AFRM因重申2027财年GMV指引上涨9.6%，被视为积极结果。
逐段跳播
这条视频里关于 $AFRM 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
呃，Ulta Beauty、Affirm和Workday都将发布财报。你知道，Autodesk是软件，Workday是软件，Affirm是消费信贷，Ulta是消费零售，Iron是Neocloud（新型云），当然还有Marvell Technology。
至于我们在AS6定制芯片和AS6 CPO采用方面的立场，我们将拭目以待，这会非常有趣。
Uh Ulta Beauty Affirm and Workday all report. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting
然后，当然，还有Affirm和Ulta。所以我们走着瞧。
And then, of course, the firm and Ulta. So, we'll see.
Affirm还没有公布。
Affirm is not out yet.
至于Affirm，坦率地说，应该随时都会公布。让我看看。我很确定他们的报价列在410美元。确实如此。所以我现在收到了提示。
as far as a firm, a firm should be out, frankly, any second here. Let me see. I'm pretty sure they were listed at a 410. They are. So, I'm getting a heads up right now.
Affirm和Spotify在澳大利亚推出了购物分期付款服务。好的，让我们来看看Affirm。这是Affirm在盘后交易中的情况，正在接近79美元的阻力线。如果我查看周度或每周表现，它实际上表现并不糟糕。
自2022年的8美元以来，它真的已经复苏了。天哪。现在的股价大约是当时的10倍。公平地说，它之前下跌了大约90%。但是天哪，它涨了10倍。
A firm and Spotify launch shop payments in installments in Australia. Okay, let's go throw a firm down. So, this is a firm in the after hours coming up on the uh 79 rejection line. If I look at this on the week or weekly performance, it's actually not doing horribly. It's really recovered since $8 in 2022. Holy smokes. The stock's like 10x now. In fairness, it went down like 90%. But man, it like 10xed.
好的，所以我目前唯一真正随时可能发布的只有Affirm。所以我们稍后会讨论那个。在此期间，我会留意Affirm的财报。是的，还是没有。看，我也在查看通讯社的服务。
Okay, so the only one I've got right now that's really on deck any second here will be a firm. So, we'll cover that in just a moment. in the meantime, I will be looking for a firm earnings. Yeah, still no. See, looking at the wire service, too.
好的，谈到了指引。Affirm也没有通过信息流传过来。
Okay, talked about the guidance. A firm is also not coming through the feed.
呃，让我看看Affirm是否公布了。哦，来了。Affirm发布了……实际上第一季度超出了预期，但商品交易量是一个不及预期的点，那是一个轻微的不及预期，真的只是很小的偏差。我在这里计算一下。
Uh let's see as a firm out. Oh, there it is. a firm comes in with uh it's actually a beat on Q1, but merchandise volumes that's a miss that's a slight miss on merchandise volumes like really minor. I'll calculate it here.
如果我查看第一季度的收入，我得到的结果是……我的意思是，这更好。12.05亿美元除以11.7亿美元，在中值上大约是2.9%的超出预期；对比12.22亿美元，也是大约2.9%的超出预期。
So a firm and what were the comp sales again? Uh on Ulta we had comp sales slow to 3% range. Okay. Affirm. Affirm. Affirm. They are coming in at Q4 EPS projected at $462. Okay. Affirm. Affirm. Affirm. They are coming in at Q4 EPS projected at $462. If I look at Q1 revenue, I'm coming in at I mean that's that's better. 1.2. two 05 divided by 1.17 about a 2.9% beat at midpoint to 1.22 22 about a 2.9% beat. Q4 revenue beats at 1.17 billion versus 1.18 billion expected. That's good. That's a beat of 1.17 divided by 1.11 5.4% B. Okay. Then we have a firm sees similar 2027 revenue to 2026. see similar revenue to fiscal year 2026. So no real change there. And then we have gross merchandise volume. Gross merchandise volume at 64 billion. Expectation was 63.92. Okay. So you know that's that's for the year. So that guidance is intact. But the guidance on Q1 of 13.85 billion uh had expectations of 1389. If I look at Q1 revenue, I'm coming in at I mean that's that's better. 1.2. two 05 divided by 1.17 about a 2.9% beat at midpoint to 1.22 22 about a 2.9% beat. Q4 revenue beats at 1.17 billion versus 1.18 billion expected. That's good. That's a beat of 1.17 divided by 1.11 5.4% B.
好的。接下来我们看到有机构预计2027年的营收将与2026财年相似。也就是说，营收水平与2026财年相当。因此，这方面没有实质性的变化。
Okay. Then we have a firm sees similar 2027 revenue to 2026. see similar revenue to fiscal year 2026. So no real change there.
然后是商品交易总额。商品交易总额为640亿美元。预期值为639.2亿美元。好的。所以你知道，这是全年的数据。因此该指引保持不变。但是第一季度的指引为138.5亿美元，而市场预期为138.9亿美元。
And then we have gross merchandise volume. Gross merchandise volume at 64 billion. Expectation was 63.92. Okay. So you know that's that's for the year. So that guidance is intact. But the guidance on Q1 of 13.85 billion uh had expectations of 1389.
哦，实际上该公司股价上涨了9.6%，原因是其重申了2027年相对于2026年的商品交易总额指引。这很有趣。是的，对他们来说是个好消息。这相当不错。所以，这太棒了。
Oh, a firm's actually up 9.6% on uh on those on the reiteration of gross merchandise volume for uh 2027 versus 2026. That's interesting. Yeah, good for them. That's pretty good. So, that's uh that's awesome.
这个频道对 $AFRM 的历次判断
Meet Kevin 在这只股票上只有这一条判断。