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Shopify营收增长环比放缓；股价暴跌

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-- Shopify (SHOP) 周二发布了第二季度营收预期，暗示其年度增长将环比放缓。 这家总部位于加拿大的电商平台预计，本季度营收将以接近百分之二十的年增长率增长。FactSet 目前给出的共识预期为 34.2 亿美元。第一季度，该公司营收增长 34% 至 31.7 亿美元，高于华尔街预期的 31.1 亿美元。 据 FactSet 的财报电话会议记录显示，首席财务官 Jeff Hoffmeister 在财报电话会议上表示，第二季度的业绩指引假设了约 0.5 个百分点的汇率利好，而第一季度的汇率利好超过百分之两个百分点。 该公司股价周二下跌 8.1%，年初至今累计下跌 27%。 预计本季度毛利润将增长 25% 左右。 霍夫迈斯特表示：“营收与毛利润增长率的差异主要源于商户解决方案和订阅解决方案增长率之间持续的构成转变，预计到2025年，这一差距将缩小，同时支付业务的持续强劲也发挥了重要作用。” 截至3月当季，Shopify调整后每股收益从上年同期的0.25美元增至0.36美元。按美国通用会计准则（GAAP）计算，该公司亏损0.45美元。毛利润增长32%至15.5亿美元。 第一季度，订阅解决方案收入增长21%至7.5亿美元，而商户解决方案收入增长39%至24.2亿美元。商品交易总额（GMV，即通过Shopify平台完成的订单总价值）增长35%至1007.4亿美元。 霍夫迈斯特在电话会议上表示：“（第一季度）延续了2025年强劲的增长势头。不同规模、渠道和地域的商户都展现出了强劲的业绩。”

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

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