Shopify Investor Presentation Deck

Subscription solutions Consistent growth across our Shopify ecosystem and plans Apps, Themes, Domains, Shopify Plus Platform Fee Revenue* Revenue Shopify Plus Revenue Core - 14% 24% 61% Q4 2021 10% 27% 63% Q1 2022 13% 27% 60% Q2 2022 $377M 15% 27% 58% Q3 2022 19% 27% 54% Q4 2022 11% 30% 59% Q1 2023 *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. 14% 27% 59% Q2 2023 $486M +29% YoY 14% 26% 60% Q3 2023 29

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