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Grab (GRAB) - 2025 Q3 - Earnings Call Transcript
2025-11-04 09:02
Grab (NasdaqGS:GRAB) Q3 2025 Earnings Call November 03, 2025 07:00 PM ET Company ParticipantsDouglas Eu - Director of Investor Relations and Strategic FinancePeter Oey - CFOAnthony Tan - CEOAlex Hungate - President and COOConference Call ParticipantsNavin Killa - AnalystJiong Shao - Senior Equity AnalystVenugopal Garre - Senior AnalystAlicia Yap - Equity Research AnalystPang Vit - AnalystWei Fang - AnalystDivya Gangahar - AnalystMark Mahaney - AnalystOperatorLadies and gentlemen, thank you for joining us to ...
Grab (GRAB) - 2025 Q3 - Earnings Call Transcript
2025-11-04 09:00
Grab (NasdaqGS:GRAB) Q3 2025 Earnings Call November 03, 2025 07:00 PM ET Speaker3Ladies and gentlemen, thank you for joining us today. My name is Tyler. I will be your conference operator for this session. Welcome to Grab's third quarter 2025 earnings results call. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question, please raise your hand. If you had dialed into today's call, please press star nine to raise your hand and star six to unmute. Please l ...
Street expects Uber to beat earnings results
Youtube· 2025-11-04 05:21
But another weak breath day that doesn't really seem to matter for the index trend. >> Yeah, Mac, do you want to tell me about uh Uber and the expectations there. >> So, Scott, the street is bullish on Uber's Q3 print with both Bank of America and UBS calling for a modest beat fueled by strong rid share demand and more users actively booking trips and placing food orders through the app.Even as Door Dash continues to take share, Uber's delivery category is expected to stay resilient and autonomous driving. ...
Jim Cramer on Uber: “Another Company That’s Fulfilling Its Grand Ambitions”
Yahoo Finance· 2025-11-04 00:06
文章核心观点 - 知名财经评论员Jim Cramer对Uber Technologies Inc 的股票表现出强烈乐观态度 他认为该公司正在实现其宏伟目标 并明确建议投资者买入该股票 [1][2] 公司业务与市场地位 - Uber Technologies Inc 运营连接用户与交通、配送和货运服务的技术平台 [2] - 公司提供网约车、食品和零售配送以及物流解决方案 [2] 市场情绪与投资建议 - Jim Cramer在7月23日的节目中被问及对该股票的建议时 回应称当前市场的怀疑情绪是健康的 但股票值得在当前价位买入 [2] - Jim Cramer建议投资者采取的行动是买入 并重复强调了三次“buy” [2]
Stifel Raises DoorDash (DASH) Price Target to $255 After Deliveroo Deal Completion
Yahoo Finance· 2025-11-03 11:10
DoorDash, Inc. (NASDAQ:DASH) ranks among the stocks with the best earnings growth for the next 5 years. While retaining a Hold rating on DoorDash, Inc. (NASDAQ:DASH), Stifel boosted its price target on the company’s shares from $239 to $255 on October 24. The firm also maintained its estimates while it waits for more information regarding the impact and pace of the October 2 completion of the Deliveroo deal. Prior to taking Deliveroo’s contribution into account, Stifel plans to acknowledge the acquisitio ...
What To Expect in Markets This Week: AMD, Palantir, Pharmaceutical and Tech Earnings; Private-Sector Employment Report
Investopedia· 2025-11-02 20:55
科技行业财报 - 芯片制造商超微公司将于周二公布财报,市场关注其人工智能产品需求,特别是10月与甲骨文签署的AI芯片供应协议[1][3] - 高通上周发布两款用于数据中心的新AI芯片,其财报亦受关注[3] - 芯片设计公司安谋控股本周将公布业绩[2][3] - 软件提供商Palantir周一公布财报,其股价因AI平台需求强劲今年已上涨超过一倍[3] - 云网络提供商Arista Networks周二公布财报[3] 制药行业动态 - 诺和诺德周三公布业绩,其减肥药Ozempic面临特朗普政府定价压力,特朗普称月费用应为150美元而非当前超过1000美元[4] - 安进、辉瑞和阿斯利康等制药公司本周公布财报,这些公司已达成协议降低药品价格以应对特朗普威胁的高额关税[4] 零工经济企业财报 - 网约车平台优步本周公布业绩[4] - 外卖服务公司DoorDash周三公布财报[4] - 房屋租赁平台Airbnb周四公布业绩[4] 经济数据发布 - 美国10月ADP私营部门就业报告周三公布,替代因政府停摆而延迟的官方就业报告[2][8] - 10月ISM制造业和服务业PMI调查本周发布,为投资者提供就业和价格指标[8] - 美联储消费者信贷报告和密歇根大学消费者信心调查预计本周发布[8] - 因政府停摆,原定周五发布的10月就业报告以及工厂订单、贸易平衡和职位空缺数据预计再次延迟[2][7] 美联储官员讲话 - 费城联储主席安娜·保尔森和圣路易斯联储主席阿尔贝托·穆萨勒姆周三发表讲话[8] - 纽约联储主席约翰·威廉姆斯周四发表讲话,此前美联储上周进行了今年第二次降息[8][12]
Wall Street Stands Tall After Trade Tensions, Tech Earnings
Schaeffers Investment Research· 2025-11-01 02:19
There were no spooky plot twists on Wall Street this week. Big Tech earnings, trade deal developments, and a Fed meeting all took turns dominating the headlines leading up to Halloween. Choppiness and volatility still managed to rear their ugly heads, however. Just when mid-week records were nabbed, AI valuation concerns triggered profit-taking, only for a different batch of large cap tech earnings to stabilize sentiment. With October in the rear view, all three major indexes picked up weekly and monthly wi ...
Kroger steps up ties with Uber as it sharpens focus on store-level fulfillment
Yahoo Finance· 2025-10-31 19:19
合作范围与内容 - 克罗格计划在2026年初使Uber Eats能够从其约2700家超市中的超过2600家进行配送 [3][8] - 双方计划合作开发零售媒体体验 帮助品牌触达消费者 [3] - 克罗格还将允许其消费者使用自有应用程序 通过Uber Eats订购餐厅餐食 [8] 会员计划整合 - 克罗格Boost会员计划成员将获得Uber One会员资格的延长试用 包括6%现金返还 乘车优惠 免费配送及Uber Eats订单折扣 [4] - Uber One会员将获得克罗格Boost会员的延长免费试用 包括所有购物双倍燃油积分 以及通过克罗格官网和移动应用下单享受免费配送 [4] 战略背景与目标 - 此次深化与Uber的合作 是在公司宣布与DoorDash合作从几乎所有门店提供杂货配送之后 [6] - 公司旨在通过更低价格和更相关优惠与消费者建立更强联系 [6] - 公司专注于利用其门店处理在线杂货订单 以提升电商运营的速度和效率 [7][8] - 公司首席数字官表示 合作结合了克罗格生鲜食品和自有品牌优势与Uber的专业技术和配送技术 旨在为顾客提供更多选择和价值 并吸引新顾客 为零售媒体业务提供更多数据 [5]
Uber Eats Offers Restaurant Ordering to Kroger Shoppers
PYMNTS.com· 2025-10-31 03:52
Kroger is teaming with Uber to let its grocery shoppers order restaurant meal deliveries.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That’s one of the aspects of a broader team up between the two companies anno ...
Kroger and Uber expand partnership
Supermarket News· 2025-10-31 01:44
Uber Technologies, Inc. and The Kroger Co. announced on Thursday plans to expand their existing partnership, allowing customers to order groceries and restaurant meals through an integrated platform that combines Kroger’s retail network with Uber Eats’ delivery service.Beginning in early 2026, Uber Eats users will be able to shop from more than 2,600 Kroger-owned grocery stores across the U.S. The rollout will include major Kroger banners such as Ralphs, Fred Meyer, King Soopers, Smith’s, Fry’s, Harris Teet ...