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

A judge in San Francisco Superior Court last week granted a temporary injunction to the state and three of its largest cities that would require Uber Technologies Inc.

Uber, Lyft Still Looking for Ways Around California Law

Drivers would work for vehicle fleet owners licensing the platforms of the ridesharing apps.

Uber and Lyft Consider Operating Franchises to Bypass California Law

Both companies have warned that they may have to suspend operations in California if the order is not reversed.

Uber, Lyft Explore Licensing Brands To Independent Taxi Fleets To Skirt CA Law: Report

Uber said this week it will continue to deliver meals in California even if its ride-hail business is forced to shut down at the end of the week. A spokesperson for the embattled ride-sharing giant — which has seen its business plummet as the Covid-19 pandemic has cratered the demand for transportation — said Monday.

Uber says it can still deliver food in California following ruling

Under pressure to classify their freelance drivers as full-time employees, the ride-hailing companies are discussing another option.

Uber and Lyft Consider Franchise-Like Model in California

Ride-hailing company Uber Technologies Inc (NYSE: UBER) will continue its food delivery service Uber Eats in California even if it's forced to shut down its primary business, according to a Reuters report Monday.

Uber Says Food Delivery Business To Continue In California, Unaffected By Court Ruling

Uber Technologies Inc on Monday said it would continue operating its food delivery business Uber Eats even if its ride-hail business is forced shut in California at the end of this week following a court order.

Uber to operate food delivery even if rides business forced shut in California

Uber (UBER) has been denied extension of stay regarding a preliminary injunction that would force the company to categorize its drivers as employees.

Uber's Attempt to Delay California Injunction Order Fails

Invitation Homes

Lemonade

Peloton

Trex

The shift from dense metropolitan cities to the outlying burbs is happening. Let's spot the winners for your portfolio.

5 Stocks to Cash In on the Coming Suburbanization Trend

When faced with tough legislation over the years, Lyft and especially Uber relied on a tried and tested playbook: threaten to suspend service in the area. The threat, which the companies would sometimes follow through on, appeared designed to rile up customers and drivers, and put more pressure on lawmakers.

Uber and Lyft could shut down in California this week. It may not help their cause

Pinterest

Welcome back to Human Capital, where we look at all things labor and diversity, equity and inclusion. This week, Uber and Lyft’s legal battle against a California law pertaining to independent contractors continued.

Human Capital: A timeline of Uber and Lyft’s fight against AB 5 and Pinterest’s fall from grace

Amazon

Aptiv

Ford Motor Company

General Motors

Alphabet

Recent events have shed some light on the valuations of businesses expected to offer autonomous ride services.

Autonomous Ride Services Companies Exceed $75 Billion In Valuation

Seattle Mayor Jenny Durkan unveiled a new proposal to increase pay for Uber and Lyft drivers and cover expenses such as gas.

Uber and Lyft push back on Seattle mayor’s plan to pay drivers more money

A California judge on Thursday dismissed requests from Uber and Lyft asking for more time to appeal his decision forcing them to classify drivers in their largest market as employees. The ride-hail giants have argued that Judge Ethan Schulman of the San Francisco Superior Court’s decision would require them to restructure their businesses, but the.

Judge rejects Uber, Lyft bids to delay California driver reclassification

On Wednesday, Lyft Inc (NASDAQ: LYFT) reported its second quarter results for the period that ended on June 30th.

Lyft Vs. Uber Is No Longer The War We're Interested In

Uber and Lyft are turning to voters as a last resort to maintain their status as contractors.

Uber and Lyft are threatening to suspend service in California if they have to classify drivers as employees — that tactic may backfire

Uber: Not Just A Taxi Company

GrubHub

Lookout Grubhub and Uber Eats, you’re under scrutiny by NYC lawmakers — again.

Food delivery apps already violating Big Apple fee cap

Uber and Lyft have lost their bid to delay a preliminary injunction that will force the two ride-hailing app companies to reclassify its drivers as employees. A California superior court judge denied Thursday the companies request to delay the order from going into effect August 20.

Uber and Lyft lose bid to delay worker reclassification order in California

A California judge on Thursday refused to grant Uber Technologies Inc and Lyft Inc more time to appeal his decision requiring the ride-hailing companies to classify drivers in that state as employees.

Uber, Lyft lose bid for delay in California driver injunction

Uber Technologies Inc (NYSE: UBER) and Lyft Inc (NASDAQ: LYFT) both stand to experience headwinds from a negative California ruling that they must classify drivers as employees.

Uber Vs. Lyft: Which Is In A Better Position To Weather COVID, California Storms?

Uber has warned it will have to shut down in California if it is forced to classify drivers as employees instead of independent contractors.

Uber warns it will shut down in California if it loses legal battle

The reclassification would upend Uber's business model.

Uber Likely to Shut Down in California Unless Drivers Remain Non-Employees, CEO Says

The shutdown would last until November, Khosrowshahi said, to wait for California residents to vote on Proposition 22.
Uber CEO Dara Khosrowshahi this morning notified us, and the state of California, that the ride-hailing company could shut down for several months if forced to classify its drivers as employees rather than freelancers.

Uber CEO threatens temporary shutdown in California if drivers are classified as employees

Uber Technologies Inc (NYSE: UBER) made it clear to the public Wednesday that it wouldn't hesitate to shut down its operations in California if the state proceeds with a new law mandating that the ride-hailing company treat drivers as employees.

News for Uber Stock (UBER)