Uber Rival Grab Misses Q2 Topline, Average User Spend Dips
Uber Rival Grab Misses Q2 Topline, Average User Spend Dips
Mobility revenue was $247 million, up 19% year-on-year (23% year-on-year on a CC basis), driven by solid growth in Mobility MTUs and transactions. Grab Holdings Limited (NASDAQ:GRAB) reported fiscal second-quarter 2024 revenue growth of 17% year-on-year (23% year-on-year on a constant currency basis) to $664.00 million, missing the analyst consensus estimate of $669.25 million.
Grab控股有限公司（纳斯达克股票代码：GRAB）报告2024财年第二季度营业收入同比增长17％（按恒定汇率计算，同比增长23％），达6,6400万美元，低于分析师共识预期的6,6925万美元。
EPS of $(0.01) was in line with the analyst consensus loss estimate. The stock price plunged after the results.
每股收益为（0.01）美元，与分析师预计的亏损一致。股价在公布财报后暴跌。
Revenue for the Deliveries segment rose 11% year-on-year (17% year-on-year on a CC basis) to $356 million, driven by growing demand from its Food Deliveries business and increasing contributions from its Jaya and Advertising businesses.
配送业务的收入同比增长11％（按恒定汇率计算，同比增长17％）达3,5600万美元，受到食品配送业务需求的增长和Jaya公司和广告业务贡献的增加的推动。
Mobility revenue was $247 million, up 19% year-on-year (23% year-on-year on a CC basis), driven by solid growth in Mobility MTUs and transactions.
移动出行服务的收入为2,4700万美元，同比增长19％（按恒定汇率计算，同比增长23％），这得益于移动多层次交通工具和交易的稳定增长。
Financial Services revenue rose 54% year-on-year to $60 million.
金融服务业务的收入同比增长54％，达到6000万美元。
On-Demand GMV grew 13% year-on-year to reach $4.43 billion. Delivery GMV grew by 9% year-on-year, and Mobility GMV grew by 20% year-on-year.
按需服务总交易价值同比增长13％，达到44.3亿美元。配送业务总交易价值同比增长9％，移动出行服务总交易价值同比增长20％。
Group MTUs grew by 17% year-on-year to 40.9 million. On-Demand MTUs increased by 19% year-on-year to 36.7 million.
集团总交易用户数同比增长17％，达到4090万。按需服务总交易用户数同比增长19％，达到3670万。
The average spend per user decreased by 6% year-on-year to $121.
每位使用者的平均消费额同比下降6％，为121美元。
Group Adjusted EBITDA grew to $64 million from negative $(17) million for the same period in 2023, driven by On-Demand GMV and revenue.
集团调整后的利润前所得税、折旧和摊销（Adjusted EBITDA）由2023年同期的负1700万美元增长到6400万美元，其动力源于按需服务总交易价值和收入的增长。
Group Chief Executive Officer and Co-Founder of Grab, Anthony Tan, said, "Looking ahead, we are seeing continued strength in the Southeast Asian economy and will continue to leverage our key product initiatives to serve more users in the region while also driving cost discipline across our business."
Grab控股的首席执行官兼联合创始人Anthony Tan表示：“展望未来，我们看到东南亚经济继续保持稳定增长，并将继续利用我们的主要产品倡议为该地区的更多用户提供服务，同时跨足业务的各个板块。”
FY24 Outlook: Grab reiterated revenue of $2.70 billion–$2.75 billion vs. consensus of $2.77 billion. The company maintained an adjusted EBITDA of $250 million–$270 million.
2024财年展望：Grab重申预计收入为27亿至27.5亿美元，而市场共识预计为27.7亿美元。该公司将保持调整后的利润前所得税、折旧和摊销在25000万至27000万美元之间。
Price Action: GRAB stock traded lower by 8.31% at $3.09 premarket at the last check Thursday.
据上周四的最新消息，GRAb股票在盘前交易下跌8.31%，至每股3.09美元。
Photo: Shutterstock
Photo: shutterstock