MELI is trading at $1784 (-4.6%) after Q1 earnings results showed a net income miss despite a significant revenue beat.

  • Revenue grew 49% year-over-year to $8.85B, exceeding analyst estimates, but net income fell 16% to $417M due to heavy investment spending.
  • Profitability was pressured by a 600bps compression in margins, leading to a company-specific sell-off while broader tech futures trade modestly higher.
  • The pre-market decline reflects investor digestion of the mixed results and a lack of firm forward guidance from management.