Industry
Five vertical SaaS insights from Sessions 2026
AI is forcing platforms to expand beyond pure software. See how vertical SaaS platforms are using payments, financial services, and agentic commerce to build more durable businesses.
AI is forcing platforms to expand beyond pure software. See how vertical SaaS platforms are using payments, financial services, and agentic commerce to build more durable businesses.
Link’s wallet for agents gives agents programmatic access to Link, including the ability to generate a one-time-use card or Shared Payment Token (SPT) backed by the cards and bank accounts already in your wallet. It’s built on Stripe’s new Issuing for agents.
We’re making Stripe even more programmable; protecting and propelling your business with the strength of the Stripe network; and building economic infrastructure for AI.
We analyzed checkout activity across more than 20K businesses, surveyed shoppers and ecommerce leaders, and gathered insights from businesses on the Stripe network to understand what’s changing in online conversion.
Retailers know search and discovery have already shifted. What comes next is less settled. From embedded checkout to emerging third-party surfaces, here’s how ecommerce and AI leaders are integrating agentic commerce.
Radar now helps prevent free trial abuse with just one click. When enabled, Radar predicts the presence of abusive behavior that violates common trial terms, such as repeated trial signup or missed cancellations, with 90% accuracy.
The most sophisticated fraud teams are shifting from one-size-fits-all fraud approaches to more dynamic, tailored interventions. They are removing friction for trusted users, embedding fraud detection directly into agentic transactions, and investing in multilayered identity verification to combat deepfakes.
Adaptive Pricing is now available for subscriptions, allowing businesses to automatically localize prices in 150+ countries while Stripe handles currency conversion. In an A/B test across 1.5 million subscription checkouts, businesses saw 4.7% higher conversion and 5.4% higher LTV per session, on average.
We’re launching the Machine Payments Protocol (MPP), an open standard, internet-native way for agents to pay—co-authored by Tempo and Stripe. Businesses on Stripe can accept payments over MPP in a few lines of code using our PaymentIntents API.
A future where we buy with AI agents feels inevitable. Making it actually work is harder. These lessons from the first wave of agentic commerce are meant to help sellers decide what to tackle, avoid common bottlenecks, and get ahead of what’s coming.
From November 2025 to February 2026, our models detected 6.2x more abusive free trials across the Stripe network. This is part of a broader shift toward first-party fraud, where legitimate users abuse policies by setting up multiple accounts, cycling through free trials, or exploiting refunds.
Stripe is now the first and only provider that supports both agentic network tokens and buy now, pay later tokens in agentic commerce through a single primitive.
State-of-the-art LLMs can now solve a majority of scoped coding problems, but it’s an open question whether they can fully autonomously manage software engineering projects. We spent months building evaluation environments to benchmark how well AI agents can create real Stripe integrations.
Together, Metronome and Stripe are building the most flexible and complete billing solution on the market—one that works for everyone, from engineers in a garage figuring out their business model to public companies monetizing at global scale.
Not only are the majority of retailers actively implementing, or have plans to implement, agentic commerce, but many are also moving to a more tactical phase of optimizing their setup—refining their product catalog strategy to launch faster and investing in their own agentic shopping experiences in addition to integrating with third-party agents.
2025 was a breakout year for early-stage startups, as founders launched more companies and generated revenue faster than ever. Three shifts stand out: customer bases are more international than ever, time-to-revenue has compressed, and founders are turning their attention to AI agents over AI infrastructure or copilots.
In a new study, we found a strong causal relationship between accepting financing and growing revenue on Stripe. Learn which businesses are most likely to benefit, and how greater access to financing could drive significant GDP growth.
Today, we’re introducing the Agentic Commerce Suite: a new solution that gets your business agent-ready. It enables you to sell on AI agents more easily by making your products discoverable, simplifying your checkout, and allowing you to accept agentic payments via a single integration.
Leading SaaS platforms across industries—from Squarespace to Jobber—are using embedded components to ship payments and finance features with minimal code. We analyzed the data to see which types of platforms are getting the most value.
We recently launched three new features that give you more control to fine-tune your risk and compliance strategy, allowing you to use more of Stripe’s data to inform your approach. Here’s what’s new.