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2021-08-03

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Lyft and Uber Report Earnings This Week. Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。以下是可以期待的。</blockquote>

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Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189156110","media":"Barrons","summary":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energ","content":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.<blockquote>拼车业务的复苏正在加速。这是否足以让投资者重新关注 Uber 技术和Lyft，我们将在本周揭晓。</blockquote> Lyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line&nbsp;dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.<blockquote>Lyft（股票代码：Lyft）周二收盘后公布了 6 月季度收益，优步 (UBER) 24 小时后也公布了收益。在这两种情况下，结果都应该会显示比去年同期大幅反弹，当时由于消费者和商务旅行几乎完全关闭，需求崩溃。谈谈你的简单比较： 在 2020 年 6 月的季度中，Uber 的收入下降了 33%，而Lyft的收入下降了 61%，Uber 的降幅较小，反映出其送餐部门的增长。</blockquote> For the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.<blockquote>Street 预计 2021 年 6 月季度，Uber 的看涨期权收入将达到 37.4 亿美元，比去年同期增长 67%，Lyft预计将增长 105%，达到 6.96 亿美元。对于 Uber，华尔街一致认为乘车收入为 17 亿美元，增长 118%，Eats 预计也将达到 17 亿美元，增长 44%。预计本季度两家公司都不会盈利：看涨期权预计 Uber 每股亏损 51 美分，Lyft每股亏损 24 美分。</blockquote> For the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after&nbsp;receiving intense scrutinyfrom Chinese regulators.<blockquote>截至周五的今年迄今为止，Lyft股价已上涨 13%，而 Uber 股价下跌 15%，因为寻求重新开业押注的投资者倾向于更纯粹地押注国内拼车共享，而不是更多元化的押注优步。同样拖累 Uber 股价的还有：该公司持有中国共享出行公司滴滴（DIDI）的大量股份，该公司在受到中国监管机构的严格审查后，自最近首次公开募股以来股价暴跌。</blockquote> On Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.<blockquote>周一，随着财报即将公布，Gordon Haskett 分析师 Robert Mollins 对这两只股票进行了报道，首先对 Uber 给予买入评级，目标价为 65 美元（潜在回报率约为 50%），同时对Lyft进行了报道持有评级和 59 美元目标价。</blockquote> “We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”<blockquote>“莫林斯在他的研究报告中写道：”我们认为 Uber 是一家将继续进一步扎根于消费者日常生活的公司，这将导致乘车和送货业务的共享收益，进而在未来几年内，营收和利润都将得到向上修正。“在短期内，Uber 将为投资者提供重新开放（乘车）的机会，并为长期的 Covid 背景（送货）提供防御。此外，我们认为 Uber 也有能力利用其餐厅和杂货配送服务向便利性的结构性转变。我们还相信，Uber Freight 是一家被低估的业务，它将成为货运经纪行业的领导者。”</blockquote> Mollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.<blockquote>莫林斯发现Lyft股票的吸引力较小。虽然他指出，看空该股的人认为Lyft无法与 Uber 有效竞争的观点是错误的，但他认为Lyft只专注于美国共享出行市场是一个劣势。他认为 Uber 的 “超级应用 ”方法将以Lyft为代价获得市场份额。</blockquote> As for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.<blockquote>至于六月季度，分析师普遍对即将公布的业绩持乐观态度。Wedbush 分析师丹·艾夫斯 (Dan Ives) 对 Uber 和Lyft均给予跑赢大盘评级，他认为这些报告应该提供证据，证明这两家公司在实现盈亏平衡方面正在取得进展，以息税折旧摊销前利润或 Ebitda 来衡量。</blockquote> As noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”<blockquote>如前所述，简单的比较应该会带来巨大的增长。“艾夫斯在一份研究报告中写道：”尽管面临德尔塔变异毒株，但我们预计在共享出行需求的基本指标和盈利前景方面仍会得到好消息，并预计未来会出现更健康的平衡。“我们认为 Uber 和Lyft是演奏重新开业主题的有力名字”。</blockquote> On Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending&nbsp;Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.<blockquote>周一，美国银行全球证券分析师贾斯汀·波斯特重申了对 Uber 股票的买入评级和 71 美元的目标价，同时上调了对本季度的预期。他指出，该股承压有多种原因，包括公司即将收购 Transplace freight logistics 的交易带来的风险、公司滴滴股份的疲软、软银出售部分优步股份的报道，以及对等待时间延长和乘车价格高昂的担忧。但他补充说，尽管存在所有这些担忧，但随着移动业务的改善和投资者情绪的恢复，Uber 的估值应该会不断上升。</blockquote> Uber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.<blockquote>Uber 股价周一上涨 0.1%，至 43.49 美元，Lyft股价上涨 1.2%，至 56 美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lyft and Uber Report Earnings This Week. 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Here’s What to Expect.<blockquote>Lyft和优步本周公布财报。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-08-03 09:34\n\n</h4>\n</header>\n<article>\nThe recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.<blockquote>拼车业务的复苏正在加速。这是否足以让投资者重新关注 Uber 技术和Lyft，我们将在本周揭晓。</blockquote> Lyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line&nbsp;dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.<blockquote>Lyft（股票代码：Lyft）周二收盘后公布了 6 月季度收益，优步 (UBER) 24 小时后也公布了收益。在这两种情况下，结果都应该会显示比去年同期大幅反弹，当时由于消费者和商务旅行几乎完全关闭，需求崩溃。谈谈你的简单比较： 在 2020 年 6 月的季度中，Uber 的收入下降了 33%，而Lyft的收入下降了 61%，Uber 的降幅较小，反映出其送餐部门的增长。</blockquote> For the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.<blockquote>Street 预计 2021 年 6 月季度，Uber 的看涨期权收入将达到 37.4 亿美元，比去年同期增长 67%，Lyft预计将增长 105%，达到 6.96 亿美元。对于 Uber，华尔街一致认为乘车收入为 17 亿美元，增长 118%，Eats 预计也将达到 17 亿美元，增长 44%。预计本季度两家公司都不会盈利：看涨期权预计 Uber 每股亏损 51 美分，Lyft每股亏损 24 美分。</blockquote> For the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after&nbsp;receiving intense scrutinyfrom Chinese regulators.<blockquote>截至周五的今年迄今为止，Lyft股价已上涨 13%，而 Uber 股价下跌 15%，因为寻求重新开业押注的投资者倾向于更纯粹地押注国内拼车共享，而不是更多元化的押注优步。同样拖累 Uber 股价的还有：该公司持有中国共享出行公司滴滴（DIDI）的大量股份，该公司在受到中国监管机构的严格审查后，自最近首次公开募股以来股价暴跌。</blockquote> On Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.<blockquote>周一，随着财报即将公布，Gordon Haskett 分析师 Robert Mollins 对这两只股票进行了报道，首先对 Uber 给予买入评级，目标价为 65 美元（潜在回报率约为 50%），同时对Lyft进行了报道持有评级和 59 美元目标价。</blockquote> “We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”<blockquote>“莫林斯在他的研究报告中写道：”我们认为 Uber 是一家将继续进一步扎根于消费者日常生活的公司，这将导致乘车和送货业务的共享收益，进而在未来几年内，营收和利润都将得到向上修正。“在短期内，Uber 将为投资者提供重新开放（乘车）的机会，并为长期的 Covid 背景（送货）提供防御。此外，我们认为 Uber 也有能力利用其餐厅和杂货配送服务向便利性的结构性转变。我们还相信，Uber Freight 是一家被低估的业务，它将成为货运经纪行业的领导者。”</blockquote> Mollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.<blockquote>莫林斯发现Lyft股票的吸引力较小。虽然他指出，看空该股的人认为Lyft无法与 Uber 有效竞争的观点是错误的，但他认为Lyft只专注于美国共享出行市场是一个劣势。他认为 Uber 的 “超级应用 ”方法将以Lyft为代价获得市场份额。</blockquote> As for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.<blockquote>至于六月季度，分析师普遍对即将公布的业绩持乐观态度。Wedbush 分析师丹·艾夫斯 (Dan Ives) 对 Uber 和Lyft均给予跑赢大盘评级，他认为这些报告应该提供证据，证明这两家公司在实现盈亏平衡方面正在取得进展，以息税折旧摊销前利润或 Ebitda 来衡量。</blockquote> As noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”<blockquote>如前所述，简单的比较应该会带来巨大的增长。“艾夫斯在一份研究报告中写道：”尽管面临德尔塔变异毒株，但我们预计在共享出行需求的基本指标和盈利前景方面仍会得到好消息，并预计未来会出现更健康的平衡。“我们认为 Uber 和Lyft是演奏重新开业主题的有力名字”。</blockquote> On Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending&nbsp;Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.<blockquote>周一，美国银行全球证券分析师贾斯汀·波斯特重申了对 Uber 股票的买入评级和 71 美元的目标价，同时上调了对本季度的预期。他指出，该股承压有多种原因，包括公司即将收购 Transplace freight logistics 的交易带来的风险、公司滴滴股份的疲软、软银出售部分优步股份的报道，以及对等待时间延长和乘车价格高昂的担忧。但他补充说，尽管存在所有这些担忧，但随着移动业务的改善和投资者情绪的恢复，Uber 的估值应该会不断上升。</blockquote> Uber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.<blockquote>Uber 股价周一上涨 0.1%，至 43.49 美元，Lyft股价上涨 1.2%，至 56 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","LYFT":"Lyft, Inc."},"source_url":"https://www.barrons.com/articles/lyft-uber-report-earnings-what-to-expect-51627921408?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189156110","content_text":"The recovery in the ride-sharing business is picking up steam. Whether it will be enough to re-energize investors about Uber Technologies and Lyft, we’ll find out this week.\nLyft (ticker: LYFT) reports June-quarter earnings on Tuesday after the close of trading, with Uber (UBER) following 24 hours later. In both cases, results should show a huge rebound from the year ago quarter, when demand collapsed amid the nearly complete shutdown of consumer and business travel. Talk about your easy comparisons: In the June 2020 quarter,Uber’s revenue fell 33%, while Lyft’s top line dropped 61%, with Uber’s smaller decline reflecting growth in its food-delivery arm.\nFor the June 2021 quarter, Street estimates call for Uber to post revenue of $3.74 billion, up 67% from a year ago, with Lyft expected to jump 105%, to $696 million. For Uber, Street consensus calls for Rides revenue of $1.7 billion, up 118%, with Eats also projected to be $1.7 billion, up 44%. Neither is expected to be profitable in the quarter: projections call for per-share losses of 51 cents for Uber and 24 cents for Lyft.\nFor the year to date through Friday, Lyft stock has risen 13%, while Uber stock has slipped 15%, as investors looking for a reopening bet leaned toward the purer play on a domestic pick up in ride-sharing, rather than the more-diversified bet in Uber. Also weighing on Uber shares: the company’s substantial stake in the China-based ride-sharing company DiDi (DIDI), which has tumbled since its recent initial public offering, after receiving intense scrutinyfrom Chinese regulators.\nOn Monday, with earnings just ahead, Gordon Haskett analyst Robert Mollins picked up coverage of both stocks, starting Uber with a Buy rating and $65 target price—which would be a potential return of about 50%—while launching coverage of Lyft with a Hold rating and $59 target price.\n“We view Uber as a company that continues to further ingrain itself in the everyday lives of consumers, which will lead to share gains across both rides and delivery and in turn upward top- and bottom-line revision over the coming years,” Mollins writes in his research note. “In the near-term, Uber offers investors exposure to reopening (rides) and defense against a prolonged Covid backdrop (delivery). Furthermore, we see Uber as well positioned to capitalize on a structural shift toward convenience with its restaurant and grocery delivery offerings. We also believe Uber Freight is an underappreciated business that will become a leader in the freight brokerage industry.”\nMollins finds Lyft shares less appealing. While he notes that bears on the stock have been wrong in their view that Lyft can’t effectively compete against Uber, he thinks Lyft’s singular focus on the U.S. ride-sharing market is a disadvantage. He thinks Uber’s “super app” approach will result in market-share gains at Lyft’s expense.\nAs for the June quarter, analysts are generally upbeat about the pending results. Wedbush analyst Dan Ives, who has Outperform ratings on both Uber and Lyft, thinks the reports should provide evidence that the two companies are making progress on their push to reach break-even as measured by earnings before interest, taxes, depreciation and amortization, or Ebitda.\nAs noted, the easy comparisons should result in huge growth. “We expect to get good news around underlying ride-sharing demand metrics and profitability outlook despite the delta variant, and expect to see a healthier equilibrium going forward,” Ives writes in a research note. “We view Uber and Lyft as strong names to play the reopening theme.”\nOn Monday, BofA Global Securities analyst Justin Post reiterated his Buy rating and $71 target price on on Uber shares, while lifting his estimates for the quarter. He notes that there are multiple reasons the stock has come under pressure, including perceived risk from the company’s pending Transplace freight logistics acquisition, weakness tied to the company’s DiDi stake, reports that SoftBank has sold a portion of its Uber stake, and concerns about extended wait times and high prices for rides. But he adds that despite all of those concerns, Uber should see estimates ratchet higher as the mobility business improvement and investor sentiment recovers.\nUber stock is up 0.1% Monday to $43.49, while Lyft stock is up 1.2%, to $56.","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":4295,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/804209511"}