财捷(INTU)周五盘前大跌5.39%,引起市场高度关注。这一下跌行情主要源于公司对未来业绩前景的低于预期的指引,以及特朗普政府拟引入免费报税应用程序的举措,可能对公司主营业务构成冲击。
具体来看,财捷预计第二财季总营收将在38.1亿美元至38.4亿美元之间,低于市场平均预期的38.7亿美元。导致业绩指引不佳的主要因素是,受推广活动延迟影响,公司旗舰报税软件TurboTax的桌面版本预计将出现个位数收入下滑。虽然表面看来影响有限,但财捷此前在2024年有望凭借TurboTax实现业绩增长,此番调整令市场感到失望。
此外,特朗普政府也令财捷的前景雪上加霜。据报道,新政府正在考虑推出一款免费报税应用程序,旨在降低民众的报税成本。这一做法势必与财捷软件构成直接竞争,从而侵蚀公司主营业务的利润空间。财捷CEO已就此事与新政府接触,但结果仍难料。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.