Agentic Commerce Market: 2026-2031

Description

'Agentic Commerce Set to Generate $1.5 Trillion Globally by 2030, as Payments Infrastructure Leaders Revealed'

Overview

Juniper Research's Agentic Commerce research suite provides an insightful analysis of this rapidly emerging market; enabling stakeholders, including AI developers, payment infrastructure providers, eCommerce marketplaces, merchants and many others, to understand future growth, key trends, and the competitive environment.

The research suite includes several different options that can be purchased separately. The Market Trends & Strategies element includes an insightful analysis of the key areas of development and interest within agentic commerce, including new agentic commerce protocols and sectors. Additionally, it features Juniper Research's Country Readiness Index, which provides a country-level analysis of the current and future opportunities for agentic commerce in 61 different geographies.

The Data & Forecasting element includes access to data mapping the adoption and future growth of the agentic commerce market over the next five years; split by B2C and B2B markets.

Additionally, the Competitor Leaderboard document features an extensive analysis of the 24 market leaders in the agentic commerce space; split into two different Competitor Leaderboards for AI developers and payments infrastructure providers. This positions them based on capability and capacity, as well as on their product offering itself; offering a robust analysis of each vendor.

The coverage can also be purchased as a full research suite, containing the Market Trends & Strategies, Data & Forecasting, and Competitor Leaderboards, and at a substantial discount.

Collectively, these documents provide a critical tool for understanding this emerging market. They enable AI agent providers and payments infrastructure companies to shape their future strategy; capitalising on future growth opportunities. The research suite's extensive coverage makes it a valuable tool for navigating this explosive-growth market.

All report content is delivered in the English language.

Key Features

Key Takeaways & Strategic Recommendations: In-depth analysis of key development opportunities, key findings, and key strategic recommendations for AI agent developers, payment infrastructure providers, eCommerce platforms, and merchants.
Market Outlook: Insights into key trends and market expansion challenges within the agentic commerce market; identifying areas of interest in both B2C and B2B sectors, including relevant use cases, as well as sectors. Furthermore, the report includes analysis of new trends, such as relevant agent protocols. The research also features a Country Readiness Index on the current development and segment growth of the Agentic Commerce market across 61 key countries, as well as providing a future outlook.
Benchmark Industry Forecasts: Extensive forecasts for the total value and number of agentic commerce involved transactions, across both businesses and consumers use cases.
Juniper Research Competitor Leaderboards: Key player capability and capacity assessment for 24 agentic commerce platforms, via the Juniper Research Competitor Leaderboards.

Market Trends & Strategies

1. Key Takeaways & Strategic Recommendations

1.1 Key Takeaways
1.2 Strategic Recommendations

2. Market Landscape

2.1 Introduction
- Figure 2.1: Evolution of Agentic Commerce Capabilities
2.2 Capabilities & Limitations
- 2.2.1 Capabilities
  - i. Personalisation
  - ii. Automated Product Discovery
  - iii. Real-time Decision Making
  - iv. Cost Reduction and Efficiency
  - v. Enhanced Security and Trust
- 2.2.2 Limitations
  - i. Trust
  - ii. Security Concerns
  - iii. Data Quality Dependency
2.3 Ecosystem
- 2.3.1 AI Agent Developers
- 2.3.2 Merchants & Brands
- 2.3.3 Marketplaces & Commerce Platforms
- 2.3.4 Payments, Wallets & Digital Identity Providers
- 2.3.5 Regulators & Standards Bodies
2.4 Key Trends
- 2.4.1 Universal Commerce Protocol (UCP)
- 2.4.2 Smart Automated Renewals
- 2.4.3 Blockchain-based Settlement
- 2.4.4 Recommerce & Secondary Markets
- 2.4.5 Fraud Detection & Compliance Automation
- 2.4.6 Personalisation & Recommendation
- 2.4.7 Delegation, Consent, & Revocation
2.5 Adoption Dynamics & Market Maturity
- 2.5.1 Early Adoption Phases
  - Figure 2.2: Proportion of Unique Purchasers of Remote Physical Goods Making Agent-assisted Payments from LLM Interfaces (%)
- 2.5.2 Developing Phase
- 2.5.3 Path to Mass Adoption

3. Segment Analysis

3.1 Segment Analysis
- Table 3.1: Segment Readiness for Agentic Commerce
3.2 Replenishment Retail
3.3 Discretionary Retail
3.4 Digital Goods
3.5 Cross-border
3.6 Recommerce
3.7 B2B

4. Country Readiness Index

4.1 Introduction
- Figure 4.1: Juniper Research Country Readiness Index Regional Definitions
- Table 4.2: Juniper Research Country Readiness Index Scoring Criteria: Agentic Commerce
- Figure 4.3: Juniper Research Country Readiness Index: Agentic Commerce
- Table 4.4: Juniper Research Agentic Commerce Country Readiness Index: Market Segments
4.2 Focus Markets
- 4.2.1 Strong LLM Presence
- 4.2.2 Demographic and Cultural Interest
- 4.2.3 Country-level Assessment: China
4.3 Growth Markets
- 4.3.1 Regulatory Barriers and Opportunities
- 4.3.2 Rising AI Familiarity and Consumer Readiness
- 4.3.3 Country-level Assessment: The UK
4.4 Developing Markets
- 4.4.1 Late Access to AI Services
- 4.4.2 Limited Local AI Ecosystems
- 4.4.3 Country-level Assessment: Uruguay
  - Table 4.5: Juniper Research Country Readiness Index Heatmap: North America
  - Table 4.6: Juniper Research Country Readiness Index Heatmap: Latin America
  - Table 4.7: Juniper Research Country Readiness Index Heatmap: West Europe
  - Table 4.8: Juniper Research Country Readiness Index Heatmap: Central & East Europe
  - Table 4.9: Juniper Research Country Readiness Index Heatmap: Far East & China
  - Table 4.10: Juniper Research Country Readiness Index Heatmap: Indian Subcontinent
  - Table 4.11: Juniper Research Country Readiness Index Heatmap: Rest of Asia Pacific
  - Figure 4.12: Juniper Research Country Readiness Index Heatmap: Africa & Middle East

Competitor Leaderboard

1. Juniper Research Competitor Leaderboard

1.1 Why Read This Report
- Table 1.1: Juniper Research Competitor Leaderboard Agentic Commerce Agent Developer Vendors Included & Product Portfolios
- Figure 1.2: Juniper Research Competitor Leaderboard: Agentic Commerce AI Developer Vendors
- Table 1.3: Juniper Research Competitor Leaderboard Agentic Commerce Vendors & Positioning
- Table 1.4: Juniper Research Competitor Leaderboard Heatmap: Agentic Commerce Vendors
- Table 1.5: Juniper Research Competitor Leaderboard Agentic Commerce Payment Infrastructure Provider Vendors Included & Product Portfolios
- Figure 1.6: Juniper Research Competitor Leaderboard: Agentic Commerce Payments Infrastructure Vendors
- Table 1.7: Juniper Research Competitor Leaderboard Agentic Commerce Payments Infrastructure Vendors & Positioning
- Table 1.8: Juniper Research Competitor Leaderboard Heatmap: Agentic Commerce Payment Infrastructure Vendors

2. Company Profiles

2.1 AI Agent Developer Vendor Profiles
- 2.1.1 Alibaba (Qwen)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.2 Amazon (Buy for Me & Rufus)
  - i. Corporate
    - Figure 2.1: Amazon's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.3 Anthropic (Claude)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.4 Apple (Apple Intelligence)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.5 Baidu (ERNIE Bot)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.6 Google (Gemini)
  - i. Corporate
    - Table 2.2: Alphabet's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.7 Meta (Meta AI)
  - i. Corporate
    - Table 2.3: Meta's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.8 Microsoft (Copilot)
  - i. Corporate
    - Table 2.4: Microsoft's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.9 OpenAI (Operator)
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.10 Perplexity (Comet)
  - i. Corporate
    - Table 2.5: Perplexity Funding Rounds ($m), 2023-2025
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
2.2 Payment Infrastructure Vendor Profiles
- 2.2.1 Adyen
  - i. Corporate
    - Figure 2.5: Adyen's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.2 Affirm
  - i. Corporate
    - Figure 2.6: Affirm's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.3 American Express
  - i. Corporate
    - Figure 2.7: American Express' Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.4 Coinbase
  - i. Corporate
    - Figure 2.8: Coinbase's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.5 FIS
  - i. Corporate
    - Table 2.9: FIS' Financial Snapshot ($m), 2022-2025
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.6 Klarna
  - i. Corporate
    - Table 2.10: Klarna's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.7 Mastercard
  - i. Corporate
    - Table 2.3: Mastercard's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.8 PayPal
  - i. Corporate
    - Table 2.12: PayPal's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.9 Revolut
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.10 Square
  - i. Corporate
    - Table 2.3: Block Inc's Financial Snapshot ($m), 2023-2025
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.11 Stripe
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.12 Visa
  - i. Corporate
    - Table 2.3: Visa's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.13 Worldline
  - i. Corporate
    - Table 2.3: Wordline's Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.2.14 Worldpay
  - i. Corporate
    - Table 2.3: Global Payments' Financial Snapshot ($m), 2022-2024
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
2.3 Juniper Research Competitor Leaderboard Assessment Methodology
- 2.3.1 Limitations & Interpretations
  - Table 2.4: Juniper Research Competitor Leaderboard Scoring Criteria - Agentic Commerce AI Developer Vendors
  - Table 2.4: Juniper Research Competitor Leaderboard Scoring Criteria - Agentic Commerce Payment Infrastructure Vendors
1.4Related Research

Data & Forecasting

1. Introduction & Methodology

1.1 Introduction
1.2 Methodology & Assumptions
- Figure 1.1: B2C Users of Agentic Commerce Forecast Methodology
- Figure 1.2: B2C Value of Agentic Commerce Forecast Methodology
- Figure 1.3: B2B Users of Agentic Commerce Forecast Methodology
- Figure 1.4: B2B Value of Agentic Commerce Forecast Methodology

2. Forecast Summary

2.1 Agentic Commerce Users
- Figure & Table 2.2: Agentic Commerce Users (m), Split by Type, 2026-2031
2.2 Agentic Commerce Average Transaction Value
- Figure & Table 2.2: Agentic Commerce Average Transaction Value ($), Split by Type, 2026-2031
2.3 Agentic Commerce Transaction Volume
- Figure & Table 2.3: Total Agentic Commerce Transaction Volume (m), Split by Type, 2026-2031
2.4 Agentic Commerce Transaction Value
- Figure & Table 2.4: Total Agentic Commerce Transaction Value ($m), Split by Type, 2026-2031

3. B2C Agentic Commerce

3.1 Total B2C Agentic Commerce Users
- Figure & Table 3.1: Total Agentic Commerce B2C Users (m), Split by 8 Key Regions, 2026-2031
3.2 Total B2C Agentic Commerce Transaction Volume
- Figure & Table 3.2: Total Agentic Commerce B2B Transaction Volume (m), Split by 8 Key Regions, 2026-2031
3.3 Total B2C Agentic Commerce Transaction Value
- Figure & Table 3.3: Total Agentic Commerce B2C Transaction Value ($m), Split by 8 Key Regions, 2026-2031

4. B2B Agentic Commerce

4.1 Total Businesses Using Agentic Commerce
- Figure & Table 4.1: Total Businesses Using Agentic Commerce (m), Split by 8 Key Regions, 2026-2031
4.2 Total B2B Agentic Commerce Transaction Volume
- Figure & Table 4.2: Total Agentic Commerce B2B Transaction Volume (m), Split by 8 Key Regions, 2026-2031
4.3 Total B2B Agentic Commerce Transaction Value
- Figure & Table 4.3: Total Agentic Commerce B2C Transaction Value ($m), Split by 8 Key Regions, 2026-2031