BigCommerce Investor Day Presentation Deck

B STRATEGY Our strategy is purposefully disruptive. By definition, disruptors start at the low-end, expand and then displace incumbents due to better performance at lower cost. Higher Product Performance Lower SFCC, SAP, Oracle, IBM PERFORMANCE CUSTOMERS WILL PAY FOR Time Magento B Shopify Source: Clayton M. Christensen, Michael Raynor, Rory McDonald From "What is Disruptive Innovation?", Dec. 2015 / HBR.org 2015 SFCC, SAP, Commerce Tools Incumbent's sustaining trajectory Entrant's disruptive trajectory Adobe fka Magento Shopify Plus Shopify 2022 High end of the market MOST PROFITABLE Mainstream Low end of the market LEAST PROFITABLE

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