Core Viewpoint - Shopify is expected to report third-quarter earnings with revenue projected at $2.73 billion, up from $2.16 billion year-over-year, and earnings per share anticipated at $0.26, down from $0.66 the previous year [1] Group 1: Financial Performance Expectations - The total gross merchandise volume (GMV) is expected to grow by 28%, reaching $89.12 billion [1] - Deutsche Bank predicts a 27% increase in GMV, compared to a 30% increase in the same period last year [2] - Analysts expect revenue growth around 20% and gross profit growth around 20% for the fourth quarter, with GAAP operating expenses as a percentage of revenue around 30% [2] Group 2: Strategic Partnerships and Market Position - Shopify's stock price has risen following its partnership with OpenAI for "Instant Checkout," indicating potential benefits from advancements in AI and smart commerce [2] - The company is actively expanding its platform to attract larger enterprise clients, with notable partnerships including Starbucks and Miele [2] - Feedback from partners suggests strong market share growth in the enterprise customer segment, with expectations of surpassing competitors in new customer acquisition [2] Group 3: Market Sentiment and Holiday Season Outlook - Investors are looking for initial guidance for the fourth quarter as an indicator of holiday consumer trends and Shopify's ability to maintain growth compared to a weak performance last year [2] - Despite macroeconomic concerns, Shopify's stock has increased over 60% this year, driven by accelerated revenue growth and increased GMV share [2] - Analysts anticipate optimistic fourth-quarter guidance, supported by AI-driven efficiency improvements and cost control measures [2]

来源：智通财经网 Shopify一直在努力拓展其平台，吸引更多大型企业客户。星巴克、加拿大鹅、Burton Snowboards以及 高端家电制造商Miele都在第二季度与Shopify签约。Shah认为这一势头将在第三季度延续。他表示："根 据合作伙伴的反馈，Shopify在企业客户领域的市场份额增长势头强劲，预计其新增客户数量将超过同 行，因此Shopify将继续受益于这一增长。" Shopify(SHOP.US)将在周二美股盘前公布第三季度业绩。市场预期该公司第三季度营收将达到 27.3 亿 美元，高于去年同期的 21.6 亿美元；预计其每股收益为0.26美元，低于上年的0.66美元。 根据普遍预期，商家商品交易总额将增长28%，达到891.2亿美元。 分析师预计其在企业和国际市场的扩张将提振业绩。自 9 月底与人工智能领军企业 OpenAI 达成"即时 结账"合作以来，Shopify 的股价持续上涨。 与OpenAI合作 德意志银行分析师Bhavin Shah指出，在Shopify披露OpenAI Instant Checkout后，其股价有所上涨。Shah 在一份报告中表示："这应该会继续强化这样一 ...