Grab vs Wolt

Grab Cuts ANRs 32%, Boosts Startup 35% with R8

Southeast Asian superapp Grab optimized its Android app with R8 code shrinking, Baseline Profiles, and Profile Guided Optimization. The initiative reduced user-perceived Application Not Responding (ANR) rates by 32.5%, cut download size by 30.4%, and improved cold start time by 35%. Rolled out in phases during 2025 and 2026, Grab migrated from legacy ProGuard to R8 Compat mode, then Full mode, and refined keep rules. The migration addressed a 10-year-old codebase with over 10 million lines of code. R8's permanent structural advantage ensures future code expansion won't proportionally bloat app size, crucial in the AI-assisted development era. The team plans CI guardrails to maintain optimization scores.

• Grab reduced user-perceived ANR rates by 32.5%.
• App download size reduced by 30.4%.
• Cold start time improved by 35%.

6-K Financial Filing Analysis for Grab (2026-09-15)

Grab Holdings Limited filed a Form 6-K on September 15, 2026, announcing an agreement to acquire a majority stake in Atome Financial, a prominent digital consumer financing and buy-now-pay-later (BNPL) platform in Southeast Asia. The transaction reinforces Grab's fintech roadmap by integrating Atome's consumer credit, installment payment capabilities, and merchant network into its regional superapp ecosystem across mobility, deliveries, and financial services.

• Grab Holdings Limited entered into a definitive transaction to acquire a majority stake in Atome Financial (Exhibit 99.1).
• The Form 6-K was signed and authorized by Chief Financial Officer Peter Oey on September 15, 2026.
• The report is formally incorporated by reference into Grab's active Form F-3 registration statements (Nos. 333-261949 and 333-264872).

Investor Presentation Released: Grab Holdings Inc.

AI parsed presentation narrative: Grab delivered robust operational and financial results in Q2 2026, marked by 22% YoY revenue growth and a 54% YoY surge in Adjusted EBITDA. Growth was driven by accelerated On-Demand GMV, expanding GrabMart penetration, and rapid scaling in Financial Services through Superbank and Stash, prompting management to raise full-year 2026 revenue and EBITDA guidance. Strategic pillars: On-Demand Marketplace Resilience, High-Frequency Deliveries & Grocery Expansion.

Teads Integrates with Koddi Commerce Media Infrastructure

Teads and Koddi have announced a new integration connecting Teads' Ad Manager with Koddi's commerce media infrastructure. This partnership enables advertisers to purchase onsite retail inventory from Koddi networks in the US and Europe, including Sponsored Product Ads and display placements on merchant and commerce platforms. The integration uses the OpenRTB standard to facilitate automated exchange between demand and sell sides, eliminating the need for proprietary integrations between Teads and individual retailers. Networks such as Wolt Ads, Gopuff UK, and Hopper are among those connected. Retailers retain control over inventory, pricing, and quality standards through Koddi's SSP. This move expands Teads' programmatic retail media offerings, allowing advertisers to plan and activate retail media alongside other channels within the Teads Ad Manager.

• Teads integrates its Ad Manager with Koddi's commerce media infrastructure.
• Advertisers can purchase onsite retail inventory from Koddi networks in the US and Europe.
• The integration uses the OpenRTB standard.

Uber Eats, Wolt, Flink, Lieferando dominate German quick commerce

A YouGov study reveals that 37% of German consumers use quick commerce services for groceries and daily goods, with usage highest among younger demographics. Flink's brand awareness has doubled since 2021 to 36.5%, surpassing Wolt (33.7%) but trailing Uber Eats (50.4%). In terms of purchase consideration, Lieferando leads at around 20%, followed by Uber Eats (6.9%) and Flink (6.5%), while Wolt trails at 3%. The study highlights the growing importance of quick commerce as a regular part of digital shopping in Germany.

• 37% of German consumers use quick commerce services at least occasionally.
• Flink's brand awareness doubled from 18.1% in 2021 to 36.5% in 2026.
• Uber Eats has highest awareness at 50.4%, followed by Flink (36.5%) and Wolt (33.7%).

Wolt partners with the European Transport Safety Council to help make city streets safer for couriers, cyclists and pedestrians

The one-year partnership will see Wolt and ETSC work together on how urban road infrastructure affects the safety of people walking, cycling and motorcycling.