Uber試圖讓投資者安心:盡管冠狀病毒正在全球蔓延,更多消費(fèi)者被迫待在家里,打車業(yè)務(wù)減少,但公司依然能夠活下來。
在上周四的分析師吹風(fēng)會(huì)上,首席執(zhí)行官達(dá)拉·科斯羅薩西表示:“我們的資產(chǎn)負(fù)債表極其強(qiáng)勁。我們強(qiáng)勁、可靠且重要的賬目上,擁有充足的流動(dòng)基金,這讓我們獲得了渡過難關(guān)的有利地位,我們會(huì)渡過難關(guān)的?!?/p>
科斯羅薩西表示,這家打車公司正在幾個(gè)情景下對(duì)其商業(yè)模式進(jìn)行“廣泛”的壓力測(cè)試,所有跡象都表明Uber會(huì)在業(yè)務(wù)放緩下存活。公司目前擁有100億美元不受限的現(xiàn)金。在最糟糕的情況下,Uber今年的打車業(yè)務(wù)將萎縮80%,無法恢復(fù)。但即使如此,公司仍會(huì)有40億美元現(xiàn)金和20億美元的循環(huán)信貸額度。公司已經(jīng)停止招聘,并表示將在未來兩周內(nèi)撤回總計(jì)1.5億美元的激勵(lì)和營(yíng)銷資金。
科斯羅薩西并未更新公司的投資指南,不過他預(yù)計(jì)業(yè)務(wù)放緩不會(huì)改變公司各項(xiàng)服務(wù)的利潤(rùn)。他于上月表示,公司預(yù)計(jì)在2020年底扣除特定費(fèi)用后實(shí)現(xiàn)盈利。在周四發(fā)布聲明之后,Uber的股價(jià)上漲30%,股價(jià)達(dá)到19.38美元。
消息傳出之時(shí),大型公司尤其是旅游和運(yùn)輸業(yè)巨頭正在為業(yè)務(wù)的重大虧損做好準(zhǔn)備。在此之前,由于2019年Uber虧損85億美元,希望看到Uber扭虧為盈的投資者也給予了公司巨大的壓力。同時(shí),全球的業(yè)務(wù)究竟還要多久能恢復(fù)正常也仍不明朗。
無論如何,科斯羅薩西表示公司正在通過香港和西雅圖的情況來預(yù)測(cè)自身的業(yè)務(wù)。在香港,打車需求開始在兩個(gè)月后回升,而西雅圖則是美國(guó)第一批停止非必要經(jīng)營(yíng)的城市??扑沽_薩西稱,香港比美國(guó)城市提前遭遇病毒,如今那里的業(yè)務(wù)已經(jīng)重新上線。人們首先會(huì)返工,之后開始慢慢地、小心翼翼地恢復(fù)社交生活。
科斯羅薩西表示:“需求出現(xiàn)的時(shí)候,供應(yīng)立刻就能滿足,因?yàn)槲覀兒献鞯乃緳C(jī)需要工作。人們開始返工,Uber也就啟動(dòng)了?!?/p>
Uber表示,公司的優(yōu)勢(shì)在于成本結(jié)構(gòu)——沒有了打車需求,Uber的成本也降低了——而且Uber Eats給了司機(jī)工作的機(jī)會(huì),也讓公司有了另外的收入渠道。
西雅圖是美國(guó)各州中遭遇最慘痛打擊的城市之一,在這里,Uber Eats的業(yè)務(wù)仍在發(fā)展。在公司自助服務(wù)網(wǎng)站上注冊(cè)的餐廳增加了10倍。Uber也在積極跨界推動(dòng)司機(jī)使用送餐服務(wù),這在過去幾十天里創(chuàng)造了業(yè)務(wù)的“巨大增長(zhǎng)”。
科斯羅薩西表示:“我的工作就是確保業(yè)務(wù)在任何情況下順暢運(yùn)行。不過,當(dāng)然,過去幾周的情況實(shí)在是太難以預(yù)料了。”(財(cái)富中文網(wǎng))
譯者:嚴(yán)匡正
Uber試圖讓投資者安心:盡管冠狀病毒正在全球蔓延,更多消費(fèi)者被迫待在家里,打車業(yè)務(wù)減少,但公司依然能夠活下來。
在上周四的分析師吹風(fēng)會(huì)上,首席執(zhí)行官達(dá)拉·科斯羅薩西表示:“我們的資產(chǎn)負(fù)債表極其強(qiáng)勁。我們強(qiáng)勁、可靠且重要的賬目上,擁有充足的流動(dòng)基金,這讓我們獲得了渡過難關(guān)的有利地位,我們會(huì)渡過難關(guān)的?!?/p>
科斯羅薩西表示,這家打車公司正在幾個(gè)情景下對(duì)其商業(yè)模式進(jìn)行“廣泛”的壓力測(cè)試,所有跡象都表明Uber會(huì)在業(yè)務(wù)放緩下存活。公司目前擁有100億美元不受限的現(xiàn)金。在最糟糕的情況下,Uber今年的打車業(yè)務(wù)將萎縮80%,無法恢復(fù)。但即使如此,公司仍會(huì)有40億美元現(xiàn)金和20億美元的循環(huán)信貸額度。公司已經(jīng)停止招聘,并表示將在未來兩周內(nèi)撤回總計(jì)1.5億美元的激勵(lì)和營(yíng)銷資金。
科斯羅薩西并未更新公司的投資指南,不過他預(yù)計(jì)業(yè)務(wù)放緩不會(huì)改變公司各項(xiàng)服務(wù)的利潤(rùn)。他于上月表示,公司預(yù)計(jì)在2020年底扣除特定費(fèi)用后實(shí)現(xiàn)盈利。在周四發(fā)布聲明之后,Uber的股價(jià)上漲30%,股價(jià)達(dá)到19.38美元。
消息傳出之時(shí),大型公司尤其是旅游和運(yùn)輸業(yè)巨頭正在為業(yè)務(wù)的重大虧損做好準(zhǔn)備。在此之前,由于2019年Uber虧損85億美元,希望看到Uber扭虧為盈的投資者也給予了公司巨大的壓力。同時(shí),全球的業(yè)務(wù)究竟還要多久能恢復(fù)正常也仍不明朗。
無論如何,科斯羅薩西表示公司正在通過香港和西雅圖的情況來預(yù)測(cè)自身的業(yè)務(wù)。在香港,打車需求開始在兩個(gè)月后回升,而西雅圖則是美國(guó)第一批停止非必要經(jīng)營(yíng)的城市??扑沽_薩西稱,香港比美國(guó)城市提前遭遇病毒,如今那里的業(yè)務(wù)已經(jīng)重新上線。人們首先會(huì)返工,之后開始慢慢地、小心翼翼地恢復(fù)社交生活。
科斯羅薩西表示:“需求出現(xiàn)的時(shí)候,供應(yīng)立刻就能滿足,因?yàn)槲覀兒献鞯乃緳C(jī)需要工作。人們開始返工,Uber也就啟動(dòng)了?!?/p>
Uber表示,公司的優(yōu)勢(shì)在于成本結(jié)構(gòu)——沒有了打車需求,Uber的成本也降低了——而且Uber Eats給了司機(jī)工作的機(jī)會(huì),也讓公司有了另外的收入渠道。
西雅圖是美國(guó)各州中遭遇最慘痛打擊的城市之一,在這里,Uber Eats的業(yè)務(wù)仍在發(fā)展。在公司自助服務(wù)網(wǎng)站上注冊(cè)的餐廳增加了10倍。Uber也在積極跨界推動(dòng)司機(jī)使用送餐服務(wù),這在過去幾十天里創(chuàng)造了業(yè)務(wù)的“巨大增長(zhǎng)”。
科斯羅薩西表示:“我的工作就是確保業(yè)務(wù)在任何情況下順暢運(yùn)行。不過,當(dāng)然,過去幾周的情況實(shí)在是太難以預(yù)料了?!保ㄘ?cái)富中文網(wǎng))
譯者:嚴(yán)匡正
Uber is trying to reassure investors that it will survive the slowdown of its ride-hailing business despite the global spread of the coronavirus, which is keeping more of its customers at home.
“Our balance sheet is incredibly strong,” CEO Dara Khosrowshahi said during an analyst briefing on Thursday. “We have plenty of liquidity on the books, which we think positions us to come out of this crisis—and we will come out of this crisis—strong, capable, and important.”
The ride-hailing company is “extensively” stress-testing its business models across a few scenarios, and all signs point to Uber surviving the slowdown, Khosrowshahi said. The company currently has $10 billion in unrestricted cash. In the worst-case scenario, the rides business drops 80% for the year without any recovery and still leaves Uber with $4 billion in cash with access to a $2 billion revolving line of credit. The company has also frozen hiring and said in two weeks it will have pulled back a total of $150 million in incentives and marketing.
Khosrowshahi did not provide an update on the company’s guidance but said he doesn’t expect the slowdown to change the margins of each of its services. Last month, he said the company expected to be profitable, excluding certain expenses, by the end of 2020. Uber’s stock was up about 30% trading at $19.38 per share following Thursday’s announcement.
The news comes as major companies, especially in the travel and transportation industry, prepare for major losses to their businesses. It also follows mounting pressure from Uber investors, who want to see the company finally turn a profit—Uber lost $8.5 billion in 2019. Meanwhile, the timeline of when business across the world will return to normal is still unclear.
Regardless, Khosrowshahi said the company is looking at its business through the lens of what has happened in Hong Kong, where demand for rides started improving after two months, and what’s happening in Seattle, one of the first U.S. cities to shut down nonessential business. Khosrowshahi said as Hong Kong, which is ahead of the U.S. in terms of progress with the virus, comes back online, people will first start going back to work, and then slowly begin “tiptoeing” back into their social lives.
“When the demand is there, the supply is going to be there instantly, because our driver partners need to work,” Khosrowshahi said. “When work turns on, Uber turns on.”
Uber said its strength comes from its cost structure—without demand for rides, Uber also has less costs—and from Uber Eats, which is giving drivers an opportunity to work and the company another revenue stream.
In Seattle, one of the hardest-hit cities in the states, the Uber Eats business is still growing. The company’s restaurant sign-ups increased 10-fold on its self-service website. Uber also has been aggressively cross-promoting its Uber riders to use its food delivery service, which has created “huge spikes” in the business over the past couple of a days.
“My job is to ensure the business is sound in any scenario,” Khosrowshahi said. “But, of course, the last few weeks have been anything but predictable.”