Shopify Investor Presentation Deck

Subscription solutions revenue continues to grow year-over-year Sustained growth across our Shopify ecosystem and plans Apps, Themes, Domains, Shopify Plus Platform Fee Revenue* Monthly Recurring Revenue - Shopify Plus Monthly Recurring Revenue - Core 19% 21% 60% Q1 2021 17% 22% 61% Q2 2021 14% 23% 63% Q3 2021 $351.2M 14% 24% 61% Q4 2021 10% 27% 63% Q1 2022 13% 27% 60% Q2 2022 *Approximate Apps, Themes, Domains, Shopify Plus Platform Fee Revenue is calculated by averaging current and previous quarter MRR, multiplying by 3 and subtracting total from Subscription Solutions revenue. Numbers may not foot due to rounding. 15% 27% 58% Q3 2022 $400.3M +14% YOY 19% 27% 54% Q4 2022 29

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