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 stock has fallen by close to 11% since early February after the WHO declared the Coronavirus a global health emergency, while Lyft stock has fared worse and lost roughly 22% of its value. The spread of the pandemic has had a negative impact on the ride-sharing market.

To Uber Or Lyft?

Uber will book minibus transportation for passengers in Marin County, California.

Uber Contracts With Public Sector in a Software Deal

A ‘software as a service’ deal with Marin County opens a new revenue stream for Uber, which has seen its losses climb since the start of the pandemic.

Uber Offers Its Ride-Hailing Software To Public Transit Agencies

Uber's announcement is the latest effort among tech companies to support and honor the Black community. Twitter and Square CEO Jack Dorsey announced last week that Juneteenth was a company holiday.

Uber is making Juneteenth and election days around the world company holidays

A few months ago, I wrote an article about Jim Chanos (Trades, Portfolio)’s short position against Grubhub (GRUB).

Jim Chanos: The Problem With the Gig Economy Business Model

Uber will manage an on-demand service for Marin County in the San Francisco Bay area with a software as a service product as part of ride-hailing company’s broader strategy to push into public transit. Marin Transit will pay Uber a subscription fee to use its management software to facilitate requesting, matching and tracking of its […]

Uber pushes into on-demand public transit with its first SaaS partnership

Ryder's (R) ability to serve its customers is enhanced through the deployment of of Uber for Business

Ryder's Partnership With Uber Touches 100K Ride Milestone

Uber's efforts to expand its presence across the globe are impressive. However, rising costs and COVID-19 crisis are a headwind.

Uber Benefits From Rise in Bookings Amid Coronavirus Woes

The much-discussed acquisition by Uber Technologies Inc. (NYSE: UBER) of food delivery competitor Grubhub Inc.

No Deal for Grubhub, More Pain for Uber Stock?

Dunkin' Brands

Dunkin' Brands (DNKN) and Uber Eats adds additional 1,000 restaurants across the country for delivery.

Dunkin' Brands Expands Delivery Partnership With Uber Eats

Enthusiastic customer response prompted the fast expansion.

Dunkin’ Adds 1,000 More Locations to Its Uber Eats Network

Continued reopenings, along with decreased use of mass transit and the rebounding of flying, will prove to be a winning formula for Uber stock. 
The post Buy Uber Stock on Weakness as Trends Point to Big Boost for Ride Sharing appeared first on InvestorPlace.

Buy Uber Stock on Weakness as Trends Point to Big Boost for Ride Sharing

Yandex

Could Yandex buy out Uber’s stake in Russia’s top ride-hailing service?

Forget Grubhub, This Is the Deal Uber Investors Should Watch

GrubHub

Food delivery companies will only get stronger, likely hurting your favorite local restaurant.

More Consolidation in the Food Delivery Industry Will Likely Only Hurt Local Restaurants

Uber's (UBER) Grubhub deal falls prey to antitrust scrutiny. The company loses the deal to Just Eat Takeaway.com.

Uber Fails in Its Quest to Acquire Grubhub, Shares Drop

The cut-throat food-delivery business is turning into a gladiator fight. Wall Street cheered the acquisition of Grubhub by Dutch-based delivery giant Just Eat Takeaway.com on Thursday, sending Grubhub’s shares up by 4.7 percent while pushing shares of Grubhub’s former suitor, Uber, down 11 percent.

Grubhub acquisition sets up delivery duel with Uber

The CPUC said that for now, it has to enforce the AB5 law with the companies it oversees.

Uber and Lyft Drivers in California Will Be Considered Employees

The ridesharing giant lost out in its bid for Grubhub.

Why Uber Stock Was Rolling Downhill Today

The all-stock deal puts a higher value on Grubhub and its existing assets

Uber Loses Grubhub Deal to Europe’s Just Eat Takeaway

Uber and Lyft have a few weeks to comply with a California regulator's ruling that their drivers in the state must be classified as employees.
The post Uber, Lyft Face Short Deadline After Potentially Crippling Ruling appeared first on Investor's Business Daily.

Uber, Lyft Face Short Deadline After Potentially Crippling Ruling

Uber Technologies Inc. (NYSE: UBER) has had a tough week and it’s not even Friday yet.

Unwelcome News Drives Down Uber Stock

The food-delivery landscape is getting a shakeup, but not in the way investors had been expecting over the past few weeks.

The Ratings Game: Uber’s abandonment of GrubHub deal is a ‘clear negative,’ analysts say

The markets aren't happy about what they're seeing in the broader economy.

Stocks Plunge on New Fears; Uber-Grubhub Deal Is off the Table

Uber's bid to acquire Grubhub would have brought two of the largest food delivery companies together. Grubhub later announced it would merge with the European delivery service Just Eat Takeaway.

Grubhub CEO: Uber deal didn't fall apart due to antitrust concerns

Drivers working for ride-hailing services such as Uber Technologies Inc  and Lyft Inc  will now be considered employees under California's new gig worker law, the state's public utilities agency said on Thursday.

News for Uber Stock (UBER)