Uber's Bottomline Takes A Hit Despite Revenue Uptick, Stock Tanks
Uber's Bottomline Takes A Hit Despite Revenue Uptick, Stock Tanks
Uber Technologies, Inc (NYSE:UBER) reported fiscal first-quarter 2024 revenue growth of 15% year-on-year to $10.10 billion, marginally missing the analyst consensus estimate of $10.11 billion.
優步科技公司（紐約證券交易所代碼：UBER）報告稱，2024財年第一季度收入同比增長15％，達到101.0億美元，略低於分析師共識估計的101.1億美元。
Uber's GAAP EPS of 32 cents loss missed the analyst consensus estimate of 23 cents. The stock price dropped after the results.
優步的GAAP每股虧損32美分，未達到分析師共識估計的23美分。業績公佈後，股價下跌。
Revenue from Mobility grew to $5.63 billion, up 30% year over year. Delivery was $3.21 billion, up 4%, and Freight was $1.28 billion, down 8% year over year.
出行收入增長至56.3億美元，同比增長30％。交付量爲32.1億美元，增長4％，運費爲12.8億美元，同比下降8％。
Gross Bookings grew 20% year-over-year to $37.65 billion, with Mobility Gross Bookings of $18.67 billion, up 25% year-over-year, Delivery Gross Bookings of $17.7 billion, up 18%, and Freight Gross Bookings of $1.28 billion, which fell 8% year-over-year.
總預訂量同比增長20％，達到376.5億美元，其中出行總預訂量爲186.7億美元，同比增長25％，交付總預訂量爲177億美元，增長18％，貨運總預訂量爲12.8億美元，同比下降8％。
Trips grew 21% year-over-year to 2.57 billion, or 28 million per day. Uber's Monthly Active Platform Consumers reached 149 million, up 15% year-over-year.
出行量同比增長21％，達到25.7億人次，合每天2800萬人次。優步的月活躍平台消費者達到1.49億，同比增長15％。
Uber recorded other expenses of $678 million, partially driven by mark-to-market losses in Aurora investments and Grab investments.
優步記錄的其他支出爲6.78億美元，部分原因是Aurora投資和Grab投資的按市值計價虧損。
Margins: Uber clocked an Adjusted EBITDA of $1.5 billion, driven by Mobility. The Adjusted EBITDA margin as a percentage of Gross Bookings was 7.9%, up from 7.1% Y/Y, primarily driven by better cost leverage from higher volume.
利潤率：在交通的推動下，優步調整後的息稅折舊攤銷前利潤爲15億美元。調整後的息稅折舊攤銷前利潤率佔總預訂量的百分比爲7.9％，高於同比7.1％，這主要是由交易量增加帶來的成本槓桿率提高所致。
Uber held $5.8 billion in unrestricted cash and equivalents and generated $1.4 billion in free cash flow as of March 31, 2024.
截至2024年3月31日，優步持有58億美元的無限制現金及等價物，創造了14億美元的自由現金流。
The company's move to a loss had "nothing to do with the operating business," Uber CEO Dara Khosrowshahi said in an interview with CNBC's "Squawk Box" on Wednesday.
優步首席執行官達拉·科斯羅沙希週三在接受CNBC “Squawk Box” 採訪時表示，該公司的虧損 “與運營業務無關”。
"We did have to mark down those equity stakes that resulted in a loss," he said. "We don't expect that to keep happening going forward." However, Uber cannot predict the markets, Khosrowshahi added.
他說：“我們確實必須減值那些導致虧損的股權。”“我們預計這種情況今後不會繼續發生。”但是，科斯羅沙希補充說，優步無法預測市場。
Outlook: Uber expects second-quarter gross bookings of $38.75 billion to $40.25 billion and an adjusted EBITDA of $1.45 billion to $1.53 billion.
展望：優步預計第二季度的總預訂量爲387.5億美元至402.5億美元，調整後的息稅折舊攤銷前利潤爲14.5億美元至15.3億美元。
The second-quarter consensus for revenue and EPS are $10.67 billion and $0.30.
第二季度的收入和每股收益共識爲106.7億美元和0.30美元。
Price Action: UBER shares traded lower by 8.31% at $64.58 premarket on the last check Wednesday.
價格走勢：在週三的最後一張支票中，優步股價下跌8.31％，至盤前64.58美元。
Uber. Photo via Shutterstock
優步。照片來自 Shutterstock
譯文內容由第三人軟體翻譯。