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优步的目标是到2020年第四季度实现盈利

2020-2-7 11:50

 

据路透社报道,优步科技公司将2020年第四季度的盈利目标提前了一年,但这家叫车服务公司预计今年的亏损总额将超过10亿美元。


消息传出后,优步的股价在盘后交易中上涨了5%,首席执行官达拉·科斯罗萨西(Dara Khosrowshahi)表示,公司将削减成本,目标是产生更多的重复客户业务,并努力增加优质乘车服务的使用。


他还表示,优步将加速旗下亏损的外卖业务“优步餐”(Uber Eats)的增长,使其成为全球大部分市场的领军企业,最终提高该领域的利润率,目前这对优步的盈利构成拖累。


周四,科斯罗萨西在与投资者的电话会议上公布了新的盈利目标。此前,该公司公布了去年第四季度的业绩,虽然继续亏损,但客户群有所扩大。


去年11月,优步承诺在2021年底前实现盈利,但不包括基于股票的薪酬和其他支出。


该公司周四表示,预计2020年全年经调整后的EBITDA亏损为12.5亿至14.5亿美元。


在2019年第四季度,Uber的营收大幅增长,全球月活跃用户数量增至1.11亿多,但Uber Eats的高成本意味着,该公司继续亏损,因为它试图在支出上超过竞争对手。


去年第四季度,优步的总收入同比增长37%,达到40.7亿美元,与分析师的估计大致相符。


但其净亏损从上年同期的8.87亿美元扩大至11亿美元。


优步四分之三的收入来自其叫车服务,这个季度是该公司业绩最好的一个季度,这得益于优步的高端乘车服务部门的强劲增长,包括使用大轿车运送乘客的优步康福特(Uber Comfort)。


单是优步的叫车业务就会盈利,但该季度优步的总成本上升了25.2%,达到50.4亿美元。


Uber Eats的营收环比增长近14%,但促销激励方面的支出超过了该领域的营收增长。优步的Eats业务的促销成本占收入的比例较第三季度增长了4%。


在实现盈利目标的过程中,优步发誓要退出那些它无法成为外卖市场主导者的市场。


今年1月,该公司将其在印度的订餐业务出售给了当地竞争对手佐马托(Zomato),作为交换,佐马托获得了这家初创公司的部分股份。去年前9个月,印度业务仅贡献了总预订量的3%,但占了该公司调整后运营亏损的四分之一。

 

Uber Technologies moved forward by a year its target to achieve a measure of profitability to the fourth quarter of 2020, but the ride-hailing company still expects to lose a total of more than US$1 billion this year, Reuters reports.

Uber shares were up 5 percent in after-hours trading on the news, with chief executive Dara Khosrowshahi saying the company would cut costs, aim to generate more repeat-customer business and try to increase the use of premium ride services.

He also said Uber would accelerate growth at the company’s loss-making food delivery business, Uber Eats, to become the top player in most of its worldwide markets, eventually increasing the segment’s margins, currently a drag on Uber earnings.

Khosrowshahi revealed the new profitability target on Thursday on a conference call with investors after the company reported results for the fourth quarter of last year, in which it continued to lose money but increased its customer base.

Uber in November promised to be profitable on an adjusted basis by the end of 2021, excluding expenses for stock-based compensation and other items.

The company on Thursday said it still expected an adjusted EBITDA loss of US$1.25 billion to US$1.45 billion for the full year of 2020.

In the fourth quarter of 2019, Uber boosted its revenue on an increase in global monthly active users to more than 111 million, but high costs at Uber Eats meant it continued to lose money as it tried to outspend competitors.

In the fourth quarter, Uber’s total revenue rose 37 percent to US$4.07 billion on a yearly basis, roughly in line with analyst estimates.

But its net loss widened to US$1.1 billion from a loss of US$887 million a year earlier.

Three-quarters of Uber’s revenue came from its ride-hailing service and the segment had its best quarter yet, boosted by strong growth in its premium rides segment, including Uber Comfort, which transports passengers in larger cars.

On its own, Uber’s ride-hailing business would be profitable, but Uber’s total costs rose 25.2 percent to US$5.04 billion in the quarter.

While revenue at Uber Eats grew nearly 14 percent on a quarterly basis, spending on promotional incentives outpaced the segment’s revenue growth. Promotional costs as a share of revenue at Uber’s Eats business grew 4 percent from the third quarter.

In reaching its profitability goal, Uber has vowed to exit markets where it could not become the dominant food delivery player.

The company in January sold its food-ordering business in India to local competitor Zomato, in exchange taking a stake in the startup. The Indian business contributed only 3 percent of gross bookings in the first nine months of last year, but accounted for a quarter of the company’s adjusted operating losses.

 

来自: ejinsight