Derrickhodl
2021-04-28
Comment on me and you're will be blessed hahaha
Shopify rose more than 4% in premarket trading<blockquote>Shopify 盘前交易上涨超过 4%</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
14
11
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":100676410,"tweetId":"100676410","gmtCreate":1619613797030,"gmtModify":1631891888959,"author":{"id":3575765870316438,"idStr":"3575765870316438","authorId":3575765870316438,"authorIdStr":"3575765870316438","name":"Derrickhodl","avatar":"https://static.tigerbbs.com/2e1a91ff1e2c7029f0ea5d952a46bebb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1045,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Comment on me and you're will be blessed hahaha</p></body></html>","htmlText":"<html><head></head><body><p>Comment on me and you're will be blessed hahaha</p></body></html>","text":"Comment on me and you're will be blessed hahaha","highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":14,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/100676410","repostId":1184339569,"repostType":4,"repost":{"id":"1184339569","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619608160,"share":"https://www.laohunote.com/m/news/1184339569?lang=zh_CN&edition=full","pubTime":"2021-04-28 19:09","market":"us","language":"en","title":"Shopify rose more than 4% in premarket trading<blockquote>Shopify 盘前交易上涨超过 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184339569","media":"Tiger Newspress","summary":"Shopify rose more than 4% in premarket trading, turned losses into profits in the first quarter, and","content":"<p>Shopify rose more than 4% in premarket trading, turned losses into profits in the first quarter, and its net profit greatly exceeded market expectations.</p><p><blockquote>Shopify盘前交易大涨逾4%,一季度扭亏为盈,净利润大大超出市场预期。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3260a6cb6d3a6257f11506706b718215\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Shopify Announces First-Quarter 2021 Financial Results</b></p><p><blockquote><b>Shopify 公布 2021 年第一季度财务业绩</b></blockquote></p><p><ul><li>First-Quarter Revenue Growth Accelerates to 110% on GMV Growth of 114% Year on Year</li><li><i>Shopify reports in U.S. dollars and in accordance with U.S. GAAP</i></li></ul>Internet, Everywhere--(Newsfile Corp. - April 28, 2021) - Shopify Inc. (NYSE: SHOP) (TSX: SHOP), a leading global commerce company, announced today strong financial results for the quarter ended March 31, 2021.</p><p><blockquote><ul><li>GMV同比增长114%,第一季度收入增长加速至110%</li><li><i>Shopify 以美元报告,并根据美国 GAAP</i></li></ul>互联网,无处不在-(新闻档案公司-2021年4月28日)-全球领先的商业公司Shopify Inc.(纽约证券交易所代码:SHOP)(多伦多证券交易所代码:SHOP)今天宣布了截至2021年3月31日的季度强劲的财务业绩。</blockquote></p><p>\"More entrepreneurs around the world are choosing Shopify to launch and grow their businesses, and for good reason,\" said Harley Finkelstein, Shopify's President. \"Our singular focus is on making entrepreneurship easier, and making it easier for entrepreneurs to succeed. Merchant sales growth on our platform accelerated in the first quarter as merchants leveraged our modern commerce technology, which helps them compete in any retail environment and engage directly with their customers wherever they are.\"</p><p><blockquote>Shopify 总裁 Harley Finkelstein 表示:“世界各地越来越多的企业家选择 Shopify 来开展和发展业务,这是有充分理由的。”“我们唯一的重点是让创业变得更容易,让企业家更容易成功。第一季度,我们平台上的商家销售增长加速,因为商家利用了我们的现代商务技术,这有助于他们在任何零售环境中竞争,并直接与客户互动,无论他们身在何处。”</blockquote></p><p>\"Shopify's momentum continued into 2021 as digital commerce tailwinds remained strong and merchants took advantage of the range of capabilities offered by our platform,\" said Amy Shapero, Shopify's CFO. \"We are focused on building a commerce operating system that will help shape the future of retail. Our merchant-first business model positions us to capture the massive opportunity presented by the growth of digital commerce, benefiting both our merchants and Shopify.\"</p><p><blockquote>Shopify 首席财务官 Amy Shapero 表示:“随着数字商务的顺风依然强劲,商家利用了我们平台提供的一系列功能,Shopify 的势头一直持续到 2021 年。”“我们专注于构建一个有助于塑造零售业未来的商业操作系统。我们的商家优先商业模式使我们能够抓住数字商务增长带来的巨大机遇,使我们的商家和 Shopify 都受益。”</blockquote></p><p><b>First-Quarter Financial Highlights</b></p><p><blockquote><b>第一季度财务摘要</b></blockquote></p><p><ul><li>Total revenue in the first quarter was $988.6 million, with growth accelerating to 110% year over year.</li><li>Subscription Solutions revenue was $320.7 million, with growth accelerating to 71% year over year, primarily due to more merchants joining the platform.</li><li>Merchant Solutions revenue was $668.0 million, with growth accelerating to 137%, driven primarily by the growth of Gross Merchandise Volume1(\"GMV\").</li><li>Monthly Recurring Revenue2(\"MRR\") as of March 31, 2021 was $89.9 million. Growth accelerated to 62% year-over-year with MRR up from $55.4 million as of March 31, 2020 as more merchants joined the platform and POS Pro contributed its first full quarter of revenue. Shopify Plus contributed $23.1 million, or 26%, of MRR compared with 28% of MRR as of March 31, 2020 as a result of the significantly higher number of merchants on standard plans joining the platform in the past 12 months and our first full quarter of revenue from our Retail POS Pro subscription offering.</li><li>GMV for the first quarter was $37.3 billion, an increase of $19.9 billion, with growth accelerating to 114% over the first quarter of 2020. Gross Payments Volume3(\"GPV\") grew to $17.3 billion, which accounted for 46% of GMV processed in the quarter, versus $7.3 billion, or 42%, for the first quarter of 2020.</li><li>Gross profit dollar growth accelerated, up 117% to $558.7 million in the first quarter of 2021, compared with $257.0 million for the first quarter of 2020.</li><li>Adjusted gross profit4growth accelerated, up 114% to $565.1 million in the first quarter of 2021, compared with $263.8 million for the first quarter of 2020.</li><li>Operating income for the first quarter of 2021 was $118.9 million, or 12% of revenue, versus a loss of $73.2 million, or 16% of revenue, for the comparable period a year ago.</li><li>Adjusted operating income4for the first quarter of 2021 was $210.8 million, or 21% of revenue, compared with adjusted operating loss of $7.3 million or 2% of revenue in the first quarter of 2020.</li><li>Net income for the first quarter of 2021 was $1,258.4 million, or $9.94 per diluted share, compared with a net loss of $31.4 million, or $0.27 per diluted share, for the first quarter of 2020. Q1 2021 net income includes a $1.3 billion unrealized gain on our equity investment in Affirm as a result of its IPO in January 2021.</li><li>Adjusted net income4for the first quarter of 2021 was $254.1 million, or $2.01 per diluted share, compared with adjusted net income of $22.3 million, or $0.19 per diluted share, for the first quarter of 2020.</li><li>At March 31, 2021, Shopify had $7.87 billion in cash, cash equivalents and marketable securities, compared with $6.39 billion on December 31, 2020. The increase reflects $1.5 billion of net proceeds from Shopify's offering of Class A subordinate voting shares in the first quarter of 2021.</li></ul><b>First-Quarter Business Highlights</b></p><p><blockquote><ul><li>第一季度总收入为9.886亿美元,同比增长加速至110%。</li><li>订阅解决方案收入为 3.207 亿美元,同比增长加速至 71%,主要是由于更多商家加入该平台。</li><li>商户解决方案收入为 6.68 亿美元,增长加速至 137%,主要受商品总量 1(“GMV”)增长的推动。</li><li>截至2021年3月31日,每月经常性收入2(“MRR”)为8990万美元。随着越来越多的商家加入该平台,POS Pro贡献了其第一个完整季度的收入,MRR同比加速至62%,截至2020年3月31日,MRR为5540万美元。Shopify Plus 贡献了 2310 万美元的 MRR,即 26%,而截至 2020 年 3 月 31 日,MRR 为 28%,原因是在过去 12 个月中加入该平台的标准计划商家数量显着增加,以及我们第一个完整季度的收入来自我们的零售 POS Pro 订阅产品。</li><li>第一季度GMV为373亿美元,增长199亿美元,比2020年第一季度增长加速至114%。总支付量3(“GPV”)增长至 173 亿美元,占该季度处理的 GMV 的 46%,而 2020 年第一季度为 73 亿美元,即 42%。</li><li>毛利润美元增长加速,2021 年第一季度增长 117%,达到 5.587 亿美元,而 2020 年第一季度为 2.57 亿美元。</li><li>调整后毛利润4增长加速,2021 年第一季度增长 114%,达到 5.651 亿美元,而 2020 年第一季度为 2.638 亿美元。</li><li>2021 年第一季度的经营利润为 1.189 亿美元,占收入的 12%,而去年同期亏损 7320 万美元,占收入的 16%。</li><li>2021 年第一季度调整后营业收入 4 为 2.108 亿美元,占收入的 21%,而 2020 年第一季度调整后营业亏损为 730 万美元,占收入的 2%。</li><li>2021 年第一季度净利润为 12.584 亿美元,即稀释后每股收益 9.94 美元,而 2020 年第一季度净亏损为 3140 万美元,即稀释后每股收益 0.27 美元。2021 年第一季度净利润包括我们在 Affirm 的股权投资因 2021 年 1 月首次公开募股而获得的 13 亿美元未实现收益。</li><li>2021 年第一季度调整后净利润为 2.541 亿美元,即稀释后每股收益 2.01 美元,而 2020 年第一季度调整后净利润为 2230 万美元,即稀释后每股收益 0.19 美元。</li><li>截至2021年3月31日,Shopify拥有78.7亿美元的现金、现金等价物和有价证券,而2020年12月31日为63.9亿美元。这一增长反映了 Shopify 在 2021 年第一季度发行 A 类从属投票权股票带来的 15 亿美元净收益。</li></ul><b>第一季度业务亮点</b></blockquote></p><p></p><p><ul><li>Shopify continued to build the foundation of Shopify Fulfillment Network, focusing on optimizing our software and network, and introduced features that offer merchants greater insights into their inventory and increased flexibility to manage their orders.</li><li>Shopify continued to develop Shop, our all-in-one mobile shopping assistant, reducing friction for buyers with the introduction of an in-app buy button and adding more ways that merchants can be discovered, including filters to find Asian-owned businesses, women-owned businesses in March, and merchants practicing and promoting sustainable commerce. At the end of Q1 2021, Shop had more than 107 million registered users, including buyers using Shop Pay as well as the Shop App, of which more than 24 million were Monthly Active Users. At the end of March 2021, Shop Pay had facilitated over $24 billion in cumulative GMV since its launch in 2017.</li><li>Shopify announced that it had purchased more Direct Air Capture (DAC) carbon removal than any other company in history. This milestone came with our agreement to purchase 10,000 tonnes of removal from Carbon Engineering, adding to a previous 5,000-tonne commitment to Climeworks. The goal of Shopify's Sustainability Fund is to engineer market forces to get momentum behind new technologies that at scale could have a material impact on tackling climate change, and the Fund earmarks $1 million or more per year specifically for carbon sequestration.</li><li>Shopify released the documentary, \"Own the Room\", co-produced with Saville Productions for National Geographic Documentary Films, which premiered on Disney Plus in March. Own the Room showcases the real stories of five young entrepreneurs as they compete in the prestigious Global Student Entrepreneur Awards.</li><li>Merchants in the U.S., Canada, and the U.K. received a record $308.6 million in merchant cash advances and loans from Shopify Capital in the first quarter of 2021, an increase of 90% versus the $162.4 million received by U.S. merchants in the first quarter of last year. Shopify Capital has grown to approximately $2.0 billion in cumulative capital advanced since its launch in April 2016, approximately $312.8 million of which was outstanding on March 31, 2021.</li><li>Shopify's partner ecosystem continued to expand, as approximately 45,800 partners referred a merchant to Shopify over the past 12 months, up 73% compared with 26,400 over the 12 months ended March 31, 2020.</li></ul><b>Subsequent to First Quarter 2021</b></p><p><blockquote><ul><li>Shopify 继续构建 Shopify Fulfillment Network 的基础,专注于优化我们的软件和网络,并推出了一些功能,为商家提供更深入的库存洞察力,并提高管理订单的灵活性。</li><li>Shopify 继续开发我们的一体化移动购物助手 Shop,通过引入应用内购买按钮减少了买家的摩擦,并增加了更多发现商家的方式,包括查找亚洲人拥有的企业的过滤器、3 月份的女性拥有的企业,以及实践和推广可持续商业的商家。截至 2021 年第一季度末,Shop 拥有超过 1.07 亿注册用户,其中包括使用 Shop Pay 和 Shop 应用程序的买家,其中超过 2400 万是月活跃用户。截至2021年3月底,Shop Pay自2017年推出以来累计GMV已超过240亿美元。</li><li>Shopify 宣布,它购买的直接空气捕获 (DAC) 碳去除设备比历史上任何其他公司都多。这一里程碑伴随着我们同意从 Carbon Engineering 购买 10,000 吨清除物,此前向 Climeworks 购买 5,000 吨清除物。Shopify可持续发展基金的目标是设计市场力量,为新技术提供动力,这些新技术在规模上可能会对应对气候变化产生重大影响,该基金每年专门拨款100万美元或更多用于碳封存。</li><li>Shopify 发布了纪录片《拥有房间》,该纪录片由萨维尔制作公司为国家地理纪录片公司联合制作,于 3 月在 Disney Plus 上首映。《拥有房间》展示了五位年轻企业家参加著名的全球学生企业家奖的真实故事。</li><li>2021 年第一季度,美国、加拿大和英国的商家从 Shopify Capital 获得了创纪录的 3.086 亿美元商家现金垫款和贷款,比美国商家收到的 1.624 亿美元增长了 90%去年第一季度。自 2016 年 4 月推出以来,Shopify Capital 的累计资本已增长至约 20 亿美元,其中截至 2021 年 3 月 31 日约有 3.128 亿美元未偿还。</li><li>Shopify 的合作伙伴生态系统继续扩大,过去 12 个月中约有 45,800 家合作伙伴将商家推荐给 Shopify,与截至 2020 年 3 月 31 日的 12 个月中的 26,400 家相比增长了 73%。</li></ul><b>2021年第一季度之后</b></blockquote></p><p><ul><li>Shopify introduced a new integrated card reader using our All-New POS software in the U.K. and Ireland, strengthening our Shopify POS offering to merchants in these regions and laying the groundwork to put Shopify POS with integrated payments into the hands of new and existing merchants worldwide.</li><li>Shopify published its 2020 Global Economic Impact Report showcasing Shopify as a platform that drives substantial business growth and expansion for entrepreneurs and economies around the world. In 2020, businesses on Shopify generated over $307 billion in global economic impact, supporting over three million jobs worldwide. In addition, our partner ecosystem generated $12.5 billion in revenue as our merchants' selling drove massive volumes of economic activity.</li></ul><b>Outlook</b></p><p><blockquote><ul><li>Shopify 在英国和爱尔兰推出了使用我们全新 POS 软件的新集成读卡器,加强了我们向这些地区商家提供的 Shopify POS 产品,并为将具有集成支付功能的 Shopify POS 交付给全球新老商家奠定了基础。</li><li>Shopify发布了2020年全球经济影响报告,展示了Shopify作为一个推动全球企业家和经济体大幅业务增长和扩张的平台。2020年,Shopify上的企业产生了超过3070亿美元的全球经济影响,支持了全球300多万个就业岗位。此外,我们的合作伙伴生态系统创造了 125 亿美元的收入,因为我们商家的销售推动了大量的经济活动。</li></ul><b>世界观</b></blockquote></p><p>The outlook that follows constitutes forward-looking information within the meaning of applicable securities laws and is based on a number of assumptions and subject to a number of risks. Actual results could vary materially as a result of numerous factors, including certain risk factors, many of which are beyond Shopify's control. Please see \"Forward-looking Statements\" below.</p><p><blockquote>以下展望构成适用证券法含义内的前瞻性信息,并基于许多假设,并受到许多风险的影响。由于许多因素,包括某些风险因素,实际结果可能会有很大差异,其中许多因素超出了 Shopify 的控制范围。请参阅下面的“前瞻性陈述”。</blockquote></p><p>In addition to the other assumptions and factors described in this press release, Shopify's outlook assumes the continuation of growth trends in our industry, our ability to manage our growth effectively, the absence of material changes in our industry or the global economy and other assumptions related to the COVID-19 pandemic, which are described in detail below. The following statements supersede all prior statements made by Shopify and are based on current expectations. As these statements are forward-looking, actual results may differ materially.</p><p><blockquote>除了本新闻稿中描述的其他假设和因素外,Shopify 的展望假设我们行业的增长趋势将持续,我们有效管理增长的能力,我们的行业或全球经济没有重大变化,以及与 COVID-19 大流行相关的其他假设,详细描述如下。以下声明取代Shopify之前的所有声明,并基于当前的预期。由于这些陈述是前瞻性的,实际结果可能会有很大差异。</blockquote></p><p>These statements do not give effect to the potential impact of mergers, acquisitions, divestitures or business combinations that may be announced or closed after the date hereof. All numbers provided in this section are approximate.</p><p><blockquote>这些声明不影响在本声明日期之后可能宣布或完成的合并、收购、剥离或业务合并的潜在影响。本节中提供的所有数字都是近似值。</blockquote></p><p>Our full-year 2021 outlook is guided by assumptions that remain unchanged from February: that as countries continue to roll out vaccines in 2021 and populations are able to move about more freely, the overall economic environment will likely improve; some consumer spending will likely rotate back to offline retail and services; and the ongoing shift to ecommerce, which accelerated in 2020, will likely resume a more normalized pace of growth.</p><p><blockquote>我们对2021年全年的展望以自2月份以来保持不变的假设为指导:随着各国在2021年继续推出疫苗,人口能够更自由地流动,整体经济环境可能会改善;一些消费者支出可能会转回线下零售和服务;正在进行的向电子商务的转变在2020年加速,可能会恢复更加正常的增长速度。</blockquote></p><p></p><p>In March 2021, the US government passed a coronavirus relief package, and began processing stimulus payments in early March. The benefit to Shopify's GMV from this latest round of stimulus ended in early April.</p><p><blockquote>2021年3月,美国政府通过了一项冠状病毒救助计划,并于3月初开始处理刺激付款。最新一轮刺激措施对 Shopify 的 GMV 带来的好处已于 4 月初结束。</blockquote></p><p>In view of these factors, we continue to expect to grow revenue rapidly in 2021, but at a lower rate than in 2020. For the full year 2021, we continue to expect the following:</p><p><blockquote>鉴于这些因素,我们继续预计2021年的收入将快速增长,但增速将低于2020年。就二零二一年全年而言,我们继续预期:</blockquote></p><p><ul><li>Subscriptions solutions revenue growth to be driven by more merchants around the world joining the platform in a number lower than the record in 2020, but higher than any year prior to 2020;</li><li>The growth rates of subscription solutions and merchant solutions revenues to be more similar to each other than in the recent past, as we do not expect the surge in GMV that drove merchant solutions in 2020 to repeat;</li><li>Merchant solutions revenue growth to be driven by continued GMV growth from existing merchants, new merchants joining the platform, and expanded adoption of Shopify's growing menu of merchant solutions, including established offerings such as Shopify Payments, Shopify Shipping, and Shopify Capital, both geographically and as merchants grow into them, while newer solutions such as Shopify Fulfillment Network and 6 River Systems contribute nascent but incremental revenue in their early stages.</li></ul>While we expect that the first quarter will likely still contribute the smallest share of full-year revenue and the fourth quarter the largest, the revenue spread may be more evenly distributed across the four quarters than it has been historically if the rollout of a vaccine shifts more consumer spending to services and offline shopping towards the back half of the year.</p><p><blockquote><ul><li>订阅解决方案收入增长将受到世界各地更多商家的推动,加入该平台的数量低于 2020 年的记录,但高于 2020 年之前的任何一年;</li><li>订阅解决方案和商户解决方案收入的增长率将比最近更加相似,因为我们预计2020年推动商户解决方案的GMV飙升不会重演;</li><li>商家解决方案收入增长将受到现有商家 GMV 持续增长、新商家加入平台以及 Shopify 不断增长的商家解决方案菜单的广泛采用的推动,包括 Shopify Payments、Shopify Shipping 和 Shopify Capital 等成熟产品,无论是在地理上还是随着商家的成长,而 Shopify Fulfillment Network 和 6 River Systems 等较新的解决方案在早期阶段贡献了新兴但增量的收入。</li></ul>虽然我们预计第一季度可能仍将占全年收入的最小份额,而第四季度占最大份额,但如果疫苗的推出将更多消费者支出转移到下半年的服务和线下购物,四个季度的收入分布可能会比历史上更均匀。</blockquote></p><p>2020 catapulted commerce into a period of incredibly rapid change, presenting Shopify with unprecedented opportunities in 2021 to accelerate innovation. We continue to expect rapid growth in gross profit dollars in 2021 and plan to reinvest back into our business as aggressively as we can, with the year-over-year growth in operating expenses accelerating each quarter throughout the rest of the year. As such, we expect full year 2021 adjusted operating income to be below the level we achieved in 2020.</p><p><blockquote>2020 年将商业推向了一个令人难以置信的快速变革时期,为 Shopify 在 2021 年提供了前所未有的加速创新的机遇。我们继续预计 2021 年毛利润将快速增长,并计划尽可能积极地对我们的业务进行再投资,在今年剩余时间里,运营费用的同比增长每个季度都在加速。因此,我们预计2021年全年经调整经营利润将低于2020年达到的水平。</blockquote></p><p>For 2021, we now anticipate stock-based compensation expenses and related payroll taxes of $425 million and amortization of acquired intangibles of $21 million.</p><p><blockquote>对于 2021 年,我们现在预计基于股票的薪酬费用和相关工资税为 4.25 亿美元,收购无形资产的摊销为 2100 万美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify rose more than 4% in premarket trading<blockquote>Shopify 盘前交易上涨超过 4%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify rose more than 4% in premarket trading<blockquote>Shopify 盘前交易上涨超过 4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 19:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Shopify rose more than 4% in premarket trading, turned losses into profits in the first quarter, and its net profit greatly exceeded market expectations.</p><p><blockquote>Shopify盘前交易大涨逾4%,一季度扭亏为盈,净利润大大超出市场预期。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3260a6cb6d3a6257f11506706b718215\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Shopify Announces First-Quarter 2021 Financial Results</b></p><p><blockquote><b>Shopify 公布 2021 年第一季度财务业绩</b></blockquote></p><p><ul><li>First-Quarter Revenue Growth Accelerates to 110% on GMV Growth of 114% Year on Year</li><li><i>Shopify reports in U.S. dollars and in accordance with U.S. GAAP</i></li></ul>Internet, Everywhere--(Newsfile Corp. - April 28, 2021) - Shopify Inc. (NYSE: SHOP) (TSX: SHOP), a leading global commerce company, announced today strong financial results for the quarter ended March 31, 2021.</p><p><blockquote><ul><li>GMV同比增长114%,第一季度收入增长加速至110%</li><li><i>Shopify 以美元报告,并根据美国 GAAP</i></li></ul>互联网,无处不在-(新闻档案公司-2021年4月28日)-全球领先的商业公司Shopify Inc.(纽约证券交易所代码:SHOP)(多伦多证券交易所代码:SHOP)今天宣布了截至2021年3月31日的季度强劲的财务业绩。</blockquote></p><p>\"More entrepreneurs around the world are choosing Shopify to launch and grow their businesses, and for good reason,\" said Harley Finkelstein, Shopify's President. \"Our singular focus is on making entrepreneurship easier, and making it easier for entrepreneurs to succeed. Merchant sales growth on our platform accelerated in the first quarter as merchants leveraged our modern commerce technology, which helps them compete in any retail environment and engage directly with their customers wherever they are.\"</p><p><blockquote>Shopify 总裁 Harley Finkelstein 表示:“世界各地越来越多的企业家选择 Shopify 来开展和发展业务,这是有充分理由的。”“我们唯一的重点是让创业变得更容易,让企业家更容易成功。第一季度,我们平台上的商家销售增长加速,因为商家利用了我们的现代商务技术,这有助于他们在任何零售环境中竞争,并直接与客户互动,无论他们身在何处。”</blockquote></p><p>\"Shopify's momentum continued into 2021 as digital commerce tailwinds remained strong and merchants took advantage of the range of capabilities offered by our platform,\" said Amy Shapero, Shopify's CFO. \"We are focused on building a commerce operating system that will help shape the future of retail. Our merchant-first business model positions us to capture the massive opportunity presented by the growth of digital commerce, benefiting both our merchants and Shopify.\"</p><p><blockquote>Shopify 首席财务官 Amy Shapero 表示:“随着数字商务的顺风依然强劲,商家利用了我们平台提供的一系列功能,Shopify 的势头一直持续到 2021 年。”“我们专注于构建一个有助于塑造零售业未来的商业操作系统。我们的商家优先商业模式使我们能够抓住数字商务增长带来的巨大机遇,使我们的商家和 Shopify 都受益。”</blockquote></p><p><b>First-Quarter Financial Highlights</b></p><p><blockquote><b>第一季度财务摘要</b></blockquote></p><p><ul><li>Total revenue in the first quarter was $988.6 million, with growth accelerating to 110% year over year.</li><li>Subscription Solutions revenue was $320.7 million, with growth accelerating to 71% year over year, primarily due to more merchants joining the platform.</li><li>Merchant Solutions revenue was $668.0 million, with growth accelerating to 137%, driven primarily by the growth of Gross Merchandise Volume1(\"GMV\").</li><li>Monthly Recurring Revenue2(\"MRR\") as of March 31, 2021 was $89.9 million. Growth accelerated to 62% year-over-year with MRR up from $55.4 million as of March 31, 2020 as more merchants joined the platform and POS Pro contributed its first full quarter of revenue. Shopify Plus contributed $23.1 million, or 26%, of MRR compared with 28% of MRR as of March 31, 2020 as a result of the significantly higher number of merchants on standard plans joining the platform in the past 12 months and our first full quarter of revenue from our Retail POS Pro subscription offering.</li><li>GMV for the first quarter was $37.3 billion, an increase of $19.9 billion, with growth accelerating to 114% over the first quarter of 2020. Gross Payments Volume3(\"GPV\") grew to $17.3 billion, which accounted for 46% of GMV processed in the quarter, versus $7.3 billion, or 42%, for the first quarter of 2020.</li><li>Gross profit dollar growth accelerated, up 117% to $558.7 million in the first quarter of 2021, compared with $257.0 million for the first quarter of 2020.</li><li>Adjusted gross profit4growth accelerated, up 114% to $565.1 million in the first quarter of 2021, compared with $263.8 million for the first quarter of 2020.</li><li>Operating income for the first quarter of 2021 was $118.9 million, or 12% of revenue, versus a loss of $73.2 million, or 16% of revenue, for the comparable period a year ago.</li><li>Adjusted operating income4for the first quarter of 2021 was $210.8 million, or 21% of revenue, compared with adjusted operating loss of $7.3 million or 2% of revenue in the first quarter of 2020.</li><li>Net income for the first quarter of 2021 was $1,258.4 million, or $9.94 per diluted share, compared with a net loss of $31.4 million, or $0.27 per diluted share, for the first quarter of 2020. Q1 2021 net income includes a $1.3 billion unrealized gain on our equity investment in Affirm as a result of its IPO in January 2021.</li><li>Adjusted net income4for the first quarter of 2021 was $254.1 million, or $2.01 per diluted share, compared with adjusted net income of $22.3 million, or $0.19 per diluted share, for the first quarter of 2020.</li><li>At March 31, 2021, Shopify had $7.87 billion in cash, cash equivalents and marketable securities, compared with $6.39 billion on December 31, 2020. The increase reflects $1.5 billion of net proceeds from Shopify's offering of Class A subordinate voting shares in the first quarter of 2021.</li></ul><b>First-Quarter Business Highlights</b></p><p><blockquote><ul><li>第一季度总收入为9.886亿美元,同比增长加速至110%。</li><li>订阅解决方案收入为 3.207 亿美元,同比增长加速至 71%,主要是由于更多商家加入该平台。</li><li>商户解决方案收入为 6.68 亿美元,增长加速至 137%,主要受商品总量 1(“GMV”)增长的推动。</li><li>截至2021年3月31日,每月经常性收入2(“MRR”)为8990万美元。随着越来越多的商家加入该平台,POS Pro贡献了其第一个完整季度的收入,MRR同比加速至62%,截至2020年3月31日,MRR为5540万美元。Shopify Plus 贡献了 2310 万美元的 MRR,即 26%,而截至 2020 年 3 月 31 日,MRR 为 28%,原因是在过去 12 个月中加入该平台的标准计划商家数量显着增加,以及我们第一个完整季度的收入来自我们的零售 POS Pro 订阅产品。</li><li>第一季度GMV为373亿美元,增长199亿美元,比2020年第一季度增长加速至114%。总支付量3(“GPV”)增长至 173 亿美元,占该季度处理的 GMV 的 46%,而 2020 年第一季度为 73 亿美元,即 42%。</li><li>毛利润美元增长加速,2021 年第一季度增长 117%,达到 5.587 亿美元,而 2020 年第一季度为 2.57 亿美元。</li><li>调整后毛利润4增长加速,2021 年第一季度增长 114%,达到 5.651 亿美元,而 2020 年第一季度为 2.638 亿美元。</li><li>2021 年第一季度的经营利润为 1.189 亿美元,占收入的 12%,而去年同期亏损 7320 万美元,占收入的 16%。</li><li>2021 年第一季度调整后营业收入 4 为 2.108 亿美元,占收入的 21%,而 2020 年第一季度调整后营业亏损为 730 万美元,占收入的 2%。</li><li>2021 年第一季度净利润为 12.584 亿美元,即稀释后每股收益 9.94 美元,而 2020 年第一季度净亏损为 3140 万美元,即稀释后每股收益 0.27 美元。2021 年第一季度净利润包括我们在 Affirm 的股权投资因 2021 年 1 月首次公开募股而获得的 13 亿美元未实现收益。</li><li>2021 年第一季度调整后净利润为 2.541 亿美元,即稀释后每股收益 2.01 美元,而 2020 年第一季度调整后净利润为 2230 万美元,即稀释后每股收益 0.19 美元。</li><li>截至2021年3月31日,Shopify拥有78.7亿美元的现金、现金等价物和有价证券,而2020年12月31日为63.9亿美元。这一增长反映了 Shopify 在 2021 年第一季度发行 A 类从属投票权股票带来的 15 亿美元净收益。</li></ul><b>第一季度业务亮点</b></blockquote></p><p></p><p><ul><li>Shopify continued to build the foundation of Shopify Fulfillment Network, focusing on optimizing our software and network, and introduced features that offer merchants greater insights into their inventory and increased flexibility to manage their orders.</li><li>Shopify continued to develop Shop, our all-in-one mobile shopping assistant, reducing friction for buyers with the introduction of an in-app buy button and adding more ways that merchants can be discovered, including filters to find Asian-owned businesses, women-owned businesses in March, and merchants practicing and promoting sustainable commerce. At the end of Q1 2021, Shop had more than 107 million registered users, including buyers using Shop Pay as well as the Shop App, of which more than 24 million were Monthly Active Users. At the end of March 2021, Shop Pay had facilitated over $24 billion in cumulative GMV since its launch in 2017.</li><li>Shopify announced that it had purchased more Direct Air Capture (DAC) carbon removal than any other company in history. This milestone came with our agreement to purchase 10,000 tonnes of removal from Carbon Engineering, adding to a previous 5,000-tonne commitment to Climeworks. The goal of Shopify's Sustainability Fund is to engineer market forces to get momentum behind new technologies that at scale could have a material impact on tackling climate change, and the Fund earmarks $1 million or more per year specifically for carbon sequestration.</li><li>Shopify released the documentary, \"Own the Room\", co-produced with Saville Productions for National Geographic Documentary Films, which premiered on Disney Plus in March. Own the Room showcases the real stories of five young entrepreneurs as they compete in the prestigious Global Student Entrepreneur Awards.</li><li>Merchants in the U.S., Canada, and the U.K. received a record $308.6 million in merchant cash advances and loans from Shopify Capital in the first quarter of 2021, an increase of 90% versus the $162.4 million received by U.S. merchants in the first quarter of last year. Shopify Capital has grown to approximately $2.0 billion in cumulative capital advanced since its launch in April 2016, approximately $312.8 million of which was outstanding on March 31, 2021.</li><li>Shopify's partner ecosystem continued to expand, as approximately 45,800 partners referred a merchant to Shopify over the past 12 months, up 73% compared with 26,400 over the 12 months ended March 31, 2020.</li></ul><b>Subsequent to First Quarter 2021</b></p><p><blockquote><ul><li>Shopify 继续构建 Shopify Fulfillment Network 的基础,专注于优化我们的软件和网络,并推出了一些功能,为商家提供更深入的库存洞察力,并提高管理订单的灵活性。</li><li>Shopify 继续开发我们的一体化移动购物助手 Shop,通过引入应用内购买按钮减少了买家的摩擦,并增加了更多发现商家的方式,包括查找亚洲人拥有的企业的过滤器、3 月份的女性拥有的企业,以及实践和推广可持续商业的商家。截至 2021 年第一季度末,Shop 拥有超过 1.07 亿注册用户,其中包括使用 Shop Pay 和 Shop 应用程序的买家,其中超过 2400 万是月活跃用户。截至2021年3月底,Shop Pay自2017年推出以来累计GMV已超过240亿美元。</li><li>Shopify 宣布,它购买的直接空气捕获 (DAC) 碳去除设备比历史上任何其他公司都多。这一里程碑伴随着我们同意从 Carbon Engineering 购买 10,000 吨清除物,此前向 Climeworks 购买 5,000 吨清除物。Shopify可持续发展基金的目标是设计市场力量,为新技术提供动力,这些新技术在规模上可能会对应对气候变化产生重大影响,该基金每年专门拨款100万美元或更多用于碳封存。</li><li>Shopify 发布了纪录片《拥有房间》,该纪录片由萨维尔制作公司为国家地理纪录片公司联合制作,于 3 月在 Disney Plus 上首映。《拥有房间》展示了五位年轻企业家参加著名的全球学生企业家奖的真实故事。</li><li>2021 年第一季度,美国、加拿大和英国的商家从 Shopify Capital 获得了创纪录的 3.086 亿美元商家现金垫款和贷款,比美国商家收到的 1.624 亿美元增长了 90%去年第一季度。自 2016 年 4 月推出以来,Shopify Capital 的累计资本已增长至约 20 亿美元,其中截至 2021 年 3 月 31 日约有 3.128 亿美元未偿还。</li><li>Shopify 的合作伙伴生态系统继续扩大,过去 12 个月中约有 45,800 家合作伙伴将商家推荐给 Shopify,与截至 2020 年 3 月 31 日的 12 个月中的 26,400 家相比增长了 73%。</li></ul><b>2021年第一季度之后</b></blockquote></p><p><ul><li>Shopify introduced a new integrated card reader using our All-New POS software in the U.K. and Ireland, strengthening our Shopify POS offering to merchants in these regions and laying the groundwork to put Shopify POS with integrated payments into the hands of new and existing merchants worldwide.</li><li>Shopify published its 2020 Global Economic Impact Report showcasing Shopify as a platform that drives substantial business growth and expansion for entrepreneurs and economies around the world. In 2020, businesses on Shopify generated over $307 billion in global economic impact, supporting over three million jobs worldwide. In addition, our partner ecosystem generated $12.5 billion in revenue as our merchants' selling drove massive volumes of economic activity.</li></ul><b>Outlook</b></p><p><blockquote><ul><li>Shopify 在英国和爱尔兰推出了使用我们全新 POS 软件的新集成读卡器,加强了我们向这些地区商家提供的 Shopify POS 产品,并为将具有集成支付功能的 Shopify POS 交付给全球新老商家奠定了基础。</li><li>Shopify发布了2020年全球经济影响报告,展示了Shopify作为一个推动全球企业家和经济体大幅业务增长和扩张的平台。2020年,Shopify上的企业产生了超过3070亿美元的全球经济影响,支持了全球300多万个就业岗位。此外,我们的合作伙伴生态系统创造了 125 亿美元的收入,因为我们商家的销售推动了大量的经济活动。</li></ul><b>世界观</b></blockquote></p><p>The outlook that follows constitutes forward-looking information within the meaning of applicable securities laws and is based on a number of assumptions and subject to a number of risks. Actual results could vary materially as a result of numerous factors, including certain risk factors, many of which are beyond Shopify's control. Please see \"Forward-looking Statements\" below.</p><p><blockquote>以下展望构成适用证券法含义内的前瞻性信息,并基于许多假设,并受到许多风险的影响。由于许多因素,包括某些风险因素,实际结果可能会有很大差异,其中许多因素超出了 Shopify 的控制范围。请参阅下面的“前瞻性陈述”。</blockquote></p><p>In addition to the other assumptions and factors described in this press release, Shopify's outlook assumes the continuation of growth trends in our industry, our ability to manage our growth effectively, the absence of material changes in our industry or the global economy and other assumptions related to the COVID-19 pandemic, which are described in detail below. The following statements supersede all prior statements made by Shopify and are based on current expectations. As these statements are forward-looking, actual results may differ materially.</p><p><blockquote>除了本新闻稿中描述的其他假设和因素外,Shopify 的展望假设我们行业的增长趋势将持续,我们有效管理增长的能力,我们的行业或全球经济没有重大变化,以及与 COVID-19 大流行相关的其他假设,详细描述如下。以下声明取代Shopify之前的所有声明,并基于当前的预期。由于这些陈述是前瞻性的,实际结果可能会有很大差异。</blockquote></p><p>These statements do not give effect to the potential impact of mergers, acquisitions, divestitures or business combinations that may be announced or closed after the date hereof. All numbers provided in this section are approximate.</p><p><blockquote>这些声明不影响在本声明日期之后可能宣布或完成的合并、收购、剥离或业务合并的潜在影响。本节中提供的所有数字都是近似值。</blockquote></p><p>Our full-year 2021 outlook is guided by assumptions that remain unchanged from February: that as countries continue to roll out vaccines in 2021 and populations are able to move about more freely, the overall economic environment will likely improve; some consumer spending will likely rotate back to offline retail and services; and the ongoing shift to ecommerce, which accelerated in 2020, will likely resume a more normalized pace of growth.</p><p><blockquote>我们对2021年全年的展望以自2月份以来保持不变的假设为指导:随着各国在2021年继续推出疫苗,人口能够更自由地流动,整体经济环境可能会改善;一些消费者支出可能会转回线下零售和服务;正在进行的向电子商务的转变在2020年加速,可能会恢复更加正常的增长速度。</blockquote></p><p></p><p>In March 2021, the US government passed a coronavirus relief package, and began processing stimulus payments in early March. The benefit to Shopify's GMV from this latest round of stimulus ended in early April.</p><p><blockquote>2021年3月,美国政府通过了一项冠状病毒救助计划,并于3月初开始处理刺激付款。最新一轮刺激措施对 Shopify 的 GMV 带来的好处已于 4 月初结束。</blockquote></p><p>In view of these factors, we continue to expect to grow revenue rapidly in 2021, but at a lower rate than in 2020. For the full year 2021, we continue to expect the following:</p><p><blockquote>鉴于这些因素,我们继续预计2021年的收入将快速增长,但增速将低于2020年。就二零二一年全年而言,我们继续预期:</blockquote></p><p><ul><li>Subscriptions solutions revenue growth to be driven by more merchants around the world joining the platform in a number lower than the record in 2020, but higher than any year prior to 2020;</li><li>The growth rates of subscription solutions and merchant solutions revenues to be more similar to each other than in the recent past, as we do not expect the surge in GMV that drove merchant solutions in 2020 to repeat;</li><li>Merchant solutions revenue growth to be driven by continued GMV growth from existing merchants, new merchants joining the platform, and expanded adoption of Shopify's growing menu of merchant solutions, including established offerings such as Shopify Payments, Shopify Shipping, and Shopify Capital, both geographically and as merchants grow into them, while newer solutions such as Shopify Fulfillment Network and 6 River Systems contribute nascent but incremental revenue in their early stages.</li></ul>While we expect that the first quarter will likely still contribute the smallest share of full-year revenue and the fourth quarter the largest, the revenue spread may be more evenly distributed across the four quarters than it has been historically if the rollout of a vaccine shifts more consumer spending to services and offline shopping towards the back half of the year.</p><p><blockquote><ul><li>订阅解决方案收入增长将受到世界各地更多商家的推动,加入该平台的数量低于 2020 年的记录,但高于 2020 年之前的任何一年;</li><li>订阅解决方案和商户解决方案收入的增长率将比最近更加相似,因为我们预计2020年推动商户解决方案的GMV飙升不会重演;</li><li>商家解决方案收入增长将受到现有商家 GMV 持续增长、新商家加入平台以及 Shopify 不断增长的商家解决方案菜单的广泛采用的推动,包括 Shopify Payments、Shopify Shipping 和 Shopify Capital 等成熟产品,无论是在地理上还是随着商家的成长,而 Shopify Fulfillment Network 和 6 River Systems 等较新的解决方案在早期阶段贡献了新兴但增量的收入。</li></ul>虽然我们预计第一季度可能仍将占全年收入的最小份额,而第四季度占最大份额,但如果疫苗的推出将更多消费者支出转移到下半年的服务和线下购物,四个季度的收入分布可能会比历史上更均匀。</blockquote></p><p>2020 catapulted commerce into a period of incredibly rapid change, presenting Shopify with unprecedented opportunities in 2021 to accelerate innovation. We continue to expect rapid growth in gross profit dollars in 2021 and plan to reinvest back into our business as aggressively as we can, with the year-over-year growth in operating expenses accelerating each quarter throughout the rest of the year. As such, we expect full year 2021 adjusted operating income to be below the level we achieved in 2020.</p><p><blockquote>2020 年将商业推向了一个令人难以置信的快速变革时期,为 Shopify 在 2021 年提供了前所未有的加速创新的机遇。我们继续预计 2021 年毛利润将快速增长,并计划尽可能积极地对我们的业务进行再投资,在今年剩余时间里,运营费用的同比增长每个季度都在加速。因此,我们预计2021年全年经调整经营利润将低于2020年达到的水平。</blockquote></p><p>For 2021, we now anticipate stock-based compensation expenses and related payroll taxes of $425 million and amortization of acquired intangibles of $21 million.</p><p><blockquote>对于 2021 年,我们现在预计基于股票的薪酬费用和相关工资税为 4.25 亿美元,收购无形资产的摊销为 2100 万美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184339569","content_text":"Shopify rose more than 4% in premarket trading, turned losses into profits in the first quarter, and its net profit greatly exceeded market expectations.Shopify Announces First-Quarter 2021 Financial ResultsFirst-Quarter Revenue Growth Accelerates to 110% on GMV Growth of 114% Year on YearShopify reports in U.S. dollars and in accordance with U.S. GAAPInternet, Everywhere--(Newsfile Corp. - April 28, 2021) - Shopify Inc. (NYSE: SHOP) (TSX: SHOP), a leading global commerce company, announced today strong financial results for the quarter ended March 31, 2021.\"More entrepreneurs around the world are choosing Shopify to launch and grow their businesses, and for good reason,\" said Harley Finkelstein, Shopify's President. \"Our singular focus is on making entrepreneurship easier, and making it easier for entrepreneurs to succeed. Merchant sales growth on our platform accelerated in the first quarter as merchants leveraged our modern commerce technology, which helps them compete in any retail environment and engage directly with their customers wherever they are.\"\"Shopify's momentum continued into 2021 as digital commerce tailwinds remained strong and merchants took advantage of the range of capabilities offered by our platform,\" said Amy Shapero, Shopify's CFO. \"We are focused on building a commerce operating system that will help shape the future of retail. Our merchant-first business model positions us to capture the massive opportunity presented by the growth of digital commerce, benefiting both our merchants and Shopify.\"First-Quarter Financial HighlightsTotal revenue in the first quarter was $988.6 million, with growth accelerating to 110% year over year.Subscription Solutions revenue was $320.7 million, with growth accelerating to 71% year over year, primarily due to more merchants joining the platform.Merchant Solutions revenue was $668.0 million, with growth accelerating to 137%, driven primarily by the growth of Gross Merchandise Volume1(\"GMV\").Monthly Recurring Revenue2(\"MRR\") as of March 31, 2021 was $89.9 million. Growth accelerated to 62% year-over-year with MRR up from $55.4 million as of March 31, 2020 as more merchants joined the platform and POS Pro contributed its first full quarter of revenue. Shopify Plus contributed $23.1 million, or 26%, of MRR compared with 28% of MRR as of March 31, 2020 as a result of the significantly higher number of merchants on standard plans joining the platform in the past 12 months and our first full quarter of revenue from our Retail POS Pro subscription offering.GMV for the first quarter was $37.3 billion, an increase of $19.9 billion, with growth accelerating to 114% over the first quarter of 2020. Gross Payments Volume3(\"GPV\") grew to $17.3 billion, which accounted for 46% of GMV processed in the quarter, versus $7.3 billion, or 42%, for the first quarter of 2020.Gross profit dollar growth accelerated, up 117% to $558.7 million in the first quarter of 2021, compared with $257.0 million for the first quarter of 2020.Adjusted gross profit4growth accelerated, up 114% to $565.1 million in the first quarter of 2021, compared with $263.8 million for the first quarter of 2020.Operating income for the first quarter of 2021 was $118.9 million, or 12% of revenue, versus a loss of $73.2 million, or 16% of revenue, for the comparable period a year ago.Adjusted operating income4for the first quarter of 2021 was $210.8 million, or 21% of revenue, compared with adjusted operating loss of $7.3 million or 2% of revenue in the first quarter of 2020.Net income for the first quarter of 2021 was $1,258.4 million, or $9.94 per diluted share, compared with a net loss of $31.4 million, or $0.27 per diluted share, for the first quarter of 2020. Q1 2021 net income includes a $1.3 billion unrealized gain on our equity investment in Affirm as a result of its IPO in January 2021.Adjusted net income4for the first quarter of 2021 was $254.1 million, or $2.01 per diluted share, compared with adjusted net income of $22.3 million, or $0.19 per diluted share, for the first quarter of 2020.At March 31, 2021, Shopify had $7.87 billion in cash, cash equivalents and marketable securities, compared with $6.39 billion on December 31, 2020. The increase reflects $1.5 billion of net proceeds from Shopify's offering of Class A subordinate voting shares in the first quarter of 2021.First-Quarter Business HighlightsShopify continued to build the foundation of Shopify Fulfillment Network, focusing on optimizing our software and network, and introduced features that offer merchants greater insights into their inventory and increased flexibility to manage their orders.Shopify continued to develop Shop, our all-in-one mobile shopping assistant, reducing friction for buyers with the introduction of an in-app buy button and adding more ways that merchants can be discovered, including filters to find Asian-owned businesses, women-owned businesses in March, and merchants practicing and promoting sustainable commerce. At the end of Q1 2021, Shop had more than 107 million registered users, including buyers using Shop Pay as well as the Shop App, of which more than 24 million were Monthly Active Users. At the end of March 2021, Shop Pay had facilitated over $24 billion in cumulative GMV since its launch in 2017.Shopify announced that it had purchased more Direct Air Capture (DAC) carbon removal than any other company in history. This milestone came with our agreement to purchase 10,000 tonnes of removal from Carbon Engineering, adding to a previous 5,000-tonne commitment to Climeworks. The goal of Shopify's Sustainability Fund is to engineer market forces to get momentum behind new technologies that at scale could have a material impact on tackling climate change, and the Fund earmarks $1 million or more per year specifically for carbon sequestration.Shopify released the documentary, \"Own the Room\", co-produced with Saville Productions for National Geographic Documentary Films, which premiered on Disney Plus in March. Own the Room showcases the real stories of five young entrepreneurs as they compete in the prestigious Global Student Entrepreneur Awards.Merchants in the U.S., Canada, and the U.K. received a record $308.6 million in merchant cash advances and loans from Shopify Capital in the first quarter of 2021, an increase of 90% versus the $162.4 million received by U.S. merchants in the first quarter of last year. Shopify Capital has grown to approximately $2.0 billion in cumulative capital advanced since its launch in April 2016, approximately $312.8 million of which was outstanding on March 31, 2021.Shopify's partner ecosystem continued to expand, as approximately 45,800 partners referred a merchant to Shopify over the past 12 months, up 73% compared with 26,400 over the 12 months ended March 31, 2020.Subsequent to First Quarter 2021Shopify introduced a new integrated card reader using our All-New POS software in the U.K. and Ireland, strengthening our Shopify POS offering to merchants in these regions and laying the groundwork to put Shopify POS with integrated payments into the hands of new and existing merchants worldwide.Shopify published its 2020 Global Economic Impact Report showcasing Shopify as a platform that drives substantial business growth and expansion for entrepreneurs and economies around the world. In 2020, businesses on Shopify generated over $307 billion in global economic impact, supporting over three million jobs worldwide. In addition, our partner ecosystem generated $12.5 billion in revenue as our merchants' selling drove massive volumes of economic activity.OutlookThe outlook that follows constitutes forward-looking information within the meaning of applicable securities laws and is based on a number of assumptions and subject to a number of risks. Actual results could vary materially as a result of numerous factors, including certain risk factors, many of which are beyond Shopify's control. Please see \"Forward-looking Statements\" below.In addition to the other assumptions and factors described in this press release, Shopify's outlook assumes the continuation of growth trends in our industry, our ability to manage our growth effectively, the absence of material changes in our industry or the global economy and other assumptions related to the COVID-19 pandemic, which are described in detail below. The following statements supersede all prior statements made by Shopify and are based on current expectations. As these statements are forward-looking, actual results may differ materially.These statements do not give effect to the potential impact of mergers, acquisitions, divestitures or business combinations that may be announced or closed after the date hereof. All numbers provided in this section are approximate.Our full-year 2021 outlook is guided by assumptions that remain unchanged from February: that as countries continue to roll out vaccines in 2021 and populations are able to move about more freely, the overall economic environment will likely improve; some consumer spending will likely rotate back to offline retail and services; and the ongoing shift to ecommerce, which accelerated in 2020, will likely resume a more normalized pace of growth.In March 2021, the US government passed a coronavirus relief package, and began processing stimulus payments in early March. The benefit to Shopify's GMV from this latest round of stimulus ended in early April.In view of these factors, we continue to expect to grow revenue rapidly in 2021, but at a lower rate than in 2020. For the full year 2021, we continue to expect the following:Subscriptions solutions revenue growth to be driven by more merchants around the world joining the platform in a number lower than the record in 2020, but higher than any year prior to 2020;The growth rates of subscription solutions and merchant solutions revenues to be more similar to each other than in the recent past, as we do not expect the surge in GMV that drove merchant solutions in 2020 to repeat;Merchant solutions revenue growth to be driven by continued GMV growth from existing merchants, new merchants joining the platform, and expanded adoption of Shopify's growing menu of merchant solutions, including established offerings such as Shopify Payments, Shopify Shipping, and Shopify Capital, both geographically and as merchants grow into them, while newer solutions such as Shopify Fulfillment Network and 6 River Systems contribute nascent but incremental revenue in their early stages.While we expect that the first quarter will likely still contribute the smallest share of full-year revenue and the fourth quarter the largest, the revenue spread may be more evenly distributed across the four quarters than it has been historically if the rollout of a vaccine shifts more consumer spending to services and offline shopping towards the back half of the year.2020 catapulted commerce into a period of incredibly rapid change, presenting Shopify with unprecedented opportunities in 2021 to accelerate innovation. We continue to expect rapid growth in gross profit dollars in 2021 and plan to reinvest back into our business as aggressively as we can, with the year-over-year growth in operating expenses accelerating each quarter throughout the rest of the year. As such, we expect full year 2021 adjusted operating income to be below the level we achieved in 2020.For 2021, we now anticipate stock-based compensation expenses and related payroll taxes of $425 million and amortization of acquired intangibles of $21 million.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":789,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":39,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/100676410"}
精彩评论