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We reported third quarter results today, delivering our seventh consecutive quarter of profitable growth. Based on our strong performance, we are raising our full-year transaction margin dollar and non-GAAP EPS guidance. We're also initiating a dividend, demonstrating our ability to both invest in growth and return capital to shareholders....

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PayPal

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29,718 görüntüleme • 9 ay önce •via X (Twitter)

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We reported our third quarter results this morning. PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, Venmo, and PSP. We also announced a new partnership with OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as Google, OpenAI, and Perplexity Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪
2:07

We reported our third quarter results this morning. PayPal delivered another strong quarter with broad-based profitable growth across branded experiences, Venmo, and PSP. We also announced a new partnership with OpenAI to expand payments and commerce in ChatGPT. PayPal is a fundamentally stronger company today than we were two years ago. We returned the company to growth and are on pace for 6 to 7 percent transaction margin dollar growth, excluding interest on customer balances, in 2025. Here are some highlights 👇 🔵U.S. branded experiences (online and offline) volume accelerated to 10%, more than double our growth a year ago 🔵Venmo revenue was up more than 20% and TPV grew 14% 🔵Added 2 million first-time PayPal and Venmo debit card users in the U.S. 🔵Buy Now, Pay Later volume grew more than 20% 🔵Payment Service Provider (PSP) volume returned to healthy, profitable growth at 6% 🔵 We are also building for an agentic future, partnering with leaders such as Google, OpenAI, and Perplexity Given this strong momentum, we are raising our full year 2025 guidance for transaction margin dollars and earnings per share. We're also excited to announce that we are initiating a dividend, which demonstrates our ability to invest in growth and return capital to shareholders. Thank you to the hundreds of millions of merchants and consumers who trust PayPal every day, to our developers and partners, and to the PayPal team for your hard work and dedication. We are exceptionally well-positioned to win into the future. 💪

Alex Chriss

66,718 görüntüleme • 9 ay önce

2Q 2023 $T earnings were just released, and we’re proud to share that our strategy is working. We are confident in our ability to deliver on our full-year guidance, and the fundamentals of our business are strong. Learn more:
1:23

2Q 2023 $T earnings were just released, and we’re proud to share that our strategy is working. We are confident in our ability to deliver on our full-year guidance, and the fundamentals of our business are strong. Learn more:

AT&T News

12,073 görüntüleme • 3 yıl önce

The economic system hasn’t worked for everyone. We’re focused on expanding access for more people in more places around the world. Our business is built on simplicity and speed, empowering millions to participate in their local and global economies every day. That’s how we plan to create durable, profitable growth for our customers and our shareholders. Block Investor Day 2025.
1:50

The economic system hasn’t worked for everyone. We’re focused on expanding access for more people in more places around the world. Our business is built on simplicity and speed, empowering millions to participate in their local and global economies every day. That’s how we plan to create durable, profitable growth for our customers and our shareholders. Block Investor Day 2025.

Block Investor Relations

36,029 görüntüleme • 9 ay önce

Earlier today, Medtronic reported another quarter of strong performance with revenue of $8.0 billion, which increased 5% organic. Our results are broad-based as we deliver on our commitments across multiple businesses and geographies. Guided by our Mission and powered by our people, we’re creating innovative products and therapies for millions of patients around the world, while also positioning ourselves for long-term sustainable growth. For those of you celebrating Thanksgiving this week, I hope you enjoy a happy and safe holiday with loved ones.
2:19

Earlier today, Medtronic reported another quarter of strong performance with revenue of $8.0 billion, which increased 5% organic. Our results are broad-based as we deliver on our commitments across multiple businesses and geographies. Guided by our Mission and powered by our people, we’re creating innovative products and therapies for millions of patients around the world, while also positioning ourselves for long-term sustainable growth. For those of you celebrating Thanksgiving this week, I hope you enjoy a happy and safe holiday with loved ones.

Geoff Martha

71,354 görüntüleme • 2 yıl önce

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣​ Financially, it was a strong quarter. 🚀​ GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀​ Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀​ Gross profit grew 24% Year over Year 🚀​ Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣​ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡​ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡​ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡​ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀​ We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀​ International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀​ In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.
3:43

Just jumped off the Shopify Q3 Earnings call. If you missed it, I'll summarize: Q3 was an incredible quarter for Shopify. Here are the highlights of Q3 2024 Shopify: 1️⃣​ Financially, it was a strong quarter. 🚀​ GMV was up 24% Year over Year in Q3 - the 5th consecutive quarter where GMV growth was more than 20% 🚀​ Revenue accelerated to 26% - the 6th consecutive quarter where Shopify delivered 25% or greater top-line growth, excluding logistics 🚀​ Gross profit grew 24% Year over Year 🚀​ Our Free Cash Flow Margin expanded to 19% which means we’re delivering profitability that allows us to both grow the business and invest in the future of commerce. 2️⃣​ We’ve built the most integrated platform on the planet where everything in your business works together really really well. ⚡​ Shopify POS is powering more and more large, complex, multi-location merchants like legendary Canadian women's fashion retailer, Laura, which migrated over 130 stores to Shopify’s POS in Q3. ⚡​ We are making every part of commerce work better. This quarter we helped merchants make in-person shopping truly delightful by expanding Tap to Pay in more countries. ⚡​ And, we’re making it easier for our merchants to sell in new countries with our Managed Markets product, which has helped some merchants see an average global sales increase of 40%. The power of our platform is unmatched. 3️⃣ Shopify is increasingly the go-to platform of choice not just for entrepreneurship, but for all of commerce. We are making massive strides across our long-term growth drivers like B2B, international, enterprise, and offline commerce. 🚀​ We had our single largest B2B GMV month ever, with it growing over 145% Year over Year. This is a trend at this point, marking 5 consecutive quarters of triple digit B2B GMV growth. 🚀​ International GMV continues to outpace the growth of North America accelerating to more than 30% and our international merchants grew 36% Year over Year. 🚀​ In Q3 alone we had 16 enterprise launches on Shopify, including brands like Hanes and On Running. The best brands like Reebok, and Victoria’s Secret and high fashion brands like FashionPhile and Off-white are all coming to Shopify. Our mission has always been the same: make commerce better for everyone and, ultimately, create more entrepreneurs across the world and help them grow bigger and faster. We are doing exactly that. We are focused on helping merchants of all sizes thrive today and in the future. It’s why you see brands come to us and never leave. Thank you to everyone on the Shopify team, our partners, and our incredible community for an exceptional quarter.

Harley Finkelstein

141,986 görüntüleme • 1 yıl önce

Despite a challenging environment, our first quarter results reflect the resilience of our business and the trust our customers place in our services across all regions. 📍 In France, we drove retail revenue growth through strong fiber and convergence performance, maintaining our leadership in market share and customer satisfaction. 📍 The Africa & Middle East region delivered double-digit revenue growth, with Mobile Data contributing 60%. Our 4G and 5G networks serve over 80 million customers, and our Max it super app has nearly 20 million users. 📍 In Europe, our retail revenue grew by +1.2% with a strong commercial momentum in both broadband and mobile. 📍 In the B2B market, Orange Cyberdefense grew by 8%, and Orange Business launched 5G+ and new trusted GenAI offers through Live Intelligence Open. We also signed several agreements with our trade unions in France to support our teams' development. Big thanks to all the teams for their dedication and to our customers for their trust. 👉 More info: #Q1_2025
1:38

Despite a challenging environment, our first quarter results reflect the resilience of our business and the trust our customers place in our services across all regions. 📍 In France, we drove retail revenue growth through strong fiber and convergence performance, maintaining our leadership in market share and customer satisfaction. 📍 The Africa & Middle East region delivered double-digit revenue growth, with Mobile Data contributing 60%. Our 4G and 5G networks serve over 80 million customers, and our Max it super app has nearly 20 million users. 📍 In Europe, our retail revenue grew by +1.2% with a strong commercial momentum in both broadband and mobile. 📍 In the B2B market, Orange Cyberdefense grew by 8%, and Orange Business launched 5G+ and new trusted GenAI offers through Live Intelligence Open. We also signed several agreements with our trade unions in France to support our teams' development. Big thanks to all the teams for their dedication and to our customers for their trust. 👉 More info: #Q1_2025

Christel Heydemann

13,628 görüntüleme • 1 yıl önce

One year after the announcement of our #LeadTheFuture strategic plan, I'm proud to announce that we've achieved all our financial targets for #FY_2023! These results attest to our ability to execute and to progress on our major strategic projects. Together, we have proven that we can achieve our targets in the service of our customers. 🙏 Thanks to all our employees for their determination and customers for their trust. Orange
1:32

One year after the announcement of our #LeadTheFuture strategic plan, I'm proud to announce that we've achieved all our financial targets for #FY_2023! These results attest to our ability to execute and to progress on our major strategic projects. Together, we have proven that we can achieve our targets in the service of our customers. 🙏 Thanks to all our employees for their determination and customers for their trust. Orange

Christel Heydemann

45,619 görüntüleme • 2 yıl önce

Our President and CEO Alex Chriss took the stage at #PayPalC360 to share how together, with our customers, we're leading a new era of commerce. Our commitment to our customers? To partner with you, to being better every single day.
1:06

Our President and CEO Alex Chriss took the stage at #PayPalC360 to share how together, with our customers, we're leading a new era of commerce. Our commitment to our customers? To partner with you, to being better every single day.

PayPal

16,651 görüntüleme • 1 yıl önce

Massive day for me and my team Gynger. We are finally announcing our $20MM Series A, led by James Loftus at Paypal Ventures , and closing our $100MM debt facility with Community Investment Management. Also excited to welcome Michael Lazerow with VSV (lets do this again), Bonita Stewart with Black Angel Group and the continued support from Darian Shirazi with Gradient and Ishan Sachdev with Deciens Capital We are in (responsible) acceleration mode, and are doubling down on building out our platform to continue to meet our customers needs and demands to be the leading payments platform for all technology purchasing. We have grown tremendously in the past year (growth I have never experienced before). Financing software such as Braze , SnowflakeDB , Datadog, Inc. , Meta and hundreds of other platforms. Our customers include us in their stack, their GTM and view as as a key partner. We continue to offer our customers and partners flexible payment options and are upping the game with even more benefits to using Gynger! Gynger was our first incubated company out of MXV CAPITAL , I am incredibly humbled to see us start this next chapter! We are growing our team, please check out open positions here Here is our coverage on TechCrunch, A big shout out to our original seed investors Eric Reiner with Vine Ventures and Billy Libby with Upper90 Capital, Quiet Capital and Ben Lang, as well as all our early customers, partners and of course the entire team, we would not be here without you guys!! Hope you enjoy our video :) LFG! #fintech #saas #gynger
1:59

Massive day for me and my team Gynger. We are finally announcing our $20MM Series A, led by James Loftus at Paypal Ventures , and closing our $100MM debt facility with Community Investment Management. Also excited to welcome Michael Lazerow with VSV (lets do this again), Bonita Stewart with Black Angel Group and the continued support from Darian Shirazi with Gradient and Ishan Sachdev with Deciens Capital We are in (responsible) acceleration mode, and are doubling down on building out our platform to continue to meet our customers needs and demands to be the leading payments platform for all technology purchasing. We have grown tremendously in the past year (growth I have never experienced before). Financing software such as Braze , SnowflakeDB , Datadog, Inc. , Meta and hundreds of other platforms. Our customers include us in their stack, their GTM and view as as a key partner. We continue to offer our customers and partners flexible payment options and are upping the game with even more benefits to using Gynger! Gynger was our first incubated company out of MXV CAPITAL , I am incredibly humbled to see us start this next chapter! We are growing our team, please check out open positions here Here is our coverage on TechCrunch, A big shout out to our original seed investors Eric Reiner with Vine Ventures and Billy Libby with Upper90 Capital, Quiet Capital and Ben Lang, as well as all our early customers, partners and of course the entire team, we would not be here without you guys!! Hope you enjoy our video :) LFG! #fintech #saas #gynger

Mark Ghermezian

10,879 görüntüleme • 2 yıl önce

Finished a meeting with military leaders, the Government, and the Office, summarizing the visit to the United States. Our teams – both Ukrainian and American – are already working on everything we discussed in New York and Washington, and we are now preparing for the upcoming ‘Ramstein’ meeting. This time it will be a special meeting, and from our side, our partners will receive all the details and arguments on how to secure results in the coming months – both on the frontlines and through diplomatic efforts. The power of weapons and the power of diplomacy are always most effective when they work together, and that’s exactly how we plan to implement our Victory Plan. We also expect concrete steps from our partners to strengthen our strategy. This applies to all of them – our strength lies in the fact that the free world is defending itself.
2:46

Finished a meeting with military leaders, the Government, and the Office, summarizing the visit to the United States. Our teams – both Ukrainian and American – are already working on everything we discussed in New York and Washington, and we are now preparing for the upcoming ‘Ramstein’ meeting. This time it will be a special meeting, and from our side, our partners will receive all the details and arguments on how to secure results in the coming months – both on the frontlines and through diplomatic efforts. The power of weapons and the power of diplomacy are always most effective when they work together, and that’s exactly how we plan to implement our Victory Plan. We also expect concrete steps from our partners to strengthen our strategy. This applies to all of them – our strength lies in the fact that the free world is defending itself.

Volodymyr Zelenskyy / Володимир Зеленський

343,261 görüntüleme • 1 yıl önce

Our Administration has worked to increase access to capital for women and minority-owned businesses. We have seen record growth of Latino-owned small businesses, and Latina small businesses are the fastest-growing in the country.
0:38

Our Administration has worked to increase access to capital for women and minority-owned businesses. We have seen record growth of Latino-owned small businesses, and Latina small businesses are the fastest-growing in the country.

Vice President Kamala Harris Archived

240,430 görüntüleme • 1 yıl önce

It was another good Christmas for M&S, building on a strong performance in the prior year. Sales records were broken across the business - with Food recording its biggest day and Clothing, Home & Beauty online its biggest week - but we’re not complacent. As a growth business it’s our job to break records. The external environment remains challenging, with cost and economic headwinds to navigate, but there is much within our control. At M&S, we stay close to our customers and their needs, and with that in mind our investment in trusted value, along with great quality, style and innovation remains our priority. Transforming M&S is a marathon, not a sprint, and we go into 2025 shifting up a gear and raring to go as we accelerate the scale and pace of change. Thank you to all of our customers for shopping with M&S this Christmas and to all of our colleagues for their extraordinary effort delivering M&S’s busiest ever peak🙏
3:11

It was another good Christmas for M&S, building on a strong performance in the prior year. Sales records were broken across the business - with Food recording its biggest day and Clothing, Home & Beauty online its biggest week - but we’re not complacent. As a growth business it’s our job to break records. The external environment remains challenging, with cost and economic headwinds to navigate, but there is much within our control. At M&S, we stay close to our customers and their needs, and with that in mind our investment in trusted value, along with great quality, style and innovation remains our priority. Transforming M&S is a marathon, not a sprint, and we go into 2025 shifting up a gear and raring to go as we accelerate the scale and pace of change. Thank you to all of our customers for shopping with M&S this Christmas and to all of our colleagues for their extraordinary effort delivering M&S’s busiest ever peak🙏

Stuart Machin

15,320 görüntüleme • 1 yıl önce

“The first quarter of 2025 marks the best result in our history, with EBITDA growth of 54% and an unprecedented order backlog. These are the results of a long-term strategic vision based on rigorous financial discipline, solid industrial governance, and a strong ability to turn innovation into concrete solutions.” These are the words by our CEO Pierroberto Folgiero about the first quarter of 2025. With extraordinary commercial results and a further leap in profitability, we are entering a new phase of industrial evolution — guided by the launch of the new Underwater segment, by major strategic partnerships worldwide, and by our ability to integrate advanced solutions across all domains. We remain committed to contributing to the reindustrialization of Europe through employment, technological leadership, and sustainability across the entire value chain. #Fincantieri #FutureOnBoard
0:57

“The first quarter of 2025 marks the best result in our history, with EBITDA growth of 54% and an unprecedented order backlog. These are the results of a long-term strategic vision based on rigorous financial discipline, solid industrial governance, and a strong ability to turn innovation into concrete solutions.” These are the words by our CEO Pierroberto Folgiero about the first quarter of 2025. With extraordinary commercial results and a further leap in profitability, we are entering a new phase of industrial evolution — guided by the launch of the new Underwater segment, by major strategic partnerships worldwide, and by our ability to integrate advanced solutions across all domains. We remain committed to contributing to the reindustrialization of Europe through employment, technological leadership, and sustainability across the entire value chain. #Fincantieri #FutureOnBoard

Fincantieri

1,312,806 görüntüleme • 1 yıl önce

Trump on deportations: We are going to work with farmers. If they have strong recommendations for their farms for certain people we’re going to let them stay in for a while… we have to take care of our farmers and our hotels and various places where they need the people
1:03

Trump on deportations: We are going to work with farmers. If they have strong recommendations for their farms for certain people we’re going to let them stay in for a while… we have to take care of our farmers and our hotels and various places where they need the people

Acyn

2,458,705 görüntüleme • 1 yıl önce

"ABOLISH ICE!" University High School students in Detroit join the wave of student walkouts happening across the country to defend their classmates and to get ICE out of our neighborhoods! Our students are paving the way! We stand with our students bravely fighting back and we must continue to mobilize our people until ICE OUT OF EVERYWHERE!
0:21

"ABOLISH ICE!" University High School students in Detroit join the wave of student walkouts happening across the country to defend their classmates and to get ICE out of our neighborhoods! Our students are paving the way! We stand with our students bravely fighting back and we must continue to mobilize our people until ICE OUT OF EVERYWHERE!

Party for Socialism and Liberation

13,808 görüntüleme • 6 ay önce

Message: A full size astro pitch is critical to the survival and growth of our club and would provide our community, local schools and college with essential outdoor space. All we need is the planning we are working so hard for, and we won’t stop trying to reach our goals. FTTG
1:29

Message: A full size astro pitch is critical to the survival and growth of our club and would provide our community, local schools and college with essential outdoor space. All we need is the planning we are working so hard for, and we won’t stop trying to reach our goals. FTTG

St Josephs AFC Sallynoggin

70,133 görüntüleme • 1 yıl önce

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).
32:11

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 görüntüleme • 13 gün önce