Shopify Investor Day Presentation Deck
Strong growth led by core
offerings, new greenshoots
from scaled and emerging
products
2019
2020
2021
2022
2023E
revenue related to partnerships
***Excludes Logistics
2019-2023E
Revenue CAGR
71%
66%
50%
30%
% 2023E
Revenue
<5%
~10%
-60%
~25%
*2023E figures are estimates based on the midpoint implied by our previously stated Q4 outlook
**The "scaled products" category reflects revenue streams with a minimum of $50MM in annual revenue, and is inclusive of partner referral revenue and non-cash
.
ā
Subscription Solutions
Standard
Plus
Online
Offline
B2B
Payments and Processing
.
Capital
Markets
POS Pro/ Retail
Scaled Products
Balance
Installments
Shop Cash
Markets Pro
Shop Pay
Revenue share from
third-party gateways
Transaction fees
Shipping
Emerging Products
Tax
Email
Shop PromiseView entire presentation