Shopify Investor Day Presentation Deck

Gross margin stabilization expected to largely continue SUBSCRIPTION SOLUTIONS SHOPIFY PAYMENTS OTHER MERCHANT SOLUTIONS HEADWINDS / TAILWINDS Customer support productivity leveraging Al Potential pricing opportunities Cloud infrastructure costs Potential pricing opportunities / negotiations Enterprise expansion Industry-wide network cost increases Growth of higher margin nascent solutions ("Scaled" and "Emerging") IMPACT TO MARGIN Stable - accretive Stable - dilutive Accretive RESULT: Stable to dilutive

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