Just Eat Takeaway « Terug naar discussie overzicht

quote:

Just chill schreef op 1 november 2022 12:50:

[...]

1 november lees ik op de website.

quote:

visboer schreef op 1 november 2022 12:42:

gaat zo weer omhoog naar de 20+

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visboer schreef op 1 november 2022 12:56:

[...]klopt goede inzichten.

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Mr Investor schreef op 1 november 2022 12:41:

Volledig uitgestapt.

quote:

Hercule Poirot schreef op 1 november 2022 12:56:

[...]Het gaat hier over de cijfers van Uber......

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Gambler schreef op 1 november 2022 13:01:

Oei ff snel een euro of 1,5 eraf zonde

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Gambler schreef op 1 november 2022 12:36:

Die Freeze, daar hebben we nog nie zoveel aan gehad he...

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SEVA_ schreef op 1 november 2022 13:04:

Laten we voortaan alsjeblieft pas conclusies trekken wanneer de US open is. Onze Mickey Mouse beurs doet er niet aan toe. Zeker niet op laag volume.

quote:

Jimnotaris schreef op 1 november 2022 13:07:

[...]

Hopelijk hebben ze ook niet door hoe Grubhub/Skip het doen t.o.v. Uber Eats.

quote:

Jimnotaris schreef op 1 november 2022 13:02:

Delivery (Uber)

Gross Bookings of $13.7 billion: Delivery Gross Bookings grew 13% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 19% YoY and in all other markets were up 8% YoY on a constant currency basis.
Revenue of $2.8 billion: DeliveryRevenue grew 24% YoY and 3% QoQ. Take Rate of 20.2% grew 280 bps YoY and grew 80 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 500 bps in the quarter (compared to 400 bps benefit in Q3 2021 and 510 bps benefit in Q2 2022).
Adjusted EBITDA of $181 million: Delivery Adjusted EBITDA grew $193 million YoY and $82 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 1.3%, compared to (0.1)% in Q3 2021 and 0.7% in Q2 2022.

Uber NA +19 %
JET NA - 8 %

quote:

Jimnotaris schreef op 1 november 2022 13:02:

Delivery (Uber)

Gross Bookings of $13.7 billion: Delivery Gross Bookings grew 13% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 19% YoY and in all other markets were up 8% YoY on a constant currency basis.
Revenue of $2.8 billion: DeliveryRevenue grew 24% YoY and 3% QoQ. Take Rate of 20.2% grew 280 bps YoY and grew 80 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 500 bps in the quarter (compared to 400 bps benefit in Q3 2021 and 510 bps benefit in Q2 2022).
Adjusted EBITDA of $181 million: Delivery Adjusted EBITDA grew $193 million YoY and $82 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 1.3%, compared to (0.1)% in Q3 2021 and 0.7% in Q2 2022.

Uber NA +19 %
JET NA - 8 %

quote:

Mr_Market schreef op 1 november 2022 13:09:

[...]

Tja het verlies voor Uber is niet voor niks groter dan verwacht. Laat ze lekker al die niet rendabele ritjes nemen, en er nog veel en veel meer bij krijgen :-))