Uber發布三季度報，一覽三大要點
Danielle Abril
2020-11-10
Uber公布的最新業績數據突出了其業務在新冠肺炎疫情期間的兩個主要特征：人們依舊不愿意用Uber叫車，并且人們越來越多地選擇食品雜貨送貨上門。
Uber的首席執行官達拉?科斯羅薩西在11月5日召開的投資者電話會議上表示，“消費者行為正在發生巨大的結構性改變”，Uber的送餐服務Uber Eats從中受益。“消費者很快習慣了所有商品在半個小時內送貨上門的好處。”
Uber on November 5 reported $3.1 billion in third-quarter revenue, slightly below analyst forecasts of $3.2 billion. The company lost $1.09 billion, a stunning amount, but a slight improvement over the $1.16 billion it lost during the same period last year. Uber在11月5日公布的第三季度收入為31億美元，略低于分析師預測的32億美元。Uber三季度的虧損為10.9億美元，雖然數據驚人，但與去年同期的11.6億美元相比略有改善。
截至第三季度末，Uber共有7,800萬月活躍用戶，同比減少了24%。但這比上一季度增加了41%，這表明經過疫情初期的居家隔離之后，人們正在恢復使用Uber的服務。
業績報告發布之后，Uber的股價在盤后交易中下跌超過3%。但在投資者電話會議期間，其股價曾經小幅反彈至每股41.50美元，在正常交易時段上漲了超過2%，隨后下跌了1%。
以下是Uber業績報告中的三個要點。
加州的第22號提案有望擴大范圍
上周，加州通過了Uber支持的第22號提案，科斯羅薩西對此表示贊揚。該提案允許Uber繼續將其工作人員劃分為獨立承包商。這將大幅減少零工公司的成本，避免了本應為這些人支付的員工工資和所有福利。
科斯羅薩西表示，Uber計劃在全球“大力”倡議制定與第22號提案類似的新法律。
他說：“我們認為從長遠來看，[這種模式]會贏。”
Uber預計保底時薪和健康福利等新型福利，將使公司成本增加5%左右，其中大部分會轉嫁給消費者。科斯羅薩西表示，他預計乘車的需求不會因為車費上漲而減少。
送餐服務依舊紅火
Uber Eats在上一個季度以及第三季度都是最大的亮點。該部門的收入同比增長125%，達到14.5億美元，連續第二個季度銷售額增長一倍以上。
科斯羅薩西表示，公司減少了折扣，同時客戶在訂單中的消費金額也在增加，這提高了每一單扣除相關支出以后的利潤。在第三季度，Uber Eats業務扣除相關支出后損失1.83億美元，比去年同期減少了42%。
另外，Uber Eats最近開始支持商戶在其應用上面向全國投放廣告。科斯羅薩西預計，廣告收入有助于改善該部門食品雜貨和藥品配送業務利潤下降的情況。
他承諾，在扣除相關支出之后，明年配送業務將實現盈利。
叫車業務繼續拖累總體業績
在疫情帶來的壓力下，Uber的核心業務叫車服務，在一些市場開始表現出復蘇的跡象。
科斯羅薩西說：“美國市場拖累了全球業務的復蘇。但即使在美國，我們的業務也有一些亮點。”
叫車業務的收入同比減少53%，降至13.7億美元，與上一季度減少67%相比有所好轉。
科斯羅薩西稱，在某些城市，隨著人們恢復通勤，用車的數量正在回升。例如，在紐約市，今年10月的叫車訂單總量或Uber向司機支付傭金之前收取的車費，同比增長了約63%。（財富中文網）
翻譯：劉進龍
審校：汪皓
Uber公布的最新業績數據突出了其業務在新冠肺炎疫情期間的兩個主要特征：人們依舊不愿意用Uber叫車，并且人們越來越多地選擇食品雜貨送貨上門。
Uber的首席執行官達拉?科斯羅薩西在11月5日召開的投資者電話會議上表示，“消費者行為正在發生巨大的結構性改變”，Uber的送餐服務Uber Eats從中受益。“消費者很快習慣了所有商品在半個小時內送貨上門的好處。”
Uber on November 5 reported $3.1 billion in third-quarter revenue, slightly below analyst forecasts of $3.2 billion. The company lost $1.09 billion, a stunning amount, but a slight improvement over the $1.16 billion it lost during the same period last year. Uber在11月5日公布的第三季度收入為31億美元，略低于分析師預測的32億美元。Uber三季度的虧損為10.9億美元，雖然數據驚人，但與去年同期的11.6億美元相比略有改善。
截至第三季度末，Uber共有7,800萬月活躍用戶，同比減少了24%。但這比上一季度增加了41%，這表明經過疫情初期的居家隔離之后，人們正在恢復使用Uber的服務。
業績報告發布之后，Uber的股價在盤后交易中下跌超過3%。但在投資者電話會議期間，其股價曾經小幅反彈至每股41.50美元，在正常交易時段上漲了超過2%，隨后下跌了1%。
以下是Uber業績報告中的三個要點。
加州的第22號提案有望擴大范圍
上周，加州通過了Uber支持的第22號提案，科斯羅薩西對此表示贊揚。該提案允許Uber繼續將其工作人員劃分為獨立承包商。這將大幅減少零工公司的成本，避免了本應為這些人支付的員工工資和所有福利。
科斯羅薩西表示，Uber計劃在全球“大力”倡議制定與第22號提案類似的新法律。
他說：“我們認為從長遠來看，[這種模式]會贏。”
Uber預計保底時薪和健康福利等新型福利，將使公司成本增加5%左右，其中大部分會轉嫁給消費者。科斯羅薩西表示，他預計乘車的需求不會因為車費上漲而減少。
送餐服務依舊紅火
Uber Eats在上一個季度以及第三季度都是最大的亮點。該部門的收入同比增長125%，達到14.5億美元，連續第二個季度銷售額增長一倍以上。
科斯羅薩西表示，公司減少了折扣，同時客戶在訂單中的消費金額也在增加，這提高了每一單扣除相關支出以后的利潤。在第三季度，Uber Eats業務扣除相關支出后損失1.83億美元，比去年同期減少了42%。
另外，Uber Eats最近開始支持商戶在其應用上面向全國投放廣告。科斯羅薩西預計，廣告收入有助于改善該部門食品雜貨和藥品配送業務利潤下降的情況。
他承諾，在扣除相關支出之后，明年配送業務將實現盈利。
叫車業務繼續拖累總體業績
在疫情帶來的壓力下，Uber的核心業務叫車服務，在一些市場開始表現出復蘇的跡象。
科斯羅薩西說：“美國市場拖累了全球業務的復蘇。但即使在美國，我們的業務也有一些亮點。”
叫車業務的收入同比減少53%，降至13.7億美元，與上一季度減少67%相比有所好轉。
科斯羅薩西稱，在某些城市，隨著人們恢復通勤，用車的數量正在回升。例如，在紐約市，今年10月的叫車訂單總量或Uber向司機支付傭金之前收取的車費，同比增長了約63%。（財富中文網）
翻譯：劉進龍
審校：汪皓
Uber’s latest earnings reinforce two things about its business during the pandemic: People are still hesitant to book rides, and they're increasingly having their food and groceries delivered.
Uber Eats, Uber's delivery business, is benefiting from a "massive structural shift in consumer behavior," Uber CEO Dara Khosrowshahi said during a conference call with investors on November 5. "Consumers are quickly becoming accustomed to the magic of having anything delivered to their door in half an hour."
Uber had 78 million monthly active users at the end of the quarter, down 24% year-over-year. But that marked a 41% improvement from the previous quarter, showing signs that some people are returning to the service after sitting out during the early days of the pandemic.
Following the earnings report, Uber's shares dropped more than 3% in after-hours trading. But during the investor call, they recovered slightly to $41.50 per share, or down 1% after gaining more than 2% in regular trading.
Here are three key takeaways from the earnings report.
Prop. 22 will expand beyond California
Khosrowshahi praised last week's passage of Prop. 22, the California ballot initiative that his company supported, that lets it continue classifying its workers at independent contractors. The measure saves gig companies big costs that they would've had to spend on paying employees and the full benefits that come with them.
He also said the company intends to “loudly” advocate for new laws like Prop. 22 worldwide.
"We think over the long term [this model is] going to win," Khosrowshahi said.
Uber expects new benefits, including a guaranteed minimum hourly wage and health benefits, to raise its costs about 5%, much of which it expects to pass on to its customers. Khosrowshahi said he doesn’t expect lower demand for rides because of rides becoming more expensive.
Food delivery continues to boom
The star of the third quarter, as it was in the previous quarter, was Uber Eats. The unit's revenue jumped 125% year-over-year to $1.45 billion, marking the second sequential quarter during which sales more than doubled.
Khosrowshahi said the company has managed to increase its profits, excluding certain expenses, on each delivery by reducing discounts and by virtue of customers spending more on their orders. During the quarter, Uber Eats' lost $183 million, excluding certain expenses, a 42% improvement over the same period last year.
Eats also recently started letting merchants buy ads nationwide on its app. Khosrowshahi expects the ads to help improve the unit's otherwise lower profit margins from grocery and pharmacy delivery.
The delivery business will become profitable, minus certain expenses, next year, Khosrowshahi promised.
Ride-hailing still lags
Uber's core ride-hailing business, under strain from the pandemic, is showing signs of recovery in some markets.
"The U.S. has been an overall drag on our global recovery," Khosrowshahi said. "But we have some bright spots, even in the U.S.."
Revenue from rides fell 53% year-over-year to $1.37 billion, an improvement over last quarter's 67% decline.
Khosrowshahi said that rides are increasing in some cities as people return to commuting. In New York City, for example, gross bookings, or the money Uber collects before paying drivers, increased about 63% in October compared to year-ago levels.
