George Ebneth

17.4K posts

George Ebneth

George Ebneth

@EbnethGeorge

Katılım Ekim 2022
152 Takip Edilen657 Takipçiler
amit
amit@amitisinvesting·
@MikeLongTerm Absolutely INCREDIBLE for what is usually not a good Q1. Seems like they are continuing to execute very strongly.
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Mike
Mike@MikeLongTerm·
BREAKING $GRAB Q1 2026 Earning Result 🚨🚨🚨 Sales $955m vs $910-$938m est ✅ MASSIVE Beat for historical soft Q1 EPS $0.03 vs $0.02 est ✅ This pretty much confirmed Grab is taking shares FAST! "We had a strong start to 2026. Typically the first quarter is our seasonally softest quarter, however our On-Demand GMV growth accelerated to 24% year-over-year ("YoY”), or 21% YoY on a constant currency basis 2 , marking another quarter of record profitability. Our results demonstrate the resilience of our platform, especially as Southeast Asia navigates an uncertain macroeconomic environment from the fuel crisis," said Anthony Tan, Group Chief Executive Officer and Co-Founder of Grab. “As we look ahead to the rest of the year, we remain committed to delivering durable, profitable growth while standing shoulder-to-shoulder with our communities — leaning deeply into AI to outserve our users with hyper-personalized experiences, while simultaneously unlocking more sustainable earnings opportunities for our ecosystem partners." "Our first quarter performance highlights our consistent execution and the growing operating leverage across our platform, with Adjusted EBITDA growing 46% YoY to a record $154 million. This strong start keeps us firmly on track to deliver our 2026 Revenue guidance of $4.04 billion to $4.10 billion and Adjusted EBITDA guidance of $700 million to $720 million," said Peter Oey, Chief Financial Officer of Grab. "With trailing Twelve Month Adjusted Free Cash Flow expanding to $489 million in the first quarter, we remain focused on disciplined capital allocation to drive profitable growth and maintain our commitment to return capital to shareholders." ●Revenue grew 24% YoY, or 19% YoY on a constant currency basis, to $955 million in the first quarter of 2026, driven by continued growth across our On-Demand and Financial Services segments. ● On-Demand GMV grew 24% YoY, or 21% YoY on a constant currency basis, to $6.1 billion, as On-Demand MTU growth accelerated to 17% and On-Demand GMV per MTU grew 4% on a constant currency basis. ● Total incentives were $650 million during the quarter. On-Demand incentives as a proportion of On-Demand GMV increased by 46bps YoY to 10.5%, driven by an increase in partner incentives to meet festive demand and to support earnings of our driver-partners in light of increased fuel costs across the region. ● Operating profit in the first quarter was $22 million, an improvement of $43 million YoY from an operating loss of $21 million in the prior year period, primarily driven by revenue growth. ● Profit for the period was $120 million, growing from $10 million in the prior year period. On a YoY basis, the increase was driven by improvements in operating profit, a $118 million net gain on fair value of financial assets and liabilities, and a $10 million reduction of income tax expenses, partially offset by a reduction in net finance income and costs of $61 million. ● Adjusted EBITDA was $154 million for the quarter, up 46% YoY from $106 million in the prior year period, as we grew revenue and improved profitability across segments. Adjusted EBITDA margin improved to 16.2% of revenue from 13.7% in the first quarter of 2025. ● Regional corporate costs 3 for the quarter increased $28 million YoY to $114 million during the quarter driven by increases in inflationary staff costs, cloud and software costs. ● Gross cash liquidity 4 totaled $6.9 billion as of March 31, 2026 compared to $7.4 billion as of the end of the prior quarter. Net cash liquidity 5 was $5.0 billion as of March 31, 2026 compared to $5.4 billion as of the end of the prior quarter. ● In March 2026, we entered into an accelerated share repurchase agreement and a contingent forward purchase agreement to repurchase $250 million and up to $150 million, respectively, worth of Class A ordinary shares, as part of our previously announced $500 million share repurchase programme approved by the Board of Directors in February 2026. ● Net cash used in operating activities was $59 million in the first quarter of 2026, primarily reflecting higher outflows in loan receivables from growth in our lending businesses. Adjusted Free Cash Flow was $98 million for the quarter, a $199 million improvement YoY driven by increasing profitability and improved management of receivables and payables.
Mike tweet media
Mike@MikeLongTerm

$GRAB Q1 2026 Earning Preview ✅ Grab Holdings (GRAB) is scheduled to report Q1 2026 earnings after market close on May 4, 2026. Analysts expect continued solid growth in core segments (Deliveries, Mobility, Financial Services), with profitability improving. Consensus Revenue: ~$910–$938 million EPS: $0.02-$0.03 My expectation Q1 is traditionally softer quarter due to new year and regional holidays in SEA, so if beat by big margin, it will be a new change. Revenue: $915-$930m EPS: $0.02 What do I watch the most: MTUs & DTUs growth GrabUnlimited Progress and Metrics on GrabFinQ Some key partnerships/acquisitions: ~Grab agreed to acquire Delivery Hero’s foodpanda delivery business in Taiwan for $600 million (cash, cash-free/debt-free). This marks Grab’s first market outside Southeast Asia (9th overall market). Expected close in H2 2026, with full integration by early 2027. foodpanda Taiwan had ~$1.6–1.8B GMV in 2025 and is already profitable on an adjusted basis ~Stash Financial (Feb 12, 2026): Grab agreed to acquire the U.S. digital investing platform for an initial $425 million (50.1% stake), with plans to buy the remainder over three years. This accelerates Grab’s financial services roadmap and expands its footprint into mass-market investing outside Southeast Asia ~GAC International (announced Jan 2026, momentum post-Q4): Strategic partnership to deploy up to 20,000 high-performance EVs (models like Aion Y, ES, V) across Southeast Asia over the next two years to enhance ride-hailing electrification. ~Smart Axiata (Cambodia, March 11, 2026): MoU to explore seamless connectivity and mobility solutions, including integrated travel SIMs with Grab services for tourists. ~Enterprise Singapore (Jan 2026): 3-year MoU to support local F&B businesses with data insights, visibility on Grab platforms, and capability-building programs for over 12,000 companies. ~Ho Chi Minh City Tourism (April 2026): Partnership to boost tourism and local experiences in Vietnam. ~Continued autonomous vehicle investments and partnerships ( extensions with Momenta, WeRide, May Mobility, etc.) to explore self-driving tech in SEA.

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The Blonde Broker
The Blonde Broker@theblondebroker·
May the 4th be with you my fellow nerds
The Blonde Broker tweet media
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amit
amit@amitisinvesting·
$PLTR PALANTIR Q1 2026 EARNINGS: - Revenue of $1.63B, +85% YoY - U.S. Revenue of $1.28B, +104% YoY - GAAP Net Income of $871M, 53% margin - Rule of 40 of 145% - Increasing FY 26 guide from 61% to 71% growth Palantir is redefining what it means to dominate in the age of AI.
amit tweet media
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Lonestar Investor
Lonestar Investor@LonestarMoney·
Nothing like some fine dining when your rich 😊 How much do you think this meal was? @FiveGuys
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Miss Jilianne
Miss Jilianne@MissJilianne·
I think it’s disgusting the United States charges $100 per person visiting our country to enter a National Park. Embarrassing too!
Miss Jilianne tweet media
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George Ebneth
George Ebneth@EbnethGeorge·
@LizAnnSonders @aibm_org What I do not like about prediction markets is the potential for a prediction to be fixed and heavily bet that causes a massive loss to the economy. Corruption is the worst thing for any economy or system.
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
One reason people may view prediction markets adversely is because of close association with gambling; findings from same @aibm_org poll indicate that 61% of respondents thought that prediction markets were closer to gambling, while only 8% thought it was closer to investing Note: Percentages do not sum to 100% due to excluded responses and rounding @DataArbor
Liz Ann Sonders tweet media
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George Ebneth
George Ebneth@EbnethGeorge·
@SaraEisen Love the smart @SaraEisen best reporter on TV. Honest, intelligent, well prepared, well versed in all topics she covers. No BS just the facts. Also a very beautiful lady inside and out.
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Stock Mom™
Stock Mom™@stockmom·
💥💥💥💥💥 $PLTR Palantir Reports Q1 2026 U.S. Revenue Growth of 104% Y/Y and Revenue Growth of 85% YoY; Raises FY 2026 Revenue Guidance to 71% YoY Growth and U.S. Comm Revenue Guidance to 120% YoY, Crushing Consensus Expectations. Palantir Technologies Q1 Adj. EPS $0.33 Beats $0.28 Estimate, Sales $1.633B Beat $1.539B Estimate
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George Ebneth
George Ebneth@EbnethGeorge·
@DGretta_Author Don't forget to celebrate having your best friend....me....keeping you straight.
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George Ebneth
George Ebneth@EbnethGeorge·
@MomAngtrades I worked with someone that every month someone in the family died. I told a co-worker there can't be anyone left.
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George Ebneth
George Ebneth@EbnethGeorge·
@Budgetdog_ Some young person at the gym was telling me that Israel and the Jews are the problem in the world. I told him there was a dick tator and his party who thought the same thing and tried to kill them all. He told me don't believe what you read. Houston, we have a problem.
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Brennan Schlagbaum, CPA
Just had someone tell me we should tax all Millionaires at 50% 😂
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George Ebneth
George Ebneth@EbnethGeorge·
@Budgetdog_ It's a good thing birth rates are down to keep the bad seed at bay.
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Lia the Trader 👸💸
Lia the Trader 👸💸@Liathetrader·
Seeing charts like these makes me really sad for the employees. The 6 months lock-up period is criminal. The sharks and VCs get their money upfront, while the people who worked the hardest to make the company successful get screwed. Most IPOs have been looking like this lately.
Lia the Trader 👸💸 tweet media
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Kelly
Kelly@SelfMadeMastery·
"Palantir's Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow Al infrastructure companies: NVIDIA, Micron and SK hynix." $PLTR 🔥🚀
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George Ebneth
George Ebneth@EbnethGeorge·
@DGretta_Author I knew Mrs. Gretta was giving you the stock selections all along. You need a barber not a hairdresser.
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Dave Data Guy | author of 2 stock investing books
I'm trying to get my hairdresser to do an interview w me on my stock podcast. Her stock returns would be in the top 5% here on FinTwit. She was early $FLEX $INTC $INBX and many others and is still holding all. I always knew women were smarter investors 😂She has read my book.
Dave Data Guy | author of 2 stock investing books tweet media
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