Grab Struggles to Keep Up—Revenue Forecast Disappoints Investors!
Grab’s 2025 revenue forecast came in below expectations, leading to a 9% stock drop amid rising competition and economic uncertainty.
Grab ’s Revenue Forecast Disappoints Investors
Grab Holdings has projected annual revenue for 2025 below analyst estimates, causing concern among investors. The company’s U.S.-listed shares fell by over 9% following the announcement.
Grab Revenue Forecast and Market Reaction
They expects revenue for 2025 to be in the range of $3.33 billion to $3.40 billion. The midpoint of this projection is slightly below the analyst consensus of $3.40 billion, according to LSEG data.
Intensifying Market Rivalry
Grab faces heightened competition from Foodpanda and Indonesia’s GoTo, particularly in the food delivery sector. The uncertain economic climate has further weakened consumer confidence.
No Merger Discussions
Earlier speculation suggested that Grab was in advanced merger talks with GoTo, but CFO Peter Oey dismissed the claims, stating that it maintains strict criteria for acquisitions. GoTo also denied any active merger discussions.
Retaining Subscribers Amid Competition
Grab continues to focus on retaining and growing its subscriber base, with paid members spending four times more than non-subscribers. This strategy remains crucial for long-term growth.
Q4 Grab Revenue Performance
For the fourth quarter, Grab’s delivery revenue stood at $407 million, slightly below the $408 million estimate. The mobility segment also missed expectations. However, total Q4 revenue was $764 million, surpassing the predicted $757.6 million. Grab’s Holdings projected lower-than-expected 2025 revenue, resulting in a 9% decline in U.S.-listed shares. The company refuted merger rumors with GoTo, focusing on subscriber engagement. Competition from Foodpanda and GoTo remains a challenge, with Q4 revenue narrowly exceeding expectations.
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