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TECOM Group continues to deliver strong financial performance following the record-breaking results in 2023, reflecting our leading market position and our ability to convert market opportunities into sustainable, profitable growth. In Q1 2024, the Group recorded a revenue of AED 564 million (+10% YoY), while net profit reached AED...

166,840 次观看 • 2 年前 •via X (Twitter)

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BREAKING $GRAB Q2 2026 Earning Call Full✅🚀 This is a Triple Beat Quarter, while short sellers expected misses and negative EPS. Short sellers love lying about Mike and lose $5-$10B long term. Current Short Interest: 315,168,660 shares Q2 2026 Earning Call: Revenue: $997M vs $989.5M est ✅ EPS: $0.06 vs $0.01 est ✅ Raised Guidance to $4.1-$4.15B ✅ $750M additional Buyback✅ MTUs hit ATH 54M 17% YoY✅ GrabUnlimited mem grew 20% YoY ✅ Loanbook accelerated to $2.3B or 197% YoY✅ GrabFin is on track to be profitable in H2✅ Gross & net cash liquidity were $7.4B & $5.4B✅ ~Affordability is unlocking new users and enforcing daily habit. ~Groceries or GrabMart grew 1.7 times the rate of Food Deliveries ~GrabFin is approaching Profitability in H2 ~Gross Loan Portfolio nearly tripled YoY to $2.3 billion ~The ecosystem lowers our cost to serve in Financial Services, and Financial Services strengthens the ecosystem in return ~The consolidation of Superbank and our acquisition of Stash are two of the most exciting additions we have made to this segment ~AI interaction with Merchants and Customers x10 ~Our engineers now pair with autonomous coding agents as standard practice, cutting time to market of new products by up to 30% YoY, while Jarvis, our internal AI data analytics assistant, cumulatively saves our sales teams approximately 40,000 hours every quarter. ~ H2 is expanding operating leverage with a strong momentum ~Superbank and Stash add higher growth and we have some Currencies volatility ~Deliveries GMV growth accelerated from the prior two quarters on a constant currency basis to 24% YoY, as we drove both Food and Mart MTUs to hit an all-time high in June. Q&A: ~We are on track for GrabFin to hit profitability in H2 2026 ~We are managing risk prudently on loan book as we scale it ~SuperBank been growing rapidly with over 7M customers. 60% of SuperBank uses Grab SuperApp. ~ Stash reaches $5.5B AUM with strong subscribers growth, help us drive GrabFin profitability ~ Uber relating to acquiring Delivery Hero. We have a strong flywheel on our SuperApp, we are not afraid of competition. ~ GrabMart has lots of upside or growth. Deepening partnerships with different groceries to drive growth ~ AI-auto grab groceries ~ Indonesia Commission Cap on 2 wheels and only 6% of GMV ~ Fuel Price is volatile, we will continue to support our drivers. We have even more drivers coming in the SuperApp. We already factored the support in the guidance. If Fuel goes down, that will help us. ~ Longer term, more EVs coming in at rapid pace. EVs reduce TCO for drivers. This quarter we have 9 new EV partnerships and expand charging relationships. ~ Mobility we care about number of rides and drivers as we face fuel volatility. We want to have strong supply of drivers to service strong demand. We are making sure Drivers earning up, make a good living. Margin was 8.6%, and we want to keep it healthy, we want this setup going into Q3 as we don't know where oil price gonna go. ~We executed $400M buyback from $500m announced at current share price. With new $750M additional Buyback take our cumulative buyback to $1.75B since 2024. We want to return capital back to shareholders as we generate more FCF from our businesses to drive shareholders' value long term ~ We are leading AV in Singapore, it will be a while for other SEA countries as most are 2 wheels ~ We want high density, trust, and scale. ~ Foodpanda Taiwan, We remain on track to enter Taiwan market. We working closely with Taiwanese regulators and expect to close by end of year. 1. FY2026 Group Revenue guidance of $4.10 billion - $4.15 billion (22% - 23% YoY growth); and 2. FY2026 Adjusted EBITDA guidance of $720 million - $740 million (44% - 48% YoY growth).

Mike

104,216 次观看 • 7 天前