Etsy (NASDAQ: ETSY) reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. GUIDANCE: Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million. Uber (UBER) Q2 EPS, Revenue Tops Consensus Uber (NYSE: UBER) reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion. Gross Bookings reached an all-time high of $21.9B, up 114% year-over-year
应该说，UBER、LYFT Q2 的业绩是非常好的； 但是股市是炒未来3-12个月的预期，如果疫情恶化或不好转， Q3， Q4 ride sharing 会面临乘客和司机同时减少的状况； UBer 情况好些，有 uber eats 对冲一下 Uber beat estimates on the top and bottom line and turned an unexpected one-time profit during the second quarter. Shares dipped more than 7% in after hours trading. Here’s how Uber did versus expectations: Earnings per share: 58 cents vs an expected 51 cent loss, according to a consensus of analysts surveyed by Refinitiv. Revenue: $3.93 billion vs $3.75 billion expected, according to Refinitiv. Uber reported a net income of $1.1 billion for the quarter. That was largely due to unrealized gains of $1.4 billion in Didi and $471 million in Aurora. Shares of Didi have dropped about 37% over the last month, however, shrinking Uber’s stake in the company down by $2 billion last week. Uber’s operating loss was still $1.19 billion. Its adjusted EBITDA loss was $509 million, down $150 million from the prior quarter but an improvement of $328 million from last year. EBITDA refers to earnings before interest, taxes, depreciation and amortization. Here’s how Uber’s largest business segments performed in the second quarter of 2021: Mobility (gross bookings): $8.6 billion, up 184% from a year ago Delivery (gross bookings): $12.9 billion, up 85% from a year ago Delivery revenue has continued to outperform its core ride-hailing business at $1.96 billion, compared with $1.62 billion. In an update to shareholders, the company said that delivery merchants exceeded 750,000. The company has struggled with supply and demand imbalances because of the pandemic, leading to surge pricing and increased wait times. CEO Dara Khosrowshahi said on the company’s call with investors that prices and wait times are still not at its targets. “In Q2 we invested in recovery by investing in drivers and we made strong progress, with monthly active drivers and couriers in the US increasing by nearly 420,000 from February to July,” Khosrowshahi said in a statement.
GUIDANCE: Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.
Uber (UBER) Q2 EPS, Revenue Tops Consensus
Uber (NYSE: UBER) reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.
Gross Bookings reached an all-time high of $21.9B, up 114% year-over-year
Uber beat estimates on the top and bottom line and turned an unexpected one-time profit during the second quarter. Shares dipped more than 7% in after hours trading.
Here’s how Uber did versus expectations: Earnings per share: 58 cents vs an expected 51 cent loss, according to a consensus of analysts surveyed by Refinitiv. Revenue: $3.93 billion vs $3.75 billion expected, according to Refinitiv. Uber reported a net income of $1.1 billion for the quarter. That was largely due to unrealized gains of $1.4 billion in Didi and $471 million in Aurora. Shares of Didi have dropped about 37% over the last month, however, shrinking Uber’s stake in the company down by $2 billion last week. Uber’s operating loss was still $1.19 billion. Its adjusted EBITDA loss was $509 million, down $150 million from the prior quarter but an improvement of $328 million from last year. EBITDA refers to earnings before interest, taxes, depreciation and amortization.
Here’s how Uber’s largest business segments performed in the second quarter of 2021: Mobility (gross bookings): $8.6 billion, up 184% from a year ago Delivery (gross bookings): $12.9 billion, up 85% from a year ago Delivery revenue has continued to outperform its core ride-hailing business at $1.96 billion, compared with $1.62 billion. In an update to shareholders, the company said that delivery merchants exceeded 750,000. The company has struggled with supply and demand imbalances because of the pandemic, leading to surge pricing and increased wait times. CEO Dara Khosrowshahi said on the company’s call with investors that prices and wait times are still not at its targets. “In Q2 we invested in recovery by investing in drivers and we made strong progress, with monthly active drivers and couriers in the US increasing by nearly 420,000 from February to July,” Khosrowshahi said in a statement.
cow, 大家都约好了的吗