{"id":63929,"date":"2024-10-10T00:34:05","date_gmt":"2024-10-09T22:34:05","guid":{"rendered":"https:\/\/www.infokuryr.cz\/n\/?p=63929"},"modified":"2024-10-09T16:15:14","modified_gmt":"2024-10-09T14:15:14","slug":"uber-investuje-do-autonomnich-technologii-ktere-jsou-budoucnosti-silnicni-dopravy","status":"publish","type":"post","link":"https:\/\/www.infokuryr.cz\/n\/2024\/10\/10\/uber-investuje-do-autonomnich-technologii-ktere-jsou-budoucnosti-silnicni-dopravy\/","title":{"rendered":"Uber investuje do autonomn\u00edch technologi\u00ed, kter\u00e9 jsou budoucnost\u00ed silni\u010dn\u00ed dopravy"},"content":{"rendered":"
<\/div>\n

Spole\u010dnost Uber v posledn\u00ed dob\u011b v\u00fdrazn\u011b zrychluje sv\u00e9 kroky sm\u011brem k autonomn\u00ed doprav\u011b.<\/em> Spolupr\u00e1ce se startupy i zaveden\u00fdmi technologick\u00fdmi giganty ukazuje, \u017ee se spole\u010dnost sna\u017e\u00ed diverzifikovat sv\u00e9 slu\u017eby a postupn\u011b p\u0159ech\u00e1zet do budoucnosti.<\/em> Tyto iniciativy se net\u00fdkaj\u00ed pouze sn\u00ed\u017een\u00ed z\u00e1vislosti na lidsk\u00fdch \u0159idi\u010d\u00edch, ale tak\u00e9 optimalizace n\u00e1klad\u016f a zefektivn\u011bn\u00ed cel\u00e9ho logistick\u00e9ho procesu.<\/em> Jak\u00fd dopad m\u016f\u017ee m\u00edt tato strategie na budouc\u00ed finan\u010dn\u00ed v\u00fdsledky spole\u010dnosti Uber?<\/em><\/p>\n

Nov\u00e1 spolupr\u00e1ce s v\u00fdvoj\u00e1\u0159em autonomn\u00edch vozidel<\/strong><\/span><\/p>\n

Spole\u010dnost Uber ned\u00e1vno ozn\u00e1mila spolupr\u00e1ci se startupem Avride, kter\u00fd se zam\u011b\u0159uje na autonomn\u00ed vozidla pro taxislu\u017ebu a rozvoz j\u00eddla. Spolupr\u00e1ce se zat\u00edm t\u00fdk\u00e1 vyu\u017e\u00edv\u00e1n\u00ed robot\u016f pro doru\u010dovac\u00ed slu\u017eby v americk\u00fdch m\u011bstech Austin, Jersey City a Dallas, kde budou od p\u0159\u00ed\u0161t\u00edho roku jezdit tak\u00e9 autonomn\u00ed vozidla. Takov\u00e1 dohoda je pro Uber dal\u0161\u00ed v po\u0159ad\u00ed, nebo\u0165 ji\u017e ozn\u00e1mil spolupr\u00e1ci se spole\u010dnostmi Waymo (dce\u0159in\u00e1 spole\u010dnost Alphabetu) a Cruise (dce\u0159in\u00e1 spole\u010dnost General Motors), co\u017e z n\u011bj \u010din\u00ed jednoho z p\u0159edn\u00edch hr\u00e1\u010d\u016f v oblasti autonomn\u00ed dopravy. Spolupr\u00e1ce jsou sou\u010d\u00e1st\u00ed diverzifikace slu\u017eeb spole\u010dnosti Uber a maj\u00ed sn\u00ed\u017eit jej\u00ed z\u00e1vislost na tradi\u010dn\u00edch \u0159idi\u010d\u00edch a roz\u0161\u00ed\u0159it jej\u00ed technologie sm\u011brem k pln\u011b autonomn\u00ed doprav\u011b. Uber tak reaguje na celosv\u011btov\u00fd trend, kdy technologick\u00e9 firmy investuj\u00ed do takov\u00fdch \u0159e\u0161en\u00ed, kter\u00e1 slibuj\u00ed mimo jin\u00e9 vy\u0161\u0161\u00ed efektivitu a ni\u017e\u0161\u00ed n\u00e1klady. Avride, kter\u00fd ji\u017e realizoval v\u00edce ne\u017e 200 tis\u00edc dod\u00e1vek nap\u0159\u00ed\u010d 5 zem\u011bmi, poskytuje Uberu silnou technologickou z\u00e1kladnu pro roz\u0161\u00ed\u0159en\u00ed jeho autonomn\u00edch slu\u017eeb.<\/p>\n

Autonomn\u00ed doprava je budoucnost<\/strong><\/span><\/p>\n

Autonomn\u00ed technologie hraj\u00ed v doprav\u011b st\u00e1le d\u016fle\u017eit\u011bj\u0161\u00ed roli. Strategick\u00e9 kroky spole\u010dnosti Uber sm\u011brem k tomuto zp\u016fsobu dopravy by v\u0161ak mohly m\u00edt v kr\u00e1tkodob\u00e9m horizontu negativn\u00ed dopad na jej\u00ed ziskovost, proto\u017ee n\u00e1klady na takov\u00e1 vozidla mohou b\u00fdt vysok\u00e9. Podle anal\u00fdzy spole\u010dnosti TD Cowen mohou st\u00e1t a\u017e 88 000 USD, co\u017e jsou mnohem vy\u0161\u0161\u00ed n\u00e1klady ve srovn\u00e1n\u00ed s j\u00edzdami s lidsk\u00fdmi \u0159idi\u010di. Proto je pro Uber d\u016fle\u017eit\u00e9 po\u0159izovat cenov\u011b co nejdostupn\u011bj\u0161\u00ed vozidla. Siln\u00e1 pozice spole\u010dnosti Uber a jej\u00ed zaveden\u00e1 s\u00ed\u0165 slu\u017eeb by v\u0161ak mohla podpo\u0159it v\u00fdvoj\u00e1\u0159e autonomn\u00edch vozidel vzhledem k p\u0159edpokladu rostouc\u00ed popt\u00e1vky. Integrace autonomn\u00edch vozidel je pova\u017eov\u00e1na za d\u016fle\u017eitou pro ka\u017edou dopravn\u00ed spole\u010dnost z hlediska jej\u00edho budouc\u00edho r\u016fstov\u00e9ho potenci\u00e1lu a udr\u017een\u00ed se na trhu.<\/p>\n

P\u0159\u00edle\u017eitosti na evropsk\u00e9m trhu<\/strong><\/span><\/p>\n

Evropsk\u00fd trh s rozv\u00e1\u017ekou potravin se vyzna\u010duje silnou konkurenc\u00ed a dynamick\u00fdm rozvojem, p\u0159i\u010dem\u017e v mnoha zem\u00edch dominuj\u00ed dva nebo t\u0159i hlavn\u00ed poskytovatel\u00e9. Mezi kl\u00ed\u010dov\u00fdmi hr\u00e1\u010di, v\u010detn\u011b spole\u010dnost\u00ed jako Uber a DoorDash, prob\u00edh\u00e1 konsolidace, kter\u00e1 vytv\u00e1\u0159\u00ed p\u0159\u00edle\u017eitost ke zv\u00fd\u0161en\u00ed efektivity a ziskovosti. O\u010dek\u00e1v\u00e1 se, \u017ee trh bude pokra\u010dovat v konsolidaci, p\u0159i\u010dem\u017e n\u011bkter\u00e9 firmy se zam\u011b\u0159\u00ed na ziskov\u011bj\u0161\u00ed \u010dinnosti a opust\u00ed m\u00e9n\u011b ziskov\u00e9 trhy. Tento trend by mohl v\u00e9st ke z\u00fa\u017een\u00ed konkurence a zv\u00fd\u0161en\u00ed moci dominantn\u00edch hr\u00e1\u010d\u016f, jako jsou Uber, DoorDash a dal\u0161\u00ed. Trh se z\u00e1rove\u0148 pot\u00fdk\u00e1 s probl\u00e9my v oblasti n\u00e1klad\u016f a ziskovosti, co\u017e motivuje spole\u010dnosti k hled\u00e1n\u00ed nov\u00fdch strategi\u00ed pro zlep\u0161en\u00ed efektivity a z\u00e1kaznick\u00e9 zku\u0161enosti. S rostouc\u00edm d\u016frazem na udr\u017eitelnost a sni\u017eov\u00e1n\u00ed n\u00e1klad\u016f budou technologie a inovativn\u00ed p\u0159\u00edstupy kl\u00ed\u010dem k dal\u0161\u00edmu r\u016fstu tohoto odv\u011btv\u00ed.<\/p>\n

Nejnov\u011bj\u0161\u00ed hospod\u00e1\u0159sk\u00e9 v\u00fdsledky p\u0159ed\u010dily o\u010dek\u00e1v\u00e1n\u00ed<\/strong><\/span><\/p>\n

Spole\u010dnost Uber Technologies ve druh\u00e9m \u010dtvrtlet\u00ed roku 2024 p\u0159ekonala o\u010dek\u00e1v\u00e1n\u00ed trhu a potvrdila, \u017ee se nach\u00e1z\u00ed v obdob\u00ed siln\u00e9ho r\u016fstu. Spole\u010dnost vyk\u00e1zala zisk na akcii (EPS) ve v\u00fd\u0161i 0,47 USD, co\u017e v\u00fdrazn\u011b p\u0159ekonalo progn\u00f3zu 0,31 USD.* Tyto v\u00fdsledky odr\u00e1\u017eej\u00ed schopnost spole\u010dnosti Uber optimalizovat svou \u010dinnost, zejm\u00e9na d\u00edky diverzifikaci slu\u017eeb a expanzi do nov\u00fdch oblast\u00ed, jako je v\u00fd\u0161e zm\u00edn\u011bn\u00e1 autonomn\u00ed doprava a doru\u010dov\u00e1n\u00ed. Celkov\u00e9 tr\u017eby spole\u010dnosti dos\u00e1hly 10,7 miliardy USD, co\u017e je m\u00edrn\u011b nad tr\u017en\u00edm odhadem 10,57 miliardy USD. Pozitivn\u00ed v\u00fdsledky spole\u010dnosti p\u0159i\u0161ly v n\u00e1ro\u010dn\u00e9m makroekonomick\u00e9m prost\u0159ed\u00ed, kde mnoho technologick\u00fdch spole\u010dnost\u00ed \u010del\u00ed tlaku na sni\u017eov\u00e1n\u00ed n\u00e1klad\u016f. Uber v\u0161ak dok\u00e1zal zv\u00fd\u0161it efektivitu ve sv\u00fdch kl\u00ed\u010dov\u00fdch segmentech a z\u00e1rove\u0148 investovat do nov\u00fdch technologi\u00ed, co\u017e mu poskytlo konkuren\u010dn\u00ed v\u00fdhodu. K r\u016fstu p\u0159\u00edjm\u016f p\u0159isp\u011blo tak\u00e9 zv\u00fd\u0161en\u00ed po\u010dtu objednan\u00fdch j\u00edzd a zv\u00fd\u0161en\u00e1 popt\u00e1vka po doru\u010dovac\u00edch slu\u017eb\u00e1ch prost\u0159ednictv\u00edm slu\u017eby Uber Eats.<\/p>\n

Zdroj: Investing.com*<\/em><\/p>\n

Z\u00e1v\u011br<\/strong><\/span><\/p>\n

Investice spole\u010dnosti Uber do autonomn\u00edch technologi\u00ed p\u0159edstavuj\u00ed v\u00fdznamn\u00fd krok sm\u011brem k budoucnosti silni\u010dn\u00ed dopravy. Spolupr\u00e1ce s technologick\u00fdmi partnery a nasazen\u00ed autonomn\u00edch vozidel v r\u016fzn\u00fdch segmentech umo\u017e\u0148uje spole\u010dnosti diverzifikovat sv\u00e9 slu\u017eby a zv\u00fd\u0161it efektivitu. P\u0159esto\u017ee n\u00e1klady na tyto technologie jsou z kr\u00e1tkodob\u00e9ho hlediska vysok\u00e9, spole\u010dnost Uber v\u011b\u0159\u00ed, \u017ee v dlouhodob\u00e9m horizontu autonomn\u00ed vozidla v\u00fdznamn\u011b p\u0159isp\u011bj\u00ed k r\u016fstu a ziskovosti spole\u010dnosti. Tato strategie spole\u010dnosti Uber odr\u00e1\u017e\u00ed \u0161ir\u0161\u00ed celosv\u011btov\u00fd trend sm\u011b\u0159uj\u00edc\u00ed k automatizaci a digitalizaci dopravn\u00edho sektoru. [1]<\/p>\n

David Matulay, hlavn\u00ed analytik spole\u010dnosti InvestingFox<\/a><\/p>\n

* \u00dadaje z minulosti nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f.<\/p>\n

[1] V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo vych\u00e1zej\u00ed ze sou\u010dasn\u00e9ho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed jsou ze sv\u00e9 podstaty spojena s rizikem a nejistotou, proto\u017ee se t\u00fdkaj\u00ed budouc\u00edch ud\u00e1lost\u00ed a okolnost\u00ed, kter\u00e9 nelze p\u0159edv\u00eddat, a skute\u010dn\u00fd v\u00fdvoj a v\u00fdsledky se mohou podstatn\u011b li\u0161it od t\u011bch, kter\u00e9 jsou vyj\u00e1d\u0159eny nebo nazna\u010deny v jak\u00fdchkoli v\u00fdhledov\u00fdch prohl\u00e1\u0161en\u00edch.<\/p>\n

Upozorn\u011bn\u00ed! Tento marketingov\u00fd materi\u00e1l nen\u00ed a nesm\u00ed b\u00fdt pova\u017eov\u00e1n za investi\u010dn\u00ed poradenstv\u00ed. \u00dadaje o minul\u00e9 v\u00fdkonnosti nejsou z\u00e1rukou budouc\u00edch v\u00fdnos\u016f. Investov\u00e1n\u00ed v ciz\u00ed m\u011bn\u011b m\u016f\u017ee m\u00edt vliv na v\u00fdnosy v d\u016fsledku kol\u00eds\u00e1n\u00ed m\u011bny. V\u0161echny transakce s cenn\u00fdmi pap\u00edry mohou v\u00e9st jak k zisk\u016fm, tak ke ztr\u00e1t\u00e1m. V\u00fdhledov\u00e1 prohl\u00e1\u0161en\u00ed p\u0159edstavuj\u00ed p\u0159edpoklady a sou\u010dasn\u00e1 o\u010dek\u00e1v\u00e1n\u00ed, kter\u00e1 nemus\u00ed b\u00fdt p\u0159esn\u00e1 nebo vych\u00e1zej\u00ed ze sou\u010dasn\u00e9ho ekonomick\u00e9ho prost\u0159ed\u00ed, kter\u00e9 se m\u016f\u017ee zm\u011bnit. Tato prohl\u00e1\u0161en\u00ed nejsou z\u00e1rukou budouc\u00ed v\u00fdkonnosti. InvestingFox je ochrann\u00e1 zn\u00e1mka spole\u010dnosti CAPITAL MARKETS, o.c.p., a.s. regulovan\u00e9 N\u00e1rodn\u00ed bankou Slovenska.<\/p>\n

Zdroje:<\/span><\/strong><\/p>\n

https:\/\/www.investing.com\/news\/company-news\/uber-and-avride-partner-on-robot-deliveries-93CH-3647259<\/a><\/p>\n

https:\/\/www.investing.com\/news\/company-news\/uber-shares-maintain-buy-rating-on-av-outlook-93CH-3642793<\/a><\/p>\n

https:\/\/www.investing.com\/news\/stock-market-news\/these-food-delivery-companies-are-bestpositioned-in-europe-says-morgan-stanley-3645028<\/a><\/p>\n

https:\/\/investor.uber.com\/news-events\/news\/press-release-details\/2024\/Uber-Announces-Results-for-Second-Quarter-2024\/default.aspx<\/a><\/p>\n

https:\/\/www.cnbc.com\/2024\/08\/06\/uber-q2-2024-earnings.html<\/a><\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Spole\u010dnost Uber v posledn\u00ed dob\u011b v\u00fdrazn\u011b zrychluje sv\u00e9 kroky sm\u011brem k autonomn\u00ed doprav\u011b. Spolupr\u00e1ce se…<\/p>\n","protected":false},"author":2,"featured_media":63930,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[8039,1080,331,7145],"_links":{"self":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/63929"}],"collection":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/comments?post=63929"}],"version-history":[{"count":0,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/posts\/63929\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media\/63930"}],"wp:attachment":[{"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/media?parent=63929"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/categories?post=63929"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.infokuryr.cz\/n\/wp-json\/wp\/v2\/tags?post=63929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}