Shopify Investor Day Presentation Deck

Al Value Creation Copilot Magic # Artifacts & Apparel Internal Dash, Storefront, Salesforce Recommended Products: Markets Pro, Capital Eligible Products: Capital, POS Pro, Retail Payments, Markets Pro, Shop Cash Adopted Products: Payments, Installments, Plus Recommendation Insights: Capital: Recently interacted with a Homecard; Low offer amount relative to weekly GMV (4x ratio) POS Pro: (1 Lite) locations currently on Shopify Markets Pro: $3956k GMV via Markets in the past year; 36% of orders are cross-border Clicked new Capital offer homecard 3 times in the last week Plan Plus Last 365 day GMV $10,359,344.33 104% YOY Total IPP $588,421.72 Max Capital Offer Amount $1,460,000.00 Payments IPP $0.00 Time On Plan 1 months Last 90 day GMV $4,433,055.02 ↑ 10% QOQ ADV Ⓒ $44 Cross Border GMV LI2M $3,955,639.69 Retail IPP $0.00 Suggested Sales Strategy Country United States Account Name Artifacts & Apparel Shop Conversion Rate 2.32% Capital IPP $84,315.00 Plus IPP $0.00 Industry Apparel & Accessories Shops in Account O 3 Shop Pay O N/A% Installments IPP $0.00 RUNNING Markets Pro IPP $504,106.72 Stop Shopify's Al tools increase Sales rep productivity +31% Sales Opportunities Won +35% Value per Opportunity II *Growth rates shown are the incremental improvement in performance of a beta test group of sales reps using Al tooling compared to their peers without Al tooling on the same team and region based on 6 weeks pre vs. post launch date of Al tools on July 7, 2023. Opportunities won defined as deals that move to contract signing stage. Value defined as Lifetime Margin for cross-sell which is the estimated discounted, incremental lifetime gross profit to Shopify from the sale of products and services to existing Shopify merchants in a given period

View entire presentation