{ "schemaVersion": "deck-intelligence.v1", "id": "019de518-ef53-71f6-b023-29cac25e4ffa", "slug": "93655cead5dff1dd5af39e9e1a16c83f", "title": "Shopify | Investor Presentation Deck | 53 slides", "subtitle": "Shopify · 2025-02", "author": "Shopify", "date": "2025-02-01 00:00:00", "pageCount": 53, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de518-ef53-71f6-b023-29cac25e4ffa", "slug": "93655cead5dff1dd5af39e9e1a16c83f", "title": "Shopify | Investor Presentation Deck | 53 slides", "rawTitle": "Shopify | Investor Presentation Deck | 53 slides", "authorId": "shopify", "authorName": "Shopify", "authorDisplay": "Shopify", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2025-02__shopify__investor-pres__93655cea.pdf", "sourceUrl": "https://www.slidebook.io/company/shopify/presentation/93655cead5dff1dd5af39e9e1a16c83f/", "sourceDate": "2025-02-11 00:00:00", "presentationDate": "2025-02-01 00:00:00", "ingestedAt": "2026-05-01 19:51:49.931264+00", "status": "ready", "pageCount": 53, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2025-02__shopify__investor-pres__93655cea", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 53, "pagesIndexed": 53, "pagesWithImages": 53, "pagesWithMetadata": 53, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 326, "chartCount": 22, "metricSlides": 0, "toolMatches": 17, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 8, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "evidence": "The deck follows a sparkline narrative shape, starting with the current state (what is), then presenting a vision for the future (what could be).", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:17:44.558383+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 1, "name": "Setup", "beatId": "18ddb050-ac53-47c7-9289-3f01326b9e8e", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck sets up Shopify's vision and traction", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 10, "name": "Solution (Provide relief)", "beatId": "5cdf84b3-73a9-4181-b323-4c2b68a5dd66", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck presents Shopify's solution to these pain points", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 23, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "c262308c-6184-4b65-becd-7d3d06e3c613", "evidence": "The deck presents the accelerated ecommerce penetration and Shopify's potential for growth", "position": 0, "objective": "Highlight the cost of not investing in ecommerce", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:44.972482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 20, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "7a072655-2b65-49d9-a08f-8ee5960c4a0c", "evidence": "The deck highlights the increase in new business formations and the significance of ecommerce", "position": 1, "objective": "Explain why now is the right time to invest in Shopify", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:45.016457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f97658cb-1d53-4472-a5a9-c7d3a0826949", "evidence": "This slide has a title, image/illustration, and a logo, which are typical elements of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:44.201549+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "de9ec167-313c-4d9c-9ca9-cb7941ca16bb", "evidence": "diagram/process with flywheel", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:50:30.480944+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "99d8b351-9132-4d73-850d-4a3790cb6eea", "evidence": "The slide presents data and statistics related to Shopify's ecosystem and user base, indicating a focus on defining the audience.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:50:41.51547+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "662bca53-05c4-421a-b7f9-fc64798c8bbc", "evidence": "The slide presents a key message 'Unlocking opportunities that are only possible on Shopify' which could be part of a big idea formula.", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.582622+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7f10b714-1e9b-4fb5-983c-fcb5b0234519", "evidence": "The slide presents a list of logos from various partners, which could be organized in a 2x2 matrix, although not explicitly shown.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.655412+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22fc947a-c48b-4b9a-af34-d7a2e292574d", "evidence": "The slide discusses partnerships and ecosystem, which could be related to a canvas framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.6935+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5525f87d-86d0-48e5-b87c-67346062b18b", "evidence": "The slide presents a bar chart showing the growth of revenue cohorts over time, which is similar to a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:41.766724+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6be468cf-05e7-4fea-b9c3-e1c135d135c7", "evidence": "chart/dot: 45%, 60%, 61%, 62%, 64%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.56127+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f9b6ef26-f559-4bdf-aa81-8332e76301ad", "evidence": "chart/bar-stacked-100pct: Q4 2022: $400M, 54% Standard, 27% Shopify Plus, 19% Apps/Themes/Domains/Platform Fee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:09:58.629705+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5bdaefd2-46c3-42f5-b9bb-24f59c0f9044", "evidence": "chart/bar-vertical: Gross Profit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.698232+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "dbd80b35-7700-4d27-b5bb-3765c1a4d085", "evidence": "chart/bar-vertical: 60% Q1 2023, 47% Q1 2024, 48% Q2 2023, 42% Q2 2024, 43% Q3 2023, 39% Q3 2024, 36% Q4 2023, 32% Q4 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:09:58.767394+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6f59e7a5-fd26-4ab2-b594-9bc1c6df5dc2", "evidence": "chart/bar-stacked: Q1 2023: 18%, 23%, 7%, 3%, Total 51%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.834919+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f274f380-283c-49de-af6d-e3eabbe9d4b2", "evidence": "list/bullet: Help our merchants grow: Bring more buyers to our merchants, Help merchants drive better conversion", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:59.00582+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b69e9c58-c7ee-4c50-839b-b5adca80add5", "evidence": "The slide contains a list/bullet with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.099773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "18247ff1-dbaf-4d8c-97bd-ddb5dfb8db43", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.260214+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8a441bf2-f3b4-414b-99d5-b23ff7a477d2", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.322893+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "731ab079-ec9e-4a39-a831-4d9f2c442a94", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.387353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6314e27e-5546-4177-b1cc-9b9e76f05d06", "evidence": "The circular diagram with arrows indicating a continuous cycle of growth drivers.", "framework": null, "confidence": 0.01, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "flywheel" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/k_a-9BvBcb8zTsR_RuTetr5UMl5znypg1A7LLEY3BHw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MzY1NWNlYWQ1ZGZmMWRkNWFmMzllOWUxYTE2YzgzZi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 99, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:06.354+00", "seconds": 3.456, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/1", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-1", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 1, "w": 0.57, "x": 0.43, "y": 0 }, "kind": "image", "text": "Abstract line graph with gradient colors", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:06.354+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c66a5ed9-7ddd-40ab-9c15-aaa6f452b898", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.052, "y": 0.06 }, "kind": "image", "text": "Shopify logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:06.354+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "135e7e12-10e6-41e8-a8cd-45d923bb985b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.049, "y": 0.89 }, "kind": "paragraph", "text": "February 11, 2025", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:06.354+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c104090e-37ff-4c29-a0b4-0ba938f3e2cd", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.38, "x": 0.049, "y": 0.31 }, "kind": "title", "text": "Leading the future of commerce", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:06.354+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5650cac9-fef3-40a8-ad6d-c464e9416478", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "f97658cb-1d53-4472-a5a9-c7d3a0826949", "evidence": "This slide has a title, image/illustration, and a logo, which are typical elements of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:44.201549+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "18ddb050-ac53-47c7-9289-3f01326b9e8e", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck sets up Shopify's vision and traction", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/Qp9Fkq4zFkuCwGhqrxdgbQpFX8QgrqDENbpXHRtaxek/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MzY1NWNlYWQ1ZGZmMWRkNWFmMzllOWUxYTE2YzgzZi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/9ZBBQnrhkAljzj2NZ93jNTkI57UjeBXDjoeOvprko2M/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MzY1NWNlYWQ1ZGZmMWRkNWFmMzllOWUxYTE2YzgzZi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/8kL20f2G7_1erMlEs3gdcxYWTex0DZNZYeAVRifrkiA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MzY1NWNlYWQ1ZGZmMWRkNWFmMzllOWUxYTE2YzgzZi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 7, "textChars": 4243, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:10.773+00", "seconds": 7.45, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/2", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-2", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.649, "w": 0.45, "x": 0.053, "y": 0.185 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements and forward looking information (collectively, \"forward-looking statements\") that are based on our management's current estimates, beliefs and assumptions and management's perception of historic trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. These statements may be identified by words such as \"expect\" and \"continue\". Although we believe that the plans, intentions, expectations, assumptions and strategies reflected in these forward-looking statements are reasonable, these statements relate to future events or our future financial performance, and involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond our control, and that may cause our actual results to be materially different from any future results expressed or implied by these forward-looking statements. Although the forward-looking statements contained in this presentation are based upon what we believe are reasonable assumptions, investors are cautioned against placing undue reliance on these statements since actual results may vary from the forward-looking statements. These risks are described in further detail in our Annual Report on Form 10-K, in 'Item 1A: Risk Factors' and 'Item 7A: Quantitative and Qualitative Disclosures About Market Risk' and as further described in Shopify's filings with the U.S. Securities and Exchange Commission and the securities commissions or similar securities regulatory authorities in each of the provinces or territories of Canada, which are available on www.sec.gov and on www.sedarplus.ca. If one or more of these risks or uncertainties occur, or if our underlying assumptions prove to be incorrect, actual results may vary significantly from those expressed, implied or projected by the forward-looking statements. References to long-term trends in our model are forward-looking and made as of the current date. Nothing in this presentation should be regarded as a representation by any person that these long-term trends will be achieved and we undertake no duty to update these long-term trends or any other forward-looking statements contained in this presentation, except as required by law.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a8af064-7ccd-4ed3-a731-078c6bbedeec", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.45, "x": 0.51, "y": 0.185 }, "kind": "disclaimer", "text": "We believe that the case studies presented in this presentation provide a representative sample of how our merchants have been able to use various features of our platform to grow their respective businesses. References in this presentation to growth and sales following implementation of our platform do not necessarily mean that our platform was the only factor contributing to such increases.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e67afc3-64ca-4e99-b1d2-c0b14dc8aac3", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.45, "x": 0.51, "y": 0.81 }, "kind": "disclaimer", "text": "This presentation contains trademarks, service marks, trade names and copyrights of Shopify and other companies, which are the property of their respective owners.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9c52e2b-d97c-4d49-8d0c-eac556e50240", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.51, "y": 0.345 }, "kind": "disclaimer", "text": "To supplement our consolidated financial statements, which are prepared and presented in accordance with United States generally accepted accounting principles (\"GAAP\"), Shopify uses certain non-GAAP and other financial measures to assist investors in understanding our financial and operating performance. These measures are not recognized measures for financial statement presentation under GAAP, do not have standardized meanings, and may not be comparable to similar measures presented by other public companies. These measures should be considered a supplement to, not a substitute for, or superior to, the corresponding measures calculated in accordance with GAAP. Please refer to the Appendix titled \"Non-GAAP and Other Financial Measures\" for further information.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daf34a49-124b-4092-8860-783f9a43ebd1", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.45, "x": 0.51, "y": 0.605 }, "kind": "disclaimer", "text": "This presentation contains information concerning our industry, including information relating to the size of the markets in which we participate, that are based on industry surveys and publications or other publicly available information, other third-party survey data and research reports. This information involves many assumptions and limitations, there can be no guarantee as to the accuracy or reliability of such assumptions and you are cautioned not to give undue weight to this information. While we believe this information to be reliable, it has not been independently verified.", "attrs": {}, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea689855-f11d-411c-8958-6381c7e94640", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.09, "x": 0.51, "y": 0.885 }, "kind": "source-note", "text": "February 2025", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be6ae846-a8ae-43bf-acba-2d004f1b6d5e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.053, "y": 0.08 }, "kind": "title", "text": "Advisories", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.773+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c207a29d-d26c-4357-b979-4a11ba829570", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "18ddb050-ac53-47c7-9289-3f01326b9e8e", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck sets up Shopify's vision and traction", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 13, "textChars": 634, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:10.694+00", "seconds": 7.371, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/3", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-3", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.279, "w": 0.279, "x": 0.66, "y": 0.559 }, "kind": "image", "text": "a-morir\nNEW YORK\nFeatured merchant", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9275be7-7dd2-4486-9f7f-e7e8fc8d3408", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.189, "x": 0.699, "y": 0.301 }, "kind": "metric", "text": "875M+", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a79838d-ae41-4547-b91e-9ea2fc7da448", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.179, "x": 0.154, "y": 0.601 }, "kind": "metric", "text": ">12%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d0b4423-17af-4f8d-b5de-5e15db124c20", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.179, "x": 0.154, "y": 0.301 }, "kind": "metric", "text": "$8.9B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8558937-c0ac-48da-8d0e-1b7996202ac4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.428, "y": 0.601 }, "kind": "metric", "text": "Millions", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b98c6e31-6e95-4a48-81a5-66bd35224d11", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.428, "y": 0.301 }, "kind": "metric", "text": "$1.1T", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccd0efce-5a00-4f7f-9797-69e150032138", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.901, "x": 0.059, "y": 0.913 }, "kind": "source-note", "text": "1 Cumulative Shopify GMV since Shopify's inception\n2 The US ecommerce market is based on a combination of US Census Bureau data (Quarterly Retail E-Commerce Sales, not adjusted) and internal estimates. Shopify market share represents sales by Shopify merchants based on\nShopify's 2024 US GMV (excluding merchant sales made through POS).", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc09d012-8de6-4e47-86a1-83dc3e877132", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.15, "x": 0.428, "y": 0.669 }, "kind": "subtitle", "text": "of merchants in\n175+ countries", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e79b425-911e-43a7-baa2-a08a0107aee4", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.179, "x": 0.154, "y": 0.369 }, "kind": "subtitle", "text": "Revenue in 2024\n(up 26% YoY)", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "315aa49d-c741-4e22-9160-cc48026eb1e2", "parentComponentId": null }, { "bbox": { "h": 0.052, "w": 0.179, "x": 0.154, "y": 0.669 }, "kind": "subtitle", "text": "US ecommerce market\nshare² and expect further\npenetration", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "449046ef-3573-492b-966d-fc40db9d23b6", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.15, "x": 0.428, "y": 0.369 }, "kind": "subtitle", "text": "Global commerce¹\nsince Shopify's inception", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1525211-f7ed-4ff7-9721-5e14989b8276", "parentComponentId": null }, { "bbox": { "h": 0.052, "w": 0.189, "x": 0.699, "y": 0.369 }, "kind": "subtitle", "text": "Unique online shoppers\npurchasing from Shopify\nmerchants in 2024", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4b738e6-4f66-4597-b142-bb12c7a6bfcf", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.399, "x": 0.352, "y": 0.07 }, "kind": "title", "text": "Shopify Snapshot", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.694+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5c1a071-ca78-44f0-8bbd-440235a95a98", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "18ddb050-ac53-47c7-9289-3f01326b9e8e", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck sets up Shopify's vision and traction", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 218, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:08.356+00", "seconds": 3.906, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/4", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-4", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.21, "x": 0.103, "y": 0.475 }, "kind": "list", "text": "We help accelerate the power of entrepreneurship and merchant success", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e923938-9fda-4ace-890d-bba28caa4d6c", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.15, "x": 0.793, "y": 0.475 }, "kind": "list", "text": "As our merchants do better, Shopify does better", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32893794-47cf-4122-b291-dcc8d7d5761f", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.13, "x": 0.597, "y": 0.475 }, "kind": "list", "text": "... and increasingly all of commerce", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85b089a2-31a3-4166-9c1c-729ce22e5bc1", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.17, "x": 0.355, "y": 0.475 }, "kind": "list", "text": "We are a leading platform for entrepreneurship...", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2826fcd-5ea9-4d36-b782-793713995332", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.19, "x": 0.071, "y": 0.08 }, "kind": "title", "text": "Investment thesis", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.356+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9989321-346f-40f3-99a9-12dbad6bc831", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "18ddb050-ac53-47c7-9289-3f01326b9e8e", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "The deck sets up Shopify's vision and traction", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 233, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:08.913+00", "seconds": 4.1, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/5", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-5", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.31 }, "kind": "diagram", "text": "2006 Today Online Brick & mortar Marketplaces Social Pop-ups B2B", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.913+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc8a1c6f-6ce6-4e2e-ba04-2b474505670b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.1, "y": 0.22 }, "kind": "metric", "text": "90%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.913+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd7dd348-6eaf-4aff-b5c2-8569c05cb440", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.56, "x": 0.05, "y": 0.22 }, "kind": "paragraph", "text": "Over 90% of our merchants have installed two or more channels", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.913+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bd74950-b274-4a46-95f3-cd7ced97d819", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.01, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "5", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.913+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b886d2e6-36c8-4ee2-a353-9e73c3edcdda", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.89, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "We started online and built a commerce platform that helps merchants sell everywhere their customers are", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.913+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7e1b6e0-b090-4df7-8793-8f73f0c275b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 188, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:10.95+00", "seconds": 5.797, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/6", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-6", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.633, "w": 0.469, "x": 0.406, "y": 0.198 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.95+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f3d63bd-337d-4961-ba35-a916b9421c33", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.078, "x": 0.793, "y": 0.225 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.95+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ff9e6bd-0519-421b-b3fd-ef10fbfb8c5f", "parentComponentId": null }, { "bbox": { "h": 0.695, "w": 0.42, "x": 0.457, "y": 0.225 }, "kind": "list", "text": "Apps\nMarketing & analytics\nCross-border\nOrder management\nBack office\nShipping", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.95+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a0edf24-75e6-432d-afc0-de168c22cd7e", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.008, "x": 0.963, "y": 0.95 }, "kind": "source-note", "text": "6", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.95+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dabdc9a3-18ad-4fcb-aa80-19490b9e903c", "parentComponentId": null }, { "bbox": { "h": 0.278, "w": 0.33, "x": 0.048, "y": 0.102 }, "kind": "title", "text": "We continue to expand Shopify's breadth to make it even easier for merchants to start and scale their business", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:10.95+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "574b8151-e71c-4b4d-9664-7b61309f6f04", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 3, "textChars": 236, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:08.302+00", "seconds": 3.017, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/7", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-7", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.801, "x": 0.099, "y": 0.22 }, "kind": "diagram", "text": "Online, Offline, Domestic, Global, DTC, B2B, 3P, 1P, Front Office, Back Office, Desktop, Mobile, Marketing, Analytics, Core, Merchant Services", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.302+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "051ca70b-198d-418f-bc24-70e0b8ef5a3a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.03, "y": 0.94 }, "kind": "image", "text": "Shopify logo", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.302+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1c805b2-c5c0-4387-bb3b-3cf36d3c7325", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.653, "x": 0.175, "y": 0.068 }, "kind": "title", "text": "Shopify has evolved into a unified operating system for commerce anywhere, anytime", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:08.302+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a57a45f2-dedb-48ad-b9ea-89cfd7a242b9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "evidence", "function": "illustrate_case", "rawType": "customer_logos", "block": null, "metadata": { "slideType": "customer_logos", "slideTypeCanon": { "name": "Customer logos", "slug": "customer_logos", "status": "active", "canonId": "019de52d-101d-705c-8956-65f1b315e58a", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 538, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:11.207+00", "seconds": 5.886, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/8", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-8", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.156, "x": 0.799, "y": 0.05 }, "kind": "callout", "text": "+ Q4 Brands*", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:11.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36c31246-e31f-40f2-9a3a-29aa069d5883", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.939, "x": 0.034, "y": 0.16 }, "kind": "image", "text": "SPANX, GYMSHARK, Reebok, Herschel, ASHLEY, Quiksilver, MOLSON COORS, allbirds, REBECCA MINKOFF, BAUER, Nike, KITH, MR BEAST, overstock.com, KOTN, GOOD AMERICAN, HEINZ, DOLLAR SHAVE CLUB, BOMBAS, SKIMS, leesa, FASHIONNOVA, Lord+Taylor, Glossier., Crate&Barrel, OLLY., GIANT TIGER, STEVE MADDEN, KYLIE, staples, Bols, JB HI-FI, Nestlé, DAVID'S BRIDAL, ALDO, GameStop, WARNER MUSIC GROUP, uncommon goods, FragranceX", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:11.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dd2fbc7-8903-4263-8dc4-1da6ca0a350c", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.369, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "* Includes both launched and signed merchants as of February 10, 2025", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:11.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5042a03e-8c47-4d97-847f-4fa5bab9a8d6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.667, "x": 0.047, "y": 0.047 }, "kind": "title", "text": "Consumers' favorite brands powered by Shopify", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:11.207+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "896266d0-7c0e-41db-af3e-a24705389dc7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 3, "textChars": 1092, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:13.446+00", "seconds": 7.933, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/9", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-9", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.66, "w": 0.92, "x": 0.04, "y": 0.19 }, "kind": "diagram", "text": "PLATFORM: shopifyplus, commerce components, Oxygen, Hydrogen\nOFFLINE: shopify POS, shopify POS PRO, POS Terminal\nMARKETING: shopifyaudiences, shopify collabs, linkpop by shopify, Shop Campaigns, Shopify Email, Inbox\nSHIPPING: shopify shipping\nBUSINESS-TO-BUSINESS: B2B on Shopify, shopify collective\nARTIFICIAL INTELLIGENCE (AI): Shopify Magic, Sidekick\nMONEY: shopify payments, shopify capital, shopify balance, shopify credit\nCROSS-BORDER: Cross-border sales tools, Managed Markets, Languages, FX & VAT\nBACK OFFICE: Shopify Tax, Shopify Protect, Shopify Flow, Shopify Functions, Shopify Bill Pay, Shopify Subscriptions\nMULTI CHANNEL: Facebook, Instagram, X, Pinterest, Google, YouTube, TikTok, Spotify, Walmart Marketplace, Amazon, Target, Roblox\nCONSUMER FACING: shop, shop Pay, shop Pay installments, shop Promise\nAGENCY & SYSTEM INTEGRATOR PARTNERS: EY, KPMG, IBM, WPP, TOTVS, ORACLE\nECOSYSTEM: shopify app store, shopify themes, shopify partners, shopify experts", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.446+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7720ced4-1e1a-4387-9b8e-88fdfe069e56", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.49, "x": 0.04, "y": 0.954 }, "kind": "source-note", "text": "*Markets Pro rebranded as Managed Markets at Summer '24 Edition in June 2024.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.446+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1a91ad6-4648-4323-93a6-ae7156d1e00e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.604, "x": 0.049, "y": 0.101 }, "kind": "title", "text": "Merchant-first focus through product innovation", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.446+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "598659d2-a71d-4980-95f0-033926dd1a0d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 5, "name": "Problem (Identify pain)", "beatId": "68eced79-ddd5-460e-bd04-d6ad2a15af41", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies the pain points faced by merchants", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "present_solution", "rawType": "product_demo", "block": null, "metadata": { "slideType": "product_demo", "slideTypeCanon": { "name": "Product demo", "slug": "product_demo", "status": "active", "canonId": "019de52d-0f06-7288-84f2-7568c1020fce", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 354, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:09.97+00", "seconds": 4.009, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/10", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-10", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.73, "x": 0.13, "y": 0.32 }, "kind": "image", "text": "Shopify Editions: Summer '22, Connect to Consumer; Shopify Editions: Winter '23, Built to Last; Shopify Editions: Summer '23, Imagine My Business; Shopify Editions: Winter '24, Foundations; Shopify Editions: Summer '24, Unified; Shopify Editions: Winter '25, The Boring Edition", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:09.97+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "648f2699-dc8c-4b02-bb69-033703889f1a", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.016, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "10", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:09.97+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "363d2257-d148-4592-a942-f8e04bb5a205", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.71, "x": 0.055, "y": 0.18 }, "kind": "title", "text": "Launching 100 to 150+ features and updates every six months", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:09.97+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2424affa-066c-4dce-a919-51a56dc541f6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.055, "y": 0.101 }, "kind": "title", "text": "Shopify Editions", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:09.97+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e42f181a-b9b3-4372-9693-4abc927f586f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Solution (Provide relief)", "beatId": "5cdf84b3-73a9-4181-b323-4c2b68a5dd66", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck presents Shopify's solution to these pain points", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "appendix", "title": "Flywheel diagram with Shopify logo at the center.", "function": "present_framework", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 148, "nDataPoints": 0, "notes": "Flywheel diagram with Shopify logo at the center.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:12.495+00", "seconds": 6.396, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/11", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-11", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.781, "w": 0.704, "x": 0.148, "y": 0.109 }, "kind": "diagram", "text": "Flywheel diagram showing interconnected growth drivers.", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "023ec30a-25f8-44d5-a3b7-abbe1e6da231", "parentComponentId": null }, { "bbox": { "h": 0.196, "w": 0.127, "x": 0.436, "y": 0.402 }, "kind": "image", "text": "Shopify logo", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65b24a23-0332-42ac-939c-3459b73f03b4", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.16, "x": 0.639, "y": 0.12 }, "kind": "list", "text": "More merchants", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ec79ea1-cd14-4742-a8dd-e1f8af5c219d", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.229, "x": 0.148, "y": 0.12 }, "kind": "list", "text": "More merchant GMV", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94641e37-68d7-49a5-8b6d-9270bf19ae30", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.204, "x": 0.639, "y": 0.781 }, "kind": "list", "text": "More economies of scale", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2674225-21f7-4e1e-b2ee-21f85495477d", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.24, "x": 0.148, "y": 0.781 }, "kind": "list", "text": "More products and solutions", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3ad220b-303a-4e08-b0dc-cb2be6ea6bb0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "de9ec167-313c-4d9c-9ca9-cb7941ca16bb", "evidence": "diagram/process with flywheel", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:50:30.480944+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6314e27e-5546-4177-b1cc-9b9e76f05d06", "evidence": "The circular diagram with arrows indicating a continuous cycle of growth drivers.", "framework": null, "confidence": 0.01, "extraction": { "at": "2026-05-01 22:48:12.495+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Solution (Provide relief)", "beatId": "5cdf84b3-73a9-4181-b323-4c2b68a5dd66", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck presents Shopify's solution to these pain points", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 7, "textChars": 949, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:12.261+00", "seconds": 6.012, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/12", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-12", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.169, "x": 0.762, "y": 0.23 }, "kind": "list", "text": "... and discover new customers\nshopifyaudiences\nshopify collabs\nlinkpop by shopify\nInbox\nShopify Email\nTokengated Commerce\nshop\nshop Promise", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e70ce89-8b06-4834-aad3-17028047d4df", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.179, "x": 0.541, "y": 0.23 }, "kind": "list", "text": "...sell wherever buyers are\nshopify POS\nshopify POS PRO\nshopify collective\nB2B on Shopify\nMarketplace Connect app\nManaged Markets\nCross-border sales tools\nf\nXG amazon\nP\ntarget\nWalmart Marketplace ROBLOX", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ac907ee-f7f7-4be9-9836-6647ff993e09", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.169, "x": 0.099, "y": 0.23 }, "kind": "list", "text": "...thrive at any stage\nStarter Plan\nBasic Plan\nRetail Plan\nShopify Plan\nAdvanced Plan\nshopifyplus\ncommerce components\nHydrogen\nOxygen", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6efd72ee-f19e-45a8-bf05-ae4086c0bce3", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.179, "x": 0.32, "y": 0.23 }, "kind": "list", "text": "...run and manage a business\nshopify payments\nshopify capital\nshopify balance\nshopify app store\nshopify themes\nshopify shipping\nshop Pay\nShop Pay Installments\nShopify Flow\nShopify Tax\nShopify Fraud Protection\nShopify Credit\nShopify Subscriptions\nShopify Bill Pay", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c5edb07-3be0-4d40-9ae6-9970b82cd51d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.199, "x": 0.399, "y": 0.84 }, "kind": "other", "text": "AI solutions:\nMagic + Sidekick", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91c87eca-79c9-4385-90ee-95761b0cd3b5", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.79, "x": 0.055, "y": 0.95 }, "kind": "source-note", "text": "* Markets Pro rebranded as Managed Markets and Markets rebranded as cross-border sales tools.at Summer '24 Edition in June 2024.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39c27c88-ec68-4e5b-a923-d5a9245bc4dc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.055, "y": 0.101 }, "kind": "title", "text": "With solutions that make it easier for merchants to...", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:12.261+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86c869d0-a9d3-4ba3-bb89-6da58897ab42", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Solution (Provide relief)", "beatId": "5cdf84b3-73a9-4181-b323-4c2b68a5dd66", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck presents Shopify's solution to these pain points", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 5, "textChars": 586, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:14.192+00", "seconds": 7.685, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/13", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-13", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.86, "w": 0.435, "x": 0.099, "y": 0.05 }, "kind": "diagram", "text": "Entrepreneur to Enterprise progression with Shopify tiers", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33889121-1c60-4d9f-bcdf-a28f257d8e5d", "parentComponentId": null }, { "bbox": { "h": 0.44, "w": 0.39, "x": 0.56, "y": 0.402 }, "kind": "image", "text": "COURSEWORK STARTER, ToysRUs, The Public Pet, WOLF&BADGER RETAIL, Casper PLUS, elph CERAMICS, BRILLIANT EARTH, crocs™ CCS", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87f88872-af63-4a7a-b697-ebb0e8c76d5d", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.302, "x": 0.047, "y": 0.187 }, "kind": "list", "text": "Starter $5 per month\nBasic $39 per month\nRetail $89 per month\nShopify $105 per month\nAdvanced $399 per month\nShopify Plus $2,300+ per month + variable platform fee*\nCommerce Components Variable depending on merchant", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "788cebd7-d0dc-41b9-9a71-b384b8ba7905", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.36, "x": 0.586, "y": 0.949 }, "kind": "source-note", "text": "* Price reflected here is the 3-year contract term. For the 1-year contract term the price is $2,500 per month + variable platform fee.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99fe6526-4f71-4931-98ec-aa17a914951f", "parentComponentId": null }, { "bbox": { "h": 0.142, "w": 0.359, "x": 0.576, "y": 0.146 }, "kind": "title", "text": "So that businesses never need to leave the Shopify platform", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9043927-a8ed-4c86-9ea6-cd8d89e18605", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 10, "name": "Solution (Provide relief)", "beatId": "5cdf84b3-73a9-4181-b323-4c2b68a5dd66", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck presents Shopify's solution to these pain points", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "evidence", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 16, "textChars": 814, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:49:59.808+00", "seconds": 9.365, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/14", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-14", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.26, "x": 0.389, "y": 0.05 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07f3b460-8eca-4780-9c44-6054384a6340", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.26, "x": 0.669, "y": 0.05 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c5c2805-46a2-4729-8a64-dd9882532320", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.26, "x": 0.109, "y": 0.05 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7f44752-af33-4882-83b4-9690c1d764bb", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.199, "x": 0.706, "y": 0.759 }, "kind": "list", "text": "David Franks — Co-founder and CTO", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e6d70fa-09e0-449b-837f-834140c0f6e8", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.201, "x": 0.419, "y": 0.759 }, "kind": "list", "text": "Michael Nadboy — Chief Marketing Officer", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2016f851-e8e7-4d7e-a1dd-03489861aace", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.176, "x": 0.43, "y": 0.44 }, "kind": "list", "text": "FragranceNet.com\nTRUSTED ONLINE SINCE 1997", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23e9ad4b-7668-4f55-a795-6fb74883889e", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.17, "x": 0.43, "y": 0.864 }, "kind": "list", "text": "shop Pay ccs", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d40a5a9-4d51-4291-901d-d75f19ba9b78", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.192, "x": 0.143, "y": 0.759 }, "kind": "list", "text": "YuJin Yong — VP of Digital", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55c7a8ad-54b8-4396-a0e2-17540bd0d549", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.17, "x": 0.717, "y": 0.864 }, "kind": "list", "text": "shopify POS", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae59aee3-019c-4670-b6c8-1c1fd10cdfa6", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.201, "x": 0.143, "y": 0.44 }, "kind": "list", "text": "DAILY HARVEST", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2c91645-8671-4fe6-80c1-ff64d885358e", "parentComponentId": null }, { "bbox": { "h": 0.024, "w": 0.17, "x": 0.143, "y": 0.864 }, "kind": "list", "text": "B2B on Shopify", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb8097a7-93a9-41c5-9261-772f1a8c443f", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.16, "x": 0.717, "y": 0.44 }, "kind": "list", "text": "KICK GAME®", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fff1407e-7ffb-4ca7-8b72-a13a64a13338", "parentComponentId": null }, { "bbox": { "h": 0.189, "w": 0.26, "x": 0.669, "y": 0.527 }, "kind": "quote", "text": "\"Now I can go into Shopify POS and spin up a new store in half an hour. Then anytime something sells in store, it automatically adjusts the inventory online as well. It's a game-changer when you're trying to set up an omnichannel business.\"", "attrs": {}, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2be5a3d9-dd22-45ec-a310-fed4a309f6d2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.26, "x": 0.109, "y": 0.527 }, "kind": "quote", "text": "\"Having something where we can build a B2B pipeline with Shopify is great because it means we can trial something impactful without investing in other technical systems.\"", "attrs": {}, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3f4d9b0-ed48-441e-9190-3ae756c242d9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.26, "x": 0.389, "y": 0.527 }, "kind": "quote", "text": "\"We are now able to not only provide a better experience to existing customers, but also attract those who were not shopping with us before. To be able to do both, that's really what the objective is.\"", "attrs": {}, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8a2d7bc-297f-4cab-a9b7-aa63795f8615", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.953, "y": 0.948 }, "kind": "source-note", "text": "14", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:49:59.808+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3128857-7490-4627-8383-03ef4f460302", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "resolution", "function": "present_solution", "rawType": "solution", "block": null, "metadata": { "slideType": "solution", "slideTypeCanon": { "name": "Solution", "slug": "solution", "status": "active", "canonId": "019de52d-0eb5-72ff-8b70-ba70a4199282", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 10, "textChars": 343, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:16.227+00", "seconds": 9.5, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/15", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-15", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.17, "x": 0.05, "y": 0.26 }, "kind": "image", "text": "shop Pay", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ef4298c-7c6f-4877-b6a9-073e0bbe3b12", "parentComponentId": null }, { "bbox": { "h": 0.77, "w": 0.23, "x": 0.38, "y": 0.08 }, "kind": "image", "text": "mattie Q Mattie Solo Shadow $30.00 Pay in 4 interest-free installments for orders over $50 with shop Pay Learn more Quantity 1 + ADD TO CART BUY WITH Shop Pay", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf9a3109-e94a-43be-b5ce-87b03a2888d9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.32, "x": 0.63, "y": 0.26 }, "kind": "metric", "text": "Hundreds of Millions", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03b054e7-6c52-4cd6-9968-ec7509e08950", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.63, "y": 0.46 }, "kind": "metric", "text": "$202B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72811bac-2467-40d3-a6a5-2e8ce71a1d07", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.79, "y": 0.64 }, "kind": "metric", "text": "$75B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2ee6114-2086-4380-a203-44632cc4fc12", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.63, "y": 0.64 }, "kind": "metric", "text": "$27B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f664a4b2-f503-4b2d-9e01-38ab4c997d85", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.79, "y": 0.46 }, "kind": "paragraph", "text": "cumulative GMV* since launch in 2017", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f7e86fe-42a4-4e2c-89dc-f1a213dc85c1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.29, "x": 0.63, "y": 0.31 }, "kind": "paragraph", "text": "buyers opted-in to Shop Pay", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d410d375-f149-4011-884f-dfad811144cc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.63, "y": 0.69 }, "kind": "paragraph", "text": "GMV in Q4 2024 ↑+50% YoY", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e68b2b53-498f-4051-b84b-6d1a5398a267", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.31, "x": 0.05, "y": 0.35 }, "kind": "title", "text": "Unlocking opportunities that are only possible on Shopify", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de0fcf4e-a558-4921-b7e2-923b0c26b220", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "99d8b351-9132-4d73-850d-4a3790cb6eea", "evidence": "The slide presents data and statistics related to Shopify's ecosystem and user base, indicating a focus on defining the audience.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:50:41.51547+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "662bca53-05c4-421a-b7f9-fc64798c8bbc", "evidence": "The slide presents a key message 'Unlocking opportunities that are only possible on Shopify' which could be part of a big idea formula.", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.582622+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." } ], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "setup", "function": "establish_context", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 13, "textChars": 695, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:15.347+00", "seconds": 8.496, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/16", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-16", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.37, "x": 0.52, "y": 0.34 }, "kind": "image", "text": "Affirm, Avalara, Flexport, Global-e, PayPal, Stripe, Vertex", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c882d6f-0e22-4f13-a82f-a84ebd64d7e4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.68 }, "kind": "image", "text": "EY, KPMG, Totvs, IBM, Globant, Oracle, Tech Mahindra, WPP", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6799c67f-d60d-444c-b5b5-c26c5e66eed7", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.45, "x": 0.04, "y": 0.34 }, "kind": "image", "text": "Google, Meta, Microsoft Advertising, Amazon, Pinterest, Snapchat, TikTok, X, Target, Spotify, Mirakl, Faire, Adyen, Intuit, Yotpo, Klaviyo, Manhattan, Walmart Marketplace, Roblox, Perplexity", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d908f96a-0198-43a7-94a9-351b2e8939bc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.53, "y": 0.28 }, "kind": "list", "text": "Product partners:", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "193063c8-089a-4126-96b0-f6b3d9e4638d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "App & channel partners:", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c064bd7-4690-419c-8ba4-a3c85a410625", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.24, "x": 0.53, "y": 0.62 }, "kind": "list", "text": "Service & technology partners:", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "575a59fe-e5e3-4de2-be85-751c7e3f9fc9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.14, "x": 0.24, "y": 0.68 }, "kind": "metric", "text": "$1.0B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "046c68a2-ce77-4e54-ac27-c935fe4f139c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.17, "x": 0.05, "y": 0.68 }, "kind": "metric", "text": "16,000+", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc4f1a94-11a7-4694-92b7-b19b9e20bda4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.83, "x": 0.05, "y": 0.16 }, "kind": "paragraph", "text": "Cultivating partnerships with industry leaders: When our partners succeed, our merchants succeed, and we succeed", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "304e25f2-0867-440d-9447-f90e3f8ac772", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "16", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7180fa75-515e-4fbb-bcc2-d5ad13f8fb98", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.22, "x": 0.24, "y": 0.75 }, "kind": "subtitle", "text": "Paid out in the last 12 months to partners by Shopify for apps benefiting our merchants (December 31, 2024)", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6280cb94-2c59-47fa-a696-096548e7c410", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.17, "x": 0.05, "y": 0.75 }, "kind": "subtitle", "text": "Apps in our App Store (December 31, 2024)", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7ecb170-e91b-4f7f-9537-06741230ace6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.68, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "Shopify excels at building a global ecosystem", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.347+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cac624b5-f9c5-466a-8cc2-090f7f511a0d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7f10b714-1e9b-4fb5-983c-fcb5b0234519", "evidence": "The slide presents a list of logos from various partners, which could be organized in a 2x2 matrix, although not explicitly shown.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.655412+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22fc947a-c48b-4b9a-af34-d7a2e292574d", "evidence": "The slide discusses partnerships and ecosystem, which could be related to a canvas framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:50:41.6935+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 454, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:13.575+00", "seconds": 6.693, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/17", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-17", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.29, "x": 0.197, "y": 0.32 }, "kind": "callout", "text": "2.9x Growth\n12% CAGR", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.575+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5da5535b-c8e5-446c-b67d-1fe1c0dff2c5", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.91, "x": 0.04, "y": 0.31 }, "kind": "chart", "text": "2015 2016 2017 2018 2019 2020 2021 2022 2023 2024", "attrs": { "chart_type": "bar", "x_axis_labels": [ "2015", "2016", "2017", "2018", "2019", "2020", "2021", "2022", "2023", "2024" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.575+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0f2be4b-8856-4568-a542-f3330c687f77", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.66, "x": 0.048, "y": 0.92 }, "kind": "source-note", "text": "*Example of quarterly revenue from a single cohort, the Q1 2015 merchant cohort, excluding Logistics (as of December 2024)\n**Growth calculation reflects last four quarters of revenue reported (ending in Q4 2024) divided by first four full quarters of revenue (Q2 2015-Q1 2016 for the Q1 2015 merchant cohort)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.575+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a77a8f7-97ae-4d69-b398-dcd57df918ab", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.69, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Our revenue cohorts get stronger over time...", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.575+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "064ac397-ab29-4c18-abb9-c3efe4c5f13c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.33, "x": 0.048, "y": 0.129 }, "kind": "title", "text": "How our Q1 2015 cohort has grown", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.575+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45b5aa9c-ab81-40c3-bfc7-bee58745dd92", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5525f87d-86d0-48e5-b87c-67346062b18b", "evidence": "The slide presents a bar chart showing the growth of revenue cohorts over time, which is similar to a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:50:41.766724+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 4, "textChars": 445, "nDataPoints": 39, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:13.752+00", "seconds": 6.5, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/18", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-18", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.67, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "chart", "text": "Revenue growth, Age in quarters, Q1 2015, Q1 2016, Q1 2017, Q1 2018, Q1 2019, Q1 2020, Q1 2021, Q1 2022, Q1 2023", "attrs": { "x_axis_label": "Age in quarters", "y_axis_label": "Revenue growth", "series_labels": [ "Q1 2015", "Q1 2016", "Q1 2017", "Q1 2018", "Q1 2019", "Q1 2020", "Q1 2021", "Q1 2022", "Q1 2023" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.752+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42837fa1-b875-459e-b075-21a5d5b02a7a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.9, "x": 0.05, "y": 0.96 }, "kind": "source-note", "text": "**Revenue retention calculation reflects the quarterly revenue in a given period for each cohort divided by each cohort's first full fiscal quarter of revenue after joining the platform, respectively", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.752+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fda8163-be41-42b6-92a0-b60686a63de1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.49, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "*Examples of quarterly revenue retention from merchant cohorts, excluding Logistics", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.752+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80aa433f-0672-4b8a-872c-151476b7a2ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "...and that pattern persists across all our cohorts", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:13.752+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95e3ad3c-4c61-4d42-8d8a-a74a0f63da25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Evidence", "beatId": "8e2433f2-3d25-4989-ab6f-80c9419f9d4f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "evidence": "The deck provides evidence of Shopify's traction and growth", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 90, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:15.248+00", "seconds": 6.685, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/19", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-19", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.77, "x": 0.064, "y": 0.42 }, "kind": "title", "text": "Massive global market with accelerated ecommerce penetration", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f05c6beb-dd29-4f17-a011-d4f704844649", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.064, "y": 0.336 }, "kind": "title", "text": "Large and growing opportunity:", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.248+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a422e79-3d52-4eee-a721-6ad4956d147c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "argue_timing", "rawType": "why_now", "block": null, "metadata": { "slideType": "why_now", "slideTypeCanon": { "name": "Why now", "slug": "why_now", "status": "active", "canonId": "019de52d-0f2e-718d-b8ad-256dd87582d0", "version": 1, "description": null }, "function": "argue_timing", "functionCanon": { "name": "Argue timing (why now)", "slug": "argue_timing", "status": "active", "canonId": "019de52d-16f8-74de-9ec2-900be07d90dd", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 5, "textChars": 489, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:15.64+00", "seconds": 6.947, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/20", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-20", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.402, "x": 0.54, "y": 0.28 }, "kind": "callout", "text": "~5M new business formations in the US over each of the last 4 years – a step change in entrepreneurship", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.64+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efee541c-705b-4e56-a8fc-d746cbbdf5aa", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.904, "x": 0.048, "y": 0.22 }, "kind": "chart", "text": "Monthly new business applications (US) from 2016 to 2024, showing a significant increase around 2020, with approximately 5 million new business formations in the US over each of the last 4 years.", "attrs": { "x_axis_labels": [ "2016", "2018", "2020", "2022", "2024" ], "y_axis_labels": [ "0K", "200K", "400K", "600K" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.64+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4a625ae-720d-4ebe-ae27-2604c50e4aa9", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.44, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Source: US Census Bureau, Seasonally Adjusted Business Applications (as of December 2024)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.64+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb210d28-9d59-4fd1-b389-70a179b3432a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.879, "x": 0.048, "y": 0.09 }, "kind": "title", "text": "Entrepreneurship is more accessible and more important than ever", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.64+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a73aa11-9577-4e0e-91ec-d9d0ee217764", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.306, "x": 0.048, "y": 0.13 }, "kind": "title", "text": "Monthly new business applications (US)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.64+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "323070b2-c753-429d-a3d3-d1fef7d076d1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 23, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c262308c-6184-4b65-becd-7d3d06e3c613", "evidence": "The deck presents the accelerated ecommerce penetration and Shopify's potential for growth", "position": 0, "objective": "Highlight the cost of not investing in ecommerce", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:44.972482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 20, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "7a072655-2b65-49d9-a08f-8ee5960c4a0c", "evidence": "The deck highlights the increase in new business formations and the significance of ecommerce", "position": 1, "objective": "Explain why now is the right time to invest in Shopify", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:45.016457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 445, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:16.165+00", "seconds": 7.259, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/21", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-21", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.902, "x": 0.049, "y": 0.19 }, "kind": "chart", "text": "Line chart showing ecommerce penetration of retail sales from 2014 to 2024 for North America, Asia-Pacific (ex-China), Latin America, and Europe, Middle East, Africa. Values range from 2% to 16%.", "attrs": { "series": [ { "data": [ { "year": 2014, "value": 6 }, { "year": 2024, "value": 16 } ], "name": "North America" }, { "data": [ { "year": 2014, "value": 5 }, { "year": 2024, "value": 11 } ], "name": "Asia-Pacific (ex-China)" }, { "data": [ { "year": 2014, "value": 2 }, { "year": 2024, "value": 11 } ], "name": "Latin America" }, { "data": [ { "year": 2014, "value": 4 }, { "year": 2024, "value": 11 } ], "name": "Europe, Middle East, Africa" } ], "chart_type": "line", "x_axis_label": "Year", "y_axis_label": "Ecommerce Penetration (%)" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29154edb-2bdf-4f43-829a-ede18de463ad", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.44, "x": 0.05, "y": 0.148 }, "kind": "list", "text": "North America\nAsia-Pacific (ex-China)\nLatin America\nEurope, Middle East, Africa", "attrs": { "items": [ "North America", "Asia-Pacific (ex-China)", "Latin America", "Europe, Middle East, Africa" ] }, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9832259b-2c9c-4a66-9408-f198c2e0d024", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.49, "x": 0.049, "y": 0.925 }, "kind": "source-note", "text": "Source: eMarketer, \"Retail and ecommerce Sales, by Country\" (as of December 2024)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bf870f2-0241-48ad-91d9-5fcf9683de43", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.708, "x": 0.049, "y": 0.05 }, "kind": "title", "text": "Our core market of ecommerce still has so much runway", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9feece92-f347-43cc-895f-e7369a7da101", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.316, "x": 0.049, "y": 0.08 }, "kind": "title", "text": "Ecommerce penetration of retail sales", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:16.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "894e8d2a-36b1-4760-893b-52b2cb8f2c6d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 23, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c262308c-6184-4b65-becd-7d3d06e3c613", "evidence": "The deck presents the accelerated ecommerce penetration and Shopify's potential for growth", "position": 0, "objective": "Highlight the cost of not investing in ecommerce", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:44.972482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 20, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "7a072655-2b65-49d9-a08f-8ee5960c4a0c", "evidence": "The deck highlights the increase in new business formations and the significance of ecommerce", "position": 1, "objective": "Explain why now is the right time to invest in Shopify", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:45.016457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 804, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:00.357+00", "seconds": 6.455, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/22", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-22", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.17, "x": 0.29, "y": 0.74 }, "kind": "list", "text": "shopify capital\nshopify balance\nshop Pay Installments", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41a46f9e-ac15-46f0-b5ff-1f5255073a04", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.29, "x": 0.07, "y": 0.31 }, "kind": "list", "text": "More products\nMore geographies\nMore merchant sizes", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e8bec4e-0769-4bf9-b6ff-96cd0bf32a4b", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.15, "x": 0.54, "y": 0.24 }, "kind": "list", "text": "Managed Markets\ncommerce components\nB2B on Shopify\nshopify tax\nand more...", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7351c5e2-f1ef-4e00-b6cd-adfcdab5fb5d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.71, "x": 0.15, "y": 0.87 }, "kind": "list", "text": "2015\n2020\n2023\nFuture", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97a56c89-9284-4658-8e0e-bd432f48a4ac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.18, "x": 0.06, "y": 0.81 }, "kind": "list", "text": "Subscription Solutions\nshopify payments", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9c8a88b-cbe9-4c73-8a1b-acb6332443b3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.5, "y": 0.17 }, "kind": "metric", "text": "$849B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e3d1ef5-dfb1-463e-a9fc-2b78c6c3d1b1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.05, "y": 0.75 }, "kind": "metric", "text": "$46B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55f28e2f-819b-4091-ab03-fd7f11e8fbd3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.09, "x": 0.28, "y": 0.68 }, "kind": "metric", "text": "$153B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f12e7667-e942-431c-90d6-849c163d89a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Shopify internal estimates, third-party study, eMarketer, Evolve Business Intelligence, Grandview Research, US Bureau of Labor Statistics, Statista\n*Revenue opportunity shown. Products shown in accordance with time of product launch. Shopify Logistics excluded. 2015 and 2020 TAM previously disclosed based on average revenue\nper merchant and estimated number of retail businesses globally per third party study. 2023 TAM based on a top-down and bottoms-up analysis by product", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bef5522c-14d1-4567-8ea9-2fd43f2184a0", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.36, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "We are creating and expanding our total addressable market through...", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:00.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dec689f-77f2-4034-9359-f2684f587e5d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 23, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c262308c-6184-4b65-becd-7d3d06e3c613", "evidence": "The deck presents the accelerated ecommerce penetration and Shopify's potential for growth", "position": 0, "objective": "Highlight the cost of not investing in ecommerce", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:44.972482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 20, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "7a072655-2b65-49d9-a08f-8ee5960c4a0c", "evidence": "The deck highlights the increase in new business formations and the significance of ecommerce", "position": 1, "objective": "Explain why now is the right time to invest in Shopify", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:45.016457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 10, "textChars": 596, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:03.971+00", "seconds": 6.533, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/23", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-23", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.45, "x": 0.35, "y": 0.24 }, "kind": "diagram", "text": null, "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69f17ea7-6c15-4c15-bed6-f06bb168a05a", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.35, "x": 0.14, "y": 0.59 }, "kind": "list", "text": "$81B Subscription Solutions\n$157B Payments - online\n$152B Other merchant services\n$459B Payments - offline", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78af4e19-afc1-4a25-af0d-cccb0b863716", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.159, "x": 0.787, "y": 0.505 }, "kind": "metric", "text": "$404B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a303a15-e118-4a1d-bdf6-fda682018675", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.08, "y": 0.316 }, "kind": "metric", "text": "$849B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6637817d-5e86-4890-a45e-51d1f3e77d28", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.189, "x": 0.08, "y": 0.373 }, "kind": "paragraph", "text": "Global revenue TAM", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24478ba2-3090-4ea8-ac9b-80c0c005ea21", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.129, "x": 0.08, "y": 0.45 }, "kind": "paragraph", "text": "1% penetrated", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47fa4deb-7647-4c2d-b55a-ddcf1cfa8d78", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.129, "x": 0.787, "y": 0.699 }, "kind": "paragraph", "text": "2% penetrated", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eb19a85-1e83-4422-b815-d35374a2c458", "parentComponentId": null }, { "bbox": { "h": 0.044, "w": 0.159, "x": 0.787, "y": 0.562 }, "kind": "paragraph", "text": "Revenue SAM\nCore geographies", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf6045b2-1928-475f-a445-359c17834f77", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.88, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Source: Shopify internal estimates, third-party study, eMarketer, Evolve Business Intelligence, Grandview Research, US Bureau of Labor Statistics, Statista\n*Analysis predominantly includes countries with Shopify Payments presence, including North America and select regions in Europe and Asia-Pacific (as of December 2023)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70d95829-cf39-4e9c-bb4a-5f8c4044c7f5", "parentComponentId": null }, { "bbox": { "h": 0.116, "w": 0.899, "x": 0.049, "y": 0.096 }, "kind": "title", "text": "With only 2% penetration of our opportunity in the geographies that we currently serve", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:03.971+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f215e6cb-550b-4e5b-95fa-3e2576ff3b80", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 19, "name": "Market Sizing", "beatId": "2fe89ba3-3316-4b6d-960a-d16dd8104b4c", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck presents the market opportunity and Shopify's potential for growth", "position": 4, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 23, "from": 20, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "c262308c-6184-4b65-becd-7d3d06e3c613", "evidence": "The deck presents the accelerated ecommerce penetration and Shopify's potential for growth", "position": 0, "objective": "Highlight the cost of not investing in ecommerce", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:44.972482+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 23, "from": 20, "loop": { "name": "15_why_now", "slug": "15-why-now", "status": "active", "bestFor": "Sales pitches, fundraising, requesting immediate budget approval", "canonId": "019dd956-6c00-70cd-bd42-6bacc4af726f", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity", "description": "Create temporal urgency by proving that the window of opportunity is opening or closing", "familyLabel": null }, "matchId": "7a072655-2b65-49d9-a08f-8ee5960c4a0c", "evidence": "The deck highlights the increase in new business formations and the significance of ecommerce", "position": 1, "objective": "Explain why now is the right time to invest in Shopify", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:17:45.016457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 91, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:14.637+00", "seconds": 3.394, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/24", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-24", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.03333333333333333, "w": 0.16666666666666666, "x": 0.03666666666666667, "y": 0.1111111111111111 }, "kind": "other", "text": "Annual financials", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c3e50cb-e92b-44a3-904d-8ec6272c44a6", "parentComponentId": null }, { "bbox": { "h": 0.26666666666666666, "w": 0.8666666666666667, "x": 0.06666666666666667, "y": 0.3472222222222222 }, "kind": "title", "text": "When our merchants become more successful, Shopify becomes more successful", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:14.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9acf00a3-5bec-47a6-bee4-e61db8ec2b7a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 18, "textChars": 697, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:11.194+00", "seconds": 10.426, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/25", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-25", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.705, "w": 0.425, "x": 0.52, "y": 0.198 }, "kind": "chart", "text": "Revenue growth from 2020 to 2024, showing Merchant Solutions and Subscription Solutions. Total revenue values are $2.9B, $4.6B, $5.6B, $7.1B, $8.9B. YoY growth rates are +86%, +57%, +21%, +26%, +26%. In 2024, Merchant Solutions are 74% and Subscription Solutions are 26% of revenue.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21e930c3-a899-4776-b463-ef32b9c52ee6", "parentComponentId": null }, { "bbox": { "h": 0.705, "w": 0.42, "x": 0.055, "y": 0.198 }, "kind": "chart", "text": "GMV growth from 2020 to 2024, with values $119B, $175B, $197B, $236B, $292B and YoY growth rates +98%, +47%, +12%, +20%, +24%.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc30f89b-158d-4b6b-9800-d361e4da95bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.34, "x": 0.54, "y": 0.26 }, "kind": "list", "text": "Merchant Solutions, Subscription Solutions, Percentage of revenue in 2024", "attrs": { "list_type": "bullet" }, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f00fa12-91e7-4e53-810f-2335459e370b", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.05, "x": 0.37, "y": 0.36 }, "kind": "metric", "text": "$236B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ab3ac20-8199-4aa4-b0d0-2a0bdb3cc7f2", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.04, "x": 0.69, "y": 0.45 }, "kind": "metric", "text": "$5.6B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "274b4b10-486c-47cc-8219-6c7ab8c5ccd0", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.05, "x": 0.27, "y": 0.42 }, "kind": "metric", "text": "$197B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39511c48-7256-4a0e-9e77-a125536e0ae9", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.03, "x": 0.89, "y": 0.66 }, "kind": "metric", "text": "26%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e21040b-1cc5-4f4c-8fc0-b7f54ff0197f", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.04, "x": 0.61, "y": 0.5 }, "kind": "metric", "text": "$4.6B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c335eaa-27cf-47c1-9ab2-19e109c33ceb", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.03, "x": 0.89, "y": 0.46 }, "kind": "metric", "text": "74%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc0a15a9-b079-4101-b1ca-e7423c74a78f", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.04, "x": 0.88, "y": 0.29 }, "kind": "metric", "text": "$8.9B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf64818a-23cf-4c86-a543-cad2408669a7", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.04, "x": 0.78, "y": 0.38 }, "kind": "metric", "text": "$7.1B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c054289e-fae1-4ee5-ae0b-1794a88e67bc", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.05, "x": 0.17, "y": 0.45 }, "kind": "metric", "text": "$175B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4bc24e1-7aca-46d7-b4b1-4a56c4ffb5e6", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.05, "x": 0.069, "y": 0.49 }, "kind": "metric", "text": "$119B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c651beda-6f0f-47c6-9b94-692082f24beb", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.04, "x": 0.53, "y": 0.57 }, "kind": "metric", "text": "$2.9B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d13e5ef3-d4cf-4913-af88-0903d3172b1d", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.05, "x": 0.44, "y": 0.29 }, "kind": "metric", "text": "$292B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f291b310-51f3-40c6-a0a7-971e21834736", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.935, "y": 0.954 }, "kind": "source-note", "text": "25", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4aced414-1194-4037-b6d6-07db1bd38768", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.89, "x": 0.055, "y": 0.096 }, "kind": "title", "text": "Taking market share, while delivering 20% or greater GMV and revenue growth in the past two years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb8278d0-72b2-4cd6-b54b-8dbe34cb175e", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.89, "x": 0.055, "y": 0.05 }, "kind": "title", "text": "Helping our merchants grow their business drives our business", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.194+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0524178-a600-424a-b2de-0dea46ccece8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 215, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:06.674+00", "seconds": 5.477, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/26", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-26", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "chart", "text": "45%, 49%, 54%, 58%, 62%", "attrs": { "chart_type": "bubble", "data_points": [ { "label": "GMV penetration %", "value": "45%" }, { "label": "GMV penetration %", "value": "49%" }, { "label": "GMV penetration %", "value": "54%" }, { "label": "GMV penetration %", "value": "58%" }, { "label": "GMV penetration %", "value": "62%" } ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "793217d5-9bb1-40bd-ae0e-9a50ea362bdb", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.04, "x": 0.105, "y": 0.85 }, "kind": "list", "text": "2020", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84175c41-97f5-47f7-a2d1-7694dd80ed06", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.04, "x": 0.73, "y": 0.85 }, "kind": "list", "text": "2024", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8503cc9e-73f5-4801-8539-9f3f9fea7cb6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.73, "y": 0.83 }, "kind": "metric", "text": "$181B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8cc94d4-a005-452a-b710-66a083c8f405", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.105, "y": 0.83 }, "kind": "metric", "text": "$54B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1808859-444d-4dab-b46b-6cda70281ae3", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.55, "x": 0.055, "y": 0.94 }, "kind": "source-note", "text": "*Gross Payments Volume, or GPV, is the amount of GMV processed through Shopify Payments", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11118644-c94e-4a35-a557-df43e44986e0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.89, "x": 0.055, "y": 0.08 }, "kind": "title", "text": "Shopify Payments penetration continues to increase over time", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cece4ed-c8cc-4f89-9d15-4e5eadd3f518", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.31, "x": 0.055, "y": 0.13 }, "kind": "title", "text": "Gross Payments Volume (GPV)*", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8625c765-1640-4cb4-b6a4-c9e2dc514b22", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 6, "textChars": 664, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:06.674+00", "seconds": 5.13, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/27", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-27", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.906, "x": 0.047, "y": 0.25 }, "kind": "chart", "text": "Q4 2019, Q4 2020, Q4 2021, Q4 2022, Q4 2023, Q4 2024", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a585816-1eaa-4f7c-a92d-56f4b3d67eca", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.83, "y": 0.27 }, "kind": "metric", "text": "$178M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ddd3352-a608-4ba8-a2be-5aa2e26c68ee", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.204, "x": 0.34, "y": 0.309 }, "kind": "metric", "text": "27% 5-Year CAGR", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48616377-cfb7-4009-a9d8-a03e3142e3d0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.04, "y": 0.63 }, "kind": "metric", "text": "$54M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5538add-1f5d-4ce7-9dca-290aa85083d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.906, "x": 0.053, "y": 0.918 }, "kind": "source-note", "text": "* Monthly Recurring Revenue, or MRR, is calculated at the end of each period by multiplying the number of merchants who have subscription plans with us at the period end date by the average monthly subscription plan fee in effect on the last day of that period, assuming they maintain their subscription plans the following month. In Q1 2024, Shopify revised the inclusion of paid trials in the calculation of MRR. Revised MRR for Q1 2023, Q2 2023, Q3 2023, and Q4 2023 were $114 million, $135 million, $137 million, $144 million, respectively.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ad2c8da-2367-4213-8e1e-e5e495f0276f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.59, "x": 0.053, "y": 0.09 }, "kind": "title", "text": "Monthly Recurring Revenue* continues to grow", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:06.674+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbde9b8b-34dd-42da-895b-cdc37bb97123", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "evidence", "function": "show_traction", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 5, "textChars": 589, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:09.747+00", "seconds": 5.185, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/28", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-28", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.64, "w": 0.45, "x": 0.05, "y": 0.19 }, "kind": "chart", "text": "Gross Profit\nGross Margin\nGross Profit\n52.6%\n53.8%\n49.2%\n49.8%\n50.4%\n$1.5B\n$2.5B\n$2.8B\n$3.5B\n$4.5B\n2020\n2021\n2022\n2023\n2024", "attrs": { "chart_type": "bar-line" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "846ad428-0903-4337-9110-65b6c45162c2", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.45, "x": 0.52, "y": 0.19 }, "kind": "chart", "text": "Free Cash Flow*\nFree cash flow margin\nFree cash flow\n13%\n11%\n-3%\n13%\n18%\n$383M\n$485M\n($186M)\n$905M\n$1.6B\n2020\n2021\n2022\n2023\n2024", "attrs": { "chart_type": "bar-line" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c69b9c24-f419-4cdd-bed0-a4b49a1574aa", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.62, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "*Free Cash Flow and Free Cash Flow Margin are non-GAAP financial measures. See \"Non-GAAP and Other Financial Measures\" in the Appendix for more information.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3408adc9-4883-4875-8bc9-c83b4e8dc3cf", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.91, "x": 0.05, "y": 0.09 }, "kind": "title", "text": "Delivering gross profit dollar growth balanced with disciplined investment to fuel innovation and enable our flywheel", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f4ff4b5-8eda-4249-a873-02df10aa862b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.91, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Enabling a compelling business model of growth and profitability", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.747+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5659ce57-ecb8-48f3-a4b6-2896199916a2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 28, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 24, "name": "Rags to Riches (Rising Success)", "beatId": "e3b1dbf6-5ffe-4a00-97d4-4846addaa72f", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "The deck highlights Shopify's rising success and growth", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 491, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:09.611+00", "seconds": 4.012, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/29", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-29", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.33, "x": 0.09, "y": 0.44 }, "kind": "chart", "text": "2020: $2.9B total revenue. North America: 73% ($2.1B), Europe, Middle East, Africa: 16% ($454M), Asia Pacific: 10% ($292M), Latin America: 1% ($36M).", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.611+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11a71d33-046b-4b96-90ad-e6d9dfb4a033", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.54, "y": 0.3 }, "kind": "chart", "text": "2024: $8.9B total revenue. North America: 70% ($6.2B), Europe, Middle East, Africa: 19% ($1.7B), Asia Pacific: 10% ($885M), Latin America: 1% ($97M).", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.611+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36cf684b-91f2-4d84-8cd9-8dfadb13891b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.49, "x": 0.05, "y": 0.23 }, "kind": "list", "text": "Revenue by region\nNorth America\nEurope, Middle East, Africa\nAsia Pacific\nLatin America", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.611+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e14726aa-79b7-492c-9102-a79ef90cd137", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.55, "x": 0.05, "y": 0.15 }, "kind": "title", "text": "International revenue has grown nearly 3.5X since 2020", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.611+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "256166fa-88b2-48da-8a55-2b7cf7e4f191", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.86, "x": 0.05, "y": 0.1 }, "kind": "title", "text": "International remains a large and growing opportunity", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:09.611+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "440247e8-c266-4a0e-844a-508de559a64e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "tension", "function": "establish_context", "rawType": "ceo_quote", "block": null, "metadata": { "slideType": "ceo_quote", "slideTypeCanon": { "name": "CEO quote", "slug": "ceo_quote", "status": "active", "canonId": "019de52d-09b6-71c8-93a5-f90a9772a8fa", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 8, "componentCount": 2, "textChars": 94, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:48:15.743+00", "seconds": 2.683, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/30", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-30", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.272, "w": 0.637, "x": 0.066, "y": 0.347 }, "kind": "callout", "text": "When our merchants become more successful, Shopify becomes more successful", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25886ed1-cb23-4434-977e-933189dc67d7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.166, "x": 0.036, "y": 0.11 }, "kind": "list", "text": "Quarterly financials", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:48:15.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e563053c-1d8f-458a-bbe2-604d95e9549d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 5, "textChars": 442, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:12.588+00", "seconds": 5.382, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/31", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-31", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.505, "y": 0.22 }, "kind": "chart", "text": "Revenue: Q4 2023 $2.1B (+24%), Q1 2024 $1.9B (+23%), Q2 2024 $2.0B (+21%), Q3 2024 $2.2B (+26%), Q4 2024 $2.8B (+31%). Q4 2024 breakdown: Merchant Solutions 76%, Subscription Solutions 24%.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:12.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d198ab7-a23c-4909-93ab-56911fa0b62d", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.44, "x": 0.04, "y": 0.22 }, "kind": "chart", "text": "GMV: Q4 2023 $75.1B (+23%), Q1 2024 $60.9B (+23%), Q2 2024 $67.2B (+22%), Q3 2024 $69.7B (+24%), Q4 2024 $94.5B (+26%)", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:12.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fb832e5-1059-4f29-b522-01aa29269f6c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.158, "x": 0.544, "y": 0.23 }, "kind": "list", "text": "Merchant Solutions\nSubscription Solutions\nPercentage of revenue", "attrs": { "list_type": "bullet" }, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:12.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a89350c-87a2-484b-a1c2-819c43f50d26", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.018, "x": 0.936, "y": 0.954 }, "kind": "source-note", "text": "31", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:12.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88021f02-2d4e-490c-af44-c1790fc750f5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.895, "x": 0.053, "y": 0.09 }, "kind": "title", "text": "Consistent >20% growth in GMV and revenue, with Q4 growth accelerating", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:12.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1e71cc3-d420-4ad5-8886-b952145ed63c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 231, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:11.764+00", "seconds": 4.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/32", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-32", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.5972, "w": 0.1771, "x": 0.7708, "y": 0.3542 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11673276-0a88-49f0-8cea-ff47409057d6", "parentComponentId": null }, { "bbox": { "h": 0.2667, "w": 0.2677, "x": 0.1008, "y": 0.5972 }, "kind": "metric", "text": "9 consecutive quarters of positive free cash flow", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41cf4b7a-3437-4216-9bf9-25078b9bb670", "parentComponentId": null }, { "bbox": { "h": 0.2667, "w": 0.2677, "x": 0.399, "y": 0.5972 }, "kind": "metric", "text": "6 consecutive quarters of double-digit free cash flow margin", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cda2957-eb6d-426b-9472-171948eb9dac", "parentComponentId": null }, { "bbox": { "h": 0.2667, "w": 0.2677, "x": 0.1008, "y": 0.1667 }, "kind": "metric", "text": "6 consecutive quarters of GMV growth above 20%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6df117f1-e0f7-4ba7-a1d1-a52e4f7d7728", "parentComponentId": null }, { "bbox": { "h": 0.2667, "w": 0.3505, "x": 0.399, "y": 0.1667 }, "kind": "metric", "text": "7 consecutive quarters of 25% or greater revenue growth, excluding logistics", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:11.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c09c07cb-d0bb-49e6-b214-75664a238dd0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 224, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:15.704+00", "seconds": 5.692, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/33", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-33", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.42, "w": 0.81, "x": 0.09, "y": 0.28 }, "kind": "chart", "text": "45%, 60%, 61%, 62%, 64%", "attrs": { "chart_type": "bubble", "data_series": [ { "name": "GMV penetration %", "values": [ 45, 60, 61, 62, 64 ] } ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Dot plot", "slug": "dot", "status": "active", "canonId": "019de52d-0235-738b-bd2b-78f8e24d7cb0", "version": 1, "description": null }, "framework": null }, "subkind": "dot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97439083-2d0a-4204-b0f2-db47767c216d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.11, "x": 0.097, "y": 0.835 }, "kind": "metric", "text": "$45.1B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "969710a4-f139-4469-b1d2-873202b45e46", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.11, "x": 0.735, "y": 0.835 }, "kind": "metric", "text": "$60.7B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e02222e5-9e1e-49ef-ad19-1434b29df29f", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.08, "x": 0.097, "y": 0.868 }, "kind": "paragraph", "text": "Q4 2023", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f28e0cd-e04a-414a-8e4f-515c78184a81", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.08, "x": 0.735, "y": 0.868 }, "kind": "paragraph", "text": "Q4 2024", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "906733ab-5457-4ebd-9cec-db15ffaaaa07", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.304, "x": 0.055, "y": 0.156 }, "kind": "paragraph", "text": "Gross Payments Volume (GPV)*", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dada2424-0d13-4c66-b5e2-665ce98c76be", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.59, "x": 0.055, "y": 0.945 }, "kind": "source-note", "text": "*Gross Payments Volume, or GPV, is the amount of GMV processed through Shopify Payments", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "179b11c4-adb9-4d33-9945-7eef33f3b94d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.89, "x": 0.055, "y": 0.079 }, "kind": "title", "text": "Shopify Payments penetration continues to increase over time", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.704+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31ffaff0-28c2-4ef4-9d33-35944d7a1d0e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6be468cf-05e7-4fea-b9c3-e1c135d135c7", "evidence": "chart/dot: 45%, 60%, 61%, 62%, 64%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.56127+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "evidence", "function": "show_traction", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 5, "textChars": 984, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:15.866+00", "seconds": 5.665, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/34", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-34", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.84, "x": 0.088, "y": 0.33 }, "kind": "chart", "text": "Q4 2022: $400M, 54% Standard, 27% Shopify Plus, 19% Apps/Themes/Domains/Platform Fee\nQ1 2023: 59% Standard, 30% Shopify Plus, 11% Apps/Themes/Domains/Platform Fee\nQ2 2023: 59% Standard, 27% Shopify Plus, 14% Apps/Themes/Domains/Platform Fee\nQ3 2023: 60% Standard, 26% Shopify Plus, 14% Apps/Themes/Domains/Platform Fee\nQ4 2023: $525M, 56% Standard, 25% Shopify Plus, 18% Apps/Themes/Domains/Platform Fee\nQ1 2024: 60% Standard, 27% Shopify Plus, 13% Apps/Themes/Domains/Platform Fee\nQ2 2024: 60% Standard, 26% Shopify Plus, 14% Apps/Themes/Domains/Platform Fee\nQ3 2024: 59% Standard, 27% Shopify Plus, 15% Apps/Themes/Domains/Platform Fee\nQ4 2024: $666M, 27% YoY, 55% Standard, 26% Shopify Plus, 20% Apps/Themes/Domains/Platform Fee", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.866+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03f17653-838e-4d76-91b8-90556c0c6936", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.667, "x": 0.056, "y": 0.213 }, "kind": "list", "text": "Revenue - Standard\nRevenue - Shopify Plus\nRevenue - Apps, Themes, Domains, Shopify Plus Platform Fee", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.866+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b58aaa00-0c72-4c97-af5b-d889460363f3", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.236, "x": 0.056, "y": 0.946 }, "kind": "source-note", "text": "*Numbers may not foot due to rounding.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.866+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1253b125-afbb-411c-a682-053a63c74471", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.504, "x": 0.056, "y": 0.143 }, "kind": "title", "text": "Consistent growth across our ecosystem and plans", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.866+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2decd843-5820-46d7-a45c-0a27b8a62cc2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.886, "x": 0.056, "y": 0.093 }, "kind": "title", "text": "Subscription solutions revenue continues to increase year-over-year", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.866+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ea22bb7-f471-4fac-aab8-e33ab7a5b140", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f9b6ef26-f559-4bdf-aa81-8332e76301ad", "evidence": "chart/bar-stacked-100pct: Q4 2022: $400M, 54% Standard, 27% Shopify Plus, 19% Apps/Themes/Domains/Platform Fee", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:09:58.629705+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 35, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 340, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:15.439+00", "seconds": 3.331, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/35", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-35", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.64, "w": 0.44, "x": 0.509, "y": 0.199 }, "kind": "chart", "text": "Operating Income\nOperating Margin\nOperating Income\n13%\n5%\n12%\n13%\n17%\n$289M\n$86M\n$241M\n$283M\n$465M\nQ4 2023\nQ1 2024\nQ2 2024\nQ3 2024\nQ4 2024", "attrs": { "chart_type": "bar-line" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.439+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0eaf91a2-b1fb-4f77-974e-b2424468f795", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.44, "x": 0.054, "y": 0.199 }, "kind": "chart", "text": "Gross Profit\nGross Margin\nGross Profit\n49.5%\n51.4%\n51.1%\n51.7%\n48.1%\n$1.1B\n$957M\n$1.0B\n$1.1B\n$1.4B\nQ4 2023\nQ1 2024\nQ2 2024\nQ3 2024\nQ4 2024", "attrs": { "chart_type": "bar-line" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.439+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2d37ace-9c35-429a-ae53-2bffc95efbf1", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.018, "x": 0.93, "y": 0.948 }, "kind": "source-note", "text": "35", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.439+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d87b6ae-b785-489f-9872-88cc9a2ad1b4", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.693, "x": 0.054, "y": 0.096 }, "kind": "title", "text": "Delivering sustained and growing profitability, year over year", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:15.439+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61e3bde2-53c3-4b77-ab5b-0052d2ca0ad0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5bdaefd2-46c3-42f5-b9bb-24f59c0f9044", "evidence": "chart/bar-vertical: Gross Profit", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.698232+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 36, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 4, "textChars": 709, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:16.637+00", "seconds": 4.34, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/36", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-36", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.4491, "w": 0.875, "x": 0.0508, "y": 0.3991 }, "kind": "chart", "text": "60% Q1 2023, 47% Q1 2024, 48% Q2 2023, 42% Q2 2024, 43% Q3 2023, 39% Q3 2024, 36% Q4 2023, 32% Q4 2024", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Operating Expenses as % of Revenue" }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:16.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bac35b3-b672-4ab7-9fa2-c42e2c67f292", "parentComponentId": null }, { "bbox": { "h": 0.0185, "w": 0.6008, "x": 0.0567, "y": 0.249 }, "kind": "list", "text": "Total operating expenses, excluding one-time items, as a percentage of revenue", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:16.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eac4101c-c5a7-49d1-9c9c-d08f1403a066", "parentComponentId": null }, { "bbox": { "h": 0.0556, "w": 0.895, "x": 0.0508, "y": 0.9185 }, "kind": "source-note", "text": "* Chart depicts Operating Leverage, which is measured using Operating Expenses (Opex) as a percentage of revenue. Numbers may not foot due to rounding. Operating Expenses, excluding one-time items, is non-GAAP measure that is reconciled in the Appendix. Excludes one-time items including severance, loss on sale of businesses, real estate impairments, accelerated stock-based compensation and legal settlements.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:16.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be45e6b0-4a1c-48bf-bdbf-c0d1d4635c6c", "parentComponentId": null }, { "bbox": { "h": 0.0992, "w": 0.9092, "x": 0.0508, "y": 0.0856 }, "kind": "title", "text": "In Q4, we reached our lowest quarterly operating expenses as a percentage of revenue since we went public a decade ago", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:16.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1151e6ff-c1ba-4705-a3b0-a65d4a4a93b8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "dbd80b35-7700-4d27-b5bb-3765c1a4d085", "evidence": "chart/bar-vertical: 60% Q1 2023, 47% Q1 2024, 48% Q2 2023, 42% Q2 2024, 43% Q3 2023, 39% Q3 2024, 36% Q4 2023, 32% Q4 2024", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:09:58.767394+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 36, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 29, "name": "Traction", "beatId": "8c992046-3c85-42d7-8892-d5c6ba84c859", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck showcases Shopify's sustained growth and profitability", "position": 6, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 37, "type": "evidence", "function": "show_traction", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 4, "textChars": 1057, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:18.38+00", "seconds": 5.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/37", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-37", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Q1 2023: 18%, 23%, 7%, 3%, Total 51%\nQ1 2024: 19%, 14%, 5%, 3%, Total 41%\nQ2 2023: 17%, 17%, 6%, 2%, Total 41%\nQ2 2024: 17%, 13%, 5%, 2%, Total 37%\nQ3 2023: 16%, 13%, 5%, 2%, Total 37%\nQ3 2024: 15%, 12%, 4%, 3%, Total 33%\nQ4 2023: 14%, 12%, 4%, 2%, Total 31%\nQ4 2024: 12%, 10%, 3%, 3%, Total 27%", "attrs": { "x_axis_labels": [ "Q1 2023", "Q1 2024", "Q2 2023", "Q2 2024", "Q3 2023", "Q3 2024", "Q4 2023", "Q4 2024" ], "y_axis_labels": [] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:18.38+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b9230b1-1cbe-47a9-990c-b6cdf9c96935", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.87, "x": 0.06, "y": 0.21 }, "kind": "list", "text": "Sales and marketing\nResearch and development\nGeneral and administrative\nTransaction and loan losses\nTotal adjusted operating expenses as percentage of revenue", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:18.38+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77cd605a-2e90-41e0-a9c9-947486e95bec", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.88, "x": 0.059, "y": 0.93 }, "kind": "source-note", "text": "* Chart depicts Operating Leverage, which is measured using Adjusted Operating Expenses (Opex) as a percentage of revenue. Numbers may not foot due to rounding. Adjusted Operating Expenses is non-GAAP measure that is reconciled in the Appendix. Excludes stock-based compensation, related payroll taxes, acquired intangibles and one-time items (severance, loss on sale of businesses, real estate impairments, accelerated stock-based compensation and legal settlements)", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:18.38+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80ede21b-f11e-4984-8af7-5f1a166c59d7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.059, "y": 0.08 }, "kind": "title", "text": "Remain committed to driving balanced levels of operating leverage with continued focus on key investments to support our long-term growth", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:18.38+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a17b10d1-0723-4681-b9bd-0c108ac8c7fa", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6f59e7a5-fd26-4ab2-b594-9bc1c6df5dc2", "evidence": "chart/bar-stacked: Q1 2023: 18%, 23%, 7%, 3%, Total 51%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:58.834919+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 38, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 3, "textChars": 547, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:19.566+00", "seconds": 3.686, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/38", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-38", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.62, "w": 0.889, "x": 0.055, "y": 0.25 }, "kind": "chart", "text": "FCF margin % 6% Q1 2023 6% Q2 2023 16% Q3 2023 21% Q4 2023 12% Q1 2024 16% Q2 2024 19% Q3 2024 22% Q4 2024", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:19.566+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74f7da56-187c-49ed-9f29-2d2578b44d50", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.889, "x": 0.055, "y": 0.946 }, "kind": "source-note", "text": "Free Cash Flow (FCF) margin is a non-GAAP financial measure. See \"Non-GAAP and Other Financial Measures\" in the Appendix for more information. Q2 2023 includes $1.7B in one-time items from the impairment and acceleration of stock-based compensation related to the sales of our logistics businesses, as well as severance.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:19.566+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebfdb964-08b6-4a1a-b074-9aaa9131db0e", "parentComponentId": null }, { "bbox": { "h": 0.101, "w": 0.889, "x": 0.055, "y": 0.08 }, "kind": "title", "text": "Q4 free cash flow margin expanded QoQ and YoY, delivering sixth consecutive quarter of double-digit free cash flow margin", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:19.566+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "696a40c3-f38b-4e80-b9ac-81278ee75c79", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 9, "textChars": 602, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:37.326+00", "seconds": 21.068, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/39", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-39", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.027777777777777776, "w": 0.075, "x": 0.040625, "y": 0.35648148148148145 }, "kind": "callout", "text": "Outlook", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8f2a0db-aaa9-4ac5-94ed-38afd6164e80", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.475, "x": 0.453125, "y": 0.8518518518518519 }, "kind": "list", "text": "Free cash flow margin\nFree cash flow margin to be in the mid-teens", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "039ebeb8-ab0d-4f38-b5d7-74dce716a591", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.475, "x": 0.453125, "y": 0.7129629629629629 }, "kind": "list", "text": "Stock-based compensation\nStock-based compensation to be approximately $120M", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f5be35b-56b2-462a-90fa-af73f2539da2", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.475, "x": 0.453125, "y": 0.5740740740740741 }, "kind": "list", "text": "Operating expenses\nGAAP operating expense as a percentage of revenue to be 41% to 42%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e91b520-78d2-4928-866d-76990e0195f8", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.475, "x": 0.453125, "y": 0.4351851851851852 }, "kind": "list", "text": "Gross profit dollars\nGross profit dollars to grow at a low-twenties rate on a YoY basis", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9d4a7b4-2c71-4a75-9e70-554aa0ac7a30", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.475, "x": 0.453125, "y": 0.2962962962962963 }, "kind": "list", "text": "Revenue\nRevenue to grow at a mid-twenties percentage rate on a YoY basis", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe7cd5fb-e1e9-4fb1-9432-82c74209c5f6", "parentComponentId": null }, { "bbox": { "h": 0.1388888888888889, "w": 0.509375, "x": 0.4359375, "y": 0.08333333333333333 }, "kind": "paragraph", "text": "We expect the strong merchant momentum from Q4 to carry over into Q1, recognizing that Q1 is consistently our lowest GMV quarter seasonally.\nWith that backdrop, for the first-quarter of 2025 we expect:", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "235a5b0f-5eb6-4e55-a495-846bc4f1817b", "parentComponentId": null }, { "bbox": { "h": 0.018518518518518517, "w": 0.020833333333333332, "x": 0.9364583333333333, "y": 0.9537037037037037 }, "kind": "source-note", "text": "39", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c2b3e8f-7573-4fdf-8959-b03255a84da9", "parentComponentId": null }, { "bbox": { "h": 0.05555555555555555, "w": 0.153125, "x": 0.040625, "y": 0.4462963 }, "kind": "title", "text": "Q1 2025", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8355d36-67d7-49b5-b1a8-d644eb87d7dc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 40, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 36, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:19.743+00", "seconds": 3.283, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/40", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-40", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.022222222222222223, "w": 0.023333333333333327, "x": 0.9533333333333334, "y": 0.9537037037037037 }, "kind": "other", "text": "40", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:19.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cc84ea1-0bb3-468d-a3b0-77caedcfda80", "parentComponentId": null }, { "bbox": { "h": 0.14074074074074075, "w": 0.8583333333333333, "x": 0.06666666666666667, "y": 0.42962962962962964 }, "kind": "title", "text": "We have multiple drivers of growth", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:19.743+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3a0ecb3-7142-4241-be6a-80bf17a60d1c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 41, "type": "resolution", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 8, "textChars": 551, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:22.357+00", "seconds": 5.379, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/41", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-41", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.85 }, "kind": "diagram", "text": "Add, Expand, Innovate", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f36cd53-e0de-4f0e-b16b-c0ffa4961418", "parentComponentId": null }, { "bbox": { "h": 0.401, "w": 0.139, "x": 0.23, "y": 0.389 }, "kind": "list", "text": "Expand the types of merchants we serve: Enterprise, B2B, International, Offline + unified commerce", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3711b506-e332-4b15-a44b-a9e00a884f81", "parentComponentId": null }, { "bbox": { "h": 0.401, "w": 0.139, "x": 0.38, "y": 0.389 }, "kind": "list", "text": "Help our merchants grow: Bring more buyers to our merchants, Help merchants drive better conversion", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4208018d-d653-4f1c-ace6-998910d0b684", "parentComponentId": null }, { "bbox": { "h": 0.401, "w": 0.139, "x": 0.53, "y": 0.389 }, "kind": "list", "text": "Monetize: Cross-sell, Upgrades", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c6060a2-f61c-453b-9399-8daa986768ad", "parentComponentId": null }, { "bbox": { "h": 0.401, "w": 0.139, "x": 0.08, "y": 0.389 }, "kind": "list", "text": "Grow our core merchant base: SMB, DTC, North America, Online", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad78b1b1-2688-435e-aff6-f315f9a77d55", "parentComponentId": null }, { "bbox": { "h": 0.401, "w": 0.139, "x": 0.68, "y": 0.389 }, "kind": "list", "text": "Innovate: 600+ new features in last 24 months*, Shopify Magic + Commerce-focused AI, New products", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6ecfe2d-5aa8-473d-b130-b3cec58e1476", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.139, "x": 0.048, "y": 0.945 }, "kind": "source-note", "text": "As of December 2024 Winter Edition", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02fe8ad3-2aaa-4782-b85b-7e3c1a740fd0", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.734, "x": 0.135, "y": 0.07 }, "kind": "title", "text": "We will continue to evolve our product portfolio to help merchants of all sizes address every corner of commerce", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:22.357+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ce043ad-c9cd-4436-88e1-69dcb38efda5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f274f380-283c-49de-af6d-e3eabbe9d4b2", "evidence": "list/bullet: Help our merchants grow: Bring more buyers to our merchants, Help merchants drive better conversion", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:09:59.00582+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 41, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 37, "name": "Roadmap", "beatId": "9311b3d9-bbc6-42cc-b831-acbb621f8614", "matchId": "2b8cd5ed-a9c6-4819-99f3-b823c26a1162", "beatType": null, "evidence": "The deck outlines Shopify's plans for future growth", "position": 7, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 42, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 19, "textChars": 469, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:28.658+00", "seconds": 10.01, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/42", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-42", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.201, "x": 0.056, "y": 0.094 }, "kind": "callout", "text": "Offline + unified commerce", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e73cec6-2ff5-4403-b38b-84cf33432023", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.086, "x": 0.55, "y": 0.094 }, "kind": "callout", "text": "Q4 2024", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b70c097e-a6a9-4c60-b4ae-9b51142568fc", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.14, "x": 0.794, "y": 0.18 }, "kind": "image", "text": "SKIMS", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78a05cf5-0839-4e6e-927a-613cd46927c0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.794, "y": 0.238 }, "kind": "image", "text": "BEAMS", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca754bbe-5aa6-443c-be85-dd8b8061bc22", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.405, "x": 0.55, "y": 0.62 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "239d58b3-d753-4004-a1c3-24398d82e3f3", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.13, "x": 0.056, "y": 0.464 }, "kind": "metric", "text": "$588M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acef6c4d-bfc8-419a-a678-0f6974e08aff", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.08, "x": 0.22, "y": 0.464 }, "kind": "metric", "text": "33%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad728d19-4a0e-4602-a39f-3ecd29ffce4f", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.13, "x": 0.55, "y": 0.207 }, "kind": "metric", "text": "+26%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b45682ec-4305-4324-90f6-e81b722512dd", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.24, "x": 0.13, "y": 0.71 }, "kind": "metric", "text": "15 countries", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf621021-539d-4344-baa4-b575582f5f18", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.16, "x": 0.55, "y": 0.44 }, "kind": "metric", "text": "$100B+", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e35aabc2-4fb9-4c36-a235-d0899909852d", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.112, "x": 0.384, "y": 0.464 }, "kind": "metric", "text": "1,000+", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff996f4e-b4e9-4fb5-b4d5-fc5893079f27", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.28, "x": 0.13, "y": 0.764 }, "kind": "paragraph", "text": "POS hardware with integrated Payments", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c25201c-d5e4-46fa-b453-b16b90b5fa9c", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.15, "x": 0.55, "y": 0.261 }, "kind": "paragraph", "text": "Offline GMV growth YoY", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c125b3d-3681-47f1-9c46-fdba08af35d0", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.09, "x": 0.384, "y": 0.518 }, "kind": "paragraph", "text": "POS location\ncapacity", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753ee4b4-1872-4ccf-8a0b-909356e55c8d", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.11, "x": 0.056, "y": 0.518 }, "kind": "paragraph", "text": "Offline revenue\nin 2024*", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a30125f1-057a-4a9f-83b8-b667415e612a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.786, "y": 0.44 }, "kind": "paragraph", "text": "Cumulative offline GMV since launch of Shopify POS", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd6c61cc-8e0a-44a8-bb6b-78dd7bb51a61", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.11, "x": 0.22, "y": 0.518 }, "kind": "paragraph", "text": "Offline revenue\ngrowth YoY", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e46dbb28-b0c2-4687-92ef-22987aeb072e", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.605, "x": 0.056, "y": 0.947 }, "kind": "source-note", "text": "*Offline revenue includes revenue from Shopify Payments for offline, POS Pro, Retail Plan subscriptions, and POS hardware.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4c2967b-760e-4c5c-a925-5d09629a73a7", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.44, "x": 0.056, "y": 0.197 }, "kind": "title", "text": "Offline is gaining momentum and is expected to be a key growth driver in 2025 and beyond", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:28.658+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bca0cc3-5f67-43ab-82b8-b71547ed110b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 43, "type": "resolution", "function": "plan_implementation", "rawType": "go_to_market", "block": null, "metadata": { "slideType": "go_to_market", "slideTypeCanon": { "name": "Go-to-market", "slug": "go_to_market", "status": "active", "canonId": "019de52d-0ff6-713a-bd55-53d4e90b2304", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 91, "componentCount": 12, "textChars": 700, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:26.435+00", "seconds": 6.637, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/43", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-43", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.055, "y": 0.38 }, "kind": "chart", "text": "Millions of merchants in 175+ countries. 50%, 30%, 15%, 5%", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e555baf6-ca37-4e0c-8912-bf7fe2924f02", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.43, "x": 0.055, "y": 0.32 }, "kind": "list", "text": "North America Europe, Middle East, Africa Asia Pacific Latin America", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38d52558-0693-483d-9e46-705013bdba27", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.55, "y": 0.69 }, "kind": "list", "text": "Added more local shipping carrier options for merchants in Europe and the UK", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41b923c8-cb10-41b7-bc84-581dc05bc441", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.55, "y": 0.55 }, "kind": "list", "text": "Expanded POS Terminal to 8 additional countries", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f446945-c9c2-43f1-8d04-824b9baf15a0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.55, "y": 0.47 }, "kind": "list", "text": "Introduced Shopify Tax to the UK and EU", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55da3513-5377-4014-9221-26d4667b99a7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.55, "y": 0.78 }, "kind": "list", "text": "Rolled out Klarna as a local payment method in Shopify Payments to 4 additional countries", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b55968f6-8563-4ac3-a6ed-add4c06fae59", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.55, "y": 0.62 }, "kind": "list", "text": "Integrated Payments into Shopify POS in France", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5859642-3531-411c-8f75-7704718ec98f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.55, "y": 0.15 }, "kind": "metric", "text": "70% of revenue in 2024 up 23% YoY", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9860f844-ea7c-4fda-a97e-d1c39f640289", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.79, "y": 0.15 }, "kind": "metric", "text": "30% of revenue in 2024 up 33% YoY", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b79ca223-46e1-4153-91f9-757af12ad7de", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.4, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "* Represents the distribution of our merchant base as of December 31, 2024", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54892590-36e9-406b-9aab-2af8239ac2cc", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.45, "x": 0.055, "y": 0.156 }, "kind": "title", "text": "We continue to localize our platform and feature set to merchants across the globe, lowering the barriers to entrepreneurship", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76bc936a-7f9e-479b-b918-b4940ae39e08", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.11, "x": 0.055, "y": 0.06 }, "kind": "title", "text": "Going global", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adecd8f2-3f5e-423b-92ac-fa35339dfd9c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 44, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 639, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:26.218+00", "seconds": 6.213, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/44", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-44", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.369, "w": 0.236, "x": 0.67, "y": 0.48 }, "kind": "image", "text": "Carrier, Authentic Brands Group, Boden, Suntory, Bark-Box, Harry's, Hanes", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68f9e6c2-f669-409b-be1f-2e53849903be", "parentComponentId": null }, { "bbox": { "h": 0.369, "w": 0.236, "x": 0.38, "y": 0.48 }, "kind": "image", "text": "IBM, KPMG, WPP, EY, Globant, TOTVS, Oracle", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9674e079-7067-49cb-b0cc-82fd4d0cba41", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.259, "x": 0.089, "y": 0.53 }, "kind": "list", "text": "Independent study confirmed - Best TCO in commerce*\nForrester Wave Report - Leader in B2B\nIDC - Leader in mid-market\nGartner Magic Quadrant for Digital Commerce - Leader in enterprise", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee071d1c-f9c3-4590-a05d-04b9558d70f6", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.476, "x": 0.056, "y": 0.947 }, "kind": "source-note", "text": "Finding from an external study by a leading independent consulting firm from March 2024.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58ded586-6351-440a-afc3-51d9bf4cd504", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.217, "x": 0.679, "y": 0.369 }, "kind": "subtitle", "text": "High-volume brands who said yes to Shopify in 2024", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41b6fd7a-1dfd-4c67-880c-c2b15d33dc01", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.185, "x": 0.126, "y": 0.369 }, "kind": "subtitle", "text": "Industry recognition", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7845bd4a-833c-4874-b43f-904473adb109", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.198, "x": 0.399, "y": 0.369 }, "kind": "subtitle", "text": "Building powerful partnerships", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85acbf71-5784-4524-8636-e7107a23a0c1", "parentComponentId": null }, { "bbox": { "h": 0.096, "w": 0.879, "x": 0.056, "y": 0.163 }, "kind": "title", "text": "Our enterprise-level offerings, whether full-stack, headless, or composable, are gaining widespread recognition built on a powerful go-to-market strategy", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:26.218+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "719d9899-9a85-4f87-92ee-11defb457370", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 45, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 7, "textChars": 454, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:27.96+00", "seconds": 5.123, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/45", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-45", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.16, "x": 0.729, "y": 0.108 }, "kind": "image", "text": "INVESTING FOR A 100-YEAR COMPANY", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5793a031-7e97-4ec7-b1da-119ebe7007f2", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.276, "x": 0.535, "y": 0.576 }, "kind": "list", "text": "Multiple vectors for growth\nGrowth opportunities across merchant segments, geographies, channels, and products", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "844dcabe-66da-4952-9780-1f191ce07150", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.276, "x": 0.16, "y": 0.576 }, "kind": "list", "text": "Mission-critical solutions\nMultichannel commerce platform that enables merchants of all sizes to sell to anyone, anywhere", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92647be7-fa0f-465a-97e4-8ac10a1cb391", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.276, "x": 0.16, "y": 0.25 }, "kind": "list", "text": "Large and growing opportunity\nMassive global market with accelerated ecommerce penetration", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3cca23a-94ba-408f-9d27-24ae5a200ff8", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.276, "x": 0.535, "y": 0.25 }, "kind": "list", "text": "Merchant success-based business model\nBusiness model that puts merchants first", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de5b65e6-c9ab-4c56-89b3-264d9a0451cc", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.022, "x": 0.936, "y": 0.954 }, "kind": "other", "text": "45", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b933ca9f-290f-49cd-8b70-8ea9f74df2f8", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.219, "x": 0.064, "y": 0.09 }, "kind": "title", "text": "Investment highlights", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:27.96+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "359ae476-5b03-4c20-8b81-64e73fa9cc40", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b69e9c58-c7ee-4c50-839b-b5adca80add5", "evidence": "The slide contains a list/bullet with several items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.099773+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 45, "from": 40, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "b2e04943-de0f-4726-858e-3a3b4993b496", "evidence": "The deck outlines Shopify's multiple drivers of growth and investment highlights", "position": 2, "objective": "Present Shopify's growth drivers and investment highlights", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:17:45.060118+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 46, "type": "setup", "function": "inspire_vision", "rawType": "vision", "block": null, "metadata": { "slideType": "vision", "slideTypeCanon": { "name": "Vision", "slug": "vision", "status": "active", "canonId": "019de52d-0f7e-7689-8010-992b1a43b6b9", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 169, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:30.78+00", "seconds": 4.17, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/46", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-46", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.08333, "w": 0.125, "x": 0.83333, "y": 0.64167 }, "kind": "image", "text": "LITTLE CHONK", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.78+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "548e7c8b-3fc4-4df1-86b8-447ac0334ca4", "parentComponentId": null }, { "bbox": { "h": 0.61667, "w": 0.395, "x": 0.54167, "y": 0.18333 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.78+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cd71612-2800-4d16-afad-d2626d15673f", "parentComponentId": null }, { "bbox": { "h": 0.28333, "w": 0.395, "x": 0.05083, "y": 0.35 }, "kind": "paragraph", "text": "However commerce evolves, Shopify will be the engine behind it. The merchants who are the backbone of the economy demand it of us.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.78+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39f63ddd-f314-4870-9b09-9658f38c1d71", "parentComponentId": null }, { "bbox": { "h": 0.03333, "w": 0.30667, "x": 0.05083, "y": 0.25333 }, "kind": "title", "text": "We're just getting started.", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.78+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c57aa06b-3989-4d5e-857a-a3acc0f7ce3a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 4, "textChars": 47, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:30.665+00", "seconds": 3.531, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/47", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-47", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.047, "w": 0.129, "x": 0.047, "y": 0.08 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6053765-1290-40b1-a78f-293f0c7a4512", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.02, "x": 0.936, "y": 0.94 }, "kind": "other", "text": "47", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67af811c-941b-48e8-baa8-29d1aee0dcb8", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.486, "x": 0.047, "y": 0.794 }, "kind": "paragraph", "text": "Non-GAAP and other financial measures", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4880b1e-4c4b-4ad8-aed3-1af921f5ef3c", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.314, "x": 0.066, "y": 0.31 }, "kind": "title", "text": "Appendix", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:30.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02323403-f872-457b-ab79-ac09ace557f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 48, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 5, "textChars": 2458, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:33.146+00", "seconds": 4.748, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/48", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-48", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.129, "w": 0.908, "x": 0.046, "y": 0.215 }, "kind": "paragraph", "text": "To supplement our consolidated financial statements, which are prepared and presented in accordance with United States generally accepted accounting principles (\"GAAP\"), Shopify uses certain non-GAAP and other financial measures to provide additional information in order to assist investors in understanding our financial and operating performance. These measures are not recognized measures for financial statement presentation under U.S. GAAP and do not have standardized meanings, and may not be comparable to similar measures presented by other public companies.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.146+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0753e2dc-a936-4bb0-ac6a-8abc9eb53ad2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.908, "x": 0.046, "y": 0.404 }, "kind": "paragraph", "text": "Adjusted operating expenses is a non-GAAP financial measure that excludes the effect of stock-based compensation expenses and related payroll taxes, amortization of acquired intangibles, accelerated stock-based compensation, severance, impairment of right-of-use assets and leasehold improvements, provisions associated with litigation-related accruals and impairment on sales of Shopify's logistics businesses. Operating leverage is a non-GAAP ratio that is calculated by dividing adjusted operating expenses by revenue. Operating expenses, excluding one time items, is a non-GAAP financial measure that excludes accelerated stock-based compensation, severance, impairment of right-of-use assets and leasehold improvements, provisions associated with litigation-related accruals and impairment on sales of Shopify's logistics businesses. Operating leverage is a non-GAAP ratio that is calculated by dividing operating expenses, excluding one-time items by revenue. Free cash flow is a non-GAAP financial measure calculated as cash flow from operations less capital expenditures. Free cash flow margin is a non-GAAP ratio calculated as free cash flow divided by revenue.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.146+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3abc2e8a-888c-4b23-83ec-3ad65e6dcbcf", "parentComponentId": null }, { "bbox": { "h": 0.129, "w": 0.908, "x": 0.046, "y": 0.701 }, "kind": "paragraph", "text": "Management uses non-GAAP and other financial measures internally for financial and operational decision-making and as a means to evaluate period-to-period comparisons. Shopify believes that these measures provide useful information about operating results, enhance the overall understanding of past financial performance and future prospects, and allow for greater transparency with respect to key metrics used by management in its financial and operational decision making. The non-GAAP and other financial measures used herein should be considered a supplement to, and not a substitute for, or superior to, the corresponding measures calculated in accordance with GAAP.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.146+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aea4d6c0-1cdb-4fe4-9104-337d3ff20f94", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.096, "x": 0.046, "y": 0.877 }, "kind": "source-note", "text": "February 2025", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.146+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a24166c-786e-43b7-9f41-1b70803ca05d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.557, "x": 0.046, "y": 0.113 }, "kind": "title", "text": "Non-GAAP and other financial measures", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.146+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aca5cc87-6062-48cd-842b-3be149ba83c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 49, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 3, "textChars": 665, "nDataPoints": 104, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:33.267+00", "seconds": 3.629, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/49", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-49", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.016, "w": 0.399, "x": 0.063, "y": 0.236 }, "kind": "source-note", "text": "Expressed in US millions $, except percentages", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a4de813-3a7a-4337-86f4-067f0be58f1d", "parentComponentId": null }, { "bbox": { "h": 0.667, "w": 0.89, "x": 0.059, "y": 0.266 }, "kind": "table", "text": "GAAP Sales and marketing, less: Sales and marketing SBC and related payroll taxes, less: Accelerated stock-based compensation, less: Amortization of acquired intangibles, less: Severance related costs, Adjusted Sales and marketing, % of Revenue, GAAP Research and development, less: Research and development SBC and related payroll taxes, less: Accelerated stock-based compensation, less: Severance related costs, less: Amortization of acquired intangibles, Adjusted Research and development, % of Revenue, with quarterly data from Q1'23 to Q4'24.", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5c303c2-c68b-42b8-a427-d92068394310", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.87, "x": 0.053, "y": 0.066 }, "kind": "title", "text": "Reconciliation of GAAP operating expenses to adjusted operating expenses", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:33.267+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e9f1b7c-25d9-42ed-85df-7f90e5ffce98", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "18247ff1-dbaf-4d8c-97bd-ddb5dfb8db43", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.260214+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 50, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 2, "textChars": 520, "nDataPoints": 104, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:35.468+00", "seconds": 4.456, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/50", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-50", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.326, "x": 0.053, "y": 0.059 }, "kind": "paragraph", "text": "Expressed in US millions $, except percentages", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:35.468+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47c951ec-4cd8-42d6-af5a-a22952423353", "parentComponentId": null }, { "bbox": { "h": 0.879, "w": 0.895, "x": 0.053, "y": 0.083 }, "kind": "table", "text": "Q1'23 123 18 - - - 105 7% 42 3% 910 139 - 2 - - - - 769 51% Q2'23 131 19 - 18 - 94 6% 31 2% 2,471 119 165 1 - - 148 1,340 698 41% Q3'23 137 20 38 - - 79 5% 34 2% 779 103 4 - - - - 634 37% Q4'23 100 19 - - - 81 4% 45 2% 773 102 - - - - - 671 31% Q1'24 124 26 - - - 98 5% 51 3% 871 110 - - - - - 761 41% Q2'24 60 23 - - (55) 92 4% 42 2% 804 106 - - - - - 753 37% Q3'24 114 23 - - - 91 4% 58 3% 835 115 1 - - - - 719 33% Q4'24 112 24 - - - 88 3% 76 3% 887 118 1 - - - - 768 27%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:35.468+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "706e7997-64a9-41c9-bc7f-7ce352f05f8e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8a441bf2-f3b4-414b-99d5-b23ff7a477d2", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.322893+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 51, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 2, "textChars": 658, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:34.649+00", "seconds": 3.533, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/51", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-51", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.46, "w": 0.88, "x": 0.049, "y": 0.29 }, "kind": "table", "text": "Expressed in US millions $, except percentages\nGAAP Operating expenses\nless: Accelerated stock-based compensation\nless: Impairment of right-of-use assets and leasehold improvements\nless: Severance related costs\nless: Litigation contingencies / benefit related to legal contingencies\nless: Impairment on sale of Shopify's logistics businesses\nOperating expenses, excluding one-time items\n% of Revenue\nQ1'23 910\nQ2'23 2,471 165 148 1,340\nQ3'23 779 4 38\nQ4'23 773\nQ1'24 871\nQ2'24 804 (55)\nQ3'24 835\nQ4'24 887\n910 818 737 773 871 859 835 887\n60% 48% 43% 36% 47% 42% 39% 32%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:34.649+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b89f45de-1efa-40ce-86ad-e349cb46e29f", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.869, "x": 0.058, "y": 0.083 }, "kind": "title", "text": "Reconciliation of GAAP operating expenses to operating expenses, excluding one-time items", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:34.649+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da1c3d5e-0347-4493-8cb5-e71224c5d963", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "731ab079-ec9e-4a39-a831-4d9f2c442a94", "evidence": "The slide contains a table/data with several columns and rows.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:09:49.387353+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 52, "type": "analysis", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 3, "textChars": 623, "nDataPoints": 42, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:37.588+00", "seconds": 4.15, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/52", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-52", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.814, "x": 0.08, "y": 0.94 }, "kind": "source-note", "text": "Capital expenditures is equivalent to the amount included in \"capital purchases/Acquisitions of property and equipment\" on our Consolidated Statement of Cash Flows for the reported period.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4c96f9b-cec0-4297-8e18-1b061a054cb3", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.897, "x": 0.068, "y": 0.258 }, "kind": "table", "text": "In US $ millions, except percentages; Year end, except as otherwise noted\nNet cash provided by (used in) operating activities\nless: Capital expenditures*\nFree cash flow\nRevenue\nFree cash flow margin\n2020 425 (42) 383 2,929 13%\n2021 536 (51) 485 4,612 11%\n2022 (136) (50) (186) 5,600 (3)%\n2023 944 (39) 905 7,060 13%\n2024 1,616 (19) 1,597 8,880 18%\nQ4'23 448 (2) 446 2,144 21%\nQ4'24 615 (4) 611 2,812 22%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "399a25fa-8162-4851-aa59-94d6f4bfa851", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.426, "x": 0.056, "y": 0.08 }, "kind": "title", "text": "Reconciliation of free cash flow", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:37.588+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80463e55-e225-4f7d-8e6d-d2b0f512b9e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 53, "type": "setup", "function": "inspire_vision", "rawType": "mission", "block": null, "metadata": { "slideType": "mission", "slideTypeCanon": { "name": "Mission", "slug": "mission", "status": "active", "canonId": "019de52d-0fce-7496-b34c-18fd6a6e3310", "version": 1, "description": null }, "function": "inspire_vision", "functionCanon": { "name": "Inspire vision", "slug": "inspire_vision", "status": "active", "canonId": "019de52d-16d0-7756-83de-376eeac6fa40", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 33, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 22:50:36.306+00", "seconds": 2.741, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-ef53-71f6-b023-29cac25e4ffa/53", "deck": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa", "deckAnchor": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa#slide-53", "deckJson": "/decks/019de518-ef53-71f6-b023-29cac25e4ffa.json" }, "components": [ { "bbox": { "h": 1, "w": 0.594, "x": 0.406, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:36.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "915a3792-4fed-4350-a340-0680d58499eb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.036, "y": 0.06 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:36.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "300cf7dd-267f-4f8b-8c20-70246ec470c7", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.46, "x": 0.049, "y": 0.349 }, "kind": "title", "text": "Make commerce\nbetter for everyone", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 22:50:36.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1b15e2a-5f9b-4ce1-9e15-b853b2c002f6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Setup", "description": "The deck sets up Shopify's vision and traction" }, { "from": 5, "to": 9, "label": "Problem (Identify pain)", "description": "The deck identifies the pain points faced by merchants" }, { "from": 10, "to": 13, "label": "Solution (Provide relief)", "description": "The deck presents Shopify's solution to these pain points" }, { "from": 14, "to": 18, "label": "Evidence", "description": "The deck provides evidence of Shopify's traction and growth" }, { "from": 19, "to": 23, "label": "Market Sizing", "description": "The deck presents the market opportunity and Shopify's potential for growth" }, { "from": 24, "to": 28, "label": "Rags to Riches (Rising Success)", "description": "The deck highlights Shopify's rising success and growth" }, { "from": 29, "to": 36, "label": "Traction", "description": "The deck showcases Shopify's sustained growth and profitability" }, { "from": 37, "to": 41, "label": "Roadmap", "description": "The deck outlines Shopify's plans for future growth" } ], "loops": [ { "from": 20, "to": 23, "label": "Cost Of Inaction", "description": "Highlight the cost of not investing in ecommerce" }, { "from": 20, "to": 23, "label": "Why Now", "description": "Explain why now is the right time to invest in Shopify" }, { "from": 40, "to": 45, "label": "Quick Win Big Bet", "description": "Present Shopify's growth drivers and investment highlights" } ] }