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優步Q3利潤創新高,但總預訂量未達預期,股價暴跌
格隆匯 11-01 10:54

美東時間週四(10月31日)盤前,網約車巨頭優步(Uber)公佈了其2024年三季度財報,公司第三季度業績超出了華爾街的收入預期,但低於分析師對總預訂量的預測。

週四,公司股價收盤大跌逾9%。此前,該股今年迄今已上升逾25%。

Q3總預訂額不及預期

財報顯示,Ube rQ3營收為111.9億美元,同比增長20%,超過分析師預期的109.8億美元;調整後的EBITDA(息税折舊攤銷前利潤)為16.9億美元,同比增長55%,高於分析師預期的16.4億美元;營業利潤為10.6億美元,創下歷史新高。

儘管利潤創下了紀錄,但該公司仍面臨匯率逆風,這給其拼車業務帶來了壓力。

第三季度總預訂量(衡量扣除費用和司機工資等扣除項前的總收入的指標)為410億美元,較上年同期增長16%,低於412.4億美元的預期。

細分業務來看:

出行部門(Mobility)Q3營收為64.1億美元,同比增長26%,高於預期的63.1億美元;毛預訂額為210億美元,同比增長17%。外賣業務(Delivery)Q3營收為34.7億美元,同比增長18%,高於預期的34.3億美元;毛預訂額為186.3億美元,同比增長16%。貨運業務Q3營收為13.1億美元,同比增長2%;毛預訂額為13.1億美元,同比增長2%。

第三季度,Uber平台共完成29億次出行,同比增長 17%。Uber第三季度平台月活躍用户數量達1.61億,較去年同期的1.42億增長13%。

Uber首席執行官達拉·科斯羅薩西 (Dara Khosrowshahi) 在一份聲明中表示:“我們在全球範圍內再次實現了創紀錄的盈利增長季度,這反映了我們平台的實力,目前我們平台擁有超過2500萬 Uber One 會員。”

首席財務官 Prashanth Mahendra-Rajah 補充道:“本季度我們達到了另一個重要里程碑,公司歷史上首次實現了超過10億美元的GAAP營業收入,並且有望在全年實現按固定匯率計算的20%的總預訂量增長。”

四季度指引

對於2024年第四季度,Uber預計總預訂額為427.5億美元至442.5億美元,中間值低於預期,分析師預期為437億美元。

預計調整後 EBITDA 為17.8億美元至18.8億美元,同比增長39%至47%,分析師的預測為18.3億美元。

此前有報道稱,Uber 正在考慮收購在線旅遊公司Expedia,首席執行官達拉·科斯羅薩西周四在接受採訪時表示,Uber 的併購重點是“距離本土更近的小型交易”。

他説:“無論怎樣,我們目前還不打算進行大交易、轉型交易。”

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