Categories Earnings, Retail

What to expect from Shopify Q2 earnings?

Shopify (NYSE: SHOP) is scheduled to report its earnings results for the second quarter of 2019 on Thursday before the market opens. The e-commerce technology firm’s results will be driven by both the revenue streams, the subscription solutions, and merchant solutions. However, the bottom line will be hurt by higher costs and expenses.

Revenue from subscription solutions is generated through the sale of subscriptions to the platform, including variable platform fees, and from the sale of themes, apps, and the registration of domain names. The company’s merchants typically enter into monthly subscription agreements. The company principally generates merchant solutions revenues from payment processing fees from Shopify Payments.

Shopify’s business model is driven by its ability to attract new merchants, retain revenue from existing merchants, and increase sales to both new and existing merchants. The company focused on rapidly growing business and plans to continue making investments to drive future growth. The company believes that its investments will increase revenue base, improve the retention of this base and strengthen the ability to increase sales to merchants.

Shopify provides differentiated value by offering merchants a multi-channel front end, a single integrated back-end, and a data advantage. The company would stand to be beneficial from social media, cloud computing, mobile devices, and data analytics as these create new possibilities for commerce.

Analysts expect the company’s earnings to jump by 50% to $0.03 per share and revenue will climb by 43.10% to $350.46 million for the second quarter. In comparison, during the previous year quarter, Shopify posted a profit of $0.02 per share on revenue of $244.96 million. The company has surprised investors by beating analysts’ expectations in all of the past four quarters.

Also read: Impinj Q2 earnings report

For the first quarter, Shopify reported an increase in net profit and revenues, aided mainly by strong demand for its subscription solutions owing to an increase in the number of merchants joining the platform. The company said it is off to an incredible start this year as more merchants around the globe choose Shopify to start, grow, and manage their businesses.

For the second quarter, the company expects revenue in the range of $345 million to $350 million and operating loss in the range of $48 million to $46 million. For fiscal 2019, Shopify predicts revenue in the range of $1.48 billion to $1.50 billion and operating loss in the range of $140 million to $130 million.

Listen to on-demand earnings calls and hear how management responds to analysts’ questions

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