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FORUM TRANSCRIPT

Shopify – Impact of Economies Opening, Competitive Dynamics & Focus on Payments – 26 May 2021

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former divisional leader at Shopify Inc

Agenda

  • Shopify (TSE: SHOP) and its solutions, noting key merchant solutions and newer offerings
  • Shopify Payments and Shop Pay Installments, and their positioning and potential
  • Competitive dynamics, highlighting Amazon (NASDAQ: AMZN), BigCommerce (NASDAQ: BIGC) and “headless commerce,” as well as Adobe (NASDAQ: ADBE) and Salesforce (NYSE: CRM)
  • 1-3-year outlook, highlighting opportunities and risks

Questions

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