优步公司2024年第三季度业绩虽然实现了创纪录的净利润和营收,但令市场失望的是总预订量同比增长仅为16.1%,达409.7亿美元,低于预期的412.4亿美元。这反映出优步核心业务拼车需求增长正在放缓。
投资者对优步第四季度业绩前景的疑虑也愈加强烈。优步预计第四季度总预订量为427.5-442.5亿美元,中值435亿美元,低于分析师预期的436.6亿美元。同时,优步预计调整后EBITDA为17.8-18.8亿美元,亦不及市场预期的18.4亿美元。
财报公布后,优步股价在盘中一度重挫近12%。分析人士认为,在经济不确定性和通胀高企的背景下,消费者可能倾向于选择廉价的大众交通工具,而非拼车服务,这将拖累优步业务增长。优步管理层虽对公司长期前景仍持乐观态度,但当前的经济环境无疑给其带来了巨大挑战。
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