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, network, 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, and Freight. 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 and, in certain markets, Delivery also includes offerings for grocery, alcohol and convenience store delivery and other goods. The Freight segment leverages proprietary technology, brand awareness, and experience revolutionizing industries to connect carriers with shippers on Uber’s 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

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.

DoorDash

GrubHub

The companies have sought an injunction that would prevent the city from enforcing a cap on what fees they can charge restaurants listed on their app.

Doordash, Grubhub And Uber Eats Sue New York City Over Cap On Restaurant Fees

Food ordering and delivery platforms DoorDash, Caviar, Grubhub, Seamless, Postmates and Uber Eats have banded together to sue the City of New York over a law that would permanently limit the amount of commissions the apps can charge restaurants to use their services. The Wall Street Journal first reported the news that the companies filed […]

Uber Eats, Grubhub, DoorDash sue NYC for limiting fees the apps can charge restaurants

Food-delivery companies DoorDash Inc, Grubhub Inc and Uber Eats have sued New York City over a law permanently capping commissions the apps can charge restaurants to use their services, the Wall Street Journal reported on Thursday https://on.wsj.com/2YJtTNd.

Grubhub, DoorDash, Uber Eats sue New York City over fee caps - WSJ

DoorDash Inc. DASH, +3.39% ,  Grubhub Inc. and Uber UBER, +0.70%  Eats are suing New York City over its law permanently capping the amount of commissions the apps can charge restaurants to use their services, the latest move in a growing clash between the platforms and local regulators.

The Wall Street Journal: Uber, DoorDash, Grubhub sue New York City over cap on fees

A report from Morgan Stanley's transportation research team, headed by Ravi Shanker, estimates the value of Uber Technologies' (NYSE: UBER) “sum of parts” at $72 per share. Of that, about $2 can be attributed to Uber Freight, based on valuing Uber Freight at $3.5 billion.

Wall Street analysis puts value of Uber Freight at $3.5B

Airbnb

Corporacion America Airports

Southwest Airlines

Grupo Aeroportuario del Pacifico

Penn Entertainment

Sabre

The recent slump in economic reopening names has created a buying opportunity in these seven travel stocks for the rest of 2021. The post 7 Travel Stocks To Buy for a Big Rebound appeared first on InvestorPlace.

7 Travel Stocks To Buy for a Big Rebound

Alibaba

Didi Global

iShares China Large-Cap ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares CSI China Internet ETF

Meituan

Pinduoduo Inc - ADR

Invesco Golden Dragon China ETF

Tencent Holdings Limited

Tencent Music Entertainment Group 

China faced an economic abyss in the 1990s that caused the Chinese Communist Party to improvise to keep even a tenuous hold on China's economic development. By 2010, China had surpassed Japan as the second largest economy on the planet.

China's Tech Diktat

Amazon

Uber should be adding even more drivers as extra federal pay for gig workers expires.

Amazon and Uber are set to benefit from more workers coming onboard as enhanced unemployment programs expire, says Bank of America

Uber (UBER) reported earnings 30 days ago. What's next for the stock?

Why Is Uber (UBER) Down 3.9% Since Last Earnings Report?

Shares of Uber Technologies Inc. UBER, +1.92% rose 0.5% in premarket trading Friday, as the ride-sharing company was set to benefit from a potential investment in China-based rival Didi Global Inc. DIDI, -4.24% by China's government, according to Gordon Haskett analyst Robert Mollins. Didi's stock jumped 4.8% ahead of Friday's open after Bloomberg reported that China had proposed making an investment.

Uber to benefit from a government takeover of Didi given its more than $5 billion stake, analyst says

Uber is buying more freight and delivery services as it fights for a profit against a rising revolt of drivers. The post Uber Stock Looks Dicey as Labor Problems Persist appeared first on InvestorPlace.

Uber Stock Looks Dicey as Labor Problems Persist

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Dara Khosrowshahi, CEO, and Nelson Chai, CFO, will participate in a keynote at the 2021 Goldman Sachs Communacopia Conference on Tuesday, Sept 21, 2021. Mr. Khosrowshahi and Mr. Chai are scheduled to appear at 1:45pm PT (4:45pm ET). A live webcast of the event will be available on the investor relations section of the Uber website at http://investor.uber.com. About Uber Uber's mission is to create opportun

Uber CEO and CFO to Participate in Keynote at 2021 Goldman Sachs Communacopia Conference

Yandex

Yandex (YNDX) and Uber sign an agreement, wherein Yandex will buy Uber's interests in several joint ventures between the companies in exchange of $1 billion cash.

Yandex (YNDX) to Acquire Uber's Interest in Joint Ventures

The total cost of the deal came to $1 billion, giving the Russian company 100% ownership over all four businesses.

Yandex buys out Uber's stake in Yandex Self-Driving Group, Eats, Lavka and Delivery for $1B

UBER's proposed flexible benefits fund can be used by workers for health care and dental benefits, life insurance, retirement contributions, as well as educational expenditures.

UBER Announces Industry-Wide Benefits Fund for Canada Workers

As part of a $1 billion cash deal, Russian-based Yandex will purchase Uber's stake in its collaborative food, grocery and convenience store delivery efforts, as well as the companies' joint self-driving business, according to a Tuesday (Aug. 31) Yandex announcement. The funds will provide Yandex with Uber's 33.5 percent indirect interest in the food and […]

Russian Food, Grocery Delivery Company Yandex to Spend $1B to Buy Uber Stake

Yandex NV (NASDAQ: YNDX) has announced that it will acquire Uber Technology Inc.'s (NYSE: UBER) stake in its joint delivery, foodtech, and autonomous driving businesses and also increase its interest in its ride-sharing joint venture in a $1 billion deal. The deal is part of the car-sharing and MLU ride-sharing joint venture restructuring encompassing Yandex.

Yandex to take complete control of its Joint Venture with Uber in Russia

Uber is selling shares in several joint ventures that it has with Russia's Yandex for $1 billion in cash.

Uber is selling stakes in several Russian businesses for $1 billion

Lyft

The cost of a ride from a ride-sharing app like Uber or Lyft increased 92% between January 2018 and July 2021, and the recent driver shortage is to blame.

Uber and Lyft rides are more expensive than ever because of a driver shortage

Search and ride-hailing provider Yandex NV (NASDAQ: YNDX) has agreed to acquire Uber Technologies' (NYSE: UBER) stake in their joint ventures, MLU B.V. (MLU) and Yandex Self-Driving B.V.

Everything You Need To Know About The Yandex-Uber Deal

Russian internet giant Yandex said on Tuesday it would buy Uber's stakes in their joint foodtech, delivery and self-driving businesses, and increase its stake in a mobility-focused joint venture as part of a $1 billion deal.

Russia's Yandex restructures JV ownership with Uber in $1 billion deal

Uber Technologies Inc on Monday proposed a plan for a flexible benefits fund for app-based ride-hail and food delivery drivers in Canada under which all gig industry players would share data on workers' hours and earnings.

Uber proposes industry-wide gig worker benefits model in Canada

The New York City Council's approval of permanent commission caps on food delivery orders poses a threat to UBER's already weak bottom line.

UBER Faces a Blow as NYC Approves Cap on Food Delivery Fees

Although both the companies have been impacted by the pandemic, as the ride-sharing market collapsed through the Covid-19 lockdowns, Uber's financial performance has been better driven by rising demand for its food delivery business.

Pick Uber Stock Over Lyft As Covid Uncertainty Lingers

Food delivery apps will face a permanent cap on the commissions they can charge restaurants under a bill passed by the New York City Council late Thursday, sending the shares of Grubhub and DoorDash plummeting.

News for Uber Stock (UBER)