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.

Lyft

Uber and Lyft have largely operated in silos when it comes to deactivating drivers over the most severe reports of safety incidents, potentially allowing bad actors to hop from one platform to the other.

Uber and Lyft to finally share names of drivers deactivated over sexual assault and other serious incidents

In a December 1, 2020 blog post, Stephane Ficaja, head of Uber Eats US and Canada, gave a hopeful message about the future of food delivery as Uber closed its purchase of third-party delivery rival, Postmates. With Uber's food delivery division, Uber Eats, combining with Postmates, the two operators can move forward and come "together as one company," wrote Ficaja, who took over the Uber Eats position after Janelle Sallenave left in late August.

Uber Eats is struggling to keep a US leader as exits mount in the aftermath of Postmates acquisition and layoffs

Uber Technologies, Inc. (UBER) Presents at Truist Securities Technology, Internet & Services Broker Conference Call - (Transcript)

Speaking at an investor conference, Uber Technologies Inc's (NYSE: UBER) CFO Nelson Chai provided more data into mobility recovery, according to BofA Securities. The Uber Technologies Analyst: Justin Post maintained a Buy rating for Uber Technologies, with a price target of $71.

Uber's Mobility Business Drives Its Recovery Says BofA

Deutsche Bank

Uber Technologies, Inc. (UBER) Management Presents at Deutsche Bank 29th Annual Media, Internet & Telecom Conference Call Transcript

DoorDash

DoorDash, Lyft and Uber all have growth opportunities in 2021. However, some gig economy stocks have more upside than others.

Ranking 3 Gig Economy Stocks from Best to Worst

McDonald's

The Golden Arches could generate shinier returns than the ride-hailing and food-delivery giant.

Better Buy: Uber vs. McDonald's

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Andrew Macdonald, Senior Vice President and head of its Mobility segment, will participate in a fireside chat at the Truist Technology, Internet, and Services Summit on Wednesday, March 10, 2021. Mr. Macdonald is scheduled to appear at 10:30 am ET (7:30 am PT). 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

Uber Senior Vice President to Participate in Fireside Chat at Truist Technology, Internet, and Services Summit

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Nelson Chai, CFO, will participate in a keynote at the Deutsche Bank 29th Annual Media, Internet & Telecom Conference 2021 on Tuesday, March 9, 2021. Mr. Chai is scheduled to appear at 9:00 am ET (6:00 am PT). 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 opportunity through movemen

Uber CFO to Participate in Keynote at Deutsche Bank 29th Annual Media, Internet & Telecom Conference 2021

UBER's spin off of Postmates robotics delivery division is reflective of other initiatives taken by the company to shed side businesses and focus on its profitability goal.

UBER Spins Out Postmates Robotics Division Into New Company

After first indicating in January it planned to spin off Postmates X, the robotics division of on-demand food delivery firm Postmates, Uber Technologies (NYSE: UBER) has made it official, according to published reports. Bloomberg first reported that Uber would co-lead a $50 million investment in the new company, Serve Robotics, which will be based in San Francisco.

Uber spinning off robotic delivery division

The robotics unit of Postmates, a delivery startup that ride-hailing firm Uber Technologies acquired last year, has spun off into a new company called Serve Robotics, the company said on Tuesday.

Robotics division of Uber's Postmates spins out into new company

Postmates X, the robotics division of the on-demand delivery startup that Uber acquired last year for $2.65 billion, has officially spun out as an independent company called Serve Robotics. TechCrunch reported in January that a deal was being shopped to investors.

Uber spins out delivery robot startup as Serve Robotics

Uber: Huge Upside For Most Undervalued Big Tech Stock

Morgan Stanley

Uber Technologies, Inc. (UBER) CEO Dara Khosrowshahi Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Amazon

MercadoLibre

Visa

Sands Capital Management recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.

Top 4th-Quarter Buys of Frank Sands' Firm

Shares of Uber are off ~15% from all-time highs during the most recent tech stock rout. The company looks poised to recover in 2021 as rideshare begins to pick up steam again.

Uber: Buy The Dip In This Rideshare Leader At A Meaningful Discount

ATLANTA, March 1, 2021 /PRNewswire/ -- Mobile vehicle care provider RideKleen, and Uber Technologies, Inc. (NYSE: UBER), one of the leading ridesharing and delivery platforms, today announced the expansion of the two companies' vehicle sanitization and maintenance collaboration designed...

RideKleen and Uber Expand Vehicle Sanitization and Maintenance Program to 12 Additional U.S. Markets

Unions say questions are designed to help get sympathetic changes in employment law

Uber accused of using 'loaded questions' in drivers survey

PayPal

SAN JOSE, Calif., Feb. 26, 2021 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) today announced it has joined Uber Technologies, Inc.'s (NYSE: UBER) effort to provide free or discounted rides to vaccination sites in the U.S. to help ensure transportation is not a barrier to vaccine...

PayPal Joins Uber in Coalition to Address Barriers to COVID-19 Vaccine Equity

Uber shares pulled back as much as 4% on Wednesday following a report that Didi Chuxing Technology Co., a China-based rival, is considering rolling out its ride-sharing services in Western Europe. Didi is working on a plan to begin operating in the UK, France and Germany by the first half of 2021, according to Bloomberg, citing unnamed sources.

Uber stock slips as Chinese rival reportedly plans to enter the Western European market (UBER)

Snap

These money-losing companies won't get a free pass forever.

2 Hot Stocks to Avoid at All Costs

Coatue Management recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.

Philippe Laffont's Firm Buys DoorDash, Adds to Uber

The U.K. Supreme Court ruling potentially requires UBER to classify its drivers as workers entitled to minimum wage and other benefits, thus altering its business model.

UBER Loses Battle as U.K. Top Court Rules Drivers Are Workers

Lawyers acting for claimants say firm's statement after last week's supreme court ruling is misleading

News for Uber Stock (UBER)