Earnings summaries and quarterly performance for Jumia Technologies.
Research analysts who have asked questions during Jumia Technologies earnings calls.
Brad Erickson
RBC Capital Markets
8 questions for JMIA
Also covers: ANGI, CARG, CVNA +9 more
Tracy Kivunyu
SBG Securities
6 questions for JMIA
FJ
Fawne Jiang
Benchmark
2 questions for JMIA
Also covers: PGRU
QZ
Qingyu Zhong
The Benchmark Company
2 questions for JMIA
RS
Ryan Sigdahl
Craig-Hallum Capital Group
2 questions for JMIA
Also covers: ABG, CDRO, CNTY +21 more
J
Jack
Cantor Fitzgerald
1 question for JMIA
Also covers: SUPN, TWLO
Recent press releases and 8-K filings for JMIA.
Jumia Technologies Reports Strong Q4 2025 Results and Provides 2026 Outlook
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia Technologies reported Q4 2025 revenue of $61.4 million, an increase of 34% year-over-year, with physical goods GMV growing 38% year-over-year (adjusted for perimeter effects).
- The company significantly narrowed its Adjusted EBITDA loss to $7.3 million in Q4 2025 from $13.3 million in the prior year quarter, and quarterly cash burn declined to $4.7 million from $15.8 million in Q3 2025.
- Jumia reiterated its target to achieve Adjusted EBITDA break-even and positive cash flow in Q4 2026, with full-year profitability and positive cash flow in 2027.
- For full-year 2026, the company anticipates GMV to grow between 27%-32% year-over-year (adjusted for perimeter effects) and expects Adjusted EBITDA to be in the range of -$25 million to -$30 million.
- Operationally, quarterly active customers increased 26% year-over-year and physical goods orders grew 32% year-over-year (adjusted for perimeter effects). The company also announced its decision to cease operations in Algeria, which represented approximately 2% of GMV in 2025.
Feb 10, 2026, 1:30 PM
Jumia Technologies Reports Strong Q4 2025 Results, Reiterates 2026 Profitability Targets
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia Technologies reported strong Q4 2025 results, with revenue totaling $61.4 million, an increase of 34% year-over-year, and physical goods GMV growing 38% year-over-year (adjusted for perimeter effects).
- The company significantly improved profitability metrics, narrowing Adjusted EBITDA loss to $7.3 million and reducing quarterly cash burn to $4.7 million in Q4 2025.
- Jumia reiterated its target to achieve Adjusted EBITDA break-even and positive cash flow in Q4 2026, with full-year profitability and positive cash flow in 2027.
- For the full year 2026, Jumia anticipates GMV growth between 27%-32% year-over-year (adjusted for parameter effects) and expects Adjusted EBITDA to be in the range of -$25 million to -$30 million. The company also announced its decision to cease operations in Algeria in February 2026, which represented approximately 2% of GMV in 2025.
Feb 10, 2026, 1:30 PM
Jumia Technologies Announces Strong Q4 2025 Results and Provides FY 2026 Guidance
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia Technologies reported strong financial performance in Q4 2025, with GMV increasing 36% year-over-year to $279.5 million and revenue growing 34% year-over-year to $61.4 million.
- The company significantly narrowed its Adjusted EBITDA loss to $7.3 million in Q4 2025, a 47% improvement from Q4 2024, and saw quarterly cash burn decline to $4.7 million.
- Operational metrics showed robust growth, with physical goods Orders up 32% year-over-year and Quarterly Active Customers increasing 26% year-over-year in Q4 2025.
- Jumia provided FY 2026 guidance, projecting GMV growth between 27% and 32% year-over-year and an Adjusted EBITDA loss between $25 million and $30 million.
- The company reiterated its strategic goal to achieve Adjusted EBITDA breakeven and positive cash flow in Q4 2026, with full-year profitability and positive cash flow targeted for 2027.
Feb 10, 2026, 1:30 PM
Jumia Technologies Announces Q4 2025 Results and 2026 Outlook
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia Technologies reported Q4 2025 physical goods GMV growth of 38% year-over-year (adjusted for perimeter effects) and revenue of $61.4 million, an increase of 34% year-over-year.
- Adjusted EBITDA for Q4 2025 was -$7.3 million, and the company ended the quarter with a liquidity position of $77.8 million, including $76.7 million in cash and cash equivalents.
- For full-year 2026, Jumia anticipates GMV to grow between 27%-32% year-over-year (adjusted for parameter effects) and expects Adjusted EBITDA to be in the range of -$25 million to -$30 million.
- The company remains focused on achieving Adjusted EBITDA break-even and positive cash flow in Q4 2026, and delivering full-year profitability and positive cash flow in 2027.
- Jumia will exit Algeria in February 2026 and does not plan to enter any new countries until full-year break-even is achieved.
Feb 10, 2026, 1:30 PM
Jumia Technologies AG Reports Strong Q4 and Full Year 2025 Results
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia reported strong momentum in the fourth quarter of 2025, with GMV growing 36% year-over-year to $279.5 million and revenue increasing 34% year-over-year to $61.4 million.
- The company significantly reduced its losses, with Adjusted EBITDA loss decreasing 47% year-over-year to $7.3 million in Q4 2025 and net cash flow used in operating activities improving to $1.7 million compared to $26.5 million in Q4 2024.
- Jumia provided a positive outlook for 2026, projecting GMV growth between 27% and 32% year-over-year (adjusted for perimeter effects) and aiming for Adjusted EBITDA breakeven in Q4 2026, with full-year profitability and positive cash flow in 2027.
- The company continues to refine its market footprint, having exited Tunisia and South Africa in late 2024, and decided to cease operations in Algeria in February 2026, which accounted for approximately 2% of GMV in 2025.
Feb 10, 2026, 11:55 AM
Jumia Technologies AG Releases Preliminary KPIs for Two Months Ended November 30, 2025
JMIA
Revenue Acceleration/Inflection
Guidance Update
- Jumia Technologies AG reported preliminary unaudited results for the two months ended November 30, 2025, reflecting strong growth across key operational metrics and a successful Black Friday event.
- For the two months ended November 30, 2025, physical goods orders increased by 30% year-over-year to 5.1 million, and physical goods GMV grew by 35% year-over-year.
- Quarterly Active Customers ordering physical goods rose 26% year-over-year to 2.3 million.
- Nigeria showed robust momentum with orders up 28% and GMV up 45% year-over-year, while Ghana's orders increased by 81% and GMV by 132% year-over-year.
Dec 10, 2025, 12:18 PM
Jumia Outlines Business Refocus, Turnaround, and Path to Profitability by 2027
JMIA
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Jumia has undergone a business refocus and turnaround, exiting unprofitable markets like Tunisia and South Africa (late '24) and verticals such as food delivery (late '23), while de-prioritizing low-margin categories to concentrate on e-commerce for physical goods.
- The company implemented rigorous cost management and efficiency improvements, evidenced by a reduction in fulfillment expense per order from $3.4 in Q3-22 to $1.9 in Q3-25, and sales & advertising (S&A) per order from $2.9 in Q3-22 to $0.9 in Q3-25. Headcount was also reduced by 50% between Q3-22 and Q3-25 (excluding South Africa and Tunisia).
- Jumia has set clear financial objectives, targeting $2.5-3.0 billion in GMV by 2030E, a +2-2.5 percentage point improvement in Take Rate, and an Adjusted EBITDA Margin of +20% by 2030E.
- The company is on track to achieve full-year profitability by 2027 and expects to be FCF positive from 2027 onwards, with a self-funded growth plan.
- Growth is supported by a marketplace flywheel including growing consumer demand, increased engagement from brands and suppliers, deeper supply (local and cross-border, including China sourcing), and stronger macro fundamentals in Africa.
Nov 13, 2025, 1:30 PM
Jumia Details Strategic Turnaround and 2030 Financial Targets
JMIA
Guidance Update
Revenue Acceleration/Inflection
Layoffs
- Jumia has undergone a significant restructuring since late 2022, transitioning from a "growth at all costs" strategy that led to over $200 million in annual cash burn to a focused approach on e-commerce in nine countries.
- The company has drastically reduced costs, including cutting staffing from 4,500 to 2,000 , halving fulfillment cost per order from $3.4 to $1.9 , and reducing marketing budgets by three times compared to 2022 in Q3.
- Jumia is targeting $2.5 billion-$3 billion GMV by 2030, with a clear path to profitability in 2027 and free cash flow positive thereafter, driven by 20% CAGR GMV growth per year.
- The company's strategy focuses on serving the lower middle class of Africa with affordable products and a tailored e-commerce playbook, leveraging its unique local expertise and logistics network.
Nov 13, 2025, 1:30 PM
Jumia Reports Q3 2025 Revenue and Usage Growth, Refines 2025 Guidance
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia reported Q3 2025 revenue of $45.6 million, a 25% year-over-year increase, reflecting strong consumer demand and ongoing execution.
- The company saw significant acceleration in usage, with physical goods GMV growing 26% year over year (or 37% excluding corporate sales) and physical goods orders increasing 34% year over year. Adjusted for perimeter effects, active customers grew 22% year over year, the highest increase in three years.
- Loss before income tax for Q3 2025 was $17.7 million, a 1% decrease year over year.
- For 2025, Jumia refined its guidance, expecting physical goods order growth of 25%-27% and GMV growth of 15%-17%, with a projected loss before income tax of approximately negative $55 million to $50 million. The company remains committed to achieving break-even on a loss before income tax basis in Q4 2026 and full-year profitability in 2027.
Nov 12, 2025, 1:30 PM
Jumia Technologies AG Reports Q3 2025 Results with Revenue and GMV Growth
JMIA
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Jumia Technologies AG reported Q3 2025 revenue of $45.6 million, an increase of 25% year-over-year.
- Physical goods Gross Merchandise Value (GMV) grew 26% year-over-year (adjusted for perimeter effects), or 37% when excluding corporate sales.
- The company's adjusted EBITDA loss improved to $14 million in Q3 2025, compared to $17 million in the same quarter last year.
- Active customers increased 22% year-over-year, marking the highest increase in the past three years, and physical goods orders grew 34% year-over-year (adjusted for perimeter effects).
- Jumia reiterated its commitment to achieving full year profitability in 2027.
Nov 12, 2025, 1:30 PM
Quarterly earnings call transcripts for Jumia Technologies.
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