TLDR: Prosus, the global consumer internet group, announced a robust first quarter with significant growth in aEBITDA and revenue, alongside the successful progression of its acquisition of Just Eat Takeaway (JET). The company also highlighted its accelerated adoption of artificial intelligence, having doubled the number of AI agents working with its employees in July, underscoring its commitment to an ‘AI-first’ strategy.
Prosus, a leading global consumer internet group, has reported a strong performance in the first quarter of the year, meeting its financial targets with a 54% year-on-year growth in aEBITDA and a 15% increase in revenue. This positive financial update was provided by CEO Fabricio Bloisi following the company’s Annual General Meeting (AGM) on August 20, 2025. The company also demonstrated disciplined capital allocation by realizing $780 million from asset sales over the past four months.
A significant development for Prosus is the advancement of its acquisition of Just Eat Takeaway (JET), which received approval ahead of market expectations. With the integration of JET, Prosus projects its H2 FY2026 revenue to reach between $9.4 billion and $9.6 billion, with aEBITDA expected to be in the range of $1.3 billion to $1.4 billion. The tender offer for JET is anticipated to conclude on October 1st.
Beyond its financial and acquisition successes, Prosus is making substantial strides in artificial intelligence. The company has embraced an ‘AI-first’ strategy, with Fabricio Bloisi stating, ‘The rise of agentic AI represents a foundational change in how we’ll work with AI technology in the coming years.’ This commitment is evident in the doubling of AI agents working alongside Prosus employees in July, indicating the company is experiencing direct benefits from AI integration.
Prosus’s parent company, Naspers, also highlighted the effectiveness of this AI-first approach across its subsidiaries, noting that AI is driving cost reductions and operational efficiencies in various sectors, including e-commerce, classifieds, edtech, media, and fintech. Internally, AI is utilized for personalized recommendations, search engine optimization, fraud detection, customer support, and logistics, with AI-generated routes leading to an estimated 16% reduction in delivery costs.
The company’s focus extends to external investments in the AI space. A recent report by Prosus, titled ‘The Rise of the Agentic Workforce: How Autonomous AI Agents Will Transform the Workplace,’ in partnership with Dealroom.co, revealed that agentic AI startups attracted $2.8 billion in global venture capital funding during the first half of 2025. Bloisi emphasized that ‘We are past the tipping point of AI agent adoption and it is now firmly rooted in the workplace. Agentic AI companies are attracting billions of dollars of venture capital investment.’ Prosus Ventures, the group’s early-stage investing arm, has made strategic investments in AI startups such as Corti, Zapia AI, Altera, and Taktile.
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Looking ahead, Bloisi reiterated Prosus’s ambitious goal to double revenue and triple EBITDA by 2028, while continuing its ‘Tencent Plus’ strategy, which involves growing its regional Lifestyle Ecommerce Ecosystems and benefiting from Tencent’s strong performance. The company achieved Free Cash Flow positive status at the end of FY2025, excluding Tencent.
