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优步(UBER.US)Q4营业利润创新高但盈利展望疲软 管理层拥抱“Robotaxi增长叙事”
智通财经网· 2026-02-04 13:25
这位高管名为巴拉吉·克里希纳穆尔蒂(Balaji Krishnamurthy),已在优步工作逾六年,目前担任战略财务与投资者关系副总裁。根据周 三发布的一份监管文件,他将接替现任首席财务官普拉尚特·马亨德拉-拉贾(Prashanth Mahendra-Rajah)。后者在公司任职不足三年,正 因另有发展机遇而选择离任。文件称,即将离任的CFO将于2月16日卸任,并将以高级财务顾问身份留任至7月1日。 在业绩展望不及预期的声明出炉之后,优步股价在纽约股市盘前交易中一度大幅下跌超9%。 优步今年开始披露的一项崭新业绩展望指标——即经过调整后的每股收益指标——预计在当前期间(即第一季度)区间为65美分至72美 分,低于华尔街分析师们预期的约77美分。其对经调整后的EBITDA预测区间中值也低于华尔街分析师普遍预期。对于第一季度的总 预订额预期,优步管理层给出的最新总预订额区间为520亿美元至535亿美元,按固定汇率计算,意味着有望同比增长17%至21%,显 著高于华尔街平均预期。疲弱的利润预测可谓掩盖了优步亮眼的总预订额预期。 智通财经APP获悉,全球网约车领军者优步科技公司(UBER.US)周三美股盘前公布最新季 ...
3 Stocks Powering the Future of Autonomous Driving
MarketBeat· 2025-02-27 12:15
Core Insights - The autonomous vehicle industry is rapidly advancing, with Waymo's robotaxis achieving significant milestones, including 5 million rides and over 25 million miles driven, and plans for expansion into new cities by 2025 [1] - Mobileye Global is a key player in the autonomous driving sector, providing advanced driver assistance systems (ADAS) and a comprehensive Mobileye Drive platform [2] - Lyft plans to introduce Mobileye-powered robotaxis in Dallas by 2026, with intentions to scale across multiple cities [4] - Luminar Technologies advocates for LiDAR technology in autonomous vehicles, despite facing cash burn and competition from Mobileye's imaging radar [7][8] - Aptiv, through its joint venture Motional, is testing Level 4 autonomous driving technology and has secured significant new business bookings [12][13] Group 1: Industry Developments - The age of autonomous vehicles is approaching, with increasing adoption of robotaxis and regulatory support from the new administration [1] - Waymo's success has revived interest in the robotaxi market, attracting potential partners and operators [5] Group 2: Key Companies - Mobileye Global is recognized for its advanced driver assistance systems and the Mobileye Drive platform, which utilizes a combination of cameras and AI technology [2][3] - Luminar Technologies emphasizes the advantages of its LiDAR technology, claiming superior range and precision compared to camera-based systems [8][9] - Aptiv's partnership with Hyundai in the Motional venture is focused on developing Level 4 autonomous driving capabilities, with significant operational milestones achieved [11][12]