-- 壳牌公司（SHEL.L，SHELL.AS）周四宣布了一项新的股票回购计划，同时公布了第一季度业绩同比增长。 这家总部位于英国的石油和天然气巨头启动了一项为期三个月的30亿美元股票回购计划，此前该公司刚刚完成了一项35亿美元的股票回购计划。壳牌计划在发布第二季度业绩之前完成此次新的回购。 此外，壳牌董事会宣布派发第一季度中期股息每股0.3906美元，高于去年同期的每股0.358美元。 截至3月31日的第一季度，壳牌的调整后净利润为69.2亿美元，高于去年同期的55.8亿美元；归属于股东的净利润也从47.8亿美元增至56.9亿美元。增长主要归功于交易和优化带来的贡献增加、更高的实际价格和炼油利润率以及运营成本的降低，但部分被销量下降所抵消。 经营活动产生的现金流量为60.6亿美元，而去年同期为92.8亿美元。剔除营运资本后，第一季度经营活动产生的现金流量为172.4亿美元，高于去年同期的119.4亿美元。 壳牌预计第二季度天然气综合产量将在每日58万桶油当量至64万桶油当量之间。液化天然气（LNG）液化量预计在680万吨至740万吨之间。同时，上游产量预计在每日160万桶油当量至180万桶油当量之间，市场销售量预计在每日250万桶至270万桶之间。 据该公司称，第二季度业绩展望已考虑了中东冲突（包括卡塔尔冲突）的影响，以及旗下资产计划维护工作量的增加。 壳牌还重点介绍了其近期对加拿大能源公司ARC Resources的收购，并指出此次收购预计将使日产量增加37万桶油当量，推动2025年至2030年间年均复合增长率达到4%。
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Snap First-Quarter Loss Narrows; Flags Ad Revenue Hit From North America Headwinds, Middle East Conflict
Snap's (SNAP) first-quarter loss narrowed more than market expectations, although the social media company saw persistent headwinds in its North America advertising business and recorded an up to $25 million impact from the Middle East conflict, sending its shares down early Thursday.The Snapchat parent reported a net loss of $0.05 a share for the quarter ended March, compared with a loss of $0.08 the year before, it said late Wednesday. The consensus on FactSet was for a GAAP loss of $0.07 per share. Revenue improved 12% to $1.53 billion, in line with the Street's view."In (the first quarter), we demonstrated substantial financial progress with revenue at the top end of our guidance range," Chief Financial Officer Derek Andersen said during an earnings call, according to a FactSet transcript. "More broadly, we believe (the first quarter) provides early evidence that the strategic framework we laid out last fall is beginning to translate into more durable revenue growth, a more efficient cost structure, and a clear path to net income profitability."Advertising revenue inclined 3% to $1.24 billion, mainly boosted by gains in direct response advertising revenue, the company said in an investor letter. However, the growth was partially offset by continued headwinds in the group's North America large client advertising business, as well as an impact of about $20 million to $25 million from the Middle East war in March, according to Snap.The stock fell 9.8% in the most recent premarket activity."Large advertisers in North America remained a headwind to advertising growth in (the first quarter)," Chief Executive Evan Spiegel said on the call. "We're not satisfied with that outcome, but we're beginning to see encouraging signs that this part of the business is improving."Other revenue surged 87% to $285 million. Daily active users rose 5% to 483 million, ahead of the average analyst estimate of 475.7 million. Average revenue per user advanced to $3.17 from $2.96 in the prior-year quarter, but missed the market's forecast of $3.21.For the ongoing quarter, the company anticipates revenue to come in between $1.52 billion and $1.55 billion. The Street is looking for $1.54 billion. The guidance assumes that the operating environment in the Middle East "remains consistent" relative to the "magnitude" of headwinds that Snap faced in March and April. The company cautioned that the trajectory of the geopolitical situation in the region is uncertain.The US and Iran are reportedly closing in on a one-page memorandum of understanding to end their war and establish a framework for nuclear negotiations.Snap's outlook also assumes no contribution from Perplexity as it "amicably" ended its relationship with the software firm in the first quarter.In November, the company announced it was partnering with Perplexity to integrate its AI-powered answer engine with the chat interface of Snapchat. Perplexity was set to pay Snap $400 million for one year as part of the deal.
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