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

Apple

But Uber and Pfizer were among the 10 biggest beats vs. analyst estimates.

Uber Among Top Profit Beats, But Apple Among The Worst

Uber Technologies, Inc. has shown impressive gains since August 5th, 2024, driven by strong quarterly earnings and revenue growth. The company reported earnings of $1.20 per share in Q3, surpassing consensus estimates by 192.68%, and revenue of $11.19 billion, indicating 20% annualized growth. Uber's forward PE ratio is 25.2x, higher than Lyft but lower than DoorDash and Tesla, making it relatively attractive based on price-book value.

Uber: Buy The Drop (Technical Analysis) (Rating Upgrade)

Alphabet

Shopify

Shopify, Alphabet and Uber have been highlighted in this Industry Outlook article.

Zacks Industry Outlook Shopify, Alphabet and Uber

3 Stocks Poised for a Breakout

The Internet Services Industry looks very attractive now based on a strong growth outlook, falling interest rates and attractive valuation. Our bets are on Shopify, Alphabet and Uber.

Internet Services Industry Is Hot: Buy SHOP, GOOGL, UBER

Uber's Q3 booking metrics missed expectations, but this presents a buying opportunity as the market overreacted, similar to Q2. UBER's path to becoming a global super app remains intact, with strong growth in key metrics and Uber One adoption illustrating platform stickiness. Potential expansion into hotel and travel services could enhance margins and user stickiness, leveraging synergies with Expedia.

Uber Q3 2024: One-Time Speed Bump; Super App Ambition Unshaken

Lyft

The Massachusetts vote was the latest front in a years-long battle over whether ride-share drivers should be considered to be independent contractors or employees entitled to benefits and wage protections.

Massachusetts becomes first state to allow Uber, Lyft drivers to unionize

A state ballot measure was the first of its kind in the United States, but labor advocates worry it could lock Uber and Lyft drivers out of full-time employment status.

Uber and Lyft Drivers in Massachusetts Win Right to Unionize

Massachusetts voters on Tuesday approved a ballot measure that would allow ride-share drivers to unionize, becoming the first U.S. state to allow drivers for app-based companies like Uber and Lyft to do so.

Massachusetts voters allow Uber, Lyft drivers to unionize

Uber's stock plunged ~9% after earnings, and I think the stock is even attractive at current levels for mid-to-long-term investors. Uber's focus on geographic expansion, affordability, and capital allocation in less densely populated markets positions it well for future growth and share gains. While it's too soon to tell, I'm watching Uber's strides in the AV market for the long term.

The Discounted Gift That Keeps On Giving: Maintaining Uber With A Buy

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

Uber Technologies, Inc. (UBER) is Attracting Investor Attention: Here is What You Should Know

Alibaba

These growth names are likely to continue moving higher well into the new year.

Attention, Growth Investors: These 3 Artificial Intelligence (AI) Stocks Should Be on Your Radar

The ride-hailing pioneer is contending with slowing bookings growth, rising insurance costs and an alliance between DoorDash and Lyft.

Uber's Real Threat Isn't From Robots

Ride-hailing giant Uber Technologies is suggesting a pay cut for its drivers in New York City, citing lower gas prices, as it tries to lower the price of rides in one of its biggest markets. According to a Monday (Nov.

Uber Suggests NYC Driver Pay Cuts in Bid to Woo Riders

Uber said the pay should be slashed because gas and used car prices have fallen.

Uber asks NYC to cut minimum driver pay as price of used cars, gasoline drops

Expedia

Expedia chairman Barry Diller told CNBC on Monday that a rumored acquisition of Uber is “just not going to happen.

Expedia chairman Barry Diller on potential deal with Uber and Washington Post's ‘blunder'

The slowdown in gross bookings at UBER is a prime cause for concern.

Should You Bet on UBER Stock Following Q3 Earnings Beat?

Review Uber's (UBER) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Don't Overlook Uber (UBER) International Revenue Trends While Assessing the Stock

The ridesharing pioneer reported solid growth across key metrics, but the stock price fell anyway.

Should You Buy Uber Stock on the Dip?

Allstate

International Paper

Southwest Airlines

Pfizer

Prologis

It's been an acceptable third-quarter earnings season for most S&P 500 stocks. But results have been outstanding for some.

7 Stocks' Earnings Surpass Investors' Wildest Dreams

Strong competitive positions make Shopify and Uber no-brainer buys in November.

History Says the S&P 500 Could Jump in November: 2 No-Brainer Stocks to Buy With $100 Right Now

Multiple analysts rerated Uber Technologies, Inc UBER after Thursday's quarterly print amid an exciting earnings season.

Uber's Q3 Review: Analysts See Opportunity Amid Growth Slowdown, Strong Margins, And Expanding Autonomous Vehicle Partnerships

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Bulls Look Optimistic About Uber (UBER): Should You Buy?

Uber is looking beyond major cities for growth amid a jump in its membership program. The ride hailing/delivery company released quarterly earnings Thursday (Oct. 31) showing that its Uber One program now has more than 25 million members, a 70% increase year over year.

Uber One Memberships Jump 78% as Company Eyes Non-City Growth

U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite dipping around 500 points on Thursday.

News for Uber Stock (UBER)