{
  "docId": "019de518-5dcf-74fe-aa06-a1409ea57c18",
  "docSlug": "a7d768cc37f4479ecc7188e4c3c60aeb",
  "documentTitle": "Shopify | Investor Presentation Deck | 55 slides",
  "authorId": "shopify",
  "authorName": "Shopify",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 26,
  "pageCount": 55,
  "prevPage": 25,
  "nextPage": 27,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 7,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de518-5dcf-74fe-aa06-a1409ea57c18/26",
  "deckHref": "/decks/019de518-5dcf-74fe-aa06-a1409ea57c18",
  "deckJsonHref": "/decks/019de518-5dcf-74fe-aa06-a1409ea57c18.json",
  "deckAnchorHref": "/decks/019de518-5dcf-74fe-aa06-a1409ea57c18#slide-26",
  "components": [
    {
      "bbox": {
        "h": 0.469,
        "w": 0.401,
        "x": 0.349,
        "y": 0.27
      },
      "kind": "chart",
      "text": null,
      "attrs": null,
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "faa028d3-9ff6-4406-a5b0-32d93b709ac4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.14,
        "w": 0.229,
        "x": 0.146,
        "y": 0.588
      },
      "kind": "list",
      "text": "$81B Subscription Solutions\n$157B Payments - online\n$152B Other merchant services\n$459B Payments - offline",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d29301db-bfc5-4dad-b1ce-c10b4a0a3482",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.202,
        "x": 0.081,
        "y": 0.302
      },
      "kind": "metric",
      "text": "$849B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca230bd3-eb02-4d1e-9575-cade40a71814",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.143,
        "x": 0.785,
        "y": 0.482
      },
      "kind": "metric",
      "text": "$404B",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e5ca0087-e50c-4d46-811e-6baf748ac0d1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.229,
        "x": 0.081,
        "y": 0.359
      },
      "kind": "paragraph",
      "text": "Global Revenue TAM",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "49e8baac-b035-4c00-ac85-e7e759848fe4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.023,
        "w": 0.129,
        "x": 0.799,
        "y": 0.693
      },
      "kind": "paragraph",
      "text": "2% penetrated",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ae839355-8f4d-4061-ad21-b22b2cf921db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.023,
        "w": 0.146,
        "x": 0.081,
        "y": 0.469
      },
      "kind": "paragraph",
      "text": "1% penetrated",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d1664786-32fa-4075-b4d8-bc3499b0c6fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.049,
        "w": 0.139,
        "x": 0.785,
        "y": 0.54
      },
      "kind": "paragraph",
      "text": "Revenue SAM\nCore geographies",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e9013afd-2a44-4e3e-b68a-d1e72034b17f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.047,
        "w": 0.62,
        "x": 0.048,
        "y": 0.929
      },
      "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": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d81e5c3f-5ec8-4d13-bbb4-fde75ce8c204",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.099,
        "w": 0.899,
        "x": 0.048,
        "y": 0.065
      },
      "kind": "title",
      "text": "With only 2% penetration of our opportunity in the geographies that we currently serve",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e25bda88-0960-44a5-b1f4-7ae1c5e22e6a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 30,
      "from": 21,
      "beatId": "54aaeb48-5b49-44a4-bb5e-c547d1c59508",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "The Breakthrough",
      "beatSlug": "rags-to-riches-the-breakthrough",
      "evidence": "The deck presents Shopify's market opportunity and growth levers.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}