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 ● ● ● ● ● ● ● Offline GMV up 47% YoY Online commerce and POS GMV YOY growth outpaced respective markets in the U.S. GMV through key partner integrations like Google, Facebook, & Instagram grew 5x over Q2/21 Shopify Payments GPV penetration increased to 53% vs. 48% in Q2/21 Shopify Capital surpassed $400 million funded to merchants for the first time in a quarter Released first ever Shopify Editions semi-annual publication featuring 100+ product releases Launched Shopify Audiences to create high-purchase-intent audiences for digital advertising Deliverr acquisition completed (July), integration underway to accelerate simple and scalable fulfillment Continued focus across key investment themes - building buyer relationships, go global, first sale to full scale, simplifying logistics

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