Whalesbook
Achanak kya hua? Results ne kiya kamaal!
Yaar, Uber ne Q1 mein zabardast performance dikhaya hai! Unki Gross Bookings $53.72 billion rahi, jo analyst ke $52.9 billion ke estimate se zyada hai. Aur ye 25% year-on-year growth hai, matlab demand full on hai! Sabse badhiya baat yeh hai ki unka adjusted EBITDA bhi 33% badh kar $2.48 billion ho gaya, jo expectations se kaafi upar hai. Ye wo numbers hain jiske baad stock seedha 8% bhagta hai!
Kaunse segments ne kiya sabse zyada perform?
Delivery segment ne toh dil jeet liya, bookings 28% badhi aur $25.99 billion par pahunch gayi. Core Mobility bhi peeche nahi raha, 25% growth ke saath $26.39 billion ki bookings aayi. Aur interesting baat yeh hai ki Uber Freight bhi 6% growth dikha kar wapas track par aa gaya hai. Iss sab ke beech, company ne shareholders ko $3 billion ke buybacks se bhi reward diya.
Aage ka game plan: Autonomous cars aur future!
Abhi toh picture aur bhi exciting hone wali hai. Uber autonomous vehicles (AVs) mein badi investment kar raha hai, jiska future market $3 trillion tak jaane wala hai. Unka target hai is saal 15 cities mein AV operations shuru karna aur 2028 tak hazaron robotaxis road par utarna. Yeh sab bahut risky hai aur isme lagat bhi zyada hai, par agar yeh plan successful raha toh Uber ke liye ye game changer ho sakta hai. Company ko yeh bhi umeed hai ki AVs se insurance cost mein bhi savings hongi.
Agle quarter ka outlook kya hai?
Q2 ke liye bhi Uber ka outlook ekdum strong hai. Gross bookings $56.25 billion se $57.75 billion ke beech rehne ki prediction hai, jo 22% tak ki year-on-year growth dikha sakti hai. Adjusted EPS bhi $0.78 se $0.82 ke beech rehne ka andaaza hai. Aur haan, Uber One members 50 million se cross kar gaye hain, jo company ke liye ek aur positive sign hai.