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Uber发布三季度报,一览三大要点

Uber发布三季度报,一览三大要点

Danielle Abril 2020年11月10日
Uber今年第三季度的亏损为10.9亿美元,与去年同期的11.6亿美元相比略有改善。

Uber公布的最新业绩数据突出了其业务在新冠肺炎疫情期间的两个主要特征:人们依旧不愿意用Uber叫车,并且人们越来越多地选择食品杂货送货上门。

Uber的首席执行官达拉•科斯罗萨西在11月5日召开的投资者电话会议上表示,“消费者行为正在发生巨大的结构性改变”,Uber的送餐服务Uber Eats从中受益。“消费者很快习惯了所有商品在半个小时内送货上门的好处。”

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为31亿美元,略低于分析师预测的32亿美元。Uber三季度的亏损为10.9亿美元,虽然数据惊人,但与去年同期的11.6亿美元相比略有改善。

截至第三季度末,Uber共有7,800万月活跃用户,同比减少了24%。但这比上一季度增加了41%,这表明经过疫情初期的居家隔离之后,人们正在恢复使用Uber的服务。

业绩报告发布之后,Uber的股价在盘后交易中下跌超过3%。但在投资者电话会议期间,其股价曾经小幅反弹至每股41.50美元,在正常交易时段上涨了超过2%,随后下跌了1%。

以下是Uber业绩报告中的三个要点。

加州的第22号提案有望扩大范围

上周,加州通过了Uber支持的第22号提案,科斯罗萨西对此表示赞扬。该提案允许Uber继续将其工作人员划分为独立承包商。这将大幅减少零工公司的成本,避免了本应为这些人支付的员工工资和所有福利。

科斯罗萨西表示,Uber计划在全球“大力”倡议制定与第22号提案类似的新法律。

他说:“我们认为从长远来看,[这种模式]会赢。”

Uber预计保底时薪和健康福利等新型福利,将使公司成本增加5%左右,其中大部分会转嫁给消费者。科斯罗萨西表示,他预计乘车的需求不会因为车费上涨而减少。

送餐服务依旧红火

Uber Eats在上一个季度以及第三季度都是最大的亮点。该部门的收入同比增长125%,达到14.5亿美元,连续第二个季度销售额增长一倍以上。

科斯罗萨西表示,公司减少了折扣,同时客户在订单中的消费金额也在增加,这提高了每一单扣除相关支出以后的利润。在第三季度,Uber Eats业务扣除相关支出后损失1.83亿美元,比去年同期减少了42%。

另外,Uber Eats最近开始支持商户在其应用上面向全国投放广告。科斯罗萨西预计,广告收入有助于改善该部门食品杂货和药品配送业务利润下降的情况。

他承诺,在扣除相关支出之后,明年配送业务将实现盈利。

叫车业务继续拖累总体业绩

在疫情带来的压力下,Uber的核心业务叫车服务,在一些市场开始表现出复苏的迹象。

科斯罗萨西说:“美国市场拖累了全球业务的复苏。但即使在美国,我们的业务也有一些亮点。”

叫车业务的收入同比减少53%,降至13.7亿美元,与上一季度减少67%相比有所好转。

科斯罗萨西称,在某些城市,随着人们恢复通勤,用车的数量正在回升。例如,在纽约市,今年10月的叫车订单总量或Uber向司机支付佣金之前收取的车费,同比增长了约63%。(财富中文网)

翻译:刘进龙

审校:汪皓

Uber公布的最新业绩数据突出了其业务在新冠肺炎疫情期间的两个主要特征:人们依旧不愿意用Uber叫车,并且人们越来越多地选择食品杂货送货上门。

Uber的首席执行官达拉•科斯罗萨西在11月5日召开的投资者电话会议上表示,“消费者行为正在发生巨大的结构性改变”,Uber的送餐服务Uber Eats从中受益。“消费者很快习惯了所有商品在半个小时内送货上门的好处。”

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为31亿美元,略低于分析师预测的32亿美元。Uber三季度的亏损为10.9亿美元,虽然数据惊人,但与去年同期的11.6亿美元相比略有改善。

截至第三季度末,Uber共有7,800万月活跃用户,同比减少了24%。但这比上一季度增加了41%,这表明经过疫情初期的居家隔离之后,人们正在恢复使用Uber的服务。

业绩报告发布之后,Uber的股价在盘后交易中下跌超过3%。但在投资者电话会议期间,其股价曾经小幅反弹至每股41.50美元,在正常交易时段上涨了超过2%,随后下跌了1%。

以下是Uber业绩报告中的三个要点。

加州的第22号提案有望扩大范围

上周,加州通过了Uber支持的第22号提案,科斯罗萨西对此表示赞扬。该提案允许Uber继续将其工作人员划分为独立承包商。这将大幅减少零工公司的成本,避免了本应为这些人支付的员工工资和所有福利。

科斯罗萨西表示,Uber计划在全球“大力”倡议制定与第22号提案类似的新法律。

他说:“我们认为从长远来看,[这种模式]会赢。”

Uber预计保底时薪和健康福利等新型福利,将使公司成本增加5%左右,其中大部分会转嫁给消费者。科斯罗萨西表示,他预计乘车的需求不会因为车费上涨而减少。

送餐服务依旧红火

Uber Eats在上一个季度以及第三季度都是最大的亮点。该部门的收入同比增长125%,达到14.5亿美元,连续第二个季度销售额增长一倍以上。

科斯罗萨西表示,公司减少了折扣,同时客户在订单中的消费金额也在增加,这提高了每一单扣除相关支出以后的利润。在第三季度,Uber Eats业务扣除相关支出后损失1.83亿美元,比去年同期减少了42%。

另外,Uber Eats最近开始支持商户在其应用上面向全国投放广告。科斯罗萨西预计,广告收入有助于改善该部门食品杂货和药品配送业务利润下降的情况。

他承诺,在扣除相关支出之后,明年配送业务将实现盈利。

叫车业务继续拖累总体业绩

在疫情带来的压力下,Uber的核心业务叫车服务,在一些市场开始表现出复苏的迹象。

科斯罗萨西说:“美国市场拖累了全球业务的复苏。但即使在美国,我们的业务也有一些亮点。”

叫车业务的收入同比减少53%,降至13.7亿美元,与上一季度减少67%相比有所好转。

科斯罗萨西称,在某些城市,随着人们恢复通勤,用车的数量正在回升。例如,在纽约市,今年10月的叫车订单总量或Uber向司机支付佣金之前收取的车费,同比增长了约63%。(财富中文网)

翻译:刘进龙

审校: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.

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