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Shopify營收成長較上季放緩；股價暴跌

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-- Shopify (SHOP) 週二發布了第二季度營收預期，暗示其年度成長將環比放緩。 這家總部位於加拿大的電商平台預計，本季營收將以接近百分之二十的年增率成長。 FactSet 目前給出的共識預期為 34.2 億美元。第一季度，該公司營收成長 34% 至 31.7 億美元，高於華爾街預期的 31.1 億美元。 根據 FactSet 的財報電話會議記錄顯示，財務長 Jeff Hoffmeister 在財報電話會議上表示，第二季的業績指引假設了約 0.5 個百分點的匯率利好，而第一季的匯率利好超過百分之兩個百分點。 該公司股價週二下跌 8.1%，年初至今累計下跌 27%。 預計本季毛利將成長 25% 左右。 霍夫邁斯特表示：“營收與毛利潤增長率的差異主要源於商家解決方案和訂閱解決方案增長率之間持續的構成轉變，預計到2025年，這一差距將縮小，同時支付業務的持續強勁也發揮了重要作用。” 截至3月當季，Shopify調整後每股盈餘從去年同期的0.25美元增至0.36美元。以美國通用會計準則（GAAP）計算，該公司虧損0.45美元。毛利成長32%至15.5億美元。 第一季度，訂閱解決方案營收成長21%至7.5億美元，而商家解決方案營收成長39%至24.2億美元。商品交易總額（GMV，即透過Shopify平台完成的訂單總價值）增加35%至1007.4億美元。 霍夫邁斯特在電話會議上表示：“（第一季）延續了2025年強勁的增長勢頭。不同規模、渠道和地域的商戶都展現出了強勁的業績。”

Price: $118.78, Change: $-8.77, Percent Change: -6.88%

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