SHOPIFY A SUB.VTG WKN: A14TJP ISIN: CA82509L1076 Kürzel: SHOP Forum: Aktien Thema: Hauptdiskussion

Shopify beat earnings and revenue estimates in Q4, provides decent Q1 guidance. 🔹 EPS: $0.44 vs. $0.43 est. ✅ 🔹 Revenue: $2.81B vs. $2.70B est. ✅ Key takeaways: 🔸 Merchant revenue: +33% YoY 🔸 Subscription revenue: +27% YoY 🔸 Gross merch. volume: +26% YoY 🔸 Q1 revenue outlook: +25% to +28% YoY 🔸 Q1 profit outlook: +21% to +24% YoY

Wer da fest im sattel saß konnte gut verdienen.

Jetzt Stille vor dem erneuten Sturm?

Shopify's profit doubled in the fourth quarter after revenue rose by nearly a third, boosted by strong sales during the holidays and deeper integration with more online merchants. The results reflect that Shopify's platform, which provides the backbone for online storefronts, is playing a critical, if unseen to consumers, role to a wider swath of ecommerce transactions. During the fourth quarter, gross merchandise value, a key metric that reflects the total value of orders placed via Shopify, rose 26%, its best rate since a spike during the pandemic. In recent months, brands including sneaker maker Reebok, music company Warner Music Group and soccer club FC Barcelona have launched storefronts on or expanded their business with Shopify. The Ottawa-based company expects to carry that momentum into the new year, though its growth forecast in the mid-20s percent range represents a slowdown from their busy fourth quarter.

Shopify executives on Tuesday highlighted the company's key gains in areas ranging from health and beauty to home and garden industries, as well as smaller industries such as toys and games. Its revenue topped its earlier forecast, primarily due to stronger-than-expected sales in the U.S. and Canada. Shopify President Harley Finkelstein noted that the company continues to grow its share of the online-shopping marketplace, and more customers are using its Shop Pay service to pay for purchases. It also passed a milestone, eclipsing $1 trillion in total transactions processed ever. "In my 15 years of Shopify, I firmly believe this is the strongest and the most durable version of the company to date," he said. In the fourth quarter, Shopify posted net income of $1.29 billion, or 99 cents a share, compared with $657 million, or 51 cents a share, in the same quarter a year earlier. Adjusted earnings were 44 cents a share. Analysts polled by FactSet expected 35 cents a share. Revenue rose 31% to $2.81 billion. Analysts expected a rise to $2.72 billion. Total operating expenses rose almost 15% to $887 million, making up around 31.5% of revenue. Looking ahead to the first quarter, operating expenses are expected to be about 41% to 42% of revenue, in line with expectations. Costs in the first quarter usually account for a larger percentage of revenue since the period is typically at its slowest following the busy holiday period, Shopify said. For revenue, Shopify forecasts a rise at a mid-20s percentage rate, with gross profit dollars anticipated increasing at a low-20s percentage rate. Analysts expect revenue to grow by 24.2%,

119,24 wieder 😅die dreht noch positiv

Ist schon wieder bei 115/116.

An der Börse zählt nur die Zukunft (Ausblick). Amazon, Microsoft, Alphabet haben da alle enttäuscht. Und jetzt halt Shopify auch.

Reeeboounndd

Wegen dieser Erwartungshaltung auch die Bewertung. Erfüllt man die nicht gibt es haue. Wenn die Firma weiterhin das meiste richtig macht in diesem boom Markt kann das für long Anleger sich fast nur auszahlen. Ob sich die aktie zum traden eignet müssen andere beurteilen.

ja, abstrus, oder?

Ist schon heftig wenn ein Wachstum von um die 20% als nicht gut genug von der Börse aufgenommen wird 🐵. Erste Quartal ist aber auch deren schwächstes Quartals wie die schreiben.

Im Grund bin ich tiefenentspannt mit der Votalität. Ich investiere in Krypto :D

Der Ausblick war nicht gut genug. Alle zahlen ansonsten solide übertroffen (aber auch nicht übermäßig).

Selbst wenn es weiter runtergehen sollte, wird die Gegenbewegung nicht lange auf sich warten lassen. War jetzt auf den ersten Blick nichts negatives in den Zahlen zu sehen?! Dafür wäre der Abschlag von 10%+ zu viel