18年第二季度Uber亏损8.91亿美元,收入增速放缓
富有争议的创始人特拉维斯·卡兰尼克辞职,达拉·科斯罗萨西继而掌权一年后,Uber依然面临着九位数的巨额亏损。唯一的不同是,现在它又出现了收入增速放缓的问题。 投资者可以容忍亏损但加速增长的公司,甚至是增速放缓但创造大量利润的公司。然而,尽管实际情况表明和丑闻不断的2017年相比, 2018年对Uber来说要平静得多,但这家公司在业绩方面依然处境不妙。 CNBC和Axios等几家新闻媒体报道,按美国通用会计准则(GAAP)计算,2018年第二季度Uber净亏损8.91亿美元,而第一季度该公司实现净利润25亿美元(其中包括转让俄罗斯和东南亚资产所得收益)。2017年第四季度Uber亏损了11亿美元。 同时,第二季度收入为27亿美元,同比增长49%,低于第一季度67%的增速。 收入增速下降的关键原因是Uber的核心叫车业务步伐放缓。第二季度,总订单金额同比增长38%,达到120亿美元,而第一季度的同比增幅为55%。 Uber一直在新领域中寻找增长点,比如外卖服务UberEats以及出租自行车和电动车,但为了打造自动驾驶汽车车队,Uber仍在耗费大量资金。 预计Uber最快将在2018年底上市。(财富中文网) 译者:Charlie 审校:夏林 |
A year after Dara Khosrowshahi took the reins at Uber following the resignation of controversial founder Travis Kalanick, the company is still facing massive, six-figure losses. Only now it’s also grappling with slower revenue growth. Investors can tolerate losses in a company enjoying accelerating growth. Or even slower revenue growth in a company with strong profits. But even while 2018 has proven to be a much more tranquil year than Uber’s scandal-filled 2017, it’s still finding itself on the wrong side of those equations. Several news outlets, including CNBC and Axios, reported that Uber posted a GAAP net loss of $891 million in the second quarter of 2018. That compared to a $2.5 billion net profit in the first quarter (which included proceeds from the sale of assets in Russia and Southeast Asia) and a $1.1 billion loss in the quarter before that. Revenue, meanwhile, rose 49% year over year to $2.7 billion. That’s down from the 67% growth rate in the first quarter. The key reason for the slower growth may be a slowdown in Uber’s core ride-hailing business. Gross bookings rose 38% year-over-year in the second quarter to $12 billion. In the first quarter, gross bookings rose at a 55% annual rate. Uber has been seeing growth in new areas such as UberEats and bike and scooter rentals, but it still faces heavy spending on creating a fleet of autonomous cars. Uber is expected to take its company public as early as late 2018. |