Meituan Dianping: Quantamentals Shine a Ray of Hope on the Treacherous Path to Profitability
Based on a client request we have repeated the path to profitability analyses that we conducted for Lyft Inc (LYFT US), Uber (UBER US) and The We...
353 Views
The We Company (WeWork) IPO Preview
The We Company or (WeWork) (WE US) is getting ready for an IPO in the coming weeks in a risky market environment. There is such a high amount of...
589 Views
WeWork IPO: A Quantamental Analysis Aka Hey Uber, Hold My Beer!
We commented recently that Uber (UBER US) and Lyft Inc (LYFT US)'s results show no signs of any operating leverage or path to profitability. While...
1.7k Views
Uber: Uber-Consistent Losses
Uber (UBER US) reported 2Q numbers with gross bookings up 7.6% QoQ, adjusted net revenue up 4.1% QoQ. Adjusted EBITDA improved marginally from...
427 Views
Uber Q2 19 Results: Another Quarter of High Costs and Slowing Revenue Growth
Uber (UBER US) Q2 results were by and large disappointing. Headlines have focused on the $5.5bn in operating losses but what is more relevant is...
408 Views