Shopify Results Presentation Deck

Quarterly highlights + Omnichannel is critical We have built trust with our merchants We're investing to stay ahead of the curve ● ● ● . ● ● ● ● POS GMV up nearly 80% YoY Online commerce GMV 2-yr CAGR of 51% over Q1/20 Online commerce and POS GMV YOY growth outpaced respective markets in the U.S. Share of social and search channel GMV as of Q1/22 has gained more than any other channel since Q1/20 Shopify Payments GPV penetration increased to 51% vs. 46% in Q1/21 Shopify Capital revenue outpaced total revenue growth Shopify Markets features used by tens of thousands of merchants after rolling out to all merchants in February 2022 Acquisition of Deliverr expected to provide simple and scalable fulfillment Continued focus across key investment themes

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