Earnings Call Summary | Jumia Technologies(JMIA.US) Q2 2024 Earnings Conference
Earnings Call Summary | Jumia Technologies(JMIA.US) Q2 2024 Earnings Conference
The following is a summary of the Jumia Technologies AG (JMIA) Q2 2024 Earnings Call Transcript:
以下是jumia technologies的Q2 2024業績會簡報:
Financial Performance:
金融業績：
Jumia reported a revenue of $36.5 million in Q2 2024, a decrease of 17.2% year-over-year but an increase of 15% on a constant currency basis.
Gross profit was $21.6 million, down 5.7% year-over-year, yet up 34.5% on a constant currency basis. Gross profit margin as a percentage of GMV was stable at 12.7%.
Adjusted EBITDA loss improved to $16.3 million, showing a better performance compared to previous losses. Loss before income tax was reduced by 27.1% year-over-year to $22.5 million, evidence of cost reduction initiatives taking effect.
Jumia Technologies於Q2 2024報告了3650萬美元的營業收入，同比下降17.2％，但按不變匯率計算同比增長15％。
毛利潤爲2160萬美元，同比下降5.7％，但按不變匯率計算同比增長34.5％。毛利率佔GMV的比例穩定在12.7％。
調整後的EBITDA虧損減少到1630萬美元，表現比以前的損失更好。稅前虧損同比減少27.1％，至2250萬美元，證明成本削減措施正在產生效果。
Business Progress:
業務進展：
Jumia expanded market reach in countries like Ghana, where GMV grew by 116.4% year-over-year in constant currency and 72.1% in USD.
Continued efforts to enhance customer acquisition with improvements in marketing efficiency led to a 262 basis point improvement in 90-day repurchase rates for new customers in Q1 '24.
Despite currency devaluations in Nigeria and Egypt, the company demonstrated resilience and capability to grow GMV in constant currencies by 35% year-over-year.
Jumia在像加納這樣的國家擴大了市場份額，該國GMV按不變匯率計算同比增長116.4％，按美元計算增長72.1％。
持續提高客戶獲取力，改善營銷效率，使得Q1'24新客戶90天再購買率提高262個點子。
儘管尼日利亞和埃及的貨幣貶值，該公司仍表現出在不變匯率下GMV年增長35％的韌性和能力。
Opportunities:
機會：
Jumia's asset-light logistics network expansion, with new warehouses opened in Nigeria and Morocco and planned in Egypt and Cote d'Ivoire, positions the company well for efficiency gains and growth at scale.
JumiaPay's expansion, especially with new BNPL partnerships, positions the company to capitalize on increasing digital payment trends and e-commerce growth in Africa.
Jumia的資產輕量級物流網絡擴張，在尼日利亞和摩洛哥開設了新倉庫，並計劃在埃及和科特迪瓦開設新的倉庫，爲公司實現效率提升和規模增長奠定基礎。
JumiaPay的擴張，尤其是與新的BNPL合作伙伴，使公司能夠利用非洲數字支付趨勢和電子商務增長。
Risks:
風險：
The currency devaluation in Nigeria and Egypt impacted top-line revenue, indicating susceptibility to economic fluctuations in key markets.
Lower corporate sales in Egypt impacted revenue and GMV, suggesting reliance on a few large accounts which could pose risks if these relationships fluctuate.
尼日利亞和埃及的幣值貶值影響了收入，在關鍵市場中表現出對經濟波動的敏感性。
埃及企業銷售額下降影響了收入和GMV，這表明仍然依賴於少數大客戶，如果這些關係波動，可能面臨風險。
More details: Jumia Technologies IR
更多詳情請見Jumia Technologies IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。