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Earnings Call Summary | Uber Technologies(UBER.US) Q1 2024 Earnings Conference

Earnings Call Summary | Uber Technologies(UBER.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Uber Technologies (UBER.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/09 01:17  · 電話會議

The following is a summary of the Uber Technologies, Inc. (UBER) Q1 2024 Earnings Call Transcript:

以下是優步科技公司(UBER)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Uber reported a growth of 21% YoY in trips, reflected similarly in gross bookings growth for Q1 2024.

  • The company recorded an adjusted EBITDA of $1.4 billion, representing an 82% YoY increase.

  • Uber generated a free cash flow of $4.2 billion in the trailing 12 months.

  • The company projects over 20% YoY growth on a constant currency basis for Q2 2024.

  • Uber's new products contributed to over 20% of its new customer base, reflecting an 80% YoY growth.

  • Delivery EBITDA margins were increased by around 20% sequentially despite robust business growth.

  • Uber reached a $900 million run rate for advertising in Q4 of 2023.

  • 優步報告稱,出行量同比增長21%,這同樣反映在2024年第一季度的總預訂量增長上。

  • 該公司調整後的息稅折舊攤銷前利潤爲14億美元,同比增長82%。

  • 在過去的12個月中,優步創造了42億美元的自由現金流。

  • 該公司預計,2024年第二季度按固定貨幣計算,同比增長超過20%。

  • 優步的新產品爲其新客戶群貢獻了20%以上,同比增長了80%。

  • 儘管業務增長強勁,但交付息稅折舊攤銷前利潤率連續增長了約20%。

  • 優步在2023年第四季度的廣告投放率達到了9億美元。

Business Progress:

業務進展:

  • Uber experienced the best week in terms of gross bookings signalling strong demand for the service.

  • Driver and courier numbers on the platform have increased to 7.1 million, reflecting successful expansion initiatives.

  • Uber One membership fees hit revenue run rate of over $1 billion, indicating high uptake and spending by members.

  • The company is strategically focusing on delivery for suburban markets where it usually records higher growth rates.

  • A 12% YoY increase in active merchants was recorded, offering wider selection and quality to consumers, thereby increasing retention and frequency.

  • 15% growth in monthly actives on Eats through the Grocery division has opened up potential for high-margin advertising partnerships with top CPG brands.

  • Despite looming regulations in key markets like Seattle and New York, Uber remains confident of maintaining profitability.

  • 就總預訂量而言,優步經歷了最好的一週,這表明對該服務的強勁需求。

  • 該平台上的司機和快遞員數量已增加到710萬,這反映了成功的擴張舉措。

  • Uber One會員費的收入增長率超過10億美元,這表明會員的吸收率和支出都很高。

  • 該公司在戰略上將重點放在郊區市場的交付上,而郊區市場的增長率通常更高。

  • 活躍商戶數量同比增長12%,爲消費者提供了更廣泛的選擇和質量,從而增加了留存率和頻率。

  • 雜貨部門在Eats上的月活躍量增長了15%,這爲與頂級CPG品牌建立高利潤廣告合作伙伴關係開闢了潛力。

  • 儘管西雅圖和紐約等主要市場的監管迫在眉睫,但優步仍然有信心保持盈利能力。

More details: Uber Technologies IR

更多詳情: 優步科技 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:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


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