Shopify Investor Day Presentation Deck
We have traction and growing faster and faster
Lifetime Revenue Bookings
New business bookings in period
~105% Growth
الس
Q1-22
From Q1-22 to Q3-23
I
Q2-22 Q3-22
Q4-22
Q1-23
Q2-23
Q3-23 Q4-23E
...and we're growing profitably
Lifetime Margin less Opex (excl Support)
~90x Growth
From Q3-22 to Q3-23
Q1-22
Q2-22
Q3-22
Q4-22 Q1-23
Q2-23
Q3-23 Q4-23E
*Lifetime Revenue Bookings are the estimated discounted, incremental lifetime revenue to Shopify from the sale of products and services to new or existing Shopify merchants in a given period
**Lifetime Margin is the estimated discounted, incremental lifetime gross profit to Shopify from the sale of products and services to new or existing Shopify merchants in a given period
***Lifetime Margin less Opex (excl Support) chart shown above not to scale with Lifetime Revenue Bookings graphView entire presentation