JMIA Earnings

JMIA reported its FY2024Q4 earnings on 2025-02-20, showcasing a revenue of 46.10M against an estimate of 49.68M, resulting in a -7.2% surprise. The EPS was -999, surpassing the expected 0 by 0%. The stock experienced a -27.32% price change on the earnings day and a -34.79% change over the next five days, reflecting market reactions to the results.

Following JMIA's FY2024Q4 earnings announcement on 2025-02-20, the stock price moved by -27.32% on the day of the release. Over the subsequent five days, it saw a -34.79% change. Historically, JMIA's stock price tends to shift by an average of 65.4% in the 10 days leading up to earnings and -6.76% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate JMIA's annual revenue to reach 60.96M, while the EPS is projected at -0.08. These estimates reflect recent revisions, with revenue estimates revised downward by -0.98% and EPS estimates revised downward by -1.69% over the past three months, indicating analyst expectation in the company's performance.

The correlation between JMIA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.98%, while EPS estimates moved revised downward by -1.69%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, JMIA's stock price typically moves by 65.4% in the 10 days before its earnings and -6.76% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -0.08 and revenue of 60.96M.

The earnings call summary shows a mixed outlook. Basic financial performance is moderate with a cautious GMV growth guidance. Product development is promising with the Yiwu center, but advertising monetization issues linger. Market strategy is stable without new country entries. Expenses are controlled, but profitability is not immediate. Shareholder returns are not highlighted. The Q&A reveals cautious guidance and lack of clarity on commission increases, but no major negatives. Without a market cap, a neutral sentiment is appropriate as positives and negatives balance out.