Shopify Investor Day Presentation Deck

SAM of geographies that we currently serve $849B Global Revenue TAM 1% penetrated $81B Subscription solutions $157B Payments - online $152B Other merchant services $459B Payments - offline Source: Shopify internal estimates, third-party study, eMarketer, Evolve Business Intelligence, Grandview Research, US Bureau of Labor Statistics, Statista *Analysis predominantly includes countries with Shopify Payments presence, including North America and select regions in Europe and Asia-Pacific $404B Revenue SAM Core geographies 2% penetrated

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