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Agentic Commerce Infrastructure Emerges as Stripe Repositions Around Extensibility and Scale

Publisher IDC
Published Jun 30, 2025
Length 5 Pages
SKU # IDC20159949

Description

This IDC Market Note details Stripe Sessions conference, held May 6–8, 2025. Stripe unveiled a comprehensive set of platform updates that reflect its ambition to become the transactional and financial backbone of AI-native commerce. At the core of this evolution is the Order Intents API, a capability that allows autonomous agents to complete commercial transactions with minimal human oversight. New identity services, including Stripe Verified and Stripe Profiles, create a trusted network layer to support both agent-driven and enterprise-scale interoperability. Additional advancements span payments, billing, fraud prevention, tax compliance, and embedded finance, all designed for extensibility across industries and global markets. These changes underscore Stripe's intent to unify complex financial operations under a programmable and developer-centric architecture.

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