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GCC Platform Watch: The Profit Turn

Two signals from the last 30 days — Keeta's Gulf operation turns profitable and Tabby prices at $6.5 billion — mark the end of growth-at-any-cost in the Gulf platform economy, and the playbook for who should act

APAC · GCC

21 SEPT 202613 MINCLOSED

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Overview — the profit turn

Study window: 22 August – 21 September 2026. Feasibility-grade market signal for subscribers. All claims cited in the Sources section; figures are as reported by the cited outlets. For two years the Gulf platform story has been told in growth numbers — orders, GMV, riders, emirates covered. In the last 30 days the story changed register twice, and both times the operative word was profit . Signal 1 — the operating signal. Caixin's 9 September report on Keeta, Meituan's international arm, confirmed that its Saudi operation became profitable in July 2026 — roughly 22 months after its l…

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