{
  "docId": "019de517-8222-711f-84ed-b0bb613ff260",
  "docSlug": "9600ef6bd6c9041b53336cdb7585241a",
  "documentTitle": "Shopify | Investor Presentation Deck | 47 slides",
  "authorId": "shopify",
  "authorName": "Shopify",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 29,
  "pageCount": 47,
  "prevPage": 28,
  "nextPage": 30,
  "slideType": "traction",
  "function": "show_traction",
  "density": "overcrowded",
  "nDataPoints": 32,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-8222-711f-84ed-b0bb613ff260/29",
  "deckHref": "/decks/019de517-8222-711f-84ed-b0bb613ff260",
  "deckJsonHref": "/decks/019de517-8222-711f-84ed-b0bb613ff260.json",
  "deckAnchorHref": "/decks/019de517-8222-711f-84ed-b0bb613ff260#slide-29",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.802,
        "x": 0.108,
        "y": 0.33
      },
      "kind": "chart",
      "text": "Q4 2021: 14%, 24%, 61%\nQ1 2022: 10%, 27%, 63%\nQ2 2022: 13%, 27%, 60%\nQ3 2022: 15%, 27%, 58%\nQ4 2022: 19%, 27%, 54%\nQ1 2023: 11%, 30%, 59%\nQ2 2023: 14%, 27%, 59%\nQ3 2023: 14%, 26%, 60%",
      "attrs": {
        "x_axis_labels": [
          "Q4 2021",
          "Q1 2022",
          "Q2 2022",
          "Q3 2022",
          "Q4 2022",
          "Q1 2023",
          "Q2 2023",
          "Q3 2023"
        ],
        "y_axis_labels": []
      },
      "subkind": "bar-stacked-100pct",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "29629f82-c528-423b-96e6-ce5e1452434c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.37,
        "x": 0.075,
        "y": 0.21
      },
      "kind": "list",
      "text": "Apps, Themes, Domains, Shopify Plus Platform Fee Revenue*\nRevenue - Shopify Plus\nRevenue - Core",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7d07a803-5f5f-4f28-be99-2f7bb056dbd1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.06,
        "x": 0.42,
        "y": 0.402
      },
      "kind": "metric",
      "text": "$377M",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c9121c7f-e379-4645-a9b6-768075950099",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.038,
        "w": 0.06,
        "x": 0.84,
        "y": 0.264
      },
      "kind": "metric",
      "text": "$486M\n+29% YoY",
      "attrs": {},
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d2619c0d-f521-43a9-bbb3-66be37bb9357",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.018,
        "x": 0.909,
        "y": 0.936
      },
      "kind": "other",
      "text": "29",
      "attrs": {},
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a86381f3-ab9e-47e8-bfc1-54250e46419c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.79,
        "x": 0.058,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "*Approximate Apps, Themes, Domains, Shopify Plus Platform Fee Revenue is calculated by averaging current and previous quarter MRR,\nmultiplying by 3 and subtracting total from Subscription Solutions revenue. Numbers may not foot due to rounding.",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bd0acfce-44bf-4159-a394-6357795f1b1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.61,
        "x": 0.058,
        "y": 0.13
      },
      "kind": "title",
      "text": "Consistent growth across our Shopify ecosystem and plans",
      "attrs": {},
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2b8dd06-9056-4012-94f2-c92fcc825fa1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.409,
        "x": 0.058,
        "y": 0.08
      },
      "kind": "title",
      "text": "Subscription solutions",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fcdec3e0-7c35-4cdc-9611-93424979540b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 47,
      "from": 25,
      "beatId": "c4a06699-2bf5-4bf6-94f2-961f3f4ffb3a",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Action",
      "beatSlug": "aida-action",
      "evidence": "The investment highlights and go-to-market slides encourage action from investors.",
      "position": 6,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 47,
      "from": 1,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "5141f450-c127-4eee-bdde-e2dbf00a597a",
      "evidence": "The deck follows a golden circle narrative, starting with why Shopify exists.",
      "position": 2,
      "objective": "Explain Shopify's mission and vision",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.8,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}