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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
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$GRAB HOLDINGS Q3โ€™26 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $1.11B (Est. $1.07B) ๐ŸŸข; +27% YoY ๐Ÿ”น EPS: $0.00 (Est. $0.03) ๐Ÿ”ด ๐Ÿ”น On-Demand GMV: $6.84B (Est. $6.81B) ๐ŸŸข; +18% YoY ๐Ÿ”น Adj. EBITDA: $237M (Est. $197M) ๐ŸŸข; +73% YoY ๐Ÿ”น Profit: $18M Users: ๐Ÿ”น Monthly Transacting Users: 57.2M; +20% YoY Raises FY26 Guide: ๐Ÿ”น Revenue: $4.15B-$4.20B (Est. $4.18B) ๐ŸŸก; from $4.10B-$4.15B ๐Ÿ”น Adj. EBITDA: $790M-$800M (Est. $732M) ๐ŸŸข; from $720M-$740M Segment Revenue: ๐Ÿ”น Deliveries: $561M (Est. $546.5M) ๐ŸŸข; +21% YoY ๐Ÿ”น Mobility: $349M (Est. $352.6M) ๐Ÿ”ด; +10% YoY ๐Ÿ”น Financial Services: $201M (Est. $173.2M) ๐ŸŸข; +124% YoY Other Q3 Metrics: ๐Ÿ”น Gross Loan Portfolio: $2.7B; +200% YoY ๐Ÿ”น Adj. Free Cash Flow: $286M; +41% YoY ๐Ÿ”น Net Cash Liquidity: $5.0B Key Updates: ๐Ÿ”น Break Fee: $60M, to be recorded in Q4 2026 ๐Ÿ”น Share repurchases: $400M in September and October; $500M remaining ๐Ÿ”น Financial Services: Superbank consolidated; Stash acquired this quarter Comments: ๐Ÿ”ธ โ€œMore users are transacting on Grab than ever. Our scale and network efficiencies enable us to make our services more affordable for users, and improve earnings opportunities for our driver- and merchant-partners through our proprietary AI-powered tools and access to financing.โ€ ๐Ÿ”ธ โ€œwe are raising our full-year 2026 guidance for Group revenue to $4.15 billion to $4.20 billion, and Adjusted EBITDA to $790 million to $800 million.โ€
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