Jumia Technologies AG Earnings Recaps
Q1 2026
May 8, 2026
Jumia's better-than-expected GMV growth and improved adjusted EBITDA loss drove a positive 4.2% stock reaction, reflecting investor approval of the continued progress on profitability and platform monetization.
Key takeaways
- GMV grew 32% year-over-year, driven by broad-based growth across core markets and improved marketplace fundamentals.
- Adjusted EBITDA loss narrowed to $10.7 million from $15.7 million in Q1 2025; excluding one-time Algeria exit costs, the loss was $9.7 million, a 38% improvement year-over-year.
- Revenue rose 39% to $50.6 million, supported by higher usage, improved monetization, and strength in first-party sales and international partnerships.
- Fulfillment cost per order remained flat on a reported basis but declined 10% on a constant currency basis, aided by operational efficiencies and better logistics rates.
- Quarterly cash burn increased seasonally to $15.3 million but showed a favorable trajectory compared to prior year, supporting confidence in full year profitability targets.
Q3 2025
Nov 13, 2025
Jumia's third-quarter 2025 results reflected strong momentum with a 25% revenue increase driven by accelerated customer demand and improved operational efficiency, positioning the company for sustainable growth.
Key takeaways
- Physical goods GMV grew by 26% year-over-year, accelerating growth in core product categories.
- Active customers rose 22%, marking the largest annual increase in three years, with enhanced customer loyalty indicated by a higher NPS score.
- Adjusted EBITDA loss improved to $14 million, demonstrating effective cost management and operational leverage.
- Continued focus on profitability with strategic investments in logistics and technology aimed at achieving full-year profitability by 2027.
- Strong early fourth-quarter trends show over 30% year-over-year growth in orders and GMV, underscoring sustained demand.