Uber Rival Grab Misses Q2 Topline, Average User Spend Dips
Uber Rival Grab Misses Q2 Topline, Average User Spend Dips
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（納斯達克股票代碼：GRAB）報告2024財年第二季度營業收入同比增長17％（按恒定匯率計算，同比增長23％），達6,6400萬美元，低於分析師共識預期的6,6925萬美元。
EPS of $(0.01) was in line with the analyst consensus loss estimate. The stock price plunged after the results.
每股收益爲（0.01）美元，與分析師預計的虧損一致。股價在公佈業績後暴跌。
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.
配送業務的收入同比增長11％（按恒定匯率計算，同比增長17％）達3,5600萬美元，受到食品配送業務需求的增長和Jaya公司和廣告業務貢獻的增加的推動。
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.
移動出行服務的收入爲2,4700萬美元，同比增長19％（按恒定匯率計算，同比增長23％），這得益於移動多層次交通工具和交易的穩定增長。
Financial Services revenue rose 54% year-on-year to $60 million.
金融服務業務的收入同比增長54％，達到6000萬美元。
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.
按需服務總交易價值同比增長13％，達到44.3億美元。配送業務總交易價值同比增長9％，移動出行服務總交易價值同比增長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.
集團總交易用戶數同比增長17％，達到4090萬。按需服務總交易用戶數同比增長19％，達到3670萬。
The average spend per user decreased by 6% year-on-year to $121.
每位使用者的平均消費額同比下降6％，爲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.
集團調整後的利潤前所得稅、折舊和攤銷（Adjusted EBITDA）由2023年同期的負1700萬美元增長到6400萬美元，其動力源於按需服務總交易價值和收入的增長。
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控股的首席執行官兼聯合創始人Anthony Tan表示：「展望未來，我們看到東南亞經濟繼續保持穩定增長，並將繼續利用我們的主要產品倡議爲該地區的更多用戶提供服務，同時跨足業務的各個板塊。」
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財年展望：Grab重申預計收入爲27億至27.5億美元，而市場共識預計爲27.7億美元。該公司將保持調整後的利潤前所得稅、折舊和攤銷在25000萬至27000萬美元之間。
Price Action: GRAB stock traded lower by 8.31% at $3.09 premarket at the last check Thursday.
據上週四的最新消息，GRAb股票在盤前交易下跌8.31%，至每股3.09美元。
Photo: Shutterstock
Photo: shutterstock