Monthly Active Platform Consumers

Trips

Ridesharing GB

Uber Eats GB

Freight GB

Gross Bookings

Revenue segments as reported by the company.

Rides

Eats

Freight

Other Bets

ATG and Other Technology Programs

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operations & Support

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Uber

Uber Eats  is an American online food ordering and delivery platform launched by Uber in 2014 and based in San Francisco, California.

Uber Eats

Swipe allows users to share private photos and videos that wouldn’t get posted on Facebook.

Swipe Labs

Social Bicycles Inc., doing business as Jump, is a dockless scooter and electric bicycle sharing system operating in the United States, Germany and Portugal.

Jump Bikes

Otto was an American self-driving technology company founded in January 2016 by Lior Ron and Anthony Levandowski.

Otto

Careem is a transportation network company based in Dubai, with operations in over 100 cities in 14 countries in the Middle East, Africa, and South Asia. The company was valued at over $2 billion as of 2018. In March 2019, Uber acquired Careem for $3.1 Billion. As part of the deal, Careem maintains an independent brand and operates separately.

Careem

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, Freight, and All Other. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Uber reports robust Q4 earnings, eyes growth through efficiency

Uber's Q4 2022 showcased strong financial performance, a growing consumer base, and a focus on achieving profitability standards. The company's emphasis on efficiency, technology optimization, and new product offerings positions it well for continued growth in 2023. Strategic investments and a balanced approach to growth and cost management are key priorities for Uber.

Uber reports strong Q1 earnings, eyes growth amid challenges

Uber's Q1 2023 earnings call showcased robust financial performance, strategic strengths in market penetration and customer engagement, while addressing challenges in regulatory environments and competitive dynamics.
The company's focus on profitability, efficient capital allocation, and innovation presents opportunities for sustained growth and expansion into new verticals and geographies.
Uber's commitment to outperforming on EBITDA, generating strong free cash flow, and optimizing its P&L underscores a strategic approach towards financial sustainability and long-term success.
Despite facing challenges, Uber's strong financial results, platform strength, and strategic initiatives position it well for continued growth and profitability in a competitive market landscape.

Uber achieves first-ever profitable quarter, eyes growth opportunities

Uber reported a strong performance in Q2 2023, achieving its first-ever GAAP operating profit and free cash flow milestone, with a focus on profitability and disciplined investments for future growth.
The company's strengths lie in its top-line growth, successful initiatives like Uber Cash and Uber One memberships, and strategic expansion into new products and markets internationally.
Challenges include tough competition in the U.S. rideshare market, adjusting booking fees, and ensuring pricing competitiveness, while opportunities exist in expanding the ad business and exploring autonomous vehicles.
Uber's focus on enhancing user experience, increasing engagement, and driving growth through new verticals and strategic initiatives positions it well for future success.

Uber reports robust Q3 performance, eyes growth and capital return

Uber's Q3 2023 showcased strong performance with notable growth in trips and bookings.
The company's strategic focus on long-term value, operational efficiency, and revenue diversification positions it well for future growth.
While facing challenges in certain regions and operational optimization, Uber is actively pursuing opportunities for expansion and innovation.
Investors can look forward to updates on capital return plans and continued efforts to drive profitability and shareholder value.

Uber reports stellar Q4 results, eyes international expansion and profitability

Uber's Q4 performance exceeded expectations, driven by strong trip growth and profitability.
The company is focusing on driver engagement, delivery growth, and expanding revenue streams.
Challenges include managing costs, enhancing profitability in grocery, and strategic decision-making.
Opportunities lie in expanding internationally, improving user retention, and leveraging AI for pricing.

Uber posts robust Q1 results, eyes growth amid regulatory challenges

Uber's Q1 2024 performance was strong, with significant growth in trips, audience, and EBITDA, setting a positive tone for future quarters.
The company's emphasis on AV technology, partnerships, and growth drivers in Mobility and Delivery positions it well for continued success.
While facing challenges such as regulatory impacts and margin considerations, Uber remains focused on leveraging opportunities in advertising, partnerships, and new product showcases.

Uber achieves record profitability in Q3 2024, eyes growth opportunities

Uber's Q3 2024 performance reflects robust growth and profitability milestones.
The company's strategic strengths lie in capital allocation, autonomous initiatives, and market expansion.
Challenges include sustaining demand, balancing investments, and navigating competitive landscapes.
Opportunities in advertising, market expansion, and partnerships position Uber for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

SAN FRANCISCO & AUSTIN, Texas--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) and Avride today announced a multiyear strategic partnership to bring Avride's delivery robots and autonomous vehicles to Uber and Uber Eats. The delivery partnership will launch first with sidewalk robots on Uber Eats in Austin in the coming weeks, before expanding to Dallas and Jersey City, New Jersey, later this year. The mobility partnership is expected to launch for riders in Dallas later next year. After.

Uber and Avride Announce Autonomous Delivery and Mobility Partnership

Lyft

A self-driving Tesla carrying a passenger for Uber rammed into an SUV at an intersection in suburban Las Vegas in April, an accident that sparked new concerns that a growing stable of self-styled "robotaxis" is exploiting a regulatory gray area in U.S. cities, putting lives at risk.

Insight: Uber, Lyft drivers use Teslas as makeshift robotaxis, raising safety concerns

Alphabet

Waymo has gotten one step closer to a commercial launch in Austin by early 2025. This week, the company will open its fully autonomous ride-hailing service to certain members of the public in the city as part of an ongoing partnership with Uber.

Waymo begins offering robotaxi rides via Uber in Austin

Amazon

Meta, Amazon and Uber Top Picks To Play This Trend Ahead of Next Earnings Season

In the latest trading session, Uber Technologies (UBER) closed at $75.16, marking a -0.78% move from the previous day.

Uber Technologies (UBER) Stock Drops Despite Market Gains: Important Facts to Note

Uber has signed a number of new autonomous vehicle partnerships over the past few months. The breadth of these deals helps Uber to secure its global leadership position in rideshare while providing an avenue for long-term margin expansion. In Uber's most recent quarter, the company achieved >70% growth in adjusted EBITDA, powered by strong bookings in both the rideshare and delivery segments.

Uber: Fantastic Trends In The Present, Autonomous Opportunity To Drive The Future

NVIDIA

Tesla

Exxon Mobil

Tom Yeung here with this week's Sunday Digest. Last week, I discussed the contrarian bets that billionaire investors often make.

3 More Stocks Billionaires Are Buying Now

UnitedHealth Group

Great companies can stand the test of time in your portfolio, but every investor will have a different approach to building returns. UnitedHealth Group has had to contend with rising costs lately, but the fundamentals of the business are still excellent.

Got $1,000? 2 Unbelievable Growth Stocks to Buy and Hold Forever

Shopify

Historically, stock market rallies have often started in October due in part to holiday spending. Shopify is the market leader in e-commerce and omnichannel commerce software.

A Stock Market Rally Could Start in October: 2 Brilliant Growth Stocks to Buy Now and Hold Long-Term

Oppenheimer analyst raised the price target at Uber Technologies, Inc. UBER to $95 (from $90) and maintained an Outperform rating.

This Analyst Sees More Than 25% Upside In Uber Thanks To Increased Food Delivery Penetration

Uber Technologies partnered with Spirit Halloween to deliver Halloween costumes, decor and all things spooky. Customers can order through Uber Eats, Postmates and the Uber app.

Uber just bought into the Halloween business

Uber apps add Spirit Halloween for on-demand delivery of holiday costumes and seasonal decor across the United States and Canada. SAN FRANCISCO , Sept.

Uber Eats Partners with Spirit Halloween Across North America

Uber Technologies (UBER) is adding self-driving cars from WeRide to its ride-sharing platform, hitting the road in the United Arab Emirates later this year, the company said Wednesday.

Uber Bringing Driverless Cars to the UAE Through WeRide Partnership

Uber is partnering with Chinese self-driving firm WeRide to add more robotaxis to its app. The ride-hailing giant will launch its first service with WeRide in Abu Dhabi later this year.

Uber is bringing robotaxis from China's WeRide onto its platform — but not in the US

Darden Restaurants

Darden Restaurants is adapting to challenging market conditions with value promotions, menu innovations, and strategic partnerships, such as the new ToGo partnership with Uber. Olive Garden's reintroduction of the 'Never Ending Pasta Bowl' and other value-driven initiatives have significantly boosted traffic and comparable sales in recent months. LongHorn Steakhouse continues to outperform with positive comparable sales and traffic, driven by its resilience and strategic menu offerings without relying on value promotions.

Darden Restaurants: Partnership With Uber Could Bring Incremental Sales

Uber Technologies and WeRide announced a partnership on Wednesday to bring the Chinese self-driving technology firm's vehicles to the rideshare platform, starting in the United Arab Emirates.

Uber, Chinese self-driving tech startup announce partnership to launch robotaxis in UAE

SAN FRANCISCO & GUANGZHOU, China--(BUSINESS WIRE)--WeRide, a global leading autonomous driving technology company, and Uber Technologies, Inc. (NYSE: UBER), the world's largest mobility and delivery technology platform, today announced a strategic partnership to bring WeRide's autonomous vehicles onto the Uber platform, beginning in the United Arab Emirates. The partnership is expected to launch first in Abu Dhabi later this year. A dedicated number of WeRide vehicles will be made available to.

WeRide and Uber Partner to Bring Autonomous Vehicles to the Uber Platform, Beginning in the United Arab Emirates

Oasis fans are furious with Ticketmaster, but analysts expect dynamic pricing to become more widespread because it maximizes profit margins.

Ticketmaster's Oasis Pricing Strategy Ticked Off Fans. How Uber Made the Same Model Work.

Uber Technologies (UBER) closed at $74.71 in the latest trading session, marking a +1.04% move from the prior day.

Uber Technologies (UBER) Exceeds Market Returns: Some Facts to Consider

Olive Garden, a longtime holdout against third-party delivery apps, reversed course on Thursday by announcing a partnership between its parent company, Darden Restaurants, and the ride-hailing company Uber Technologies.

Stick with Uber Eats: Olive Garden is rolling out home food delivery with a twist

Uber's growth, monetization, and profitability, driven by a sticky, high-spend user base, have led to an 81% return since our first 'Strong Buy' rating in June 2023. In April of this year, we downgraded Uber as we weren't sure how management would navigate an AV future, but the expanded Waymo partnership has put our concerns to rest. Uber's userbase and technical prowess should power strong growth and profitability into the future.

Uber's Biggest Weakness Just Became Its Biggest Strength (Double Rating Upgrade)

Olive Garden has always avoided using third party delivery services. Even during the pandemic, they resisted that urge.

Why did Olive Garden finally partner with Uber?

Yesterday, Darden Restaurants, Inc. DRI reported first-quarter adjusted earnings per share of $1.75, missing the analyst consensus estimate of $1.83. Quarterly sales of $2.76 billion missed the street view of $2.80 billion.

Darden's Uber Partnership Fuels Optimism, Analysts See Market Share Gains And EPS Boost In FY25

A multiyear deal with Uber Technologies is set to begin with a pilot at select Olive Garden locations this year. Darden has long refused to allow third-party delivery companies to handle its food at a large scale.

Olive Garden Breadsticks Hitch a Ride With Uber in Delivery Deal

Darden Restaurants plans to start delivering Olive Garden food via Uber later this year, according to a Thursday announcement from the company.

News for Uber Stock (UBER)