Orders, Finished Orders & Finished Rate (WoW)

Orders
Finished Orders
Finished %

GMV, Commission & Net Revenue (WoW)

GMV
Commission
Net Revenue

Financial Snapshot

Date
2026-01-19
Monday
2026-01-12
Monday
2026-01-05
Monday
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Commentary
Week 7, 2026

Key Highlights:

  • Strong demand momentum driven by two major events at WTC and Expo, with Sessions up +28% WoW and Orders up +31% WoW.
  • GMV increased +13% WoW to 15.6M, supported by higher trip volumes.
  • However, Finished Order% declined -10pp WoW (to 49%), reflecting operational pressure during peak demand and latency causing higher rejections on Taxi.
  • Demand spend - Increase is primarily driven by higher utilization of incentives in line with strong Limo demand growth. Despite the uptick, spend remains within the 4% monthly target.
  • Supply spend - Supply incentives were limited to proven high-ROI campaigns (~15% driver participation), delivering 2.2x GMV uplift and +10% Finished Orders vs control (Taxi High Active +25%), while Limo High Active showed negative uplift. Burn is higher than planned due to overqualification of drivers.

Marketplace Metrics

Metric
Jan 31
Wednesday
Jan 30
Tuesday
Jan 29
Monday
Jan 28
Sunday
Jan 27
Saturday
Jan 26
Friday
Jan 25
Thursday
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Marketplace Notes
Week 7, 2026

Driver Metrics:

  • Limo SHpD declined and driver acceptance dropped (-13pp WoW), primarily driven by intensified competitor surge last week.
  • To counter, Bolt surge was made more aggressive with more trips spread moving to higher multipliers from 1.1. The max multiplier cap was initially set to 3 then reduced to 2. This configuration was reset after event end.

Customer Metrics

Metric
Jan 31
Wednesday
Jan 30
Tuesday
Jan 29
Monday
Jan 28
Sunday
Jan 27
Saturday
Jan 26
Friday
Jan 25
Thursday
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Marketing Notes
Week 7, 2026

Acquisitions:

  • 13.8% growth WoW in the number of acquisitions
  • 4,235 - highest acquisitions of the month
  • Budget for the month is AED 960,000
  • Mindful of the headwinds that may arise in the later half of this week

CX & Support Metrics

Metric
Jan 31
Wednesday
Jan 30
Tuesday
Jan 29
Monday
Jan 28
Sunday
Jan 27
Saturday
Jan 26
Friday
Jan 25
Thursday
๐Ÿ“ž
CX & Support Notes
Week 7, 2026

Customer Experience Metrics:

  • CSAT target for the month of Feb is 79% rider and 78% driver.
  • We are on track with the CSAT number including the outreach numbers. 78R/85D.
  • CCPO increased due to high demand from the World Health Expo last week, along with taxi meter rejections and driver behavior.
  • In the process of hiring a new batch to cover for dropped SLO.