Shopify Q3 GMV 与订阅收入不及预期，Sidekick AI 成本挤压利润率致股价下跌
Shopify shares drop as Q3 GMV and subscription revenue miss estimates and Sidekick AI costs squeeze its subscription margins
Shopify 第三季度 GMV 增长 29% 至 1191 亿美元，低于分析师预期的约 1201 亿美元；订阅收入增长 20% 至 8.36 亿美元，同样不及 8.502 亿美元的预期。
Shopify shares fell as much as 19% before the market opened Tuesday and were still down about 7% that afternoon after third-quarter GMV and subscription revenue both missed analyst estimates. GMV rose 29% to $119.1 billion against the roughly $120.1 billion analysts expected, and subscription revenue grew 20% to $836 million, below the $850.2 million forecast. Total revenue climbed 32% to $3.74 billion, while net income rose to $462 million from $264 million. CFO Jeff Hoffmeister told analysts that Shopify’s spending on Sidekick, its AI assistant for merchants, cut into subscription margins because the cost of delivering those services rose 37%.
Paul Drecksler is the founder and editor of Shopifreaks, covering the most important stories in e-commerce.
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来源：shopifreaks · shopifreaks.com