优步(UBER)10月31日盘中大跌近12%,此前该公司2024年第三季度业绩虽然实现了创纪录的净利润和营收,但总预订量增长放缓,并且对第四季度业绩的指引亦不及华尔街预期,引发了投资者对其未来增长前景的担忧。
财报显示,优步第三季度净利润为26.12亿美元,同比大增,但包含了与股权投资相关的17亿美元税前收益;营收同比增长20%至111.88亿美元,略超预期。不过,更受市场关注的总预订量同比增长仅为16.1%,达409.7亿美元,低于预期的412.4亿美元。
展望第四季度,优步预计总预订量为427.5-442.5亿美元,中值435亿美元,低于分析师预期的436.6亿美元。该公司还预计调整后EBITDA为17.8-18.8亿美元,也不及市场预期的18.4亿美元。这意味着经济不确定性、通胀压力和消费者降支付意愿可能给优步核心业务增长带来一定冲击。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.