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.
Stripe events, partnerships, and industry observations
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.
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.
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.
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.
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.
Our recent survey of 2,000+ global business leaders showed that the fastest-growing companies are approaching pricing differently than their peers. Here are some of the strategies behind their success.
While businesses are rapidly building AI products, monetization remains a challenge. In this post, we share a framework for building a successful pricing strategy with key decision points on charge metrics, billing models, and guardrails.
Our analysis showed that even with very high two-factor authentication trigger rates—which traditionally add friction to the checkout flow—France, the UK, and Japan still maintain high conversion rates.
Our recent survey of more than 4,000 payments leaders worldwide showed that 47% of businesses now use an AI tool or feature to detect and prevent fraud—making it the most popular application of AI in payments. But adoption isn’t uniform across all sectors. Understanding which types of companies are leading this shift—and why—offers insights into where fraud prevention is heading and which strategies are most effective.
AI companies are rewriting the rules of growth. In our new report, Indexing the AI economy, we explore the latest trends and strategies in the AI space.
Last week, we shared new data that helps businesses understand the conversion and revenue benefits of offering different payment methods. Now we want to share how we ran the experiment. As we explain in the rest of this post, we had to test millions of combinations of payment methods while ensuring that we maintained a consistent shopping experience for customers.
We have data that shows when at least one additional relevant payment method beyond cards is dynamically surfaced, businesses on average see a meaningful increase in conversion and revenue.
In our new report on the state of billing, we highlight trends and insights from more than 2,000 subscription business leaders from around the world. We learned that churn continues to be a looming concern, with 72% of survey respondents saying they are worried about churn impacting their bottom line.
We surveyed more than 2,000 subscription business leaders from around the world to understand how they are responding to the growing trend of pricing-as-a-product. We learned that businesses increasingly want to experiment with pricing models, but there is one thing in their way: their billing systems.
Global businesses have told us they’re interested in replicating the fraud prevention success seen in Europe by requesting 3DS. Last year, we had a front-row seat as several Stripe users chose to do exactly that, but the results in the US were very different from what we have seen in Europe.
Buy now, pay later (BNPL) methods, little-known less than a decade ago, now account for more than $300 billion in transactions worldwide. However, they tend to be priced at a premium, so our users wanted to know whether the financial benefits would offset the added costs. With that in mind, we ran an experiment to help Stripe businesses assess when and how to offer BNPLs.
If the first wave of digitization in broadcast media was about the move into streaming, this second one is about open-ended optimizations of the streaming experience. Top media companies are partnering with Stripe to add new content bundles, change pricing models, and personalize payments.
The rise of direct-to-consumer sales, subscription models, and connected car services have made payments and financial infrastructure key differentiators for auto brands. Leading auto companies are partnering with Stripe to better serve their customers and find new revenue opportunities.
Startups and innovative enterprises are revolutionizing the way insurance policies are sold. Stripe provides the financial infrastructure that makes it possible.