Research analysts who have asked questions during Jumia Technologies earnings calls.
Recent press releases and 8-K filings for JMIA.
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
Jumia Reports Q3 2025 Results and Updates 2025 Guidance
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia reported Q3 2025 revenue of $45.6 million, a 25% year-over-year increase, with physical goods GMV growing 26% (or 37% excluding corporate sales) and physical goods orders increasing 34% year over year, adjusted for perimeter effects.
- The company's adjusted EBITDA loss improved to $14 million compared to $17 million in Q3 2024, and loss before income tax was $17.7 million, a 1% decrease year over year.
- Jumia ended Q3 2025 with a liquidity position of $82.5 million and refined its 2025 guidance, projecting physical goods order growth in the 25%-27% range and GMV growth between 15% and 17%.
- The company reiterated its strategic goal to achieve break-even on a loss before income tax basis in Q4 2026 and deliver full-year profitability in 2027.
Nov 12, 2025, 1:30 PM
Jumia Announces Q3 2025 Results
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia reported Q3 2025 revenue of $45.6 million, a 25% year-over-year increase, and GMV of $197.2 million, up 25% year-over-year.
- The company's loss before income tax improved to $17.7 million in Q3 2025, compared to $17.8 million in Q3 2024, and the Adjusted EBITDA loss was $14.0 million, an improvement from $17.0 million in Q3 2024.
- Physical goods Orders grew by 34% year-over-year, and physical goods Quarterly Active Customers grew by 23% year-over-year.
- Jumia ended Q3 2025 with a liquidity position of $82.5 million and reported net cash flows used in operating activities of $12.4 million.
- For full-year 2025, Jumia anticipates physical goods Orders to grow between 25% and 27% and GMV to grow between 15% and 17% year-over-year, with a projected loss before income tax between negative $50 million and negative $55 million. The company targets breakeven 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 Announces Third Quarter 2025 Financial Results
JMIA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Jumia Technologies AG reported a 25% year-over-year increase in revenue to $45.6 million and a 21% year-over-year increase in Gross Merchandise Value (GMV) to $197.2 million for the third quarter ended September 30, 2025.
- The company demonstrated improved profitability metrics, with operating loss decreasing by 13% year-over-year to $17.4 million and Adjusted EBITDA loss decreasing by 17% year-over-year to $14.0 million in Q3 2025.
- Usage growth was strong, with Quarterly Active Customers ordering physical goods increasing by 23% year-over-year and physical goods Orders (adjusted for perimeter effects) growing by 34% year-over-year in Q3 2025.
- Jumia's liquidity position stood at $82.5 million as of September 30, 2025. The company expects full-year 2025 Loss before Income tax to be between negative $55 million and negative $50 million, and targets breakeven on a Loss before Income tax basis in Q4 2026 and full-year profitability in 2027.
Nov 12, 2025, 11:21 AM
Quarterly earnings call transcripts for Jumia Technologies.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more