Shopify Tshuag tau poob ib tuj. Puas yog Lub Sijhawm Yuav Yuav?

Ntawv loj

Khw Tshaj Tawm

cov khoom lag luam tau raug mob hnyav thaum lub sijhawm tech muag tsis ntev los no. William Blair tus kws tshuaj ntsuam Matthew Pfau hais tias nws yog lub sijhawm yuav khoom

Hauv tsab ntawv ceeb toom hnub Wednesday, Pfau tau hloov kho Shopify (ticker: SHOP) mus rau qhov Kev Tshaj Tawm los ntawm Kev Ua Lag Luam Ua Lag Luam, hais tias Canadian e-lag luam loj loj muaj peev xwm los txhawb cov nyiaj tau los txog li 30% nyob rau ntau xyoo tom ntej.

Shopify Tshuag tau poob qis li ntawm 34% los ntawm nws qhov siab nyob rau nruab nrab Lub Kaum Ib Hlis thiab tau nqis 2% hauv 12 lub hlis dhau los. Hauv kev sib piv, lub

Nasdaq Composite
tau nce 16% nyob rau tib lub sijhawm.

Tab sis Pfau tau hais tias cov khoom lag luam muaj ntau qhov kev loj hlob ntxiv, suav nrog kev lag luam, thoob ntiaj teb, thiab tus nqi coj mus. "Raws li cov kev hloov pauv no, peb ntseeg tias Shopify tuaj yeem nce nws cov nyiaj tau los ntau dua ob npaug ntawm kev lag luam e-lag luam loj hlob nyob rau ob peb xyoos tom ntej no, ua rau 30%-ntxiv rau kev loj hlob hauv qhov xwm txheej bull-case, hauv peb qhov kev pom.

Qhov kev loj hlob ntawm cov nyiaj tau los no, ua ke nrog kev tswj hwm tus nqi them nqi, yuav tsum tau tsav cov kev sib koom ua lag luam kom ua tau zoo ntawm kev lag luam tag nrho thiab SaaS [Software as a service] chaw, "tus kws tshuaj ntsuam sau.

Pfau kuj tseem hais txog Shopify kev nqis peev hauv cov khoom lag luam xws li kev muag khoom, kev xa khoom / kev ua tiav, thiab kev lag luam hauv zej zog, uas muaj peev xwm ua "cov khoom siv" kev loj hlob tsav tsheb mus ntev.

Txawm li cas los xij, nws tau ceeb toom tias tuaj yeem muaj kev poob qis ntxiv: cov khoom lag luam ua lag luam ntawm tus nqi siab ntawm 24 zaug, txawm tias qhov ntawd twb tau nqis los ntawm cov tsev txhab nyiaj 36 zaug kwv yees.

Lwm qhov kev pheej hmoo suav nrog kev sib txuas ntxiv ntawm ntau qhov chaw hauv SaaS, kev lag luam e-lag luam loj hlob tuaj hauv qab cov kws tshuaj ntsuam kev cia siab ntawm cov tub ntxhais hluas qis dua ob peb xyoos tom ntej no, thiab Omicron muaj peev xwm tsim qhov ze rau lub taub hau rau kev muag khoom e-lag luam.

"Txawm hais tias nyuaj hu rau qhov chaw nyob ze rau hauv qab, thiab cov khoom lag luam tseem tsis pheej yig los ntawm ib qho twg, nyob rau lub sijhawm ntev peb ntseeg tias Shopify yuav tsum muaj peev xwm tswj hwm tus nqi them nqi vim nws txoj kev loj hlob, kev ua tiav zoo, thiab kev tswj hwm hauv e-lag luam software SaaS chaw, "Pfau sau.

Sau rau Lina Saigol ntawm [email tiv thaiv]