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Earnings Data
Report Date
Nov 24, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.35Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line scale, material improvements in EBITDA and free cash flow, rapid growth across adjacencies (grocery, pharmacy, fintech), and proprietary AI/agent technology that management says is materially lowering costs and driving cross-sell. At the same time, near-term profitability is being intentionally traded for investment in growth (notably iFood adjacencies and Just Eat turnaround), and intense promotional competition in Brazil has pressured unit economics and increased cost-per-order. Operational and rollout execution risks remain for scaling AI and a unified platform. Overall, the positives around large revenue base, significant EBITDA improvement, strong adjacency growth, and technology-led cost advantages outweigh the near-term profitability headwinds and competitive pressures.Company Guidance
Revenue Scale and Near-Term Growth Targets
Reported revenue of almost EUR 10 billion (FY2026) with management guiding to grow to more than EUR 13 billion next year (also referenced a $12–$12.3 billion range in commentary).
Strong EBITDA and Cash Flow Improvement
Group EBITDA of EUR 1.3 billion, an increase of ~84% year-over-year; free cash flow improved by ~EUR 2 billion over two years (from EUR -0.5bn to EUR +1.5bn).
Ecosystem Revenue and Adjacencies Expansion
The Latin American ecosystem generates ~$1.5 billion in revenue, growing >40% year-over-year; the ecosystem now represents >50% of regional revenue (pure food 45%, fintech 17%, travel 29%, other marketplaces 7%). Ecosystem adjacencies (non-food delivery) generate >$150 million in profit.
High Growth in Key Vertical Businesses
Grocery growing ~50% (multi-year), pharmacy ~70% year-over-year, fintech businesses ~100% YoY (credit for restaurants +115%, fintech infrastructure ~100%, new voucher 60%). Despegar growing 30% overall and 40% in Brazil (versus ~10% pre-acquisition).
AI and Technology Advantages
Built proprietary Large Commerce Model (LCM) modeling ~100 million Latin American customers; LCM operates 10–50x cheaper than buying models; cost to identify user profiles is ~90% cheaper after platform changes. ToqanClaw and Zapia rolled out — ToqanClaw: 70,000 agents, 12,000 apps, launched to 4,000 employees and expanded to 5 million restaurant partners.
Operational Efficiency Wins at Just Eat Takeaway
Pilot cohorts in select cities delivered >25% growth; weekly logistics improvements delivered ~EUR 5 million/month savings (~EUR 60 million/year) impacting EBITDA; unified platform rollout underway with one country expected live in months.
Strong Performance in Marketplaces and Payments
OLX delivered stellar results with ~$480 million EBITDA and 16% top-line growth; PayU India reported growth and profitability; Rapido in India growing 110–120% YoY.
Capital Allocation and Shareholder Returns
Received a $0.10 FY2027 dividend; open-ended $5 billion buyback program remains in place. Non-core asset disposals: ~$2 billion sold last year and ~USD 1 billion in Q1; buybacks enhanced per-share earnings (core headline earnings +13% reported, +24% per share).
PROSY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PROSY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 29, 2026 | $8.54 | $8.77 | +2.67% |
Nov 24, 2025 | $13.02 | $12.76 | -2.03% |
Jun 23, 2025 | $10.60 | $10.96 | +3.39% |
Dec 02, 2024 | $8.13 | $8.21 | +1.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Prosus N.V. Sponsored Adr (PROSY) report earnings?
Prosus N.V. Sponsored Adr (PROSY) is schdueled to report earning on Nov 24, 2026, Before Open (Confirmed).
What is Prosus N.V. Sponsored Adr (PROSY) earnings time?
Prosus N.V. Sponsored Adr (PROSY) earnings time is at Nov 24, 2026, Before Open (Confirmed).
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What is PROSY EPS forecast?
Currently, no data Available