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

"Niemals" gibt es genausowenig an der Börse wie "hundertprozentig"

Wenn 14:30 gedumpt wird gehe ich rein.

Klima wäre nach Powell gestern jedenfalls gut für 25%

Ich glaube letztes Mal hätten wir 25 Prozent Anstieg

Krasse Zahlen aber wir sind schon bei nahezu 16% plus heute. Oberhalb von 20% wird’s niemals geben. Da wird vorher abverkauft. Rallye also vorbei erstmal

Mal schauen was die Amis machen

Sehr gute Zahlen

Lohnt sich Grade jetzt noch einzusteigen... Die Zahlen sind ne gute Bestätigung für die top Arbeit des Managements... Shop ist ne langfristige Geschichte in meinen Depot .. Chart ist mir fast wurscht..nur die Zahlen und andere interne News sind mir wichtig ..

Jup...echt gut. kosten sind auch gut runter.. Wachstumprognose soll in den Mid Twenties liegen ..top

Hätte ich doch die Eier gehabt Long zu gehen, war am überlegen …

Third-Quarter Financial Highlights • Gross Merchandise Volume1 ("GMV") increased 22% to $56.2 billion, an increase of $10.0 billion over the third quarter of 2022. • Total revenue increased 25% to $1.7 billion compared to the prior year, which translates into year-over- year growth of 30%, after adjusting for the approximately 500 basis points impact from the sales of our logistics businesses. • Merchant Solutions revenue increased 24% to $1.2 billion compared to the prior year, driven primarily by the growth of GMV and Shopify Payments. • Gross Payments Volume2 ("GPV") grew to $32.8 billion, representing 58% of GMV processed in the quarter, versus $25.0 billion, or 54%, for the third quarter of 2022. • Subscription Solutions revenue increased 29% to $486 million compared to the prior year, driven primarily by more merchants joining the platform and the pricing changes that went into effect for existing merchants on our Standard subscription plans. • Monthly Recurring Revenue3 ("MRR") as of September 30, 2023 increased 32% to $141 million compared to the prior year, driven by continued growth across all of our subscription plans. Shopify Plus contributed $44 million, or 31%, of MRR compared with 33% of MRR as of September 30, 2022. • Gross profit grew 36% to $901 million, compared to the prior year. Gross margin for the quarter was 52.6% compared to 48.5% in the third quarter of 2022, driven primarily from lapping the dilutive impact of the logistics business in the prior year. 1. Gross Merchandise Volume, or GMV, represents the total dollar value of orders facilitated through the Shopify platform including certain apps and channels for which a revenue-sharing arrangement is in place in the period, net of refunds, and inclusive of shipping and handling, duty and value-added taxes. 2. Gross Payments Volume, or GPV, is the amount of GMV processed through Shopify Payments. 3. Monthly Recurring Revenue, or MRR, is calculated by multiplying the number of merchants by the average monthly subscription plan fee in effect on the last day of that period and is used by management as a directional indicator of subscription solutions revenue going forward assuming merchants maintain their subscription plan the following month. • Operating income was $122 million, or 7% of revenue, compared to an operating loss of $346 million, or 25% of revenue, for the comparable period a year ago, driven primarily by higher gross profit and lower operating expenses in the quarter. • Free Cash Flow was $276 million, or free cash flow margin4 of 16%, compared with negative free cash flow of $148 million, or negative free cash flow margin of 11%, in the third quarter of 2022. • Cash and marketable securities were $4.9 billion as of September 30, 2023, and we had a net cash position of $4.0 billion after consideration of our outstanding convertible notes.

Richtig geile Zahlen, in dem Umfeld. 👀 Management Aussagen sprechen positiv/ Wachstum 25 % bestätigt. “Our results showcased the durability of our business model as we delivered a compelling combination of both top line growth and profitability, with revenue growing 25% year over year and free cash flow margin reaching 16%. We will continue to operate with discipline, thoughtfully investing in the huge opportunities ahead across regions, products, and channels to help merchants capture every opportunity every step of the way.”

Ja, wenn ich nicht schon eine nennenswerte Position hätte, würde ich evtl. jetzt nachlegen. Bei einem mittelfristigen Anlagehorizont kann man da m.E. nicht viel falsch machen. Nur meine Meinung.

Aktuell kaufen oder nah..? Hab die Aktie zwar schon länger in der watchlist aber nie ernsthaft analysiert, nach dem Kursrutsch auf 50$ +- scheint mir aktuell ein guter Zeitpunkt zu sein.. Wie seht ihr das..?

Oh mann, hatte sich noch halbwegs gut gehalten und heute auch Abfahrt. Macht keinen Spaß im Moment.