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Orders
Counts the total number of orders placed, providing insight into transaction volume and consumer activity on the platform.Orders troughed in early‑2024 and have staged a clear recovery, with a pronounced pickup into late‑2025 and momentum carrying into Q1‑2026—matching management’s reported ~31% YoY physical‑goods order growth and the 27–32% GMV guide. That rebound supports improved monetization and the pathway to adjusted‑EBITDA breakeven, but volumes remain below 2021 peaks and are vulnerable to smartphone supply/price shocks, fuel/shipping cost pressure and localized demand softness; sustained order growth and cross‑market execution are critical to hit the promised profitability inflection.
Date | Orders |
|---|---|
Jun 30, 2026 | 6.30M |
Mar 31, 2026 | 6.50M |
Dec 31, 2025 | 7.50M |
Sep 30, 2025 | 5.60M |
Jun 30, 2025 | 5.00M |
Mar 31, 2025 | 5.10M |
Dec 31, 2024 | 5.80M |
Sep 30, 2024 | 5.70M |
Jun 30, 2024 | 4.80M |
Mar 31, 2024 | 4.60M |