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Just Eat Takeaway 2022!!!!!!!!

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  1. maars 1 november 2022 12:33
    Wat zegt dit dikgedrukte eigenlijk elke keer? Zag dat een aantal maanden geleden ook telkens zo hoog. (Marketviewer)
    VBO Size Value Market Size
    19.0960 447 € 8,535 Retail
    19.0960 597 € 11,400 Standard
    33.6250 35,760 € 1,202,430 Apex
    19.1040 8,103 € 154,799 Zenith
  2. forum rang 6 Just chill 1 november 2022 12:35
    Financial Highlights for Third Quarter 2022

    Gross Bookings grew 26% year-over-year ("YoY") to $29.1 billion, or 32% on a constant currency basis, with Mobility Gross Bookings of $13.7 billion (+38% YoY or +45% YoY constant currency) and Delivery Gross Bookings of $13.7 billion (+7% YoY or +13% YoY constant currency). Trips during the quarter grew 19% YoY to 1.95 billion, or approximately 21 million trips per day on average.

    Revenue grew 72% YoY to $8.3 billion, or 81% on a constant currency basis, with Revenue growth significantly outpacing Gross Bookings growth due to the acquisition of Transplace by Uber Freight and a change in the business model for our UK Mobility business.

    Net loss attributable to Uber Technologies, Inc. was $1.2 billion, which includes a $512 million net headwind (pre-tax) primarily due to net unrealized losses related to the revaluations of Uber’s equity investments. Additionally, net loss includes $482 million in stock-based compensation expense.

    Adjusted EBITDA of $516 million, up $508 million YoY. Adjusted EBITDA margin as a percentage of Gross Bookings was 1.8%, up from 0% in Q3 2021.

    Net cash provided by operating activities was $432 million, and free cash flow, defined as net cash flows from operating activities less capital expenditures, was $358 million.

    Unrestricted cash and cash equivalents were $4.9 billion at the end of the third quarter.

    "Our global scale and unique platform advantages are working together to drive more profitable growth, with Gross Bookings growth of 32% and record Adjusted EBITDA of $516 million," said Dara Khosrowshahi, CEO. "Even as the macroeconomic environment remains uncertain, Uber’s core business is stronger than ever."

    "Strong demand for our offerings, better marketplace efficiency, and our asset-light platform helped to deliver Adjusted EBITDA well above our guidance, even as foreign exchange and inflationary headwinds impact all global businesses," said Nelson Chai, CFO. "We remain focused on excellent execution and disciplined cost management to deliver on our growth and profitability commitments for the coming years."

    Outlook for Q4 2022

    For Q4 2022, we anticipate:

    Gross Bookings to grow 23% to 27% YoY on a constant currency basis, with an expected 7 percentage point YoY currency headwind, translating to a range of $30.0 billion to $31.0 billion

    Adjusted EBITDA of $600 million to $630 million
  3. forum rang 6 RJ 80 1 november 2022 12:35
    Mss voorlopig ook wel wat momentum in aanloop naar het WK toe. Ik zie Kate Perry steeds vaker op tv ook ;-)
  4. forum rang 6 Just chill 1 november 2022 12:36
    quote:

    SEVA_ schreef op 1 november 2022 12:31:

    Lijkt erop dat Uber minder krimp laat zien dan JET NA
    Ik zie helaas geen geografische verdeling enkel een totaal groei
  5. Studentenrekening 1 november 2022 12:37
    Bizar. Na mijn geleidelijke inkoop vanaf € 55 sta ik inmiddels weer break-even. Mijn aankopen op 15,67 en 12,84 hebben m'n GAK naar 19,23 doen dalen.

    De aankopen van 12.84 wel zojuist verkocht, daardoor m'n GAK weer hoger, maar ik zie het ook een beetje als een losse trade met een mooie winst.

    Ik heb wel een beetje een TomTom gevoel met JET. Na de enorme boom, de komende jaren denk ik rangen tussen de 10 en 25. Voor de gekte van afgelopen jaren hebben we denk ik weer de hulp van centrale banken nodig.
  6. forum rang 5 Stork 49 1 november 2022 12:48
    quote:

    Just chill schreef op 1 november 2022 12:35:

    Financial Highlights for Third Quarter 2022

    Gross Bookings grew 26% year-over-year ("YoY") to $29.1 billion, or 32% on a constant currency basis, with Mobility Gross Bookings of $13.7 billion (+38% YoY or +45% YoY constant currency) and Delivery Gross Bookings of $13.7 billion (+7% YoY or +13% YoY constant currency). Trips during the quarter grew 19% YoY to 1.95 billion, or approximately 21 million trips per day on average.

    Revenue grew 72% YoY to $8.3 billion, or 81% on a constant currency basis, with Revenue growth significantly outpacing Gross Bookings growth due to the acquisition of Transplace by Uber Freight and a change in the business model for our UK Mobility business.

    Net loss attributable to Uber Technologies, Inc. was $1.2 billion, which includes a $512 million net headwind (pre-tax) primarily due to net unrealized losses related to the revaluations of Uber’s equity investments. Additionally, net loss includes $482 million in stock-based compensation expense.

    Adjusted EBITDA of $516 million, up $508 million YoY. Adjusted EBITDA margin as a percentage of Gross Bookings was 1.8%, up from 0% in Q3 2021.

    Net cash provided by operating activities was $432 million, and free cash flow, defined as net cash flows from operating activities less capital expenditures, was $358 million.

    Unrestricted cash and cash equivalents were $4.9 billion at the end of the third quarter.

    "Our global scale and unique platform advantages are working together to drive more profitable growth, with Gross Bookings growth of 32% and record Adjusted EBITDA of $516 million," said Dara Khosrowshahi, CEO. "Even as the macroeconomic environment remains uncertain, Uber’s core business is stronger than ever."

    "Strong demand for our offerings, better marketplace efficiency, and our asset-light platform helped to deliver Adjusted EBITDA well above our guidance, even as foreign exchange and inflationary headwinds impact all global businesses," said Nelson Chai, CFO. "We remain focused on excellent execution and disciplined cost management to deliver on our growth and profitability commitments for the coming years."

    Outlook for Q4 2022

    For Q4 2022, we anticipate:

    Gross Bookings to grow 23% to 27% YoY on a constant currency basis, with an expected 7 percentage point YoY currency headwind, translating to a range of $30.0 billion to $31.0 billion

    Adjusted EBITDA of $600 million to $630 million
    had er even bij gezet dat dit op 19 oktober al is gepubliceerd
  7. forum rang 6 Just chill 1 november 2022 12:50
    quote:

    Zwaluwe/Dongen schreef op 1 november 2022 12:48:

    [...]
    had er even bij gezet dat dit op 19 oktober al is gepubliceerd
    1 november lees ik op de website.
  8. forum rang 5 IQ 1 november 2022 12:51
    quote:

    visboer schreef op 1 november 2022 12:42:

    gaat zo weer omhoog naar de 20+
    Wel heel veel op één dag, maar ben al tevreden dat er de rest van de week nog 15% bijkomt hahahaha
  9. forum rang 8 SEVA_ 1 november 2022 12:51
    Moet meer volume op de stijging. Ballonnetje loopt anders straks weer leeg. Imho doet Uber het beter in NA
  10. forum rang 7 Steef89 1 november 2022 12:54
    quote:

    SEVA_ schreef op 1 november 2022 12:51:

    Moet meer volume op de stijging. Ballonnetje loopt anders straks weer leeg. Imho doet Uber het beter in NA
    Was te verwachten, zullen ook voor een gedeelte winstnemingen zijn.
  11. Gelano 1 november 2022 12:55
    quote:

    visboer schreef op 1 november 2022 12:42:

    gaat zo weer omhoog naar de 20+
    Hmm meestal heb jij het wel goed.
    Slimme boy.
  12. forum rang 5 Stork 49 1 november 2022 12:55
    quote:

    Just chill schreef op 1 november 2022 12:50:

    [...]

    1 november lees ik op de website.
    19 October 2022, 07:00 (CEST)
    Just Eat Takeaway.com Q3 2022 Trading Update

    Company Adjusted EBITDA[1] profitable in Q3 2022, ahead of schedule
  13. forum rang 4 visboer 1 november 2022 12:56
    quote:

    Gelano schreef op 1 november 2022 12:55:

    [...]

    Hmm meestal heb jij het wel goed.
    Slimme boy.
    klopt goede inzichten.
  14. forum rang 4 Hercule Poirot 1 november 2022 12:56
    quote:

    Zwaluwe/Dongen schreef op 1 november 2022 12:55:

    [...]
    19 October 2022, 07:00 (CEST)
    Just Eat Takeaway.com Q3 2022 Trading Update

    Company Adjusted EBITDA[1] profitable in Q3 2022, ahead of schedule
    Het gaat hier over de cijfers van Uber......
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