Prosus

It’s been a busy couple of months for us. At SXSW London, RAISE Summit, Prosus Forward and HumanX Amsterdam, we shared what we’re building and learned from others shaping the future of AI. 🚀 Our Chief AI Officer, Euro Beinat, reflects on the common themes he heard, how the conversation is changing and what he sees ahead. Across these events, one question kept coming up: how do we turn AI’s capabilities into real impact inside organisations? As agents become more capable, the focus is moving towards redesigning entire workflows and exploring how organisations can become more autonomous. At Prosus, we started early and made a deliberate bet on encouraging everyone to become a builder, giving our teams the tools to create and rethink how they work. Euro’s takeaway: Technology moves at its own speed. Organisations move at another. How quickly businesses adapt depends on their willingness to change how they work. What common themes have you noticed across the AI conversations? #Prosus #HumanX #SXSW #Raise #ProsusForward

We had the honour of welcoming Minister-president Rob Jetten and Willemijn Aerdts | Staatssecretaris Digitale Economie en Soevereiniteit to the Prosus AI House Amsterdam this week. 🇳🇱 Exactly one year ago, we opened the AI House to bring the ecosystem together, share knowledge and help Europe move faster in AI. Since then, we’ve hosted 100+ events and 9,000 people and we’re just getting started. We shared with the Prime Minister and his team how we are building AI in Europe: ➡️ Why we believe the Netherlands needs government, entrepreneurs and technology leaders working together, setting ambitious goals and creating the conditions to build and scale. ➡️ Euro Beinat shared Prosus’ AI strategy, investment plans and our Large Commerce Model built in Europe. ➡️ Roberto Gandolfo and Gijs Weterings showed how Just Eat Takeaway.com is using Toqan to help restaurants grow, with Tahir Sheikh from Burgers & Frites showing it in action. ➡️ Our Prosus AI Labs team shared how we’re developing world-class AI talent for Prosus and the Netherlands ecosystem. ➡️ We also heard directly from Dutch ambitious founders like Sam Koekoek, Vince Vissers, Lennard Kooy, Clare Jones and Marijn van Aerle about what it takes to build technology companies here. AI is moving incredibly fast and I believe that working together, thinking bigger, investing more, moving faster, we can make The Netherlands play a leading role. At Prosus, we want to help Europe become an AI maker, not a taker. Our ambition to build Europe’s first trillion-dollar technology company. Thank you, Prime Minister Rob Jetten, Minister Willemijn Aerdts, the founders and everyone from the Prosus team who made the visit happen. Were just getting started! 🚀

I believe AI life assistants are the biggest shift in how people interact with the digital economy since the smartphone. That is why we brought together our Life Assistants companies and teams across the Prosus ecosystem for a bootcamp at the AI House Amsterdam. Over three days, we talked about how the AI landscape is evolving, how to build products that people love and turn innovation into growth. 🚀 The idea was to combine what each company is already doing with the scale, data, technology, investment capacity and customers we have at Prosus - and use the strength of the ecosystem to learn faster, build faster and think bigger. Great to have Zapia AI, iFood, Despegar, Swiggy, OLX, Just Eat Takeaway.com, Luzia, Lastro, iyzico, eMAG, Rapido, takealot.com with us, alongside Helen Vaid, Euro Beinat, Nishikant Dhanuka and many others who shared what they are building and learning!

I was in Brussels this week discussing how Europe has a huge opportunity to build and scale AI companies that can compete globally. 🇪🇺 I had the honor of meeting with Henna Virkkunen, Executive Vice-President of the European Commission for Tech Sovereignty, Security and Democracy, and Roxana Minzatu, Executive Vice-President for Social Rights and Skills, Quality Jobs and Preparedness. We discussed Prosus’ commitment to keep investing in Europe, our AI-first strategy, and how we are using AI to improve productivity while investing in people and skills. At Prosus, this is already happening through initiatives such as AI House Amsterdam, where we help people learn and build with AI, and Toqan, which we are developing in Europe to bring AI capabilities to SMEs. Europe has the talent, companies, capital and research to build global technology leaders. The opportunity now is to create the conditions for those companies to move faster, experiment and scale. We look forward to keep collaborating with the European Commission to move faster, share our experience and insights from Europe, India, and Latin America. We’re just getting started! 🚀

Very happy to share that Just Eat Takeaway.com orders are growing again! This is an important milestone, and big congratulations the entire JET team for the speed, hard work and execution behind it. Over the last 10 months, we’ve moved fast, tested, learned, improved and scaled, while also driving growth and innovation using leading technology. This growth milestone for JET is where we see the power of the Prosus ecosystems in action. We share knowledge, technology and ideas across our portfolio companies - that is what makes us unique and where we win. There is still a lot to do, but we will make JET the big leader in food tech in Europe. We’re just getting started! 🚀 Read more: https://lnkd.in/e7z6cvb3

Great to engage with our investors and shareholders from around the world at the Prosus AGM 2026. We had good discussions about the progress we’ve made at Prosus and the much bigger opportunity ahead: ➡️ Results: revenue is around $10B, EBITDA has grown to $1.3B, and we generated $1.5B in free cash flow this year. ➡️ Ecosystem strategy: the three acquisitions we made last year are now integrated into our ecosystems and are generating their first positive results. - Just Eat Takeaway.com is already growing 25% in selected cities. - More than $1.5B in revenue in Latin America already comes from businesses outside food. - Despegar: 23% of its revenue now comes from iFood. - Groupe La Centrale is growing leads by 30% YoY thanks to its connection with OLX. ➡️ Product and Technology: more than 38,000 apps have been built using Toqan — which we can operate at 10x lower cost than peers using the model we created inside Prosus — and our Large Commerce Model already impacts 30M monthly iFood orders. ➡️ Impact: - iFood and Just Eat Takeaway serve 750,000+ restaurants. - PayU serves 450,000+ businesses. - Alan gives 1.1M+ people access to healthcare. - 15,000 delivery drivers have graduated from high school through a program we support in Brazil, and around one-third have gone on to college. - In India, 13,000 people have been trained in AI. - 1,000+ women tech and AI founders have been supported across South Africa, India, and Europe. Thank you, shareholders, for your trust and feedback. We have a lot of good results and opportunities ahead of us, with a continued focus on discipline, innovation, speed, and execution. We’re just getting started. 🚀