18年第二季度Uber虧損8.91億美元,收入增速放緩
富有爭議的創始人特拉維斯·卡蘭尼克辭職,達拉·科斯羅薩西繼而掌權一年后,Uber依然面臨著九位數的巨額虧損。唯一的不同是,現在它又出現了收入增速放緩的問題。 投資者可以容忍虧損但加速增長的公司,甚至是增速放緩但創造大量利潤的公司。然而,盡管實際情況表明和丑聞不斷的2017年相比, 2018年對Uber來說要平靜得多,但這家公司在業績方面依然處境不妙。 CNBC和Axios等幾家新聞媒體報道,按美國通用會計準則(GAAP)計算,2018年第二季度Uber凈虧損8.91億美元,而第一季度該公司實現凈利潤25億美元(其中包括轉讓俄羅斯和東南亞資產所得收益)。2017年第四季度Uber虧損了11億美元。 同時,第二季度收入為27億美元,同比增長49%,低于第一季度67%的增速。 收入增速下降的關鍵原因是Uber的核心叫車業務步伐放緩。第二季度,總訂單金額同比增長38%,達到120億美元,而第一季度的同比增幅為55%。 Uber一直在新領域中尋找增長點,比如外賣服務UberEats以及出租自行車和電動車,但為了打造自動駕駛汽車車隊,Uber仍在耗費大量資金。 預計Uber最快將在2018年底上市。(財富中文網) 譯者:Charlie 審校: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. |