Shopify Results Presentation Deck

Subscription solutions revenue continues to grow year-over-year Consistent growth across our Shopify ecosystem and plans Apps, Themes, Domains, Shopify Plus Platform Fee Revenue* Monthly Recurring Revenue - Shopify Plus Monthly Recurring Revenue - Core 14% 23% 63% Q3 2021 14% 24% 61% Q4 2021 10% 27% 63% Q1 2022 $366M 13% 27% 60% Q2 2022 15% 27% 58% Q3 2022 19% 27% 54% Q4 2022 *Approximate Apps, Themes, Domains, Shopify Plus Platform Fee Revenue is calculated by averaging current and previous quarter MRR, multiplying by 3 and subtracting total from Subscription Solutions revenue. Numbers may not foot due to rounding. 11% 30% 59% Q1 2023 $444M +21% YoY 14% 27% 59% Q2 2023 30

View entire presentation