GRAB Earnings Prediction
The chart below shows how GRAB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, GRAB sees a +2.63% change in stock price 10 days leading up to the earnings, and a -2.01% change 10 days following the report. On the earnings day itself, the stock moves by -4.83%. This data can give you a slight idea of what to expect for the next quarter's release.
GRAB Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
764.00M
17.00%
6.70%
Gross Margin
43.46%
2.82%
1.35%
Operating Margin
11.65%
500.34%
-740.11%
Net Margin
1.44%
-14.29%
-31.10%
EPS
0.01
0.00%
0.00%
No Data Available
GRAB Earnings Analysis
Grab Holdings Ltd Corporation (GRAB.O) Earnings Conference Call
Positive
Strongest Quarter Performance: Fourth quarter was our strongest quarter ever, closing out 2024 on a strong note as we relentlessly executed on our product and tech led initiatives.
On-Demand GMV Acceleration: This drove an acceleration in our on-demand GMV to 20% year-on-year.
User Growth Through Initiatives: Product initiatives launched in 2024, and targeted at improving the affordability and reliability of our on-demand services resulted in a new record of transacting users on Grab.
Positive Group Adjusted EBITDA: We achieved our first full year of positive group adjusted EBITDA of $313 million, coming in at the upper end of our upgraded guidance.
Strong Free Cash Flow Growth: Positive full year adjusted free cash flow of $136 million, which improved by $370 million year-on-year.
Southeast Asia Expansion Potential: We see plenty of headroom to further outserve the millions of users and partners across Southeast Asia this year.
On-Demand GMV Growth Momentum: We expect to maintain our on-demand GMV growth momentum in 2025.
Negative
User Engagement Challenges: Despite achieving a record in transacting users, the company faced challenges in maintaining user engagement and retention, which could impact future growth.
Adjusted Free Cash Flow Improvement: The company reported a significant year-on-year improvement in adjusted free cash flow, but this was largely due to cost-cutting measures rather than organic growth.
On-Demand GMV Growth Concerns: While on-demand GMV grew by 20% year-on-year, this growth rate may not be sustainable in the long term, raising concerns about future performance.
Adjusted EBITDA Achievement: The positive adjusted EBITDA of $313 million was achieved, but there are ongoing risks and uncertainties that could affect future profitability, as highlighted in the forward-looking statements.
Growth Initiative Risks: The reliance on product and tech-led initiatives for growth may expose the company to risks if these initiatives do not resonate with users or if competition increases.
GRAB FAQs
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GRAB Earning Call Sentiment
Grab Holdings Limited (NASDAQ:GRAB) Q4 2024 Earnings Call Transcript
GRAB.O
-0.82%Positive
The earnings call revealed strong financial performance with positive adjusted EBITDA and free cash flow, as well as 20% growth in on-demand GMV. Despite competitive pressures and regulatory risks, the company maintains a focus on growth and profitability. The Q&A session highlighted ongoing efforts to optimize costs and grow margins, especially in mobility, with a positive outlook on cross-selling and AI enhancements. The sentiment is positive due to robust financial metrics and strategic growth initiatives, suggesting a likely stock price increase of 2% to 8% over the next two weeks.
