美股異動 | Shopify跌17% 一季度GMV不及預期 料上半年營收增速放緩
格隆匯5月5日丨加拿大電商巨頭Shopify(SHOP.US)現跌17.11%,報402美元,總市值507億美元。截至2022年3月31日,公司Q1總營收為12.04億美元,不及市場普遍預計的12.4億美元,同比增長22%;Q1淨虧損14.74億美元,上年同期淨利潤為12.6億美元。攤薄後每股虧損11.70美元,上年同期攤薄後每股盈利為9.94美元。Q1營業虧損為9798萬美元,上年同期營業利潤為11.89億美元。Shopify Q1 GMV達到432億美元,不及分析師普遍預計的465億美元。Shopify預計2022年上半年營收同比增長率將較低,2022年第四季度營收增速將達到最高。Shopify預計,考慮到通脹環境對消費者支出的影響,公司調整後的營業業績將反映上述再投資以及收購Deliverr帶來的影響,預計這將稀釋今年的營業利潤率。
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