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Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

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14,130   +0,120   (+0,86%) Dagrange 13,735 - 14,165 1.882.679   Gem. (3M) 1,8M

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

73.764 Posts
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  1. forum rang 8 Pedro Ines Kuilen 2 augustus 2022 13:13
    Delivery

    Gross Bookings of $13.9 billion: Delivery Gross Bookings grew 12% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 21% YoY and in all other markets were up 3% YoY on a constant currency basis.
    Revenue of $2.7 billion: DeliveryRevenue grew 37% YoY and 7% QoQ. Take Rate of 19.4% grew 420 bps YoY and grew 130 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 510 bps in the quarter (compared to 330 bps benefit in Q2 2021 and 400 bps benefit in Q1 2022).
    Adjusted EBITDA of $99 million: Delivery Adjusted EBITDA grew $260 million YoY and $69 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 0.7%, compared to (1.2)% in Q2 2021 and 0.2% in Q1 2022.
  2. Doorpakken 2 augustus 2022 13:13
    quote:

    SEVA_ schreef op 2 augustus 2022 13:05:

    [...]

    Kun je de highlights samenvatten svp?
    Financial Highlights for Second Quarter 2022

    Gross Bookings grew 33% year-over-year ("YoY") to $29.1 billion, or 36% on a constant currency basis, with Mobility Gross Bookings of $13.4 billion (+55% YoY or +57% YoY constant currency) and Delivery Gross Bookings of $13.9 billion (+7% YoY or +12% YoY constant currency). Trips during the quarter grew 24% YoY to 1.87 billion, or approximately 21 million trips per day on average.

    Revenue grew 105% YoY to $8.1 billion, or 111% on a constant currency basis, with Revenue growth significantly outpacing Gross Bookings growth due to a change in the business model for our UK Mobility business and the acquisition of Transplace by Uber Freight.

    Net loss attributable to Uber Technologies, Inc. was $2.6 billion, which includes a $1.7 billion net headwind (pre-tax) relating to Uber’s equity investments, primarily due to aggregate unrealized losses related to the revaluation of Uber’s Aurora, Grab, and Zomato stakes. Additionally, net loss includes $470 million in stock-based compensation expense.

    Adjusted EBITDA of $364 million, up $873 million YoY. Adjusted EBITDA margin as a percentage of Gross Bookings was 1.3%, up from (2.3)% in Q2 2021.

    Net cash provided by operating activities was $439 million, up $780 million YoY. Free cash flow, defined as net cash flows from operating activities less capital expenditures, was $382 million, up $780 million YoY.

    Unrestricted cash and cash equivalents were $4.4 billion at the end of the second quarter.
  3. forum rang 8 Pedro Ines Kuilen 2 augustus 2022 13:14
    quote:

    Pedro Ines Kuilen schreef op 2 augustus 2022 13:13:

    Delivery

    Gross Bookings of $13.9 billion: Delivery Gross Bookings grew 12% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 21% YoY and in all other markets were up 3% YoY on a constant currency basis.
    Revenue of $2.7 billion: DeliveryRevenue grew 37% YoY and 7% QoQ. Take Rate of 19.4% grew 420 bps YoY and grew 130 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 510 bps in the quarter (compared to 330 bps benefit in Q2 2021 and 400 bps benefit in Q1 2022).
    Adjusted EBITDA of $99 million: Delivery Adjusted EBITDA grew $260 million YoY and $69 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 0.7%, compared to (1.2)% in Q2 2021 and 0.2% in Q1 2022.
    Als ik er zo naar kijkt dan is Grubhub/JET sterker!!!!
  4. forum rang 10 DeZwarteRidder 2 augustus 2022 13:14
    quote:

    Pedro Ines Kuilen schreef op 2 augustus 2022 13:13:

    Delivery

    Gross Bookings of $13.9 billion: Delivery Gross Bookings grew 12% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 21% YoY and in all other markets were up 3% YoY on a constant currency basis.
    Revenue of $2.7 billion: DeliveryRevenue grew 37% YoY and 7% QoQ. Take Rate of 19.4% grew 420 bps YoY and grew 130 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 510 bps in the quarter (compared to 330 bps benefit in Q2 2021 and 400 bps benefit in Q1 2022).
    Adjusted EBITDA of $99 million: Delivery Adjusted EBITDA grew $260 million YoY and $69 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 0.7%, compared to (1.2)% in Q2 2021 and 0.2% in Q1 2022.
    Dit gaat allemaal ten koste van JET.

    De promotie van Uber Eats is een enorm succes.
    Daar kan JET een puntje aan zuigen.
  5. forum rang 8 Pedro Ines Kuilen 2 augustus 2022 13:17
    quote:

    DeZwarteRidder schreef op 2 augustus 2022 13:14:

    [...]

    Dit gaat allemaal ten koste van JET.
    JET overklast Uber en de overwinning wordt echt zichtbaar in het najaar van dit jaar kampioensjaar voor JET!!! Ubertje heeft zich al terug getrokken uit Brazilië en ik verwacht dat meer landen gaan volgen!!!!!
  6. [verwijderd] 2 augustus 2022 13:38
    Grubhub heeft een aandeelwaarde van $6.73 op dit moment, als ik dit x94 mil outstanding shares doe, dan krijg je een marktwaarde van ongeveer 628 miljoen. 4 miljard is die allang al niet meer waard.

    Denk daarnaast dat Amazon niet eens 1 miljard wilt betalen, die willen alleen maar gratis aandelen, en zie Bezos nog wel eens een hostile takeover doen ook.

    Wat ik wel opvallend vind is dat die gasten die Grubhub bezorgen bakken met geld verdienen. Als je een goede dag hebt, kun je zo $300 verdienen (volgens youtubers die delivery doen). En dan werken wij hier voor 12 euro bruto minimumloon ons uit de naad lol.
73.764 Posts
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