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Transaksi Gojek dan Tokopedia Turun hingga Kuartal III-2023, Apa Penyebabnya? | Databoks
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Transaksi Gojek dan Tokopedia Turun hingga Kuartal III-2023, Apa Penyebabnya?

Nilai Transaksi Bruto Segmen Bisnis GoTo Periode Januari-September (2022-2023)

Sumber : GoTo Gojek Tokopedia Tbk, 30 Oktober 2023

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Disalin..
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Penulis: Cindy Mutia Annur

Editor: Adi Ahdiat

1/11/2023, 16.23 WIB

PT GoTo Gojek Tokopedia Tbk (GOTO) membukukan total nilai transaksi bruto atau gross transaction value (GTV) sebesar Rp443,5 triliun sejak awal tahun sampai akhir kuartal III-2023.

Realisasi itu turun 1,76% dibanding periode sama tahun lalu (year-on-year/yoy) yang sebesar Rp451,47 triliun.

Adapun pada Januari-September 2023 nilai transaksi segmen bisnis e-commerce GoTo, yakni Tokopedia, tercatat menurun 9,31% (yoy) menjadi Rp183,5 triliun.

Begitu pula dengan nilai transaksi segmen bisnis on demand, yaitu Gojek, yang turun 8,47% (yoy) menjadi Rp40,38 triliun.

Menurut pihak manajemen, penurunan nilai transaksi GoTo, termasuk pada Gojek dan Tokopedia, disebabkan oleh penurunan insentif dan pemasaran produk, yang berimbas pada penurunan jumlah konsumen.

“Penurunan GTV disebabkan berkurangnya konsumen non-profitabel sebagai dampak dari pengurangan insentif yang signifikan sepanjang setahun terakhir,” kata manajemen GoTo dalam siaran persnya, Senin (30/10/2023).

Meski begitu, GoTo mengatakan akan secara taktis berinvestasi pada pertumbuhan e-commerce untuk mempertahankan pangsa pasar, termasuk untuk belanja insentif dan promosi yang ditargetkan secara khusus.

“GoTo Gojek Tokopedia juga memperkuat kepemimpinan perusahaan di segmen pesan-antar makanan dan berbagi tumpangan atau ride hailing dengan meningkatkan biaya insentif dan promosi,” kata mereka.

Sementara, pada Januari-September 2023 transaksi dari sektor teknologi keuangan alias fintech, yaitu Gopay, naik 5,6% (yoy) menjadi Rp276,51 triliun.

Adapun realisasi transaksi Gopay masih menjadi penyumbang utama bagi seluruh transaksi GoTo dalam sembilan bulan pertama tahun ini.

Dalam periode sama, segmen lainnya tercatat memiliki nilai transaksi Rp1,22 triliun atau naik 113,46% (yoy), dan kerugian dari eliminasi antarperusahaan naik 1,14% (yoy) menjadi minus Rp58,1 triliun.

(Baca: Rugi Bersih GOTO Susut 53% pada Kuartal III 2023, Ini Pendorongnya)

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