Lyft and Uber Report Earnings This Week. Here’s What to Expect.

Barrons2021-08-03

The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week. Lyft (ticker: LYFT) ...

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精彩评论

dt1
2021-08-03
dt1
[微笑]
Stingray8
2021-08-03
Stingray8
Good news for Uber share holders. 😃
jeffffffff
2021-08-03
jeffffffff
Good insights
- BlueHi5:
  O
FlareSpark
2021-08-03
FlareSpark
[弱]
Ermmmmmm
2021-08-03
Ermmmmmm
May draw down due to didi?
Jlenglui
2021-08-03
Jlenglui
Ok

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Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 09:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.\nLyft (ticker: LYFT) ...</p>\n\n<a href=\"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYFT","symbol_name":"Lyft, Inc.","start_time":0,"source_url":"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1","article_id":"1189156110","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1189156110","pubTimestamp":1627954490,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energ","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LYFT":"Lyft, Inc.","UBER":"优步"},"translate_title":"Lyft和优步本周公布收益。以下是期待的。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYFT":0.9,"UBER":0.9},"content_text":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.\nLyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.\nFor the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.\nFor the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. 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Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”\nMollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.\nAs for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.\nAs noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”\nOn Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.\nUber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":807075049,"gmtCreate":1627993354281,"gmtModify":1633754586790,"author":{"id":"3577530901336464","authorId":"3577530901336464","name":"dt1","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3577530901336464","authorIdStr":"3577530901336464"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807075049","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":807021640,"gmtCreate":1627990306280,"gmtModify":1631885409568,"author":{"id":"3582101468174801","authorId":"3582101468174801","name":"Stingray8","avatar":"https://static.tigerbbs.com/8d8c09a8bd1af99938a2cc269e2b822a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582101468174801","authorIdStr":"3582101468174801"},"htmlText":"Good news for Uber share holders. 😃","listText":"Good news for Uber share holders. 😃","text":"Good news for Uber share holders. 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807021640","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":804209511,"gmtCreate":1627956416733,"gmtModify":1631888720224,"author":{"id":"3555291946238504","authorId":"3555291946238504","name":"jeffffffff","avatar":"https://static.tigerbbs.com/35d673450b245c163ff0230859bc7eea","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3555291946238504","authorIdStr":"3555291946238504"},"htmlText":"Good insights","listText":"Good insights","text":"Good insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804209511","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5409606,"gmtCreate":1627957282879,"gmtModify":1631888720222,"authorId":3583641915640836,"author":{"id":3583641915640836,"idStr":"3583641915640836","authorId":3583641915640836,"name":"BlueHi5","avatar":"https://static.tigerbbs.com/671977f31bd2446b8dbd85361aab6883","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":804209511,"type":1,"supId":0,"prevId":0,"content":"O","text":"O","html":"O"}],"langContent":"EN"},{"id":804676901,"gmtCreate":1627956167903,"gmtModify":1633754909048,"author":{"id":"3584955097359320","authorId":"3584955097359320","name":"FlareSpark","avatar":"https://static.tigerbbs.com/38942f5d417a8d645800903b08402b4e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3584955097359320","authorIdStr":"3584955097359320"},"htmlText":"[弱]&nbsp;","listText":"[弱]&nbsp;","text":"[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804676901","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":804673833,"gmtCreate":1627956095822,"gmtModify":1633754910839,"author":{"id":"4087557783698070","authorId":"4087557783698070","name":"Ermmmmmm","avatar":"https://static.tigerbbs.com/b89bbeb73fe9212f0b5efc7185ae8a51","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087557783698070","authorIdStr":"4087557783698070"},"htmlText":"May draw down due to didi?","listText":"May draw down due to didi?","text":"May draw down due to didi?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804673833","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":804670206,"gmtCreate":1627956018005,"gmtModify":1631889654480,"author":{"id":"3579491276699992","authorId":"3579491276699992","name":"Jlenglui","avatar":"https://static.tigerbbs.com/dbbf978ba7471629b0f6a72b1497fce4","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3579491276699992","authorIdStr":"3579491276699992"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804670206","repostId":1189156110,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":96,"commentSize":10,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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