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.

Global Payments

Intuitive Surgical

NetEase

Block

Zoom Video

Former Tiger Cub’s top buys include ride-hailing IPO and remote conferencing IPO.

Philippe Laffont’s Top 6 Buys in the 2nd Quarter

Lyft

If you heard that Lyft had a monster quarter and Uber a dud last week, you may be surprised to learn that both stocks traded essentially flat for the week. It won't always be that way.

Are Uber and Lyft Driving in Different Directions?

Uber shares traded below $36 for the first time.

Uber stock hits a new all-time low as shares continues to slide following $5 billion Q2 loss

The Uber Technologies Inc business model may not be as sound as its adherents believe. Concerns about pricing and operating leverage are likely to drive the long-term performance of Uber stock.

The Biggest Long-Term Question for Uber Stock

Uber's operating losses are expanding and investors no longer buy its promise that it will make money eventually.
The post The Greater Fool Theory on Uber Stock appeared first on InvestorPlace.

The Greater Fool Theory on Uber Stock

Shares of Uber are testing May's all-time low after a weak quarter, and rival Lyft could follow suit in coming weeks.

Ride-Sharing Services Stocks Could Hit New Lows

Pfizer

Roku

Options trading was buzzing in Uber, Pfizer and Roku on Monday. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Uber, Pfizer and Roku

Shares of Uber continued to sink on Monday, posting its lowest close ever, after the company reported disappointing second-quarter results last week.

Uber falls to all-time low as investors grow more skeptical

Meera Joshi, former head of the New York City Taxi and Limousine Commission, told CNBC on Monday that she predicts more cities are going to adopt TLC's rules on ride-hailing companies.

Former taxi commissioner sees more cities adopting New York's tough rules on Uber and Lyft

Colombia's commerce regulator said on Monday it would fine ride-hailing company Uber Technologies Inc  more than $629,000 for obstructing a regulatory visit in 2017.

Colombia fines Uber more than $629,000 for obstructing regulatory visit

"They've lost their mojo," says Bradley Tusk, Uber's first political strategist and former Mike Bloomberg campaign manager.

Uber investor: CEO lacks ruthlessness of ousted co-founder Travis Kalanick and the stock shows it

Uber Technologies Inc. (NYSE: UBER) continued to find some sell-side appreciation on Monday despite ongoing investor squeamishness over a disappointing second quarter report last week in which it missed revenue and earnings estimates.

3 Takeaways From Uber's Q2 Print

Uber Technologies Inc.’s tough times as a public company continued Monday, with the stock at risk of posting its lowest close ever.

Uber stock hovers near record low as losses, hiring freeze continue to hurt

Substantial vehicle ownership changes likely depend on widespread level 5 autonomous vehicles which could be decades away.

Uber Limitations On Vehicle Ownership Replacement

Choosing between Lyft Inc. (NASDAQ: LYFT) and Uber Technologies Inc. (NYSE: UBER) apparently is not quite the coin toss that some ride-hailing consumers might have guessed.

Wall Street’s Identity and Brand Crisis With Lyft and Uber

Wall Street hit the brakes on Uber Friday — despite vows from chief executive Dara Khosrowshahi that its record $5 billion loss, reported late Thursday, will never happen again. After dropping more than 6 percent in late trading Thursday, Uber’s stock went on a day-long slide Friday that saw it close down 6.8 percent at.

Uber CEO’s assurances fail to stop stock slide

Uber and Lyft are both in uncharted and rocky waters that will take investors for ride one way or the other.

Uber Vs. Lyft: The Battle For Ridesharing Profits

Company fails to meet analysts' expectations.

What You Need to Know About Uber’s 2nd-Quarter Earnings

Wall Street analysts who focus on the fast-growing ride-hailing business had a lot to review this past week with the two giants in the field, Uber Technologies and Lyft, reporting earnings. 
The post Uber And Lyft: Struggling To Balance Business Expansion With Profits appeared first on Investor's Business Daily.

Uber And Lyft: Struggling To Balance Business Expansion With Profits

Uber stock dropped Friday in reaction to its second-quarter earnings report that had meat for both bulls and bears to chew on. Revenue fell 14%, the sixth straight quarter of deceleration.

Uber Stock Sinks As Wall Street Evaluates Second-Quarter Results

Uber CEO Dara Khosrowshahi spoke with CNBC's David Faber and Jim Cramer on Friday about the company's second-quarter results.

Uber CEO Dara Khosrowshahi speaks with CNBC's Faber and Cramer: Full transcript

Second-quarter sales fell short of expectations, calling its growth story into question.

Why Shares of Uber Technologies Are Down Today

Uber Technologies Inc (NYSE: UBER) disappointed investors by missing top- and bottom-line expectations Thursday, but several sell-side analysts found reasons to remain bullish on the stock.

Bullish Sell-Side Unfazed By Uber's Big Quarterly Loss: 'A Clear Path To Profitability'

SoftBank Group Corp

Uber CEO Dara Khosrowshahi tells CNBC that SoftBank is a "good actor in this marketplace" as the Japanese conglomerate rolls out Vision Fund 2.

Uber is SoftBank's No. 1 bet in the world, CEO Khosrowshahi says

Uber CEO Dara Khosrowshahi says Uber Eats will focus on organic growth rather than acquisitions.

News for Uber Stock (UBER)