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

Ride-hailing investors saw their holdings fall Tuesday to the lowest level ever, led by Lyft Inc (NASDAQ: LYFT), whose stock dropped more than 7%, while Uber Technologies Inc (NYSE: UBER)'s stock fell close to 6%.

Uber, Lyft Near All-Time Lows: A Look At The Stocks

Uber is worth no more than $20 to $22/share. And that’s currently 30% below its price.

Uber's Nightmare Has Just Started

Shares of Uber and Lyft fell to fresh lows on Tuesday, posting their lowest close ever, as the ride-hailing companies face growing skepticism from investors.

Uber and Lyft close at record lows as investors lose faith in ride-sharing companies

SoftBank Group Corp

With Uber shares trading at a record low, SoftBank's massive investment in the ride-hailing company is looking shakier by the day.

SoftBank is more than $600 million underwater on its Uber investment as stock hits an all-time low

Whether or not Uber Technologies Inc. (NYSE: UBER) will profit as a public company permeates the news cycle, and the pressure is now on UberEats – the smaller, fast-growing Uber segment.

Fast-Growing UberEats Creates Hunger For Profit

Microsoft

ServiceNow

August was a month marked by market uncertainty with Nasdaq 100 index falling almost 4%.

5 Stocks Analysts Recommend Into September

The top Dutch tax politician has denied meeting representatives of Uber Technologies, in answer to questions from parliament about why the company has been allowed to claim a provisional $6.1 billion tax write-off in the Netherlands.

Dutch minister: I did not have contact with Uber on tax plan

Yeah, yeah, autonomous driving is an interesting lab experiment for Uber Technologies and Lyft to be involved in.

Need to Know: Why Uber and Lyft will ‘fail miserably’ at autonomous driving

Uber and Lyft on Thursday pledged $60 million to a California ballot initiative for the 2020 election that would maintain the status of their drivers as contract workers.

Uber and Lyft pledge $60 million to ballot measure in fight to keep drivers as contractors

In light of gig worker protection legislation Assembly Bill 5 making its way through California’s legislature, Uber and Lyft are amping up their efforts to do whatever they can to prevent it from happening. And in the event that the bill does pass, which would force Uber and Lyft to make their drivers W-2 employees, […]

Uber and Lyft are putting $60 million toward keeping drivers independent contractors

A state legislative proposal called Assembly Bill 5 could could give drivers more employee rights. The companies said they are willing to start a ballot initiative to fight it.

Uber and Lyft to Spend $60 Million to Maintain California Driver Status

Uber’s (NYSE:UBER) food delivery service, Uber Eats, is the company’s fastest-growing business. In this analysis, we take a look at how Uber Eats has grown and whether it could emerge a key driver of Uber’s valuation.

Uber Eats Keeping Uber Stock Healthy?

London's Mayor Sadiq Khan said everyone must play by the rules when asked on Thursday about taxi app Uber's  London license, which is due to expire in less than a month's time.

London mayor says firms must play by the rules as Uber faces license renewal

On the heels of a driver-led protest outside Uber’s San Francisco headquarters, where drivers showed their support for gig worker protections legislation (via Assembly Bill 5) and demanded a union, Uber is circulating a petition urging people to “protect ridesharing in California.” In the petition, Uber advocates for a policy that would offer drivers a […]

Uber proposes policy that would pay drivers a minimum wage of $21 per hour

AMC Entertainment

Canopy Growth

Groupon

Jumia

Stitch Fix

Skechers U.S.A.

Wall Street thinks these are among the best stocks that have 50%-plus upside over the next year. But not all of them will match that upside.

7 Stocks That Wall Street Thinks Could Rise 50% Or More

Alphabet

A former Google engineer has been charged with stealing self-driving car technology from the company shortly before joining Uber.

Ex-Google engineer 'stole self-driving car tech before joining Uber'

A number Uber and Lyft drivers are protesting outside of Uber’s San Francisco headquarters to demand the passage of Assembly Bill 5 and the right to unionize. This is part of a three-day caravan across California organized by Gig Workers Rising and Mobile Workers Alliance.

Uber and Lyft drivers are not letting up on the fight for AB-5 and a union

Pioneering autonomous vehicle engineer Anthony Levandowski has been arrested and charged with theft of trade secrets.

Former Google, Uber Self-Driving Tech Engineer Levandowski Indicted On IP Theft Charges

Anthony Levandowski, the star engineer who was accused by Google’s self-driving car unit of stealing trade secrets for Uber in 2016, has been arrested and charged by federal prosecutors. Levandowski was charged with 33 counts of theft and attempted theft of trade secrets — he allegedly downloaded 14,000 Waymo documents in December 2015 as he.

Feds charge Ex-Google, Uber engineer with stealing trade secrets

Anthony Levandowski, one of Silicon Valley’s foremost technologists on autonomous cars, was charged with theft and attempted theft of trade secrets from Google.

Former Star Google and Uber Engineer Charged With Theft of Trade Secrets

The U.S. Department of Justice announced "significant law enforcement action" by a new Corporate Fraud Strike Force.

Ex-Google engineer charged with taking trade secrets to Uber

Profit-challenged Uber stock is struggling to achieve its promise as more competitors enter its space. It must find a way to cut through the clutter.

Uber Stock Needs to Find a Way to Stand Out

GrubHub

Panera Bread customers will be able to order on their apps, but Panera employees will still be responsible for delivering the food.

Panera partners with UberEats, DoorDash and GrubHub to expand its in-house delivery

Uber Eats and Japanese convenience store chain Lawson  on Tuesday announced a delivery partnership in central Tokyo, seeking to capitalize on growing demand for quick home delivery of food and everyday items.

Uber Eats, Japan convenience store Lawson form delivery tie-up

GDS Hlds

RingCentral

Smartsheet

Zoom Video

Chase Coleman (Trades, Portfolio), founder of Tiger Global Management, bought shares of the following stocks in the second quarter.

News for Uber Stock (UBER)