Financial Data and Key Metrics Changes - Monthly active consumers grew by 14% to 170 million, with trips increasing by 18% and record adjusted EBITDA of $1.9 billion, up 35% year on year [5][6][7] - Free cash flow reached $2.3 billion, indicating strong financial performance [6] Business Line Data and Key Metrics Changes - Mobility and delivery segments both contributed to gross bookings growth, driven by increased engagement and frequency rather than just price increases [6] - Delivery margins improved to 3.7% of gross bookings, up 70 basis points year on year, with significant contributions from advertising and operational leverage [42] Market Data and Key Metrics Changes - International trip growth outpaced domestic growth, particularly in the travel sector, affecting overall price mix [14] - Sparser markets are growing faster than core urban markets, representing about 20% of total trips in mobility [35][96] Company Strategy and Development Direction - The company is focused on maintaining high utilization rates for its autonomous vehicles (AVs) and expanding partnerships in the AV space [7][15] - Strategic partnerships, such as with Waymo and OpenTable, are aimed at enhancing service offerings and driving future growth [7][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory despite competitive pressures, emphasizing the importance of service quality and customer experience [8][20] - The outlook for Q2 indicates expectations for continued strong top-line growth and improved profitability [7] Other Important Information - The company is actively working on affordability initiatives, including membership programs that enhance customer retention and spending [81] - The competitive landscape remains intense, particularly in the U.S. with Lyft as a primary competitor, but the company maintains a leading market position in most regions [20][22] Q&A Session Summary Question: What kind of elasticity is seen in Mobility pricing? - Management noted that short-term and long-term elasticities are being monitored, with positive results from pricing strategies as insurance headwinds ease [14] Question: Update on competitive landscape? - The competitive environment remains stable, with strong competitors in both domestic and international markets, but the company continues to hold a leading position [20][22] Question: Insights on delivery margins and grocery/retail growth? - Delivery margins are improving, driven by advertising and operational efficiencies, with grocery and retail showing potential for further growth [42][44] Question: Status of insurance headwinds? - Insurance cost increases are moderating, with expectations for modest headwinds moving forward, allowing for better pricing strategies [52][54] Question: Impact of macroeconomic factors on mobility? - Management does not see significant macroeconomic impacts on mobility rides or pricing, with consistent audience growth and frequency [61][62] Question: Frequency opportunities in less dense markets? - While frequency may be lower in less dense areas due to higher car ownership, pricing and margins are expected to be favorable [106]

Group 1 - The Board of Directors of Terranet has postponed the publication date of the interim report for Q1 2025 to May 19, 2025, from the previously communicated date of May 8, 2025 [1] - The postponement is due to delays in completing the report caused by ongoing work on a capital raise, which includes a directed share issue combined with a rights issue of shares [1] - The capital raise aims to secure the company's liquidity for 2025 and was announced on April 16, 2025 [1] Group 2 - Terranet AB focuses on developing innovative technical solutions for Advanced Driver Assistance Systems (ADAS) and Autonomous Vehicles (AV) [2] - The company's anti-collision system, BlincVision, can scan and detect road objects up to ten times faster than existing ADAS technologies [2] - Terranet is headquartered in Lund, with additional offices in Gothenburg and Stuttgart, and has been listed on Nasdaq First North Premier Growth Market since 2017 [3]