BigCommerce Results Presentation Deck slide image

BigCommerce Results Presentation Deck

BAddressable market: platform spend + digital marketing + major PSR components Addressable market expanding beyond platform spending $28BN TAM $BN TAM 30 25 20 15 10 5 0 2021E 2022E 2023E 2024E 2025E Payments Gross Margins¹ 95%+ 100% 75% ■ Platform ■ Digital marketing / Omni ■Apps Shipping Note:¹ Gross margins represent BIGC estimates based on net revenue recognition on PSR Sources and assumptions: (1) Tech platform spending based on IDC Worldwide Digital Commerce Applications Revenue Snapshot, 2021; (2) Digital marketing / Omnichannel spending based on eMarketer, March 2021, assuming US ecommerce ad spending is approximately 50% of global, with 2% addressable by BIGC through Feedonomics; (3) App TAM assumed to be equal to tech platform spending reflecting potential BIGC 20% revenue share; (4) Shipping and payments spending based on Grand View Research market size studies from May and June 2021; assuming 2% and 10% addressable, respectively. 12
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