Core Viewpoint - Didi's Q2 2025 performance demonstrates strong growth, with a core platform Gross Transaction Value (GTV) reaching 109.6 billion RMB, reflecting a 15.9% year-over-year increase at constant exchange rates [1][2]. Financial Highlights - In Q2 2025, Didi's total transactions increased to 4.464 billion, a 15.2% rise compared to Q2 2024 [2]. - The GTV for China Mobility was 82.5 billion RMB, up 12.2% year-over-year, while international GTV reached 27.1 billion RMB, marking an 18.6% increase [2]. - Adjusted EBITDA for Q2 2025 was 3.198 billion RMB, significantly improving from a loss of 2.482 billion RMB in Q2 2024 [2]. - The adjusted profit for the period was 3.069 billion RMB, compared to 1.475 billion RMB in Q2 2024 [2]. Operational Highlights - Didi's Q2 performance indicates a solid foundation and higher growth potential, as it continues to achieve double-digit growth in its tenth consecutive quarter [3]. - The domestic mobility market saw a GTV of 82.5 billion RMB, with a total of 44.64 billion orders, reflecting a 15.2% increase year-over-year [4]. - Didi's focus on technology-driven operational efficiency has enhanced both driver and passenger experiences, contributing to its growth [6]. International Expansion - Didi has expanded its international business to 14 countries, including regions in Latin America, Asia-Pacific, and Africa, with Q2 international GTV reaching 27.1 billion RMB, a 27.7% increase year-over-year [7][8]. - In Brazil, Didi's platform 99 has over 55 million users and has successfully launched its food delivery service, achieving significant order volumes shortly after its introduction [7]. - The company is leveraging its ride-hailing services to expand into food delivery and financial services, enhancing user engagement and market penetration [11]. Strategic Insights - Didi's Q2 GTV milestone of over 100 billion RMB signifies not just numerical growth but also reflects its strategic positioning and operational efficiency in a competitive landscape [9]. - The company is transitioning from a ride-hailing platform to a comprehensive mobility ecosystem, focusing on user needs and operational excellence to drive sustainable growth [11]. - Didi's approach emphasizes the importance of ecosystem and efficiency in future competition, moving away from reliance on subsidies for growth [9].

Core Viewpoint - Didi has agreed to pay $740 million to settle a class-action lawsuit initiated by investors, asserting that the company did not engage in any wrongdoing and that the settlement aims to avoid litigation costs and business disruptions [2][3][4]. Group 1: Legal Settlement - Didi has reached a binding terms list with current and former executives and directors to resolve the "securities litigation" concerning Didi Global [3]. - The company will recognize a provision of $740 million in the second quarter of 2025 for this settlement [3]. - The lawsuit originated in July 2021, following Didi's IPO on June 30, 2021, and subsequent regulatory scrutiny [3][4]. Group 2: Business Development - After its delisting, Didi is focusing on business development, including advancing its autonomous driving initiatives and exploring international markets [6]. - Didi has been actively expanding its international presence since 2018, currently covering 14 countries in Latin America, Asia-Pacific, and Africa [6]. - In Brazil, Didi's ride-hailing platform 99 has surpassed 55 million users, and its food delivery service has achieved significant milestones in major cities [6]. Group 3: Financial Performance - Didi reported that its overseas revenue growth has outpaced domestic market growth in the latest quarter [5].

2025.08. 28 本文字数：982，阅读时长大约2分钟 作者 | 第一财经 陆涵之 8月28日，滴滴宣布同意支付7.4亿美元解决一项投资者发起的集体诉讼。 滴滴表示，公司不存在任何不当行为，和解是为了避免诉讼带来的成本和对业务发展的干扰。科技企 业的涉诉讼案并不鲜见，这些官司也往往达成和解，此前苹果和高通的官司也以和解收场。 "避免诉讼对业务的干扰" 滴滴在当日发布的二季度财务业绩中表示，滴滴与部分现任和前任高管及董事已达成具有约束力的条 款清单，以解决"关于滴滴全球公司的证券诉讼"。 根据该条款清单，滴滴同意支付7.4亿美元达成和解，被告将获得所有免责。基于上述情况，滴滴已 确认在2025年第二季度提了7.4亿美元的拨备。 这起诉讼源于2021年7月。 在2021年12月3日，滴滴出行官方微博发文称："经认真研究，公司即日起启动在纽交所退市的工 作。" 同样在2021年，部分投资者对滴滴提起集体诉讼，认为滴滴可能向投资者发布了严重误导性的商业 信息。这场诉讼在数年后才得以和解。 滴滴今日表示，和解取决于包括法院批准在内的许多条件，不构成承认或认定诉讼中提出的索赔有任 何法律依据。 海外增速超过国内 滴 ...

Core Insights - Didi's Q2 2025 performance report shows a robust growth trajectory, with a core platform transaction volume (GTV) reaching 109.6 billion yuan, reflecting a year-on-year increase of 15.9% at fixed exchange rates [1] - The company has achieved a significant milestone with its domestic and international order volumes both hitting record highs, with total orders growing by 15.2% year-on-year to 4.464 billion [1][2] - Didi's international business continues to thrive, maintaining a growth rate of over 25% year-on-year, particularly strong in Latin America [2] Financial Performance - In Q2, Didi reported an adjusted net profit of 3.1 billion yuan, indicating improved operational efficiency alongside stable growth [3] - The core business of Didi has shown consistent growth, with a focus on enhancing user experience and operational efficiency [3] Business Expansion - Didi is diversifying its service offerings by expanding into travel and hospitality, partnering with major hotel chains and restaurants to create a comprehensive membership ecosystem [1] - The international business has expanded to 14 countries, with notable success in Brazil, where the local platform 99 has over 55 million users and has recently launched a food delivery service [2] Strategic Initiatives - Didi's CEO emphasized the importance of user experience and driver ecosystem in the company's development, alongside plans to leverage AI and autonomous driving technologies for long-term value creation [3]