{
  "docId": "019de518-c8fe-735b-83ce-fcc63ca96aea",
  "docSlug": "bdb8ebeaef6ca793bbb5d2013c13853a",
  "documentTitle": "Shopify | Investor Presentation Deck | 48 slides",
  "authorId": "shopify",
  "authorName": "Shopify",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 20,
  "pageCount": 48,
  "prevPage": 19,
  "nextPage": 21,
  "slideType": "traction",
  "function": "show_traction",
  "density": "balanced",
  "nDataPoints": 36,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de518-c8fe-735b-83ce-fcc63ca96aea/20",
  "deckHref": "/decks/019de518-c8fe-735b-83ce-fcc63ca96aea",
  "deckJsonHref": "/decks/019de518-c8fe-735b-83ce-fcc63ca96aea.json",
  "deckAnchorHref": "/decks/019de518-c8fe-735b-83ce-fcc63ca96aea#slide-20",
  "components": [
    {
      "bbox": {
        "h": 0.66,
        "w": 0.901,
        "x": 0.049,
        "y": 0.179
      },
      "kind": "chart",
      "text": "Revenue growth, Age in quarters",
      "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"
        ]
      },
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f04626b6-769b-403e-80ea-fa0d41ea13b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.046,
        "w": 0.87,
        "x": 0.049,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "*Examples of quarterly revenue retention from merchant cohorts\n**Revenue retention calculation reflects the quarterly revenue in a given period for each cohort divided by each cohort's first full quarter of revenue after joining the platform, respectively",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8af11917-bd6b-4604-8e8d-4df8d32167cd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.046,
        "w": 0.899,
        "x": 0.049,
        "y": 0.09
      },
      "kind": "title",
      "text": "...and that pattern persists across all our cohorts",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e9c07463-8764-455a-b021-51a9027db108",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 20,
      "from": 6,
      "beatId": "8344b09c-d7b0-46e8-b9ef-27ef83287f40",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "Rising Success",
      "beatSlug": "rags-to-riches-rising-success",
      "evidence": "The deck presents Shopify's solution, product demos, customer logos, and traction metrics, showcasing its growing success.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 26,
      "from": 4,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "0044aa55-e07c-4743-abd6-dda5ec400ce8",
      "evidence": "The deck presents a clear logic chain from its investment thesis to its growth drivers and financial metrics.",
      "position": 0,
      "objective": "What is Shopify's investment thesis?",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.8,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    },
    {
      "to": 35,
      "from": 20,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "62def7bf-2d54-45bf-b809-902ae89db8ec",
      "evidence": "The deck presents a before-after analysis of Shopify's business model, highlighting its evolution and growth.",
      "position": 1,
      "objective": "How has Shopify's business model changed over time?",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 0.7,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}