(오늘의 미국주식뉴스) 레모네이드 주주는 꼭 보셔야 할 어닝 상세분석 / 로쿠 94% 성장에도 추락 / 메르카도리브레, 그 성장의 끝은? / 패스틀리 19%폭락, 매수찬스 맞나?

전날에 약속있어서 꾸준히 하는거는 실패했다. 다시 시작해야지 미주은 을 보고 공부했다.

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Etsy down double-digits after weak guidance

• Etsy : Q2 GAAP EPS of $0.68 beats by $0.04
• Revenue of $528.9M(+23.4% Y/Y) beats by #3.2M.
• Gross merchandise sales(GMS) of $3B(+13.1% Y/Y) vs. consensus of $3.03B
• GMS per active buyer up 22%
• Q3 2021 Guidance: GMS expected to be $2.9B to $3.0B; with ~12.5% year-over-year growth at the midpoint

MercadoLibre EPS beats by $1.25, beats on revenue

• MercadoLibre(남미 이커머스 기업) : Q2 GAAP EPS of $1.37 beats by $1.25.
• Revenue of $1.7B (+93.5% Y/Y) beats by $220M.
• Total Payment Volume, up 72% year-over-year on an FX neutral basis $7.0 billion (핀테크 까지 하고있음)
• Gross Merchandise Volume, up 46% year-over-year on an FX neutral basis

Roku slides as earnings beat, but accounts, streaming hours disappoint

• Roku : Q2 GAAP EPS of $0.52 beats by $0.45.
• Revenue of $645.12M(81.2% Y/Y) beats by $26.77M.
• Platform revenue of $532.3M $494.5M estimate
• Active customer accounts 55.1M vs. 55.8M estimate.
• Streaming hours 17.4B vs. 19.19B estimate
• ARPU $36.46 VS. $34.51 estimate
• Q3 Guidance : revenue $675M-$685M

Lemonade EPS in-line, beats on revenue

• Lemonade : Q2 GAAP EPS of-$0.90 in-line
• Revenue of $28.2M (-5.7% Y/Y) beats by $1.4M
• Customer count increased by 48% to 1,206,172

Qorvo EPS beats by $0.38, beats on revenue

• Qorvo(5G 반도체 기업) : FQ1 Non-GAAP EPS of $2.83 beats by $0.38; GAAP EPS of $2.51 beats by $0.61

Fastly falls sharply after soft guidance

• Fastly : Q2 Non-Gaap EPS of -0.15 beats by $0.03
• Revenue of $85.02M(+13.9% Y/Y) misses by $0.96M.

단어 / 용어 정리

• GAAP (Generally Accepted Accounting Principles) : 회계기준
• None-GAAP : 반복적으로 발생하지 않는 일회적인 비용을 제외한 회계기준
• Gross merchandise sales(GMS) : 상인들이 만들어낸 매출(커머스에서 자주 사용)
• in-line : 일치