grab
Posted inFinancials Analysis

🚕 GRAB : South East Asia’s Super App

March 13, 2025
TLDR; 3 consecutive quarters of positive FCF - Added $500 million to cash balances in last Q. Became GAAP profitable last quarter. Expanding digital banking presence across Singapore, Malaysia, and Indonesia Cross-Selling Opportunities & Reduced Customer Acquisition Costs for new services. GRAB Q4 FY24 Results: Revenue: $764M (+17% YoY) Net Income: $11M Net Margin: 1.4% ... Read more
🚗UBER: Its a Verb
Posted inAnalysis Financials

🚗UBER: Its a Verb

December 15, 2024
TLDR; From money loosing to free cash flow of $2.1B(+133% YoY) Good growth in existing mature markets. Expansion in new markets (Japan, Spain, Argentina, Germany, South Korea, Italy) Uber has smart strategic partnerships with its competitors. Uber owns a 27.5% stake in Grab (Southeast Asian Uber) If Waymo and Tesla dominate the US market, they ... Read more