-- Shopify (SHOP.TO) 週二美股盤前交易下跌 5.5%，該公司公佈第一季淨虧損收窄，營收成長。 淨虧損收窄至 5.81 億美元，合每股虧損 0.45 美元，去年同期為 6.82 億美元，合每股虧損 0.53 美元。 剔除股權投資的影響後，調整後淨利從 2.26 億美元增至 3.6 億美元。 營收成長 34%，從 23.6 億美元增至 31.7 億美元，略高於 FactSet 調查分析師預測的 31 億美元。 聲明補充道，商品交易總額 (GMV) 略高於 10 億美元，GMV 指的是透過 Shopify 平台（包括某些應用程式和管道）完成的訂單總價值。 Shopify預計，截至6月季末，營收將以接近20%的成長率成長，毛利將以25%的成長率成長。 「第一季度，我們在各個地區、各種規模的商家和各個管道都實現了全面增長，僅第一季的商品交易總額就超過1000億美元，」首席財務官傑夫·霍夫邁斯特表示。 “這是平台複合增長的結果。這種模式的穩健性使我們能夠對增長進行戰略性投資，包括投資於推動電商創新的面向商家的工具，以及投資於讓我們能夠更快地構建和交付產品的內部能力。” Shopify股價在紐約交易下跌6.45美元，至121.10美元。
Related Articles
Mining & Metals
Bravo Mining Up 1.4% As Provides Latest Assays from Luanga Project in Brazil
Bravo Mining (BRVO.V) reported Tuesday assays from eight drill holes in the Central sector and newly tested Crescent zone at the Luanga palladium-platinum-rhodium-gold-nickel deposit in Brazil.Highlights include 70 meters at 1.9 grams per tonne platinum group metals and gold (PGM+Au) plus 0.28% nickel, including 20 m at 3.6 g/t PGM+Au plus 0.40% nickel, as well as 19 m at 3.2 g/t PGM+Au, and 8 m at 1.94% copper plus 0.6 g/t PGM+Au.The results continue to demonstrate potential to expand and upgrade Luanga's mineral resource, Bravo said, adding it has completed 400 drill holes to date, with results reported for 355 drill holes to date. Assays are pending for 37 holes."Infill drilling is consistently intercepting thicknesses and grades often comparable to, or exceeding results from, earlier drilling. Drill sections in this news release also demonstrate that grades continue to be consistent, with excellent continuity from hole to hole and section to section," said Luis Azevedo, Chairman and CEO. "We are also encouraged with positive results from the new Crescent Zone, a regional target outside Luanga's three main PGM sectors. The Crescent Zone was delineated through reinterpretation and relogging triggered by the completion of the 2025 geophysical surveys. We've also intercepted another encouraging copper occurrence (DDH26LU307) at the eastern end of the Crescent Zone that warrants further investigation."Shares in BRVO were up 1.4% in Canada at last look.Price: $3.55, Change: $+0.05, Percent Change: +1.43%
$BRVO.V
Oil & Energy
EMEA Oil Update: Oil Prices Edge Lower Despite US-Iran Firefight
Oil prices dipped on Tuesday as the US military launched Project Freedom to break the blockade of the Strait of Hormuz.Front-month Murban crude futures fell 1.2% to $106 per barrel, while Brent futures fell 2% to $112.06/bbl.However, the decline was sharply checked by a direct exchange of fire between US and Iranian forces and a drone strike on the UAE's Fujairah oil terminal, which shattered a month-long ceasefire and reignited fears of a prolonged global energy crisis, analysts said.Analysts noted that the oil market remains on high alert following breaking news of an attack on a US Navy vessel.The hostilities broke out as the US initiated a mission to extract commercial ships currently trapped within the Persian Gulf.While US Central Command reportedly confirmed that two American merchant ships successfully completed their transit through the Strait of Hormuz, a subsequent direct fire exchange between US and Iranian forces now endangers the survival of the ceasefire established four weeks ago.The regional fallout intensified as the UAE reported its first defensive interceptions of Iranian missiles and drones since the April 8 ceasefire began.However, one Iranian drone successfully struck an oil terminal at the Port of Fujairah, sparking a major fire at the facility.Record-breaking supply losses of 10 million barrels per day have already depleted global inventories, and experts warn that if the Strait remains obstructed, this energy crisis could extend through late 2026 and into 2027.
Research
Research Alert: Huntington Ingalls Posts Q1: Sales Growth Offset By Margin Pressure
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HII reported Q1 revenues of $3.1B, up 13.4% Y/Y and 2.7% above consensus, though operating margin compressed 89 bps to 5.0% despite revenue growth. Q1 EPS of $3.79 matched the prior year and exceeded consensus by $0.08. The results underscore a tension we've been monitoring: while top-line growth validates the favorable demand environment, the path to achieving 9%-10% shipbuilding margin targets is proving more gradual than expected. Management reaffirmed FY26 guidance with shipbuilding revenues of $9.7B-$9.9B, operating margins of 5.5%-6.5% and FCF of $500M-$600M. Newport News drove growth with revenues up 19.3% to $1.7B, though segment margin declined 80 bps to 5.3% due to the absence of favorable Virginia-class contract adjustments. Free cash flow remained negative at $461M. We believe the pending Virginia Block VI and Columbia Build II contract awards remain critical catalysts, as these should incorporate current cost structures and enable better margin capture on future work.
$HII