Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...

A major focus for Shopify has been ensuring its merchants are equipped to reach consumers wherever they are, Shopify President Harley Finkelstein noted Tuesday (Nov. 12) during the company’s third-quarter earnings call. By streamlining the shopping experience, Shopify officials want to connect its platform to key touchpoints across the digital landscape, including YouTube, TikTok, Roblox and Instagram.The company’s goal is clear, Finkelstein said: make it easier for merchants to engage with new audiences, r ...

The third-quarter earnings season is winding down, but that doesn’t mean the fireworks are over.We’ve now received Q3 results from more than 90% of S&P 500 index members. Total earnings for these companies that have reported are up 7.1% from the same period last year on 5.5% higher revenues. On a ‘blended’ basis that includes the still-to-come companies, S&P 500 earnings are expected to rise 7.4% from the year-ago period on 5.6% higher revenues.  The outcome speaks to a resilient corporate backdrop, as comp ...

公司财务数据 - 2024年9月季度Shopify营收21.6亿美元同比增长26.1%每股收益0.36美元去年同期为0.24美元[1] - 营收较Zacks共识预期的21.1亿美元高出2.59%每股收益超出预期33.33%共识预期每股收益为0.27美元[1] - 毛商品交易额697.2亿美元九位分析师平均预期为676.4亿美元[3] - 月度经常性收入1.75亿美元五位分析师平均预期为1.7501亿美元[3] - 商家解决方案营收15.5亿美元较15位分析师平均预期的15.1亿美元增长26.4%[3] - 订阅解决方案营收6.1亿美元较15位分析师平均预期的5.9302亿美元增长25.5%[3] - 商家解决方案毛利润6.16亿美元七位分析师平均预期为5.9949亿美元[3] - 订阅解决方案毛利润5.02亿美元七位分析师平均预期为4.8581亿美元[3] 公司股票表现 - 过去一个月Shopify股票回报率为+7.5%而Zacks标准普尔500综合指数变化为+3.3%[4] - 股票目前Zacks评级为2（买入）表明近期可能跑赢大盘[4]

文章核心观点 - Shopify公司(NYSE: SHOP)股价因第三季度业绩优异达到52周新高[1] 根据相关目录分别进行总结 公司业绩 - 公司报告称营收同比增长26%至21.62亿美元 总商品交易额接近700亿美元[1]

财务数据和关键指标变化 - 文档未提及相关内容 各条业务线数据和关键指标变化 - 文档未提及相关内容 各个市场数据和关键指标变化 - 文档未提及相关内容 公司战略和发展方向和行业竞争 - 文档未提及相关内容 管理层对经营环境和未来前景的评论 - 文档未提及相关内容 其他重要信息 - 公司在电话会议中会做出前瞻性陈述，这些陈述基于假设，受风险和不确定性影响，实际结果可能与预期有重大差异，不应过度依赖，且除法律要求外无更新或修订义务，相关假设、风险和不确定性可在今早的新闻稿以及向美国和加拿大监管机构提交的文件中查看[3] - 公司会提及调整后的财务指标，为非GAAP指标，不能替代GAAP财务指标，两者的调节表在新闻稿末尾的表格中[4] - 公司以美元报告，除非另有说明，今天讨论的所有金额均为美元[4] 问答环节所有的提问和回答 - 文档未提及相关内容

关于Shopify公司 - 本季度每股收益为0.36美元超出扎克斯共识预期的0.27美元收益惊喜达33.33% 上季度预期每股收益0.20美元实际为0.26美元惊喜为30% [1] - 过去四个季度公司四次超出每股收益预期 本季度营收21.6亿美元超出扎克斯共识预期2.59% 过去四个季度四次超出营收预期 [2] - 股票即时价格走势的可持续性取决于管理层在财报电话会议上的评论 自年初以来公司股价上涨约15.5%低于标准普尔500指数25.8%的涨幅 [3] - 虽然公司今年以来表现逊于市场但投资者关心其股票后续走向 可通过公司盈利前景来判断包括当前对下一季度的共识盈利预期以及预期的变化情况 [4] - 在此次财报发布之前公司的盈利预期修正趋势是有利的 当前扎克斯排名为2级(买入)预计近期股票将跑赢市场 [6] - 未来几个季度和本财年的预期变化值得关注 下一季度当前共识每股收益预期为0.38美元营收26.2亿美元本财年每股收益预期为1.12美元营收86.3亿美元 [7] 关于互联网服务行业 - 行业排名处于250多个扎克斯行业中的前33% 研究表明排名前50%的行业表现优于后50%的行业两倍以上 [8] 关于Bilibili公司 - 预计在11月14日发布截至2024年9月的季度财报 预计每股收益为0.10美元较去年同期增长134.5%过去30天每股收益预期修正提高37.5% [9] - 预计营收为10.1亿美元较去年同期增长27.3% [10]

Shopify published its Q3 report this morning, and it gave investors plenty to be excited about.Shopify (SHOP 25.31%) stock is surging in Tuesday's trading following the release of the company's third-quarter earnings report. The e-commerce specialist's share price was up 25.6% as of 11 a.m. ET.Shopify published its Q3 report before the market opened this morning, delivering sales and earnings for the period that beat Wall Street's expectations. Even better, the e-commerce leader's forward guidance came in f ...

Key TakeawaysShopify beat analysts' third-quarter estimates for operating income, revenue, and free cash flow as sales surged.Operating income soared 132% year-over-year to $283 million, with revenue up 26% to $2.16 billion.The provider of online sales services to retailers anticipates current-quarter revenue will be up by a mid-to-high-twenties percentage. Shopify (SHOP) shares soared to their highest level in nearly three years Tuesday as the provider of online services for retailers posted better-than-an ...

Shopify shares popped more than 25% in Tuesday morning trading after the Canadian e-commerce company posted better-than-expected revenue for the third quarter and gave an optimistic forecast for the holiday shopping season.Here's how the company did:Earnings: 64 cents per share. That may not compare with LSEG estimates.Revenue: $2.16 billion vs. $2.12 billion expected by LSEGShopify said it expects revenue in the current quarter to grow at at a percentage in the mid- to high-twenties. That surpassed Wall St ...