Grab just hit a major milestone: 15 straight quarters of Adj. EBITDA growth, first consistent net profit, and now running at 48M monthly transacting users.
Fintech revenue +39% YoY, loan run-rate at $3.5B annualized, guidance up to $3.4B revenue for 2025, and $7.4B cash fortress.
The superapp flywheel is real — high-frequency daily needs (ride/food/grocery) + embedded fintech = massive digital moat in SEA.
Execution is elite. $GRAB proving the model actually works 🚀📈
Insightful deep dive and well written.
Grab just hit a major milestone: 15 straight quarters of Adj. EBITDA growth, first consistent net profit, and now running at 48M monthly transacting users.
Fintech revenue +39% YoY, loan run-rate at $3.5B annualized, guidance up to $3.4B revenue for 2025, and $7.4B cash fortress.
The superapp flywheel is real — high-frequency daily needs (ride/food/grocery) + embedded fintech = massive digital moat in SEA.
Execution is elite. $GRAB proving the model actually works 🚀📈
Thank you for the feedback 🙏🏻