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

Alibaba

Baidu

Shift4 Payments

Alphabet

Hudson Pacific Properties

Molina Healthcare

Netflix

Block

In one of his more shocking moves, Michael Burry of ‘ The Big Short ' has decided to sell all of his gold and direct his investments elsewhere – including consumerism, office space for technology companies, the strength of the United States dollar, Chinese stocks, and the U.S. job market.

Michael Burry's shocking move: Ditching gold for bold bet on these assets

Owens Corning

Reddit Inc

Wall Street analysts understand that their reputations and careers are on the line each time they issue a recommendation for—or against—a stock. Knowing this, investors would find the weight of the decision-making and stock rating all the more important now that the S&P 500 has survived one of the worst weeks of 2024.

3 High-Potential Stocks Analysts Say Could Soar

Newmont Mining

ServiceNow

Prologis

Schlumberger

Vulcan Materials

Early this month, the CBOE Volatility Index, or VIX soared to multi-year highs. As a contrarian indicator, a northward trek of the fear gauge implies a negative outlook for equities.

VIX Vixens: 7 Attractive Stock Bets as the Fear Gauge Spikes

HOUSTON--(BUSINESS WIRE)--HungerRush™, the leading point of sale (POS) software platform provider for quick-service and fast-casual restaurants, announced the release today of a native integration between Uber Eats and the HungerRush Point of Sale. This integration provides restaurant owners with an additional layer of support to manage both in-house and third-party delivery orders. Now, owners can enjoy the benefits of Uber Eats and the ease of a fully integrated system: Uber Eats orders go st.

HungerRush Makes It Easier for Restaurant Owners to Manage Their Business and Increase Delivery Revenue with Native Uber Eats Integration

BYD Company Limited

BYD Co Ltd

Uber's Q2 results showed a positive rebound, with strong growth in gross bookings, EPS, and adjusted EBITDA, driven by the Mobility and Delivery segments. The partnership with BYD for EVs and potential AV collaboration positions Uber well for its AV ambitions. Despite risks like competition from Tesla's Robotaxis and a potential US recession, Uber's strong performance and strategic partnerships make it a promising long-term investment.

Uber Technologies: BYD Partnership Demonstrates Company's AV Ambitions

Eli Lilly

For U.S. stocks, quarterly earnings seasons are set up to follow an old “beat-and-raise” pattern, which can lift share prices. A look ahead at earnings estimates for 2025 highlights a group of companies whose earnings estimates have been raised the most.

Lilly, Uber among the biggest recent winners of the beat-and-raise game in the stock market

Recently, Zacks.com users have been paying close attention to Uber (UBER). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Uber Technologies, Inc. (UBER) is a Trending Stock

United Continental Hlds

XPO Logistics

After a protracted period of downturn, the best transportation stocks are returning in great numbers; freight demand is starting to show indications of revival, as is airline demand. The industry is also using carrier onboarding and capacity-matching technologies like generative artificial intelligence.

The 3 Best Transportation Stocks to Buy in August 2024

Examine the evolution of Uber's (UBER) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Unlocking Uber (UBER) International Revenues: Trends, Surprises, and Prospects

Uber reported continued momentum across all important business metrics in its latest quarter.

Should Investors Buy Uber Stock Right Now?

Uber beat Wall Street revenue and earnings per share estimates during the last quarter. Network effects help protect Uber's competitive position.

3 Things to Know About Uber Before You Buy the Stock

Riding-sharing leader Uber Technologies (NYSE: UBER ) returned to profitability in the second quarter, easily beating Wall Street's top and bottom line estimates on Tuesday.  Even during Monday's market meltdown and the yo-yo ride the stock market has been on afterward, Uber stock has remained strong.

Why Investors Should Take UBER Stock for a Ride After Earnings

I'm reiterating my buy rating on Uber after its 2Q24 results beat both the top and bottom lines on strong growth in mobility and delivery. I think there is more upside ahead due to management's early stages of success in the grocery offering. In my opinion, Uber's focus on affordability amid current economic headwinds makes it better positioned to increase customer retention across mobility and delivery.

Uber: A Sticky Situation - Reiterating Buy

DoorDash

CNBC's Jim Cramer on Thursday told investors food delivery isn't a habit consumers want to break, even as they feel the weight of inflation. He looked at the recent successful quarters from DoorDash, Uber and Instacart-parent Maplebear, saying people seem more willing to spend on these services than other luxuries.

Cramer explains why food delivery stocks are doing well even as consumers rebel against inflation

The KeyBanc prognosticator's level is actually a reduction from his previous take. He expects upside in excess of 20% for the stock.

1 Wall Street Analyst Thinks Uber Stock Is Going to $80. Is It a Buy?

SoFi Technologies

The second-quarter earnings season has been a mixed bag, with several companies beating estimates but issuing a lower-than-expected guidance. Ongoing concerns about recession and the delay in Fed rate cut have also put investors in worry.

3 Standout Stocks to Snag After Stellar Quarterly Results

Uber, Lyft and DoorDash are included in this Analyst Blog.

The Zacks Analyst Blog Uber, Lyft and DoorDash

Shares of Uber Technologies Inc UBER were climbing on Wednesday, after the company reported impressive second-quarter results.

Uber Speeds Past Expectations, Analysts 'Not Seeing Signs Of Consumer Softness'

Analysts have praised Uber Technologies Inc (NYSE:UBER, ETR:UT8) after the ride-hailing app outperformed expectations for the second quarter, sending its shares 5% higher at $68 late morning on Wednesday. Analysts at Wedbush attributed the jump in Uber's stock price to low expectations going into the print, given recent market volatility and concerns around a weakening consumer.

Uber's resilience and growth potential highlighted by analysts after earnings beat

Instacart (Maplebear Inc.)

Uber and Instacart are thriving, and even the threat of a U.S. recession might not be enough to stop them.

Instacart and Uber Are Booming. Why Gig Economy Stocks Could Be Recession-Proof.

With UBER shares gaining handsomely following the second-quarter results, let's assess its investment worthiness in the current scenario.

How Should You Play UBER Stock Following Q2 Earnings Beat?

Uber Technologies Inc UBER financial results for the second quarter have significantly surpassed market expectations, showing strong growth in several key areas.

Uber's Surprising Second Quarter Success Signals A Turnaround With An Impressive 10% Rebound

Uber Technologies' (UBER) shares soared as its second-quarter results beat Wall Street estimates on the back of steady demand for its ride-sharing and food-delivery services.

ETFs to Buy as Uber Rallies Post Earnings Release

Lyft

Uber, Lyft, Grubhub and DoorDash scored a major victory in a recent ruling from California's top state court upholding Proposition 22 and the classification of drivers as independent contractors rather than employees. Gig economy companies, as well as drivers who prefer contractor status, think they now have nationwide momentum to win what's been a persistent battle over their labor model, though pushback for more benefits is expected from unions.

Uber, Lyft and the gig economy think they've found a way to win the national labor war

On Tuesday, Uber Technologies UBER reported its second quarter results that surpassed Wall Street estimates. In addition, Uber recorded a sixfold increase in autonomous rides through its collaborations with 10 partners that span across different segments.

News for Uber Stock (UBER)