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Jumia(JMIA) - 2022 Q4 - Annual Report
2023-05-15 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 6-K ________________________________________________ REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 May 16, 2023 ________________________________________________ Jumia Technologies AG (Translation of registrant's name into English) ________________________________________________ Skalitzer Straße 104 10997 Berlin, Germany ...
Jumia(JMIA) - 2022 Q4 - Annual Report
2023-05-15 16:00
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________________ FORM 20-F o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR o SHELL COMPAN ...
Jumia(JMIA) - 2022 Q4 - Earnings Call Transcript
2023-02-16 17:50
Jumia Technologies AG (NYSE:JMIA) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ET Company Participants Safae Damir - Head of Investor Relations Francis Dufay - Acting CEO Antoine Maillet-Mezeray - EVP Finance & Operations Conference Call Participants Luke Holbrook - Morgan Stanley Aaron Kessler - Raymond James Lamont Williams - Stifel Operator Good day, ladies and gentlemen. Thank you for standing by. Welcome to Jumia's Results Conference Call for the Fourth Quarter of 2022. At this time, all ...
Jumia(JMIA) - 2022 Q3 - Earnings Call Transcript
2022-11-17 15:07
Jumia Technologies AG (NYSE:JMIA) Q3 2022 Earnings Conference Call November 17, 2022 8:30 AM ET Company Participants Safae Damir - Head of Investor Relations Francis Dufay - Acting Chief Executive Officer Antoine Maillet-Mezeray - Executive Vice President, Finance & Operation Conference Call Participants Aaron Kessler - Raymond James Catherine O'Neill - Citi Lamont Williams - Stifel Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Jumia's Results Conference Call for the Thi ...
Jumia(JMIA) - 2022 Q3 - Earnings Call Presentation
2022-11-17 12:42
Results Presentation Q3 2022 0 JUMIA0 Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, intentions, estimates or stra ...
Jumia(JMIA) - 2022 Q2 - Earnings Call Transcript
2022-08-10 16:40
Financial Data and Key Metrics Changes - Revenue reached $57.3 million in Q2 2022, up 42% year-over-year and 56% on a constant currency basis [28] - Adjusted EBITDA loss was $57.2 million in Q2 2022, showing a year-on-year reduction of 37% [53] - GMV reached $271 million, up 21% year-over-year and 34% on a constant currency basis [20] Business Line Data and Key Metrics Changes - First-party revenue increased by over 90% year-on-year, driven by strong momentum in FMCG and grocery sub-categories [29] - Marketplace revenue grew 17% year-on-year, the fastest growth rate in the past seven quarters [30] - JumiaPay TPV increased by 31% year-over-year and 45% on a constant currency basis [24] Market Data and Key Metrics Changes - Quarterly active consumers reached 3.4 million, up 25% [19] - Orders reached 10.3 million, up 35% [19] - Average order values stood at $26.3 in Q2 [23] Company Strategy and Development Direction - The company aims to achieve breakeven and has outlined a path to profitability focusing on usage growth, monetization acceleration, and cost efficiency [6][9] - The strategic focus includes maintaining robust usage growth and accelerating gross profit growth while driving cost discipline [11][57] - The company plans to leverage its logistics platform and expand JumiaPay services to third-party merchants starting in 2023 [26][44] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging macroeconomic environment but expressed confidence in the company's ability to navigate it due to competitive advantages [75][78] - The company expects to maintain GMV growth in excess of 15% for the full year in USD terms despite macro pressures [9] - Management anticipates a reduction in adjusted EBITDA losses on a year-on-year basis starting in H2 2022 [53][59] Other Important Information - The company has reduced its full-year CapEx guidance from $15 million to $25 million to $10 million to $15 million [54] - Sales and advertising expenses were lower than expected at $41 million for H1 2022, compared to guidance of $50 million to $55 million [48] Q&A Session Summary Question: Comments on gross profits and incentives - Management indicated that guidance on gross profit after fulfillment is challenging due to inflation impacts but aims to expand gross profit [67][68] Question: Sustainability of marketing revenue increases - Management believes advertising revenues will grow significantly in the midterm, despite some fluctuations [69] Question: Consumer base impact from macro conditions - Management noted that consumers are under pressure from inflation, but the company is well-positioned to maintain growth [75][78] Question: JumiaPay monetization potential - Management highlighted ongoing pilot programs for JumiaPay in Nigeria and Egypt, with expectations for future revenue contributions [82][84] Question: CapEx guidance reduction - Management clarified that the reduction in CapEx guidance is not permanent and reflects flexibility in investment decisions [88]
Jumia(JMIA) - 2022 Q2 - Earnings Call Presentation
2022-08-10 15:53
Results Presentation Q2 2022 0 JUMIA0 Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, intentions, estimates or stra ...
Jumia(JMIA) - 2022 Q1 - Earnings Call Presentation
2022-05-17 19:00
Results Presentation Q1 2022 0 JUMIA0 Disclaimer IMPORTANT NOTICE This presentation includes forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, industry dynamics, business strategy and plans and our objectives for future operations, are forward-looking statements. These statements represent our opinions, expectations, beliefs, intentions, estimates or stra ...
Jumia(JMIA) - 2022 Q1 - Earnings Call Transcript
2022-05-17 17:24
Jumia Technologies AG (NYSE:JMIA) Q1 2022 Results Conference Call May 17, 2022 8:30 AM ET Â Company Participants Safae Damir - Head, IR Sacha Poignonnec - Co-Founder and Co-CEO Jeremy Hodara - Co-Founder and Co-CEO Antoine Maillet-Mezeray - CFO Conference Call Participants Aaron Kessler - Raymond James Lamont Williams - Stifel Sarah Simon - Berenberg Luke Holbrook - Morgan Stanley Operator Good morning, ladies and gentlemen. Thank you for standing by. Welcome to JumiaÂ's Results Conference Call for the Firs ...
Jumia(JMIA) - 2021 Q4 - Annual Report
2022-04-28 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission File Number: 001-38863 Jumia Technologies AG (Translation of registrant's name into English) Skalitzer Straße 104 10997 Berlin, Germany +49 (30) 398 20 34 54 (Address of principal executive offices) Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 April 29, 2022 Indicate by check mark whether the registrant files or will file annual reports under cover of Fo ...