretionary▲ · 2 stocks

Theme Impact 2

Off-coverage companies 1

OpenAIPrivate▲ Positive
Demandrelevance

Adyen signing OpenAI as a customer is noted as a positive for Adyen, implying OpenAI's business.

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