{"id":1865,"date":"2022-08-03T06:16:49","date_gmt":"2022-08-02T21:16:49","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1865"},"modified":"2022-08-03T06:16:49","modified_gmt":"2022-08-02T21:16:49","slug":"%e3%82%a6%e3%83%bc%e3%83%90%e3%83%bc%e3%83%bb%e3%83%86%e3%82%af%e3%83%8e%e3%83%ad%e3%82%b8%e3%83%bc%e3%82%ba-uber-2022%e5%b9%b4%e7%ac%ac2%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1865","title":{"rendered":"\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER )2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER )2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u58f2\u308a\u4e0a\u3052\u306f\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3057\u305f\u304cEPS\u306f\u5916\u3057\u307e\u3057\u305f\u306d\u3002\u58f2\u308a\u4e0a\u3052\u6210\u9577\u7387\u306f105%\u3068\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002\u4eca\u5f8c\u3082\u3053\u306e\u6210\u9577\u3092\u3059\u308b\u306a\u3089EPS\u3082\u30d7\u30e9\u30b9\u306b\u306a\u308b\u65e5\u306f\u8fd1\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u3067\u3059\u306d\u3002<\/p>\n

\u6c7a\u7b97\u3092\u597d\u611f\u3055\u308c\u3066\u682a\u4fa1\u308218.9\uff05\u9ad8\u3068\u6025\u4f38\u3057\u3066\u307e\u3059\u306d\u3002\u9ad8\u5024\u304b\u3089\u306f\u307e\u3060\u534a\u5024\u4ee5\u4e0b\u306a\u306e\u3067\u682a\u4fa1\u81ea\u4f53\u306f\u5b89\u3044\u3068\u601d\u3063\u3066\u307e\u3059\u3002<\/p>\n

 <\/p>\n

\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER )2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nBalaji Krishnamurthy — Head of Investor Relations
\nDara Khosrowshahi — Chief Executive Officer
\nRoss Sandler — Barclays — Analyst
\nNelson Chai — Chief Financial Officer
\nDoug Anmuth — J.P. Morgan — Analyst
\nBrian Nowak — Morgan Stanley — Analyst
\nMark Mahaney — Evercore ISI — Analyst
\nJustin Post — Bank of America Merrill Lynch — Analyst
\nEric Sheridan — Goldman Sachs — Analyst
\nLloyd Walmsley — UBS — Analyst
\nDeepak Mathivanan — Wolfe Research — Analyst
\nJames Lee — Mizuho Securities — Analyst
\nBrad Erickson — RBC Capital Markets — Analyst
\nMore UBER analysis<\/p>\n

2022\u5e7408\u670802\u65e5 \u5348\u524d8\u664200\u5206<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u7686\u69d8\u3001\u304a\u5f85\u305f\u305b\u3044\u305f\u3057\u307e\u3057\u305f\u3002\u672c\u65e5\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3092\u52d9\u3081\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u30d6\u30ec\u30f3\u30c8\u3068\u7533\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001Uber\u306e2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u306b\u7686\u69d8\u3092\u304a\u62db\u304d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u6307\u793a\u3011\u3067\u3059\u3002\uff3d<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u672c\u65e5\u306e\u304a\u96fb\u8a71\u3092IR\u62c5\u5f53\u306e\u30d0\u30e9\u30b8\u30fb\u30af\u30ea\u30b7\u30e5\u30ca\u30e0\u30eb\u30b7\u30fc\u306b\u5909\u3048\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d0\u30e9\u30b8\u30fb\u30af\u30ea\u30b7\u30e5\u30ca\u30e0\u30eb\u30b7\u30fc — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u8cac\u4efb\u8005
\n\u30d6\u30e9\u30c3\u30c9\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306fUber\u306e2020\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u901a\u8a71\u3067\u306f\u3001Uber\u306eCEO\u3067\u3042\u308bDara Khosrowshahi\u3068CFO\u306eNelson Chai\u306b\u3054\u51fa\u5e2d\u3044\u305f\u3060\u3044\u3066\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u30b3\u30fc\u30eb\u3067\u306f\u3001GAAP\u3068\u975eGAAP\u306e\u4e21\u65b9\u306e\u8ca1\u52d9\u6307\u6a19\u3092\u63d0\u793a\u3057\u307e\u3059\u3002<\/p>\n

GAAP\u6307\u6a19\u3068\u975eGAAP\u6307\u6a19\u306e\u8abf\u6574\u3092\u542b\u3080\u3001\u3053\u308c\u3089\u306e\u975eGAAP\u6307\u6a19\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u306e\u958b\u793a\u306f\u3001\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u88dc\u8db3\u30b9\u30e9\u30a4\u30c9\u3001\u304a\u3088\u3073SEC\u3078\u306e\u63d0\u51fa\u66f8\u985e\u306b\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u305d\u308c\u305e\u308c\u306finvestor.uber.com\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6ce8\u610f\u4e8b\u9805\u3068\u3057\u3066\u3001\u3053\u308c\u3089\u306e\u6570\u5024\u306f\u672a\u76e3\u67fb\u3067\u3042\u308a\u3001\u5909\u66f4\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u672c\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304a\u3088\u3073\u96fb\u8a71\u4f1a\u8b70\u306b\u304a\u3051\u308b\u4e00\u90e8\u306e\u767a\u8a00\u306f\u3001\u5c06\u6765\u4e88\u6e2c\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u8a18\u8ff0\u306f\u3001believe\u3001expect\u3001intend\u3001may\u306a\u3069\u306e\u7528\u8a9e\u3067\u8b58\u5225\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002
\n\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u904e\u5ea6\u306b\u4f9d\u5b58\u3057\u306a\u3044\u3088\u3046\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u5b9f\u969b\u306e\u7d50\u679c\u306f\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u5f53\u793e\u306f\u3001\u6cd5\u5f8b\u3067\u7fa9\u52d9\u3065\u3051\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u672c\u65e5\u767a\u8868\u3057\u305f\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3046\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5b9f\u969b\u306e\u7d50\u679c\u304c\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u8981\u56e0\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001\u672c\u65e5\u767a\u8868\u3057\u305f\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u304a\u3088\u30732021\u5e7412\u670831\u65e5\u7d42\u4e86\u5e74\u5ea6\u306e\u6700\u65b0\u306eForm 10-K\u306b\u3088\u308b\u5e74\u6b21\u5831\u544a\u66f8\u3001\u304a\u3088\u3073\u5165\u624b\u53ef\u80fd\u306a\u6642\u70b9\u3067SEC\u306b\u63d0\u51fa\u3057\u305f\u305d\u306e\u4ed6\u306e\u63d0\u51fa\u66f8\u985e\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af\u3068\u4e0d\u78ba\u5b9f\u6027\u3092\u53c2\u7167\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u5f53\u793e\u306f\u672c\u65e5\u3001\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3001\u6e96\u5099\u3057\u305f\u767a\u8a00\u3001\u88dc\u8db3\u30b9\u30e9\u30a4\u30c9\u3092\u5f53\u793e\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u63b2\u8f09\u3057\u307e\u3057\u305f\u306e\u3067\u3001\u307e\u3060\u3054\u89a7\u306b\u306a\u3063\u3066\u3044\u306a\u3044\u65b9\u306f\u3001\u3053\u308c\u3089\u306e\u8cc7\u6599\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u307e\u3059\u3088\u3046\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u30c0\u30e9\u304b\u3089\u306e\u7c21\u5358\u306a\u3042\u3044\u3055\u3064\u306e\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u306b\u5165\u308a\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001Dara\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

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\u305d\u308c\u3067\u306f\u3001\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n[\u6700\u521d\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30ed\u30b9\u30fb\u30b5\u30f3\u30c9\u30e9\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30ed\u30b9\u30fb\u30b5\u30f3\u30c9\u30e9\u30fc — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30ed\u30b9\u3055\u3093\u3001\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3067\u306f\u3001\u30cd\u30eb\u30bd\u30f3\u3067\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3001\u307e\u305a\u79c1\u304b\u3089\u304a\u8a71\u3057\u3057\u307e\u3059\u3002\u307e\u305a\u3001\u58f2\u4e0a\u9ad8\u5229\u76ca\u7387\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u30c7\u30ea\u30d0\u30ea\u30fc\u30fb\u30b5\u30a4\u30c9\u304c\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u53d6\u5f15\u5358\u4fa1\u304c\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u30c1\u30fc\u30e0\u3068\u3057\u3066\u52b9\u7387\u5316\u3068\u3044\u3046\u70b9\u3067\u3001\u672c\u5f53\u306b\u826f\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u30e2\u30d3\u30ea\u30c6\u30a3\u3068\u30c7\u30ea\u30d0\u30ea\u30fc\u306e\u4e21\u65b9\u3067\u7c97\u5229\u76ca\u306e\u6539\u5584\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u5148\u307b\u3069\u304a\u3063\u3057\u3083\u3063\u305f\u56fa\u5b9a\u8cbb\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u52b9\u3044\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u3053\u306e\u4e8b\u696d\u306f\u4eca\u3001\u975e\u5e38\u306b\u9806\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u7b2c2\u56db\u534a\u671f\u306e\u696d\u7e3e\u306b\u306f\u5927\u5909\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7b2c2\u56db\u534a\u671f\u306b\u9054\u6210\u3057\u305f\u696d\u7e3e\u3092\u5927\u5909\u8a87\u308a\u306b\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4e8b\u696d\u74b0\u5883\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u4eca\u5e74\u5ea6\u3082\u3053\u306e\u72b6\u614b\u3092\u7dad\u6301\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2\uff08Dara Khosrowshahi\uff09 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30ed\u30b9\u3055\u3093\u3001\u4e8b\u696d\u74b0\u5883\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u53b3\u3057\u3044\u7d4c\u6e08\u74b0\u5883\u3084\u3001Uber\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u542b\u3080\u79c1\u305f\u3061\u306e\u591a\u304f\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u30a4\u30f3\u30d5\u30ec\u306e\u9ad8\u9a30\u306f\u3001\u8ab0\u3082\u671b\u3093\u3067\u3044\u306a\u3044\u3053\u3068\u3067\u3059\u3002\u3057\u304b\u3057\u540c\u6642\u306b\u3001\u7af6\u4e89\u529b\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u3053\u306e\u7d4c\u55b6\u74b0\u5883\u304c\u6211\u3005\u306b\u3068\u3063\u3066\u3088\u308a\u5f37\u3044\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u4e0b\u3067\u3001\u79c1\u305f\u3061\u306f\u8cc7\u672c\u898f\u5f8b\u3092\u5b88\u308a\u3001\u30de\u30fc\u30b8\u30f3\u3092\u5897\u52a0\u3055\u305b\u3001\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u540c\u6642\u306b\u3001\u5f53\u793e\u306e\u898f\u6a21\u3068\u9577\u5e74\u306b\u308f\u305f\u308b\u6295\u8cc7\u5b9f\u7e3e\u306b\u3088\u308a\u3001\u65b0\u3057\u3044\u5782\u76f4\u30d3\u30b8\u30cd\u30b9\u3078\u306e\u6295\u8cc7\u3001UberX Share\u306e\u518d\u59cb\u52d5\u3001Hailable\u3078\u306e\u6295\u8cc7\u306a\u3069\u3092\u7d99\u7d9a\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002\u307e\u305f\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u3078\u306e\u6295\u8cc7\u3082\u7d9a\u3051\u3066\u3044\u308b\u306e\u3067\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u304c\u6301\u7d9a\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5225\u306e\u74b0\u5883\u3067\u306f\u3001\u79c1\u305f\u3061\u304c\u3082\u305f\u3089\u3057\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u512a\u4f4d\u6027\u3001\u898f\u6a21\u306e\u512a\u4f4d\u6027\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u512a\u4f4d\u6027\u304c\u3001\u7af6\u5408\u4ed6\u793e\u306e\u9ad8\u3044\u652f\u51fa\u306b\u3088\u3063\u3066\u6253\u3061\u6d88\u3055\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u8cc7\u672c\u898f\u5f8b\u304c\u3088\u308a\u91cd\u8981\u306b\u306a\u308b\u74b0\u5883\u3067\u306f\u3001\u5927\u898f\u6a21\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3001\u3064\u307e\u308a\u5f53\u793e\u306f\u6700\u5927\u306e\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308a\u3001\u6700\u3082\u591a\u89d2\u7684\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308a\u3001\u4e8b\u696d\u306e\u7a2e\u985e\u3084\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u4e8b\u696d\u5c55\u958b\u306b\u95a2\u3057\u3066\u306f\u3001\u4ed6\u306e\u8ab0\u3088\u308a\u3082\u591a\u89d2\u7684\u3067\u3042\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u771f\u306e\u610f\u5473\u3067\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u512a\u4f4d\u6027\u3092\u6301\u3064\u30d7\u30ec\u30a4\u30e4\u30fc\u306f\u3001\u3084\u306f\u308aUber\u306e\u3088\u3046\u306b\u3001\u672c\u5f53\u306b\u30d5\u30ed\u30a2\u306b\u51fa\u3066\u304f\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u7af6\u4e89\u74b0\u5883\u3092\u898b\u308b\u3068\u3001\u30cd\u30eb\u30bd\u30f3\u3068\u79c1\u304c\u5165\u793e\u3057\u3066\u4ee5\u6765\u3001\u4e16\u754c\u7684\u306b\u6700\u3082\u7af6\u4e89\u529b\u304c\u3042\u308b\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u5168\u4f53\u7684\u306a\u74b0\u5883\u306f\u826f\u304f\u306a\u308a\u3001\u7af6\u4e89\u74b0\u5883\u306f\u3053\u306e\u307e\u307e\u7d9a\u304f\u3068\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306fJP\u30e2\u30eb\u30ac\u30f3\u306e\u30c0\u30b0\u30fb\u30a2\u30f3\u30de\u30b9\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u30c0\u30b0\u30fb\u30a2\u30f3\u30de\u30b9 — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Dara\u3055\u3093\u3001\u5e02\u5834\u3067\u306f\u660e\u3089\u304b\u306b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u5897\u52a0\u306b\u3064\u3044\u3066\u591a\u304f\u306e\u8b70\u8ad6\u304c\u306a\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u5fa1\u793e\u306f\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u3001\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306b\u5bfe\u3059\u308b\u898f\u5f8b\u3092\u5b88\u308b\u3053\u3068\u304c\u3067\u304d\u3066\u3044\u308b\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002\u3069\u306e\u3088\u3046\u306b\u305d\u308c\u3092\u884c\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u30cd\u30eb\u30bd\u30f3\u3055\u3093\u3001\u7b2c2\u56db\u534a\u671f\u306e\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304cEBITDA\u3092\u4e0a\u56de\u3063\u305f\u3053\u3068\u306b\u3064\u3044\u3066\u306e\u76f8\u4e92\u4f5c\u7528\u3068\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u304a\u3051\u308b\u4e21\u8005\u306e\u95a2\u4fc2\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306a\u3069\u306b\u95a2\u3057\u3066\u306f\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3067\u3001\u79c1\u305f\u3061\u306f\u3053\u3053\u3067\u898f\u5f8b\u3092\u9069\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u3069\u306e\u3088\u3046\u306a\u30d3\u30b8\u30cd\u30b9\u3067\u3082\u3001\u6804\u5149\u3078\u306e\u9053\u3092\u8cbb\u3084\u3059\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f3\u3064\u306e\u3053\u3068\u306b\u96c6\u4e2d\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

1\u3064\u306f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u5168\u4f53\u7684\u306a\u53ce\u76ca\u3092\u3069\u3046\u3059\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3002\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30fb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u3069\u3046\u3059\u308b\u304b\u3002\u305d\u3057\u3066\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u4e57\u3063\u305f\u5f8c\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u4f53\u9a13\u306f\u3069\u306e\u3088\u3046\u306a\u3082\u306e\u304b\u3001\u3088\u308a\u9577\u304f\u5b9a\u7740\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3001\u306a\u3069\u3067\u3059\u3002\u3053\u306e3\u3064\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30d7\u30ed\u30bb\u30b9\u306f\u5927\u5e45\u306b\u6539\u5584\u3055\u308c\u3001\u65b0\u3057\u3044\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u307e\u305aEats\u3067\u914d\u9001\u3092\u884c\u3044\u3001\u305d\u306e\u5f8c\u3001\u3088\u308a\u53ce\u76ca\u30ec\u30d9\u30eb\u306e\u9ad8\u3044Mobility\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u305f\u3081\u3001\u3088\u308a\u591a\u304f\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u4f4e\u30b3\u30b9\u30c8\u3067\u96c7\u7528\u3057\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u306e\u53ce\u76ca\u306b\u95a2\u5fc3\u3092\u793a\u3057\u305f\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u3088\u308a\u9ad8\u3044\u5272\u5408\u3067\u8ee2\u63db\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001\u76ee\u7684\u5730\u306e\u8868\u793a\u3084\u904b\u8cc3\u306e\u8868\u793a\u3001Trip Radar\u306e\u3088\u3046\u306a\u65b0\u3057\u3044\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u4e3b\u306b\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u4f53\u9a13\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u4eca\u3001\u65b0\u3057\u3044Uber Pro\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u30fb\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u5c55\u958b\u3057\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u5f53\u793e\u306e\u30c7\u30d3\u30c3\u30c8\u30ab\u30fc\u30c9\u3092\u30ac\u30bd\u30ea\u30f3\u8cfc\u5165\u306b\u4f7f\u7528\u3059\u308b\u3068\u3001\u6700\u5927\u30672\uff05\u304b\u30896\uff05\u306e\u5272\u5f15\u3092\u53d7\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u3082\u3059\u3079\u3066\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u95a2\u308f\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u9762\u3067\u3082\u3001\u3088\u308a\u826f\u3044\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u7372\u5f97\u3057\u3001Uber\u3067\u8907\u6570\u306e\u65b9\u6cd5\u3067\u53ce\u5165\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u5168\u4f53\u306e\u5229\u7528\u7387\u304c\u975e\u5e38\u306b\u9ad8\u3044\u6c34\u6e96\u306b\u3042\u308b\u3053\u3068\u304b\u3089\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u53ce\u76ca\u304c\u9ad8\u3044\u3068\u3044\u3046\u7d50\u679c\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u3067\u306f\u3001\u30af\u30ed\u30b9\u6d3e\u9063\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u6642\u7d66\u7d0430\u30c9\u30eb\u3067\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u53ce\u76ca\u3067\u3059\u3002\u307e\u305f\u3001\u9ad8\u53ce\u5165\u306e\u50be\u5411\u304c\u3042\u308b\u30e2\u30d3\u30ea\u30c6\u30a3\u306e\u307f\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u3001\u5f37\u3044\u7d4c\u6e08\u6027\u306e\u7d50\u679c\u3001\u5229\u7528\u6642\u9593\u3042\u305f\u308a37\u30c9\u30eb\u3092\u7a3c\u3044\u3067\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3059\u3079\u3066\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u901a\u3058\u3066\u52b9\u7387\u5316\u3092\u9032\u3081\u308b\u4e2d\u3067\u3001\u5168\u4f53\u306e\u4e88\u7d04\u306b\u5360\u3081\u308b\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306e\u5272\u5408\u3092\u4e0b\u3052\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u4eca\u73fe\u5728\u3001\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u6a5f\u80fd\u3057\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u7af6\u4e89\u529b\u306e\u3042\u308b\u53ce\u5165\u3092\u5f97\u3066\u304a\u308a\u3001\u305d\u308c\u304c\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u5b9a\u7740\u7387\u306b\u8868\u308c\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30c0\u30b0\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u3064\u3044\u3066\u306e\u8cea\u554f\u3067\u3059\u3002\u6295\u8cc7\u5bb6\u8aac\u660e\u4f1a\u3067\u3001\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u8abf\u6574\u5f8cEBITDA\u3092\u5e74\u9593\u7d0410\u5104\u30c9\u30eb\u8ffd\u3044\u8d8a\u3057\u3066\u3044\u308b\u3068\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001EBITDA\u30de\u30fc\u30b8\u30f3\u304c\u4e88\u7d04\u7dcf\u984d\u306b\u5360\u3081\u308b\u5272\u5408\u304c\u6539\u5584\u3055\u308c\u305f\u3053\u3068\u304b\u3089\u3001\u3053\u306e\u6570\u5b57\u304c\u30dc\u30c8\u30e0\u30e9\u30a4\u30f3\u3092\u901a\u904e\u3059\u308b\u969b\u306e\u52a9\u3051\u306b\u306a\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u904b\u8ee2\u8cc7\u91d1\u306e\u7ba1\u7406\u306b\u3064\u3044\u3066\u306f\u3001\u3082\u3046\u5c11\u3057\u6642\u9593\u3092\u304b\u3051\u3066\u691c\u8a0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001EBITDA\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u3001\u8ca1\u52d9\u8af8\u8868\u304c\u7570\u306a\u308b\u305f\u3081\u3001\u76f4\u63a5\u7684\u306a\u76f8\u95a2\u95a2\u4fc2\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u5e74\u6b21\u7684\u306a\u3082\u306e\u3067\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u91cd\u8981\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u7b2c1\u56db\u534a\u671f\u306b\u30dc\u30fc\u30ca\u30b9\u3092\u652f\u7d66\u3057\u307e\u3059\u3088\u306d\u3002\u3057\u304b\u3057\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u5e74\u9593\u3092\u901a\u3058\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u4f8b\u3048\u3070\u7b2c1\u56db\u534a\u671f\u306b\u30dc\u30fc\u30ca\u30b9\u3092\u652f\u7d66\u3059\u308b\u3068\u3001\u6b8b\u308a\u306e\u56db\u534a\u671f\u306b\u30dc\u30fc\u30ca\u30b9\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u3082\u305d\u3046\u3057\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u79c1\u306f\u300110\u5104\u30c9\u30eb\u306e\u76ee\u6a19\u3088\u308a\u3082\u826f\u3044\u7d50\u679c\u3092\u51fa\u3059\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306fGAAP\u30d9\u30fc\u30b9\u306e\u6570\u5024\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u8abf\u6574\u5f8c\u3084\u8abf\u6574\u524d\u306e\u6570\u5b57\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u3082\u7d0d\u5f97\u306e\u3044\u304f\u307e\u3067\u66f4\u65b0\u3057\u3066\u3044\u304d\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u8a87\u3089\u3057\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3068\u3044\u3046\u306e\u3082\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u6642\u306b\u884c\u3063\u305f\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u8003\u3048\u308b\u3068\u3001\u30a2\u30bb\u30c3\u30c8\u30fb\u30e9\u30a4\u30c8\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u4eca\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u52d5\u304b\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308b\u304b\u3089\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30df\u30c3\u30b7\u30e7\u30f3\u30fb\u30d9\u30a4\u306e\u3088\u3046\u306a\u4e0d\u52d5\u7523\u3084\u904e\u53bb\u6570\u5e74\u306e\u9593\u306b\u5efa\u3066\u5897\u3057\u3092\u884c\u3063\u305f\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u306f\u3001\u3082\u3046\u307b\u3068\u3093\u3069\u904e\u53bb\u306e\u3053\u3068\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u3068\u73fe\u5728\u306e\u4e8b\u696d\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u8003\u3048\u308b\u3068\u3001\u3053\u308c\u306f\u672c\u5f53\u306b\u5f37\u529b\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30b8\u30a7\u30cd\u30ec\u30fc\u30bf\u30fc\u306b\u306a\u308b\u306f\u305a\u3067\u3001\u3053\u306e\u6570\u30f6\u6708\u306e\u9593\u306bDara\u3068\u79c1\u81ea\u8eab\u304b\u3089\u805e\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Doug Anmuth — J.P.\u30e2\u30eb\u30ac\u30f3 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u304a\u4e8c\u4eba\u3068\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30ce\u30ef\u30c3\u30af\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n

Brian Nowak — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u304a\u306f\u3088\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u307b\u3069\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u3002\u30c0\u30e9\u3068\u30cd\u30eb\u30bd\u30f3\u3067\u3059\u304c\u3001\u30a2\u30e1\u30ea\u30ab\u306e\u5e73\u5747\u7684\u306a\u30e9\u30a4\u30c0\u30fc\u5f85\u3061\u6642\u9593\u306b\u3064\u3044\u3066\u3001\u904e\u53bb\u3068\u73fe\u5728\u306e\u76ee\u6a19\u5024\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30e9\u30a4\u30c0\u30fc\u306e\u5e73\u5747\u5f85\u3061\u6642\u9593\u306b\u3064\u3044\u3066\u3001\u904e\u53bb\u3068\u73fe\u5728\u306e\u76ee\u6a19\u5024\u3068\u306e\u6bd4\u8f03\u3067\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u7387\u306b\u3064\u3044\u3066\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\uff1f\u30e9\u30a4\u30c0\u30fc\u304c\u691c\u7d22\u3057\u3066\u5b9f\u969b\u306b\u65c5\u884c\u3092\u4e88\u7d04\u3059\u308b\u3001\u305d\u306e\u3088\u3046\u306a\u6307\u6a19\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4f9b\u7d66\u306b\u95a2\u3057\u3066\u3082\u4f55\u304b\u3042\u308c\u3070\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002Uber\u306e\u65b0\u3057\u3044\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3001Uber One\u30011,000\u4e07\u4eba\u306e\u30e6\u30fc\u30b6\u30fc\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1fUber One\u306e\u30e6\u30fc\u30b6\u30fc\u30d9\u30fc\u30b9\u3067\u306f\u3001\u5229\u7528\u983b\u5ea6\u3084\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u306e\u5229\u7528\u984d\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n

\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u306b\u95a2\u3057\u3066\u306f\u3001\u5f85\u3061\u6642\u9593\u306e\u6025\u5897\u3068\u3044\u3046\u70b9\u3067\u3001\u3053\u308c\u3089\u306e\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u6307\u6a19\u306f\u5f15\u304d\u7d9a\u304d\u6b63\u3057\u3044\u65b9\u5411\u306b\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u30027\u6708\u306b\u306f\u7c73\u56fd\u3067\u65c5\u884c\u8005\u6570\u304c\u6025\u5897\u3057\u307e\u3057\u305f\u3002<\/p>\n

10\uff05\u53f0\u3001\u7d0414\uff05\u3067\u3059\u3002\u5b9f\u969b\u306b\u88dc\u8db3\u306e\u30b0\u30e9\u30d5\u3092\u898b\u308b\u3068\u300114\uff05\u306e\u65c5\u884c\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f20\uff05\u53f0\u304b\u3089\u4e0b\u304c\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u6ce2\u52d5\u306f\u6b63\u3057\u3044\u65b9\u5411\u306b\u9032\u307f\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30a2\u30e1\u30ea\u30ab\u306e\u5f85\u3061\u6642\u9593\u306f\u5e73\u57474\u5206\u534a\u3067\u3001\u4ee5\u524d\u306f5\uff5e6\u5206\u3067\u3057\u305f\u3002\u305d\u306e\u70b9\u3067\u306f\u3001\u975e\u5e38\u306b\u7d20\u6674\u3089\u3057\u3044\u6539\u5584\u3068\u8a00\u3048\u307e\u3059\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u306b\u306f\u307e\u3060\u3084\u308b\u3079\u304d\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u7d4c\u9a13\u8c4a\u5bcc\u306a\u6307\u6a19\u306f\u3059\u3079\u3066\u6b63\u3057\u3044\u65b9\u5411\u3078\u5411\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u3082\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306f\u73fe\u5728\u5b89\u5b9a\u3057\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3001\u3055\u3089\u306b\u5411\u4e0a\u3055\u305b\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u306f\u5b89\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u4f9b\u7d66\u306b\u3064\u3044\u3066\u306f\u3001\u4f9b\u7d66\u72b6\u6cc1\u306f\u5f15\u304d\u7d9a\u304d\u6539\u5584\u3057\u3066\u304a\u308a\u3001\u7c73\u56fd\u3067\u306e\u65b0\u898f\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u767b\u9332\u6570\u306f\u524d\u5e74\u6bd476\uff05\u5897\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u65b0\u898f\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u5951\u7d04\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u53ce\u5165\u3082\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u300170\uff05\u4ee5\u4e0a\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u3001\u30a4\u30f3\u30d5\u30ec\u3084\u98df\u6599\u54c1\u4fa1\u683c\u3001\u751f\u6d3b\u8cbb\u306a\u3069\u304c\u3001\u3053\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5229\u7528\u3059\u308b\u304b\u3069\u3046\u304b\u306e\u5224\u65ad\u6750\u6599\u306b\u306a\u3063\u3066\u3044\u308b\u3068\u56de\u7b54\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001Uber\u306f\u3001\u597d\u304d\u306a\u6642\u306b\u597d\u304d\u306a\u5834\u6240\u3067\u7a3c\u3052\u308b\u3068\u3044\u3046\u67d4\u8edf\u6027\u306b\u304a\u3044\u3066\u3001\u4ed6\u306e\u8ffd\u968f\u3092\u8a31\u3055\u306a\u3044\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u305d\u3057\u3066\u4eca\u3001\u53ce\u76ca\u30ec\u30d9\u30eb\u306f\u975e\u5e38\u306b\u9b45\u529b\u7684\u3067\u3059\u3002\u307e\u305f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u4f53\u9a13\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u306e\u5411\u4e0a\u3001\u60c5\u5831\u306e\u5145\u5b9f\u3092\u56f3\u308b\u3053\u3068\u3067\u3001Uber\u3067\u306e\u904b\u8ee2\u306f\u4eca\u5f8c\u3082\u9b45\u529b\u7684\u306a\u9078\u629e\u80a2\u3067\u3042\u308a\u7d9a\u3051\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u3001\u5e02\u5834\u306f\u597d\u8abf\u306b\u898b\u3048\u307e\u3059\u3002<\/p>\n

9\u6708\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u5927\u304d\u306a\u6708\u3067\u3059\u3002\u590f\u5834\u306e\u9700\u8981\u306f\u5b89\u5b9a\u7684\u306b\u63a8\u79fb\u3057\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u7b2c4\u56db\u534a\u671f\u306e9\u6708\u306b\u306a\u308b\u3068\u3001\u672c\u5f53\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002\u73fe\u5728\u3001\u4f53\u9a13\u6307\u6a19\u306f\u6b63\u3057\u3044\u65b9\u5411\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u30c1\u30fc\u30e0\u306f9\u6708\u3068\u65b0\u5b66\u671f\u3001\u305d\u3057\u3066\u4f53\u9a13\u304c\u6700\u9ad8\u306e\u30e9\u30a4\u30c9\u30b7\u30a7\u30a2\u4f53\u9a13\u3067\u3042\u308a\u7d9a\u3051\u308b\u3053\u3068\u306b\u975e\u5e38\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

Brian Nowak — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30e1\u30f3\u30d0\u30fc\u30b7\u30c3\u30d7\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u4f1a\u54e1\u6570\u306b\u95a2\u3057\u3066\u306f\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u524d\u5411\u304d\u306a\u50be\u5411\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u4f1a\u54e1\u6570\u306f\u7d041,000\u4e07\u4eba\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002Uber One\u306b\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002Uber One\u306f\u73fe\u5728\u3001\u4e16\u754c\u306e7\u3064\u306e\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u30ed\u30fc\u30f3\u30c1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u5168\u4f53\u306e\u7dcf\u4e88\u7d04\u6570\u306e\u7d0423\uff05\u304c\u4f1a\u54e1\u304b\u3089\u306e\u3082\u306e\u3067\u3059\u3002\u30c7\u30ea\u30d0\u30ea\u30fc\u3067\u306f32%\u3067\u3059\u3002\u4f1a\u54e1\u6570\u306f\u3001\u73fe\u6642\u70b9\u3067\u306f\u30c7\u30ea\u30d0\u30ea\u30fc\u306b\u3088\u308a\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3001\u79fb\u52d5\u306e\u305f\u3081\u306e\u7279\u5178\u3092\u30b9\u30bf\u30fc\u3068\u3057\u3066\u8ffd\u52a0\u3057\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u4e00\u822c\u7684\u306b\u3001\u4f1a\u54e1\u306b\u306a\u308b\u3053\u3068\u3067\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u9ad8\u307e\u308b\u3068\u8a00\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u4f1a\u54e1\u306f\u975e\u4f1a\u54e1\u306b\u6bd4\u3079\u3066\u3001Uber\u3067\u306e\u7dcf\u4e88\u7d04\u6570\u304c\u7d042.7\u500d\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u304b\u306a\u308a\u91cd\u8981\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u30fb\u30ec\u30d0\u30fc\u3067\u3042\u308a\u3001\u304b\u306a\u308a\u91cd\u8981\u306aLTV\u30ec\u30d0\u30fc\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u30e1\u30f3\u30d0\u30fc\u30b7\u30c3\u30d7\u306e\u4fa1\u5024\u3092\u9ad8\u304f\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001Uber\u306e\u5834\u5408\u306f\u3001\u307e\u305a\u304a\u5ba2\u3055\u307e\u3092\u7372\u5f97\u3057\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u4ed6\u306e\u30e2\u30ce\u30e9\u30a4\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3088\u308a\u3082\u591a\u304f\u306e\u65b0\u898f\u9867\u5ba2\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6b21\u306b\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u3092\u884c\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u3057\u305f\u304a\u5ba2\u69d8\u3092\u30e1\u30f3\u30d0\u30fc\u30b7\u30c3\u30d7\u306b\u79fb\u884c\u3055\u305b\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6226\u7565\u7684\u80fd\u529b\u3001\u8996\u8074\u8005\u6570\u3042\u305f\u308a\u306e\u7dcf\u4e88\u7d04\u6570\u3092\u5897\u52a0\u3055\u305b\u308b\u6226\u7565\u7684\u80fd\u529b\u306f\u3001\u5f53\u793e\u306b\u3068\u3063\u3066\u69cb\u9020\u7684\u306b\u6709\u5229\u3067\u3042\u308a\u3001\u30e1\u30f3\u30d0\u30fc\u30b7\u30c3\u30d7\u306f\u305d\u306e\u6226\u7565\u306e\u4e00\u90e8\u306a\u306e\u3067\u3059\u3002<\/p>\n

Brian Nowak — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306a\u308b\u307b\u3069\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30c0\u30e9\u3002\u3053\u308c\u304b\u3089\u3082\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001Evercore ISI\u306eMark Mahaney\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u30de\u30fc\u30af\u30fb\u30de\u30cf\u30cd\u30a4 — \u30a8\u30f4\u30a1\u30fc\u30b3\u30a2ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

2\u3064\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u307e\u305a\u3001\u307e\u3060\u7acb\u3061\u9045\u308c\u3066\u3044\u308b\u5e02\u5834\u3001\u56de\u5fa9\u6bb5\u968e\u306b\u3042\u308b\u5e02\u5834\u3001\u305d\u3057\u3066\u305d\u308c\u3089\u306e\u5e02\u5834\u3092\u56de\u5fa9\u3055\u305b\u308b\u305f\u3081\u306b\u3067\u304d\u308b\u3053\u3068\u304c\u3042\u308c\u3070\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u306f\u30e2\u30d3\u30ea\u30c6\u30a3\u306e\u5074\u9762\u304b\u3089\u3067\u3057\u3087\u3046\u304b\u3002\u6b21\u306b\u3001\u3053\u306e\u6c7a\u7b97\u671f\u306b\u306f\u666f\u6c17\u5f8c\u9000\u306e\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u591a\u304f\u8a9e\u3089\u308c\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u5fa1\u793e\u306e\u4e8b\u696d\u3001\u7279\u306b\u30c7\u30ea\u30d0\u30ea\u30fc\u4e8b\u696d\u306b\u304a\u3044\u3066\u3001\u666f\u6c17\u304c\u654f\u611f\u306b\u53cd\u5fdc\u3059\u308b\u3088\u3046\u306a\u5146\u5019\u306f\u898b\u3089\u308c\u307e\u3059\u304b\uff1f\u6ce8\u6587\u306e\u6e1b\u5c11\u3084\u30d0\u30b9\u30b1\u30c3\u30c8\u30b5\u30a4\u30ba\u306e\u7e2e\u5c0f\u306f\u3001\u4e8b\u696d\u306e\u4e00\u90e8\u304c\u30de\u30af\u30ed\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2\uff08Dara Khosrowshahi\uff09\uff1a\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

1\u3064\u76ee\u306f\u79c1\u304c\u30012\u3064\u76ee\u306f\u30cd\u30eb\u30bd\u30f3\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30b5\u30f3\u30d5\u30e9\u30f3\u30b7\u30b9\u30b3\u3001\u30ed\u30b5\u30f3\u30bc\u30eb\u30b9\u3001\u30b7\u30a2\u30c8\u30eb\u306f\u3001\u5168\u7c73\u3067\u56de\u5fa9\u304c\u9045\u308c\u3066\u3044\u307e\u3059\u3002\u30de\u30fc\u30af \u30b5\u30f3\u30d5\u30e9\u30f3\u30b7\u30b9\u30b3\u306b\u3082\u3063\u3068\u4eba\u304c\u96c6\u307e\u308c\u3070\u52a9\u304b\u308b\u306e\u3067\u3059\u304c\u3002<\/p>\n

\u305d\u308c\u306f\u3001\u3053\u308c\u3089\u306e\u90fd\u5e02\u306e\u3044\u304f\u3064\u304b\u304c\u958b\u653e\u3055\u308c\u3001\u4eba\u3005\u304c\u4ed5\u4e8b\u306b\u884c\u304f\u3088\u3046\u306b\u306a\u3063\u305f\u3053\u3068\u306a\u3069\u304c\u95a2\u4fc2\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u4ee5\u5916\u306e\u70b9\u3067\u306f\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u56de\u5fa9\u306f\u304b\u306a\u308a\u5e45\u5e83\u304f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u3067\u306e\u56de\u5fa9\u3068\u3044\u3046\u70b9\u3067\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u3001\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u898b\u308b\u3068\u3001\u65c5\u884c\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304c\u975e\u5e38\u306b\u5f37\u304f\u56de\u5fa9\u3057\u3066\u3044\u307e\u3059\u3002Uber for Business\u306e\u30de\u30cd\u30fc\u30b8\u30c9\u30d3\u30b8\u30cd\u30b9\u3082\u3001\u524d\u5e74\u6bd42\u500d\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u4f01\u696d\u3082\u65c5\u884c\u306b\u884c\u304d\u59cb\u3081\u3066\u3044\u308b\u306e\u3067\u3001\u56de\u5fa9\u306e\u5e45\u306f\u304b\u306a\u308a\u5e83\u3044\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3044\u304f\u3064\u304b\u306e\u90fd\u5e02\u3001\u7279\u306b\u30a2\u30e1\u30ea\u30ab\u897f\u6d77\u5cb8\u306e\u90fd\u5e02\u3067\u306f\u3001\u307e\u3060\u56de\u5fa9\u304c\u9045\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u7684\u306b\u898b\u308c\u3070\u3001\u3059\u3079\u3066\u304c\u826f\u304f\u306a\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u30de\u30fc\u30af\u3001\u79c1\u305f\u3061\u306f\u3001\u4e0b\u534a\u671f\u306b\u5165\u308b\u306b\u3064\u308c\u3066\u3001\u30c8\u30ec\u30f3\u30c9\u304c\u5f15\u304d\u7d9a\u304d\u826f\u304f\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u3001\u30a4\u30f3\u30d5\u30ec\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u304f\u308c\u308b\u304b\u306a\uff1f<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n

\u30de\u30fc\u30af\u30012\u756a\u76ee\u306e\u8cea\u554f\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u5b9f\u306f\u307e\u3060\u898b\u3066\u3044\u306a\u3044\u306e\u3067\u3059\u306d\u3002\u3067\u3059\u304b\u3089\u3001\u4e3b\u8981\u56fd\u3067\u306e\u8cbf\u6613\u6e1b\u5c11\u3092\u898b\u308b\u306e\u306f\u5f53\u7136\u3067\u3059\u3002\u307e\u305f\u3001\u6240\u5f97\u6c34\u6e96\u306b\u5fdc\u3058\u305f\u30b3\u30fc\u30db\u30fc\u30c8\uff08\u96c6\u56e3\uff09\u3092\u898b\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u660e\u78ba\u306a\u30c8\u30ec\u30f3\u30c9\u306f\u898b\u3089\u308c\u307e\u305b\u3093\u3002<\/p>\n

COVID\u306e\u6d3b\u52d5\u306b\u3088\u3063\u3066\u3001\u3088\u308a\u591a\u304f\u306e\u30b9\u30d1\u30a4\u30af\u3084\u30d4\u30fc\u30af\u304c\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u65e5\u672c\u3067\u306f\u6700\u8fd1\u3001COVID\u304c\u6025\u5897\u3057\u3001\u30c7\u30ea\u30d0\u30ea\u30fc\u306e\u9700\u8981\u304c\u6025\u5897\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u5c11\u306a\u304f\u3068\u3082\u3053\u308c\u307e\u3067\u306e\u3068\u3053\u308d\u3001\u30a4\u30f3\u30d5\u30ec\u3078\u306e\u5f71\u97ff\u3068\u3044\u3046\u3088\u308a\u306f\u3001COVID\u306e\u8cbf\u6613\u56de\u5fa9\u3068\u305d\u3053\u3067\u8d77\u3053\u308b\u3053\u3068\u304c\u5c11\u3057\u3070\u304b\u308a\u5f71\u97ff\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3057\u3066\u3001\u3042\u308b\u7a0b\u5ea6\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u79c1\u305f\u3061\u3092\u52a9\u3051\u3066\u304f\u308c\u3066\u3044\u308b\u8a3c\u62e0\u3067\u3042\u308a\u3001\u30b7\u30b9\u30c6\u30e0\u306b\u5165\u3063\u3066\u304f\u308b\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u91cd\u8981\u306a\u691c\u8a0e\u57fa\u6e96\u306b\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u300270%\u4ee5\u4e0a\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u53c2\u5165\u3092\u6c7a\u5b9a\u3059\u308b\u4e0a\u3067\u4e00\u5f79\u8cb7\u3063\u305f\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n

Mark Mahaney — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

Dara\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30cd\u30eb\u30bd\u30f3\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2\uff08Dara Khosrowshahi\uff09 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3069\u3046\u3044\u305f\u3057\u307e\u3057\u3066\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u30fb\u30dd\u30b9\u30c8\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30b8\u30e3\u30b9\u30c6\u30a3\u30f3\u30fb\u30dd\u30b9\u30c8 — \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306f\u3044 \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30cd\u30eb\u30bd\u30f3\u306b2\u3064\u307b\u3069\u8cea\u554f\u3067\u3059\u3002\u307e\u305a\u3001\u30de\u30fc\u30b8\u30f3\u306e\u6539\u5584\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u660e\u3089\u304b\u306b\u3053\u306e\u56db\u534a\u671f\u306f\u5927\u304d\u306a\u7126\u70b9\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30de\u30fc\u30b8\u30f3\u6539\u5584\u306e\u4e00\u90e8\u3092\u524d\u5012\u3057\u3067\u5b9f\u65bd\u3057\u305f\u306e\u304b\u3001\u305d\u308c\u3068\u308250\u5104\u30c9\u30eb\u306e\u898b\u901a\u3057\u306b\u5bfe\u3057\u3066\u672c\u5f53\u306b\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u304b\u3001\u6c17\u306b\u306a\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u307e\u305f\u300150\u5104\u30c9\u30eb\u306e\u898b\u901a\u3057\u306b\u6bd4\u3079\u3066\u5909\u5316\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u6b21\u306b\u3001\u7d0d\u671f\u306b\u95a2\u3059\u308b\u8cea\u554f\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u4e0b\u534a\u671f\u306b\u52a0\u901f\u5ea6\u3092\u5897\u3059\u3068\u898b\u3066\u3044\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u5909\u5316\u3057\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u666f\u6c17\u304c\u826f\u3044\u304b\u3089\u3068\u3044\u3046\u3053\u3068\u3067\u884c\u52d5\u304c\u5909\u308f\u3063\u3066\u304d\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u307e\u305a\u300124\u5e74\u306e\u76ee\u6a19\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u307e\u3059\u3002\u3053\u306e\u76ee\u6a19\u3092\u63b2\u3052\u305f\u3068\u304d\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u9054\u6210\u3059\u308b\u80fd\u529b\u3068\u3044\u3046\u70b9\u3067\u5927\u304d\u306a\u81ea\u4fe1\u3092\u6301\u3061\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u660e\u3089\u304b\u306b\u3001\u3053\u306e\u696d\u7e3e\u304c\u3001\u5c11\u306a\u304f\u3068\u3082\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u3068\u3044\u3046\u78ba\u4fe1\u3092\u3042\u306a\u305f\u65b9\u306b\u4e0e\u3048\u308b\u306e\u306b\u5f79\u7acb\u3063\u305f\u308f\u3051\u3067\u3059\u306d\u3002<\/p>\n

Dara\u306f\u3001\u6210\u9577\u3001\u5c06\u6765\u306e\u6295\u8cc7\u3001\u305d\u3057\u3066\u91cd\u8981\u306a\u3053\u3068\u3067\u3059\u304c\u3001\u30de\u30fc\u30b8\u30f3\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001EBITDA\u306e\u7ba1\u7406\u3068\u3044\u3046\u70b9\u3067\u3001\u5168\u793e\u7684\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4f1a\u793e\u306f\u4eca\u3001\u672c\u5f53\u306b\u3046\u307e\u304f\u904b\u55b6\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u5f8c\u3082\u58f2\u4e0a\u7dcf\u5229\u76ca\u3068\u6700\u7d42\u5229\u76ca\u306e\u4e21\u65b9\u304c\u6539\u5584\u3055\u308c\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5c06\u6765\u306e\u305f\u3081\u306e\u4e8b\u696d\u3078\u306e\u518d\u96c6\u4e2d\u3068\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u3001\u6700\u7d42\u640d\u76ca\u3092\u6539\u5584\u3057\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u307e\u305f\u3001\u4eca\u5f8c\u3082\u3053\u306e\u50be\u5411\u306f\u7d9a\u304f\u3082\u306e\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u4e8b\u696d\u5c55\u958b\u306b\u5927\u304d\u306a\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u4eca\u4f55\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3068\u3001\u305d\u3046\u3067\u3059\u306d\u3001\u55b6\u696d\u6210\u7e3e\u304c\u826f\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u4e0b\u671f\u306f\u7d0d\u671f\u9762\u3067\u306f\u4f55\u3082\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u3053\u308c\u306f\u30cd\u30eb\u30bd\u30f3\u306e\u8a71\u3067\u3059\u304c\u3001\u7d0d\u671f\u306b\u3064\u3044\u3066\u306f\u4e0a\u671f\u306e\u30c8\u30ec\u30f3\u30c9\u304c\u898b\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u30de\u30fc\u30b8\u30f3\u3082EBITDA\u3082\u305d\u3053\u305d\u3053\u78ba\u4fdd\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u9ad8\u3044\u4fe1\u983c\u6027\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u30ec\u30d0\u30ec\u30c3\u30b8\u306b\u3064\u3044\u3066\u306f\u3001\u3053\u308c\u307e\u3067\u306b\u3082\u304a\u8a71\u3057\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u4eca\u56de\u3082\u30ec\u30d0\u30fc\u3092\u5f15\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u5c11\u306a\u304f\u3068\u3082\u79c1\u305f\u3061\u306e\u5168\u610f\u56f3\u3067\u3042\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u5fc5\u305a\u9054\u6210\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3046\u3072\u3068\u3064\u3001\u4e0b\u671f\u306e\u696d\u7e3e\u3092\u5de6\u53f3\u3059\u308b\u8981\u56e0\u3068\u3057\u3066\u3001\u70ba\u66ff\u304c\u3042\u308a\u307e\u3059\u3002\u524d\u56de\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u4ee5\u964d\u3001\u70ba\u66ff\u306f\u5f53\u793e\u306b\u3068\u3063\u3066\u4e0d\u5229\u306a\u65b9\u5411\u306b\u52d5\u3044\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7c73\u56fd\u3067\u306e\u30c7\u30ea\u30d0\u30ea\u30fc\u30d3\u30b8\u30cd\u30b9\u3092\u898b\u308b\u3068\u3001\u4f8b\u3048\u3070Uber Eats\u306f25\uff05\u6210\u9577\u3057\u307e\u3057\u305f\u3002\u7c73\u56fd\u5168\u4f53\u3067\u306f\u300121\uff05\u306e\u6210\u9577\u3067\u3057\u305f\u3002<\/p>\n

\u30c7\u30ea\u30d0\u30ea\u30fc\u4e8b\u696d\u306e\u6210\u9577\u304c\u920d\u5316\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u70ba\u66ff\u306e\u5f71\u97ff\u3082\u3042\u308a\u307e\u3059\u3057\u3001\u7af6\u5408\u4ed6\u793e\u304c\u64a4\u9000\u3057\u3066\u3044\u308b\u30e8\u30fc\u30ed\u30c3\u30d1\u5e02\u5834\u3082\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30ea\u30d0\u30ea\u30fc\u4e8b\u696d\u5168\u4f53\u3092\u898b\u308b\u3068\u3001\u3053\u306e\u30c1\u30fc\u30e0\u306f\u672c\u5f53\u306b\u3088\u304f\u3084\u3063\u3066\u304f\u308c\u3066\u3044\u3066\u3001\u7279\u306b\u30dc\u30c8\u30e0\u30e9\u30a4\u30f3\u306e\u6539\u5584\u3092\u5b9f\u73fe\u3057\u3066\u304f\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

Justin Post — Bank of America Merrill Lynch — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u904b\u55b6\u8005<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30a8\u30ea\u30c3\u30af\u30fb\u30b7\u30a7\u30ea\u30c0\u30f3\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30a8\u30ea\u30c3\u30af\u30fb\u30b7\u30a7\u30ea\u30c0\u30f3 — \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u307b\u3069\u30c8\u30d4\u30c3\u30af\u3092\u3002Uber for Business\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u7d20\u6674\u3089\u3057\u3044\u6210\u9577\u3067\u3059\u306d\u3002\u4eca\u5f8c12\u30ab\u6708\u304b\u308918\u30ab\u6708\u3092\u898b\u636e\u3048\u305f\u3068\u304d\u306b\u3001Uber for Business\u306e\u5468\u56f2\u3067\u898b\u3089\u308c\u308b\u6d3b\u52d5\u306e\u30d5\u30a1\u30cd\u30eb\u306b\u3064\u3044\u3066\u3001\u307e\u305f\u3001\u4ed5\u4e8b\u3078\u306e\u5fa9\u5e30\u3084\u51fa\u5f35\u3078\u306e\u5fa9\u5e30\u3092\u3069\u306e\u3088\u3046\u306b\u751f\u304b\u3059\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u3054\u610f\u898b\u304c\u3042\u308a\u307e\u3059\u304b? \u6b21\u306b\u3001\u30a4\u30fc\u30c4\u3067\u3059\u304c\u3001\u30b3\u30f3\u30d3\u30cb\u30a8\u30f3\u30b9\u30b9\u30c8\u30a2\u3084\u98df\u6599\u54c1\u5e97\u3001\u30a2\u30eb\u30b3\u30fc\u30eb\u98f2\u6599\u306a\u3069\u3001\u65b0\u3057\u3044\u30ab\u30c6\u30b4\u30ea\u30fc\u3078\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u591a\u69d8\u5316\u306b\u591a\u304f\u306e\u6295\u8cc7\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u30ab\u30c6\u30b4\u30ea\u30fc\u304c\u591a\u69d8\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u30b7\u30e7\u30c3\u30d4\u30f3\u30b0\u306e\u901f\u5ea6\u3084Uber Eats\u306e\u5229\u7528\u8005\u306eLTV\u306b\u3069\u306e\u3088\u3046\u306a\u5909\u5316\u304c\u3042\u3063\u305f\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2\uff08Dara Khosrowshahi\uff09 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

U4B\u306b\u95a2\u3057\u3066\u306f\u3001\u975e\u5e38\u306b\u697d\u89b3\u7684\u3067\u3001U4B\u306e\u55b6\u696d\u90e8\u968a\u306a\u3069\u306b\u3082\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002LTV\u5bfeCAC\u6bd4\u306f\u3001\u65b0\u3057\u3044\u55b6\u696d\u30c1\u30fc\u30e0\u3092\u7372\u5f97\u3059\u308b\u4e0a\u3067\u975e\u5e38\u306b\u9b45\u529b\u7684\u3067\u3059\u3002\u307e\u305f\u3001\u6280\u8853\u7cfb\u3001\u975e\u6280\u8853\u7cfb\u3092\u554f\u308f\u305a\u3001\u5927\u4f01\u696d\u306e\u304a\u5ba2\u3055\u307e\u306b\u8ca9\u58f2\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u4f01\u696d\u306e\u591a\u304f\u306f\u3001\u30aa\u30d5\u30a3\u30b9\u3078\u306e\u56de\u5e30\u3092\u9032\u3081\u3066\u3044\u308b\u3068\u3053\u308d\u3082\u3042\u308c\u3070\u3001\u305d\u3046\u3067\u306a\u3044\u3068\u3053\u308d\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u6210\u9577\u8ecc\u9053\u306b\u4e57\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002U4B\u306e\u4ee3\u8868\u7684\u306a\u4f7f\u7528\u4f8b\u3068\u3057\u3066\u306f\u3001\u51fa\u5f35\u8005\u304c\u518d\u3073\u5916\u51fa\u3059\u308b\u3053\u3068\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002Zoom\u3092\u4f7f\u3063\u305f\u55b6\u696d\u96fb\u8a71\u3082\u305d\u3046\u3067\u3059\u304c\u3001\u55b6\u696d\u62c5\u5f53\u8005\u304c\u76f4\u63a5\u4f1a\u3044\u306b\u6765\u3066\u304f\u308c\u308c\u3070\u3001\u5370\u8c61\u3082\u5909\u308f\u308a\u307e\u3059\u3057\u3001U4B\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3082\u30c1\u30fc\u30e0\u3092\u51fa\u5f35\u3055\u305b\u308b\u3053\u3068\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u3067\u306f\u3001\u53ce\u76ca\u62e1\u5927\u304c\u3088\u308a\u91cd\u8981\u8996\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u306f\u3054\u60f3\u50cf\u306e\u3068\u304a\u308a\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u591a\u304f\u306e\u55b6\u696d\u62c5\u5f53\u8005\u304c\u51fa\u5f35\u3057\u3066\u304a\u308a\u3001U4B\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u8ca2\u732e\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u9593\u9055\u3044\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u30a4\u30fc\u30c4\u88fd\u54c1\u3092U4B\u306b\u7a4d\u6975\u7684\u306b\u30a2\u30c3\u30d7\u30bb\u30eb\u3057\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30d0\u30a6\u30c1\u30e3\u30fc\u306e\u5546\u54c1\u3092\u8cfc\u5165\u3059\u308b\u304a\u5ba2\u69d8\u3082\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u65b0\u3057\u3044\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u6a5f\u80fd\u3092\u5b66\u3076\u305f\u3081\u306b\u7279\u5b9a\u306e\u30bb\u30c3\u30b7\u30e7\u30f3\u306b\u53c2\u52a0\u3059\u308b\u3068\u3001\u30e9\u30f3\u30c1\u304c\u7121\u6599\u306b\u306a\u308b\u3068\u3044\u3046\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u306e\u30d0\u30a6\u30c1\u30e3\u30fc\u304c\u9867\u5ba2\u7372\u5f97\u306b\u3064\u306a\u304c\u308b\u306e\u3067\u3059\u3002\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30ae\u30e3\u30f3\u30d6\u30eb\u306a\u3069\u3067\u3082\u3001\u540c\u3058\u3088\u3046\u306a\u53d6\u5f15\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002U4B\u306b\u95a2\u9023\u3057\u3066\u3001\u307e\u305f\u5e83\u544a\u306e\u9762\u3067\u3082\u3001\u591a\u304f\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u7d50\u3093\u3067\u3044\u307e\u3059\u3002\u65b0\u3057\u3044\u5206\u91ce\u306b\u95a2\u3057\u3066\u306f\u3001\u305d\u306e\u30c1\u30fc\u30e0\u306e\u6210\u9577\u3068\u3044\u3046\u70b9\u3067\u306f\u975e\u5e38\u306b\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30b0\u30ed\u30b9\u306e\u30d6\u30c3\u30ad\u30f3\u30b0\u306b\u95a2\u3057\u3066\u306f\u3001\u7d0445\u5104\u30c9\u30eb\u306e\u30e9\u30f3\u30ec\u30fc\u30c8\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u4e8b\u696d\u3078\u306e\u6295\u8cc7\u984d\u306f\u6570\u5104\u30c9\u30eb\u306b\u4e0a\u308a\u307e\u3059\u304c\u3001\u30c7\u30ea\u30d0\u30ea\u30fc\u4e8b\u696d\u5168\u4f53\u306e\u53ce\u76ca\u6027\u306f\u304a\u5206\u304b\u308a\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u306e\u898f\u6a21\u3068\u52b9\u7387\u306e\u826f\u3055\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u65b0\u30d0\u30fc\u30c6\u30a3\u30ab\u30eb\u30ba\u306e\u304a\u5ba2\u3055\u307e\u306f\u3001Uber Eats\u306e\u304a\u5ba2\u3055\u307e\u304c\u65b0\u30d0\u30fc\u30c6\u30a3\u30ab\u30eb\u30ba\u304b\u3089\u306e\u6ce8\u6587\u3092\u7d99\u7d9a\u3057\u3001\u983b\u5ea6\u3082\u9ad8\u304f\u306a\u308b\u50be\u5411\u304c\u3042\u308b\u3053\u3068\u3082\u308f\u304b\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u304c\u6301\u3063\u3066\u3044\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u30d1\u30ef\u30fc\u306e\u4e00\u90e8\u3067\u3059\u3002\u79c1\u305f\u3061\u3068\u4e00\u7dd2\u306b\u4e57\u308a\u3001\u4e00\u7dd2\u306b\u98df\u3079\u3001\u4e00\u7dd2\u306b\u98f2\u307f\u3001\u4e00\u7dd2\u306b\u98df\u6599\u54c1\u3092\u6ce8\u6587\u3059\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u3042\u306a\u305f\u306e\u751f\u6d3b\u306e\u4e00\u90e8\u306b\u306a\u308b\u306e\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u4f1a\u54e1\u5236\u30d7\u30ed\u30b0\u30e9\u30e0\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u3068\u306e\u95a2\u4fc2\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u5c55\u958b\u3059\u308b\u696d\u754c\u3067\u306f\u6c7a\u3057\u3066\u771f\u4f3c\u306e\u3067\u304d\u306a\u3044\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u6226\u7565\u306e\u3059\u3079\u3066\u3067\u3042\u308a\u3001\u79c1\u305f\u3061\u306f\u3053\u308c\u307e\u3067\u306e\u9032\u6357\u3092\u975e\u5e38\u306b\u697d\u89b3\u7684\u306b\u3068\u3089\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306fUBS\u306e\u30ed\u30a4\u30c9\u30fb\u30a6\u30a9\u30fc\u30e0\u30ba\u30ec\u30a4\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

Lloyd Walmsley — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u30013\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305a\u3001\u6e96\u5099\u66f8\u9762\u3067\u306f\u30012024\u5e74\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u306f\u826f\u597d\u306a\u611f\u89e6\u3067\u3042\u308b\u3068\u304a\u8a71\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u9593\u300123\u5e74\u306e\u30e2\u30d3\u30ea\u30c6\u30a3\u30fb\u30d6\u30c3\u30ad\u30f3\u30b0\u306e\u4f38\u3073\u304c19\u5e74\u3092\u4e0a\u56de\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u307e\u3060\u624b\u3054\u305f\u3048\u3092\u611f\u3058\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u30de\u30af\u30ed\u7684\u306a\u50be\u5411\u3084\u53ce\u76ca\u6027\u91cd\u8996\u306e\u59ff\u52e2\u3092\u5f37\u3081\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u3053\u306e\u6570\u5b57\u306b\u3053\u3060\u308f\u3089\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b? \u6b21\u306b\u3001\u914d\u4fe1\u5229\u76ca\u7387\u306e\u5927\u5e45\u306a\u4e0a\u6607\u306e\u8981\u56e0\u306b\u3064\u3044\u3066\u3001\u7af6\u5408\u74b0\u5883\u4e0b\u3067\u306e\u65b0\u898f\u4e8b\u696d\u3084\u5e83\u544a\u4e8b\u696d\u3078\u306e\u6295\u8cc7\u306e\u6291\u5236\u306f\u3069\u306e\u7a0b\u5ea6\u3060\u3063\u305f\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306a\u50be\u5411\u304c\u898b\u3089\u308c\u308b\u304b\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

\u30ed\u30a4\u30c9 \u305d\u3046\u3067\u3059\u306d\u30012024\u5e74\u3068\u3044\u3046\u306e\u306f\u66f8\u304d\u52a0\u3048\u307e\u3057\u305f\u3002\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u305f\u3061\u306f\u73fe\u5728\u306e\u4e8b\u696d\u904b\u55b6\u3092\u3068\u3066\u3082\u826f\u304f\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u306e\u4e16\u754c\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u305d\u306e\u305f\u3081\u3001\u6765\u5e74\u306e\u7d0d\u671f\u306b\u3064\u3044\u3066GB\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u304a\u4f1d\u3048\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u4e8b\u696d\u306f\u9806\u8abf\u306b\u6210\u9577\u3092\u7d9a\u3051\u3066\u304a\u308a\u3001\u6295\u8cc7\u3082\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u56de\u5fa9\u9014\u4e0a\u306b\u3042\u308a\u307e\u3059\u30022\u3064\u76ee\u306f\u3001\u4e8b\u696d\u304c\u9806\u8abf\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u307e\u3060\u591a\u304f\u306e\u5897\u5f37\u304c\u6b8b\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u30de\u30c3\u30af\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u30c1\u30fc\u30e0\u306f\u3001\u6765\u5e74\u306e\u6210\u9577\u529b\u306b\u5927\u304d\u306a\u81ea\u4fe1\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u975e\u5e38\u306b\u3046\u307e\u304f\u6a5f\u80fd\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u7af6\u4e89\u529b\u306e\u3042\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u3001\u73fe\u5728\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u72b6\u6cc1\u3001\u305d\u3057\u3066\u4eca\u5f8c\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u3001\u975e\u5e38\u306b\u826f\u3044\u611f\u89e6\u3092\u62b1\u3044\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30ea\u30d0\u30ea\u30fc\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u4e0a\u8a18\u306e\u3059\u3079\u3066\u304c\u91cd\u8981\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u4e00\u751f\u61f8\u547d\u50cd\u3044\u3066\u3044\u307e\u3059\u3057\u3001\u5148\u307b\u3069\u306e\u30b3\u30e1\u30f3\u30c8\u3067\u53ce\u76ca\u7387\u304c\u5411\u4e0a\u3057\u3066\u3044\u308b\u3068\u304a\u805e\u304d\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u30c1\u30fc\u30e0\u304c\u3001\u5b85\u914d\u4fbf\u306e\u52b9\u7387\u3084\u53d6\u5f15\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u6539\u5584\u3059\u308b\u3068\u3044\u3046\u70b9\u3067\u591a\u304f\u306e\u3053\u3068\u3092\u3084\u308a\u9042\u3052\u3001\u3088\u308a\u52b9\u7387\u3092\u9ad8\u3081\u308b\u305f\u3081\u306b\u3059\u3079\u3066\u306e\u7570\u306a\u308b\u30e9\u30a4\u30f3\u3067\u50cd\u304d\u3001\u63a8\u9032\u3068\u3044\u3046\u70b9\u3067\u306f\u8cc7\u672c\u914d\u5206\u306b\u3064\u3044\u3066\u3088\u308a\u826f\u3044\u4ed5\u4e8b\u3092\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u304b\u3089\u3060\u3068\u8a00\u3048\u307e\u3059\u3002\u307e\u305f\u3001\u6c11\u9593\u306e\u7af6\u5408\u4ed6\u793e\u304c\u3044\u306a\u304f\u306a\u308a\u3001\u516c\u5171\u306e\u7af6\u5408\u4ed6\u793e\u304c\u5197\u8ac7\u3092\u8a00\u3046\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u4e8b\u5b9f\u3082\u3042\u308a\u307e\u3059\u3057\u3001\u8010\u4e45\u6027\u306e\u3042\u308b\u4f1a\u793e\u306f\u304a\u91d1\u3092\u7a3c\u304c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3053\u3068\u3082\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u5c06\u6765\u7684\u306a\u30c7\u30ea\u30d0\u30ea\u30fc\u4e8b\u696d\u306e\u30de\u30fc\u30b8\u30f3\u69cb\u9020\u3084\u53ce\u76ca\u6027\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u3059\u3079\u3066\u30d7\u30e9\u30b9\u306b\u50cd\u304f\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5e83\u544a\u30d3\u30b8\u30cd\u30b9\u3082\u5f15\u304d\u7d9a\u304d\u5f37\u5316\u3057\u3066\u304a\u308a\u3001\u3053\u3061\u3089\u306f\u304b\u306a\u308a\u9806\u8abf\u3067\u3059\u3002\u4ee5\u4e0a\u306e\u3088\u3046\u306a\u3053\u3068\u3067\u3059\u3002\u6295\u8cc7\u5bb6\u5411\u3051\u8aac\u660e\u4f1a\u3067\u4f55\u5ea6\u3082\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u304c\u3001\u79c1\u305f\u3061\u306f\u3053\u308c\u304b\u3089\u3082\u8a08\u753b\u3092\u5b9f\u884c\u306b\u79fb\u3057\u3001\u3042\u308b\u3044\u306f\u904e\u5270\u306b\u5b9f\u884c\u306b\u79fb\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3057\u3066\u30ed\u30a4\u30c9\u3001\u79c1\u305f\u3061\u304c\u3069\u306e\u3088\u3046\u306b\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u884c\u3063\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u70b9\u3067\u3001\u5c11\u3057\u8aac\u660e\u306b\u5165\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u901a\u5e38\u3001\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u308b\u306b\u306f\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u3068\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u306e\u95a2\u4fc2\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u5b9f\u969b\u306b\u306f\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u7684\u306b\u591a\u304f\u306e\u4f5c\u696d\u304c\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u914d\u9001\u5074\u3067\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3054\u3068\u306b\u3069\u306e\u3088\u3046\u306b\u30c8\u30ea\u30c3\u30d7\u306b\u4fa1\u683c\u3092\u3064\u3051\u308b\u304b\u3001\u30c8\u30ea\u30c3\u30d7\u306e\u4f55\u30d1\u30fc\u30bb\u30f3\u30c8\u3092\u30d0\u30c3\u30c1\u51e6\u7406\u3059\u308b\u304b\u3001\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u304c\u6700\u3082\u52b9\u7387\u306e\u826f\u3044\u30eb\u30fc\u30c8\u3084\u7279\u5b9a\u306e\u30eb\u30fc\u30c8\u3067\u7279\u5b9a\u306e\u914d\u9001\u696d\u8005\u306b\u63d0\u4f9b\u3059\u308b\u6700\u3082\u52b9\u7387\u306e\u826f\u3044\u4fa1\u683c\u3092\u3069\u306e\u7a0b\u5ea6\u901f\u304f\u518d\u8a08\u7b97\u3059\u308b\u304b\u306a\u3069\u3067\u3059\u3002\u3053\u3046\u3057\u305f\u6280\u8853\u7684\u306a\u6295\u8cc7\u306b\u3088\u3063\u3066\u3001\u30ad\u30e3\u30ea\u30a2\u3092\u9ad8\u3044\u6c34\u6e96\u3067\u6d3b\u7528\u3057\u3001\u30ad\u30e3\u30ea\u30a2\u53ce\u5165\u3092\u9ad8\u3044\u6c34\u6e96\u3067\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u3092\u4e0b\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30a8\u30f3\u30b8\u30cb\u30a2\u304c\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u53d6\u308a\u7d44\u3080\u6642\u9593\u4ee5\u5916\u306f\u3001\u6587\u5b57\u901a\u308a\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u306e\u95a2\u4fc2\u306f\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u305f\u3081\u306e\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u4fa1\u683c\u3068\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u5148\u306b\u3064\u3044\u3066\u8a71\u3059\u3068\u304d\u3082\u540c\u3058\u3053\u3068\u3067\u3001\u3059\u3079\u3066\u306e\u6761\u4ef6\u304c\u540c\u3058\u3067\u3042\u308c\u3070\u3001\u3053\u308c\u306f\u5f7c\u3089\u304c\u6c42\u3081\u3066\u3044\u305f\u6700\u3082\u91cd\u8981\u306a\u6a5f\u80fd\u3067\u3059\u3002\u6642\u9593\u3084\u76ee\u7684\u5730\u3060\u3051\u3067\u306a\u304f\u3001\u3069\u3053\u306b\u884c\u304f\u306e\u304b\u3001\u8857\u306e\u4e2d\u5fc3\u90e8\u306b\u623b\u3063\u3066\u6b21\u306e\u79fb\u52d5\u304c\u3067\u304d\u308b\u78ba\u7387\u306f\u3069\u306e\u304f\u3089\u3044\u304b\u3001\u306a\u3069\u3092\u8003\u616e\u3057\u3066\u3001\u79fb\u52d5\u306e\u6599\u91d1\u3092\u9069\u5207\u306b\u8a2d\u5b9a\u3059\u308b\u305f\u3081\u306b\u3001\u591a\u304f\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u4f5c\u696d\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u6280\u8853\u7684\u306a\u4f5c\u696d\u3092\u7a4d\u307f\u91cd\u306d\u308b\u3053\u3068\u3067\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u3068\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u53ce\u76ca\u6027\u3084\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u3053\u305d\u304c\u9b54\u6cd5\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3001\u591a\u304f\u306e\u52aa\u529b\u304c\u6ce8\u304c\u308c\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u52aa\u529b\u306f\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u898b\u3066\u3001\u300c\u5f7c\u3089\u306fX\u30d7\u30e9\u30b9\u3092\u3084\u3063\u3066\u3044\u308b\u304b\u3089\u3001\u79c1\u305f\u3061\u3082X\u3092\u3084\u308d\u3046\u300d\u3068\u8a00\u3046\u3088\u3046\u306a\u7af6\u5408\u4ed6\u793e\u306b\u306f\u306a\u304b\u306a\u304b\u771f\u4f3c\u3067\u304d\u306a\u3044\u3053\u3068\u306a\u306e\u3067\u3059\u3002<\/p>\n

Lloyd Walmsley — UBS — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u672c\u5f53\u306b\u305d\u3046\u3067\u3059\u3002\u30c1\u30fc\u30e0\u306f\u61f8\u547d\u306b\u50cd\u3044\u3066\u3044\u307e\u3059\u3057\u3001\u305d\u306e\u3088\u3046\u306a\u6c34\u9762\u4e0b\u306e\u4f5c\u696d\u306f\u3042\u307e\u308a\u8a55\u4fa1\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u8907\u88fd\u3059\u308b\u306e\u306f\u3068\u3066\u3082\u3068\u3066\u3082\u96e3\u3057\u3044\u3053\u3068\u306a\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u3088\u3046\u306a\u4ed5\u4e8b\u304c\u5927\u597d\u304d\u3067\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3002\u6b21\u306e\u8cea\u554f\u3067\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u30a6\u30a9\u30eb\u30d5\u30fb\u30ea\u30b5\u30fc\u30c1\u306e\u30c7\u30a3\u30fc\u30d1\u30c3\u30af\u30fb\u30de\u30c6\u30a3\u30f4\u30a1\u30ca\u30f3\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Deepak Mathivanan — Wolfe Research — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30c0\u30e9\u3001\u30a6\u30fc\u30d0\u30fc\u30ea\u30b6\u30fc\u30d6\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u3059\u3067\u306b20\u5104\u30c9\u30eb\u306e\u30e9\u30f3\u30ec\u30fc\u30c8\u306b\u9054\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002<\/p>\n

\u73fe\u5728\u5229\u7528\u53ef\u80fd\u306a\u5e02\u5834\u3067\u306e\u666e\u53ca\u7387\u306f\u3069\u306e\u7a0b\u5ea6\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u306b\u3064\u3044\u3066\u306f\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\u3002\u30de\u30fc\u30b8\u30f3\u304c\u9ad8\u3044\u3053\u3068\u306f\u3054\u5b58\u3058\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u70b9\u306b\u3064\u3044\u3066\u3082\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u30cd\u30eb\u30bd\u30f3\u306b1\u3064\u8cea\u554f\u3067\u3059\u3002\u30e2\u30d3\u30ea\u30c6\u30a3\u30fb\u30c6\u30fc\u30af\u30ec\u30fc\u30c8\u306f\u3001\u3082\u3057\u6b63\u3057\u304f\u8a08\u7b97\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u82f1\u56fd\u306e\u4f1a\u8a08\u30fb\u767a\u751f\u57fa\u6e96\u306e\u5909\u66f4\u3092\u9664\u304f\u3068\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u5c11\u3057\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u601d\u3048\u307e\u3059\u304c\u3002<\/p>\n

\u71c3\u6599\u30d1\u30b9\u30b9\u30eb\u30fc\u306a\u3069\u3001\u3044\u308d\u3044\u308d\u306a\u8981\u7d20\u304c\u7d61\u3093\u3067\u304f\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u3042\u305f\u308a\u3092\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u30e9\u30a4\u30c4\u30d3\u30b8\u30cd\u30b9\u306e\u58f2\u4e0a\u9ad8\u306b\u5bfe\u3059\u308bEBITDA\u30de\u30fc\u30b8\u30f3\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u30c1\u30fc\u30d5\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc<\/p>\n

\u6700\u521d\u306e\u8cea\u554f\u3001\u3064\u307e\u308a2\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u307e\u305a\u30c6\u30a4\u30af\u30ec\u30fc\u30c8\u306b\u3064\u3044\u3066\u304a\u7b54\u3048\u3057\u307e\u3059\u3002\u305d\u3046\u3067\u3059\u306d\u3001\u5f53\u56db\u534a\u671f\u306f\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30c6\u30a4\u30af\u30ec\u30fc\u30c8\u3092\u3042\u307e\u308a\u91cd\u8996\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u3068\u3044\u3046\u306e\u3082\u3001\u307f\u306a\u3055\u3093\u304c\u6ce8\u76ee\u3055\u308c\u308b\u304b\u3089\u3067\u3001\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u6bce\u5e74\u306e\u3053\u3068\u306a\u306e\u3067\u3059\u3002\u5927\u304d\u306a\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u30b5\u30fc\u30c1\u30e3\u30fc\u30b8\u306e\u5f71\u97ff\u304c100bp\u307b\u3069\u3042\u308a\u307e\u3057\u305f\u3002\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u30b5\u30fc\u30b8\u304c\u6e1b\u5c11\u3057\u305f\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u5e02\u5834\u306b\u6295\u8cc7\u3057\u3066\u304d\u305f\u3068\u3044\u3046\u4e8b\u5b9f\u306f\u3001\u3053\u308c\u307e\u3067\u306b\u3082\u304a\u8a71\u3057\u3057\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u5e02\u5834\u306e\u5065\u5168\u6027\u306f\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u9ad8\u9a30\u304c\u5c11\u306a\u304f\u306a\u308c\u3070\u3001\u5b9f\u969b\u306b\u53d6\u5f97\u7387\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u305d\u306e\u4e21\u65b9\u304c\u91cd\u306a\u3063\u3066\u3001\u4eca\u671f\u306f\u3053\u306e\u3088\u3046\u306a\u7d50\u679c\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u4eca\u5f8c\u3001\u30c6\u30a4\u30af\u30ec\u30fc\u30c8\u306e\u9762\u3067\u5927\u304d\u306a\u5909\u5316\u304c\u8d77\u3053\u308b\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u3002<\/p>\n

\u6b74\u53f2\u7684\u306b\u898b\u308c\u3070\u3001\u73fe\u5728\u306e\u4f4d\u7f6e\u304c\u59a5\u5f53\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u3082\u5f53\u56db\u534a\u671f\u306b\u8d77\u3053\u3063\u305f\u3053\u3068\u306b\u904e\u304e\u307e\u305b\u3093\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30ea\u30b6\u30fc\u30d6\u306b\u95a2\u3057\u3066\u306f\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u88fd\u54c1\u306b\u3068\u3066\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u6700\u3082\u6210\u9577\u306e\u65e9\u3044\u88fd\u54c1\u306e\u4e00\u3064\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30ea\u30b6\u30fc\u30d6\u306e\u30de\u30fc\u30b8\u30f3\u306f\u5e73\u5747\u3057\u3066\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u3088\u308a\u30d7\u30ec\u30df\u30a2\u30e0\u306a\u88fd\u54c1\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5f53\u793e\u306e\u6226\u7565\u306e\u4e00\u74b0\u3068\u3057\u3066\u3001\u9867\u5ba2\u30d9\u30fc\u30b9\u3092\u7d30\u5206\u5316\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u4e00\u822c\u7684\u306b\u30e2\u30d3\u30ea\u30c6\u30a3\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u6c42\u3081\u308b\u6700\u5927\u306e\u9867\u5ba2\u5c64\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u9867\u5ba2\u5c64\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001\u305d\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u5411\u3051\u306e\u88fd\u54c1\u3092\u4f5c\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3082\u3001\u5f53\u793e\u306e\u30b9\u30b1\u30fc\u30eb\u30e1\u30ea\u30c3\u30c8\u3067\u3059\u3002\u4e88\u7d04\u306b\u95a2\u3057\u3066\u306f\u3001\u30ea\u30b6\u30fc\u30d6\u304c\u5c0e\u5165\u3055\u308c\u305f\u5e02\u5834\u3067\u306f\u3001\u7dcf\u65c5\u884c\u56de\u6570\u306b\u5360\u3081\u308b\u5272\u5408\u306f\u4e00\u6841\u53f0\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3001\u591a\u304f\u306e\u5e02\u5834\u3067Reserve\u3092\u7acb\u3061\u4e0a\u3052\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30d7\u30ec\u30df\u30a2\u30e0\u30ab\u30fc\u306e\u4e88\u7d04\u306b\u52a0\u3048\u3001Reserve for X\u3082\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u7d4c\u9a13\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u59bb\u3068\u5915\u98df\u306b\u884c\u304f\u3068\u304d\u3001\u6025\u3044\u3067\u8eca\u3092\u8fce\u3048\u306b\u884c\u304f\u4ee3\u308f\u308a\u306b\u3001\u904b\u8ee2\u624b\u304c15\u5206\u5f85\u3063\u3066\u3082\u554f\u984c\u306a\u3044\u3053\u3068\u304c\u308f\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001\u30ea\u30b6\u30fc\u30d6\u306b\u95a2\u9023\u3059\u308b\u6d88\u8cbb\u8005\u5411\u3051\u30c7\u30d0\u30a4\u30b9\u3092\u5b9f\u969b\u306b\u76ee\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u304a\u91d1\u3092\u7a3c\u3050\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u3001\u671d\u4e00\u756a\u306e\u30c9\u30e9\u30a4\u30d6\u3067\u3001\u7a7a\u6e2f\u306b\u7740\u304f\u3053\u3068\u304c\u5206\u304b\u3063\u3066\u3044\u308c\u3070\u3001\u305d\u306e\u65e5\u306e\u4e88\u5b9a\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3057\u3001\u7a7a\u6e2f\u306b\u7740\u3044\u3066\u3001\u307e\u305f\u30c9\u30e9\u30a4\u30d6\u306b\u623b\u308b\u306a\u3069\u3001\u4e00\u65e5\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u5229\u5e45\u306e\u9762\u3067\u30d3\u30b8\u30cd\u30b9\u3068\u3057\u3066\u6210\u7acb\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u6d88\u8cbb\u8005\u306e\u559c\u3073\u3092\u7d76\u5bfe\u306b\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u4eca\u3001\u79c1\u305f\u3061\u304c\u6700\u3082\u6210\u9577\u3057\u3066\u3044\u308b\u88fd\u54c1\u3067\u3001\u898f\u6a21\u3082\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u65b9\u3005\u306b\u3082\u597d\u8a55\u3067\u3001\u53ce\u76ca\u304c\u4e0a\u304c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u4e00\u65e5\u306e\u3046\u3061\u3067\u4e8b\u524d\u306b\u8a08\u753b\u3092\u7acb\u3066\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u91cd\u8981\u306a\u30c4\u30fc\u30eb\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u30c1\u30fc\u30e0\u306f\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u4eca\u5f8c\u3082\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u5c55\u958b\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002\u6b21\u306e\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u307f\u305a\u307b\u306e\u30b8\u30a7\u30fc\u30e0\u30b9\u30fb\u30ea\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u30b8\u30a7\u30fc\u30e0\u30ba\u30fb\u30ea\u30fc — \u307f\u305a\u307b\u8a3c\u5238 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u898f\u5236\u306b\u95a2\u3059\u308b\u6700\u65b0\u60c5\u5831\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u4f8b\u3048\u3070\u30de\u30b5\u30c1\u30e5\u30fc\u30bb\u30c3\u30c4\u5dde\u3067\u306f\u3001\u898f\u5236\u5f53\u5c40\u3068\u3069\u306e\u3088\u3046\u306a\u8a71\u3057\u5408\u3044\u3092\u884c\u3063\u3066\u3044\u308b\u306e\u304b\u3001\u3069\u306e\u3088\u3046\u306a\u91cd\u8981\u8ab2\u984c\u306b\u53d6\u308a\u7d44\u3093\u3067\u3044\u308b\u306e\u304b\u3001\u6295\u7968\u304c\u3067\u304d\u306a\u304f\u306a\u3063\u305f\u306e\u3067\u548c\u89e3\u306b\u81f3\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u304b\u3001\u306a\u3069\u306b\u3064\u3044\u3066\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002\u307e\u305f\u3001\u82f1\u56fd\u3067\u306f\u3001\u540c\u696d\u4ed6\u793e\u304c\u30ef\u30fc\u30ab\u30fc\u30af\u30e9\u30b9\u3092\u63a1\u7528\u3057\u59cb\u3081\u3001\u898f\u5236\u304c\u696d\u754c\u5185\u3067\u3088\u308a\u5e73\u7b49\u306b\u5b9f\u65bd\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u308b\u306e\u306f\u3044\u3064\u9803\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30c0\u30e9\u30fb\u30b3\u30b9\u30ed\u30b7\u30e3\u30d2\uff08Dara Khosrowshahi\uff09 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3082\u3061\u308d\u3093\u3001\u305d\u306e\u3068\u304a\u308a\u3067\u3059\u3002\u30de\u30b5\u30c1\u30e5\u30fc\u30bb\u30c3\u30c4\u5dde\u306b\u95a2\u3057\u3066\u8a00\u3048\u3070\u3001\u79c1\u305f\u3061\u306f\u5e38\u306b\u7acb\u6cd5\u5e9c\u3084\u52b4\u50cd\u8005\u4ee3\u8868\u3068\u5bfe\u8a71\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3057\u3001\u7c73\u56fd\u306e\u591a\u304f\u306e\u5dde\u3067\u3082\u52b4\u50cd\u8005\u4ee3\u8868\u3068\u5bfe\u8a71\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u6295\u7968\u306b\u95a2\u9023\u3059\u308b\u4e16\u8ad6\u8abf\u67fb\u3067\u306f\u3001\u660e\u3089\u304b\u306b\u79c1\u305f\u3061\u304c\u52dd\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u306e\u7406\u7531\u306f\u3001\u6709\u6a29\u8005\u304c\u30c9\u30e9\u30a4\u30d0\u30fc\u306e\u671b\u307f\u3092\u77e5\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u3001\u72ec\u7acb\u3057\u305f\u5951\u7d04\u8005\u3068\u3057\u3066\u306e\u5730\u4f4d\u3068\u3001\u798f\u5229\u539a\u751f\u306e\u67d4\u8edf\u6027\u3092\u671b\u3093\u3067\u3044\u308b\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3053\u308c\u3092IC\u30d7\u30e9\u30b9\u30fb\u30e2\u30c7\u30eb\u3068\u547c\u3093\u3067\u3044\u307e\u3059\u3002\u72ec\u7acb\uff0b\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8\u3067\u3001\u30d9\u30cd\u30d5\u30a3\u30c3\u30c8\u306b\u306f\u6700\u4f4e\u53ce\u5165\u3084\u533b\u7642\u4fdd\u967a\u3001\u50b7\u5bb3\u4fdd\u967a\u306a\u3069\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u624b\u5f53\u306f\u3001\u79c1\u305f\u3061\u304c\u5730\u57df\u5358\u4f4d\u3001\u5dde\u5358\u4f4d\u3067\u4ea4\u6e09\u3059\u308b\u624b\u5f53\u3067\u3059\u3002\u4ea4\u6e09\u306e\u7d50\u679c\u3001\u548c\u89e3\u306b\u81f3\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u3068\u3066\u3082\u30cf\u30c3\u30d4\u30fc\u3067\u30aa\u30fc\u30d7\u30f3\u3067\u3059\u3002<\/p>\n

\u4ea4\u6e09\u304c\u307e\u3068\u307e\u3089\u306a\u3051\u308c\u3070\u3001\u6b21\u306e\u6295\u7968\u306b\u81e8\u307f\u307e\u3059\u3057\u3001\u305d\u306e\u30c1\u30e3\u30f3\u30b9\u3082\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6700\u3082\u91cd\u8981\u306a\u3053\u3068\u306f\u3001\u3053\u306e\u65b0\u3057\u3044\u30e2\u30c7\u30eb\u3001\u3064\u307e\u308aIC\u30d7\u30e9\u30b9\u30fb\u30e2\u30c7\u30eb\u306f\u3001\u5727\u5012\u7684\u306b\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u671b\u3093\u3067\u3044\u308b\u3082\u306e\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u3067\u306f\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306f\u305d\u306e\u7d50\u679c\u306b\u3068\u3066\u3082\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3002\u30ef\u30b7\u30f3\u30c8\u30f3\u5dde\u3067\u3082\u3001\u4ea4\u6e09\u306e\u672b\u306b\u826f\u3044\u7d50\u679c\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u82f1\u56fd\u306b\u95a2\u3057\u3066\u306f\u3001\u73fe\u6642\u70b9\u3067\u306f\u3001\u7af6\u5408\u4ed6\u793e\u3082\u3053\u306e\u30e2\u30c7\u30eb\u306b\u95a2\u3057\u3066\u3001\u79c1\u305f\u3061\u3068\u540c\u3058\u3088\u3046\u306b\u4ed8\u52a0\u4fa1\u5024\u7a0e\u3092\u304d\u3061\u3093\u3068\u5fb4\u53ce\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u540c\u3058\u571f\u4ff5\u306b\u7acb\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u52b4\u50cd\u8005\u306e\u6307\u5b9a\u306b\u95a2\u3057\u3066\u306f\u3001\u307e\u3060\u3084\u308b\u3079\u304d\u3053\u3068\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u5148\u307b\u3069\u304a\u8a71\u3057\u305fIC\u30d7\u30e9\u30b9\u30e2\u30c7\u30eb\u306f\u3001\u79c1\u305f\u3061\u304c\u30b9\u30c6\u30c3\u30d7\u30a2\u30c3\u30d7\u3057\u305f\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u82f1\u56fd\u3067\u306f\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u52b4\u50cd\u8005\u3068\u3057\u3066\u6307\u5b9a\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u6b63\u3057\u3044\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001Uber\u306e\u904b\u8ee2\u304c\u3088\u308a\u9b45\u529b\u7684\u306b\u306a\u308b\u305f\u3081\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u3068\u3063\u3066\u3082\u826f\u3044\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u82f1\u56fd\u3067\u306f\u3088\u308a\u591a\u304f\u306e\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u5fc5\u8981\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u975e\u5e38\u306b\u7406\u306b\u304b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u7af6\u5408\u4ed6\u793e\u304c\u540c\u3058\u3053\u3068\u3092\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304f\u306a\u308b\u306e\u306f\u5fc5\u7136\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u6700\u9ad8\u88c1\u304b\u3089\u305d\u306e\u307e\u307e\u51fa\u305f\u5224\u6c7a\u3067\u3042\u308a\u3001\u79c1\u305f\u3061\u306f\u3053\u308c\u304c\u56fd\u306e\u6cd5\u5f8b\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u7af6\u5408\u4ed6\u793e\u304c\u53c2\u5165\u3057\u3066\u304f\u308b\u306e\u306f\u6642\u9593\u306e\u554f\u984c\u3067\u3059\u3002\u307e\u305f\u3001\u82f1\u56fd\u4e8b\u696d\u306f\u5065\u5168\u306a\u72b6\u614b\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3068\u7533\u3057\u4e0a\u3052\u307e \u3059\u3002\u82f1\u56fd<\/p>\n

\u306e\u30de\u30fc\u30b8\u30f3\u306f\u5805\u5b9f\u306b\u5229\u76ca\u3092\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u82f1\u56fd\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u7af6\u4e89\u529b\u306e\u3042\u308b\u30b7\u30a7\u30a2\u306f\u3001\u3053\u308c\u307e\u3067\u3068\u540c\u30ec\u30d9\u30eb\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u82f1\u56fd\u4e8b\u696d\u306f\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u898f\u5236\u306e\u72b6\u6cc1\u3082\u7af6\u4e89\u306e\u72b6\u6cc1\u3082\u3001\u9593\u9055\u3044\u306a\u304f\u6b63\u3057\u3044\u65b9\u5411\u306b\u5411\u304b\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u6700\u5f8c\u306b\u3082\u3046\u4e00\u5ea6\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6700\u5f8c\u306e\u8cea\u554f\u306f\u3001RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30a8\u30ea\u30af\u30bd\u30f3\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30a8\u30ea\u30af\u30bd\u30f3 — RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30de\u30fc\u30b1\u30c3\u30c4 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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\u30cd\u30eb\u30bd\u30f3\u30fb\u30c1\u30e3\u30a4 — \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n

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\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u4f9b\u7d66\u3092\u7ba1\u7406\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u826f\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u30c1\u30fc\u30e0\u3082\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u6642\u9593\u304c\u7d4c\u3066\u3070\u3001\u4fa1\u683c\u8a2d\u5b9a\u306f\u6539\u5584\u3055\u308c\u7d9a\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u5e02\u5834\u306e\u904b\u55b6\u65b9\u6cd5\u306f\u6539\u5584\u3055\u308c\u7d9a\u3051\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u7e70\u308a\u8fd4\u3057\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u4e00\u6982\u306b\u305d\u3046\u65ad\u8a00\u3059\u308b\u306e\u306f\u96e3\u3057\u3044\u306e\u3067\u3059\u3002<\/p>\n

Dara Khosrowshahi — CEO\uff08\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u3001\u3082\u3046\u3072\u3068\u3064\u899a\u3048\u3066\u304a\u3044\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u306f\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3084\u53ce\u76ca\u30de\u30fc\u30b8\u30f3\u3092\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u306e\u6307\u6a19\u3068\u3057\u3066\u7ba1\u7406\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u672c\u5f53\u306b\u7ba1\u7406\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u30b0\u30ed\u30b9\u30fb\u30d6\u30c3\u30ad\u30f3\u30b0\u306e\u4f38\u3073\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306e\u4f53\u9a13\u3001ETA\u306e\u6025\u5897\u3001\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u6700\u7d42\u7684\u306b\u306fEBITDA\u30de\u30fc\u30b8\u30f3\u3067\u3059\u3002\u7b2c3\u56db\u534a\u671f\u306b\u767a\u8868\u3057\u305fEBITDA\u30de\u30fc\u30b8\u30f3\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u3001\u4eca\u5f8c\u3001\u975e\u5e38\u306b\u5065\u5168\u306a\u30de\u30fc\u30b8\u30f3\u304c\u5f97\u3089\u308c\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u58f2\u4e0a\u9ad8\u5229\u76ca\u7387\u306e\u6570\u5024\u306f\u3001\u4ed6\u306e\u591a\u304f\u306e\u6307\u6a19\u3092\u7ba1\u7406\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u307b\u3068\u3093\u3069\u51fa\u529b\u3067\u3042\u308a\u3001\u5076\u767a\u7684\u306a\u3082\u306e\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u58f2\u4e0a\u9ad8\u5229\u76ca\u7387\u3067\u8d77\u3053\u308b\u3053\u3068\u306e\u591a\u304f\u306f\u3001\u3082\u3068\u3082\u3068\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u3088\u308b\u3082\u306e\u3067\u3001\u5e02\u5834\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u53d6\u308a\u306a\u304c\u3089\u3001\u682a\u4e3b\u306b\u3082\u5f37\u529b\u306a\u53ce\u76ca\u6027\u306e\u5897\u52a0\u3092\u3082\u305f\u3089\u3059\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u3068\u58f2\u4e0a\u9ad8\u5229\u76ca\u7387\u306f\u3072\u3068\u3064\u306e\u30c4\u30fc\u30eb\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u73fe\u5728\u3001\u305d\u306e\u30c4\u30fc\u30eb\u306b\u95a2\u9023\u3059\u308b\u30c8\u30ec\u30f3\u30c9\u306f\u5f15\u304d\u7d9a\u304d\u30dd\u30b8\u30c6\u30a3\u30d6\u3067\u3059\u30029\u6708\u306e\u7b2c4\u56db\u534a\u671f\u306f\u3001\u5b66\u6821\u751f\u6d3b\u306b\u623b\u308b\u306e\u3067\u697d\u3057\u307f\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u9700\u8981\u306e\u5897\u52a0\u306b\u5411\u3051\u3066\u6e96\u5099\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002\u7b2c4\u56db\u534a\u671f\u306f\u5f53\u793e\u306b\u3068\u3063\u3066\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u306b\u306a\u308a\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u3068\u3063\u3066\u3082\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u306e\u3067\u3001\u5f15\u304d\u7d9a\u304d\u5e02\u5834\u306b\u51fa\u3066\u3001\u30c9\u30e9\u30a4\u30d0\u30fc\u306b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u6765\u3066\u3082\u3089\u3044\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3068\u3069\u307e\u3063\u3066\u3082\u3089\u3046\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3002<\/p>\n

Brad Erickson — RBC Capital Markets — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Dara Khosrowshahi — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3002Uber\u306e\u30c1\u30fc\u30e0\u306e\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30cd\u30eb\u30bd\u30f3\u3068\u79c1\u306f\u3053\u306e\u3088\u3046\u306a\u8a71\u3092\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u4e16\u754c\u4e2d\u306e\u30c1\u30fc\u30e0\u306e\u30cf\u30fc\u30c9\u30ef\u30fc\u30af\u306e\u7d50\u679c\u3067\u3042\u308a\u3001\u30cd\u30eb\u30bd\u30f3\u3068\u79c1\u304b\u3089Uber\u306e\u30c1\u30fc\u30e0\u306b\u5927\u304d\u306a\u611f\u8b1d\u3092\u7533\u3057\u4e0a\u3052\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u524d\u306b\u306f\u305f\u304f\u3055\u3093\u306e\u4ed5\u4e8b\u304c\u5f85\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u53c2\u52a0\u3057\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

 <\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n

\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n

\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER )2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u58f2\u308a\u4e0a\u3052\u306f\u5927\u304d\u304f\u4e0a\u56de\u3063\u3066\u3044\u307e\u3057\u305f\u304cEPS\u306f\u5916\u3057\u307e\u3057\u305f\u306d\u3002\u58f2\u308a\u4e0a\u3052\u6210\u9577\u7387\u306f105%\u3068\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u3002\u4eca\u5f8c\u3082\u3053\u306e\u6210\u9577\u3092\u3059\u308b\u306a\u3089EPS\u3082\u30d7 … <\/p>\n","protected":false},"author":1,"featured_media":1866,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[746,747,748,749,83,750],"class_list":{"0":"post-1865","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-uber","9":"tag-747","10":"tag-748","11":"tag-749","12":"tag-83","13":"tag-750"},"yoast_head":"\n\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER )2022\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a – \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"\u30a6\u30fc\u30d0\u30fc\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba (UBER 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content=\"\u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0\" \/>\n<meta property=\"article:published_time\" content=\"2022-08-02T21:16:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/08\/UBER.png\" \/>\n\t<meta property=\"og:image:width\" content=\"320\" \/>\n\t<meta property=\"og:image:height\" content=\"180\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"\u3059\u3051\u307d\u3093\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"\u3059\u3051\u307d\u3093\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"50\u5206\" \/>\n<script type=\"application\/ld+json\" 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