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Stock impact report

Coupang Q4 Earnings Call Highlights [Yahoo! Finance]

Coupang, Inc. Class A (CPNG) 
Company Research Source: Yahoo! Finance
forensics by Mandiant and Palo Alto found only basic contact and order information (no financial data, passwords, or government IDs); the company will issue about $1.2 billion in vouchers to notified customers and reports no confirmed misuse to date. Core commerce and financial impact: Product Commerce slowed in December tied to the incident, with Q4 Product Commerce net revenue of $7.4 billion (up 8% y/y, 12% constant-currency) and a slight dip in active customers; consolidated net revenue was $8.8 billion (up 11%), adjusted EBITDA fell 37% to $267 million, net loss was $26 million, and free cash flow declined nearly 50% mainly from incident-related working-capital effects and higher capex. Developing Offerings and outlook: Developing Offerings revenue rose 32% to $1.4 billion led by triple-digit growth in Taiwan , but the segment reported a $300 million Q4 adjusted EBITDA loss and Coupang expects full-year 2026 Developing Offerings losses of $950M–$1B ; management expects muted Show less Read more
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