Shopify Results Presentation Deck

Financial highlights + Revenue Revenue grew 16% YoY to $1.3B in Q2/22, representing a 3-year CAGR of 53% GMV MRR + Solid uptake of Shopify Payments, Shopify Capital, and Shopify Markets helped drive YoY Merchant Solutions revenue growth to 18% Change in app/theme store partner terms¹ (not in place in Q2/21) Strengthening of USD relative to foreign currencies Macro impacts: high inflation, shift in consumer spending - GMV grew 11% YoY to $46.9B in Q2/22, representing a 3-year CAGR of 50% + Online and offline GMV each outpaced performance in respective markets in the U.S. + Strong performance by merchants on Shopify Payments, growing adoption of Shopify Payments by Shopify Plus merchants, Shop Pay and Shop Markets payments penetration gains Macro impacts: high inflation shifted spend to travel/services and discount retailers MRR grew 13% YoY to $107.2M in Q2/22 + More merchants joined Shopify + Number of retail locations using POS Pro increased + Shopify Plus MRR contribution increased to 31% (vs. 26% in Q2/21) 1 In Q3 2021, we changed our app and theme store partner terms, eliminating our revenue share on our partners' first $1M of revenue, which is annually reset on January 1st

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