然而，在乐观的假日季表现之后，Shopify预计2025年第一季度毛利润增长率将达到20%左右，低于分析师预期的24.2%。Editor's Note:"Gold Digging in the US Stock Market"Daily tracking of market dynamics, insightful analysis and sorting of popular fluctuations and outstanding rising stocks, providing mooers with multi-dimensional investment opportunities for reference, helping mooers grasp investment opportunities at a glance.
1. In the fourth quarter, revenue surged due to AI achievements, with the Canadian e-commerce giant.$Shopify (SHOP.US)$ It rose more than 3% again, reaching a nearly three-year high.
Driven by healthy Consumer spending and AI capabilities. $Shopify (SHOP.US)$ The sales in the fourth quarter exceeded expectations. The Earnings Reports show that the company's revenue for the fourth quarter was $2.81 billion, a year-on-year increase of 31%, surpassing the Analyst's expectation of $2.72 billion. For the whole year, Shopify's Net income was $2.02 billion, with an EPS of $1.55, and revenue of $8.88 billion.
However, following an optimistic holiday season performance, Shopify expects a gross profit growth rate of around 20% in the first quarter of 2025, below the Analyst's expectation of 24.2%.
2. Strong growth in Cloud revenue! Germany's Software giant $SAP SE (SAP.US)$ rose nearly 3% to reach an all-time high.
German software industry giant $SAP SE (SAP.US)$ The company previously announced its fourth-quarter performance, which showed that its Cloud Computing business slightly exceeded the general expectations of Analysts. At fixed Exchange Rates, SAP's Cloud Computing revenue grew by 27% year-on-year, reaching €4.71 billion (approximately $4.9 billion).
In terms of performance outlook, SAP has raised its sales forecast for the Cloud Computing business in 2025 to between 21.6 billion euros and 21.9 billion euros, exceeding the previous estimate of above 21.5 billion euros. It is noteworthy that over half of the large Cloud Computing deals achieved by SAP in the fourth quarter are closely related to AI. This indicates that AI technology has become an important component of SAP's Cloud Computing business and has provided significant growth impetus.
3. Frequent Shareholding increases by Buffett, Internet companies.$VeriSign (VRSN.US)$ The stock price has repeatedly set new highs during the period and has accumulated a nearly 19% increase since Buffett disclosed his increased Shareholding last year.
On February 10, $VeriSign (VRSN.US)$ The Earnings Reports show that the company's net income for the fiscal year 2024 is 0.786 billion dollars, a year-on-year decrease of 3.91%; the revenue is 1.557 billion dollars, a year-on-year increase of 4.29%, and the basic EPS is 8.01 dollars. Although VeriSign has had an annualized revenue growth rate of 5.5% over the past three years, below the software industry average, sell-side Analysts expect its revenue to grow by 3.3% in the next 12 months, despite this growth rate slowing slightly compared to the past three years.
Recently, Berkshire has repeatedly increased its Shareholding in VeriSign; previously, over three trading days ending December 24, 2024, the company added 28.55 million dollars to purchase 143,424 shares of VeriSign. Currently, Berkshire is the largest Shareholder of VeriSign, holding nearly 14% of the company's issued Stocks, approximately 13.3 million shares, valued at around 2.7 billion dollars.
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