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.

Uber's latest quarter was profitable on a GAAP basis, signaling a focus on profitability and cost-cutting contrary to the company's historically extensive investments. The company's growth has slowed down due to the focus on profitability, as Uber balances between the two. The company's stock price has rallied by 55% in the past year, so it's worth questioning if the price is worth paying.

Uber: At An Intersection Between Growth And Profitability

Uber has achieved the scale necessary to generate positive financial metrics and substantial operating cash flow. The company's recent earnings report showed impressive growth in revenue, gross margin, and operating margin. Uber's stock still has almost 50% upside potential according to valuation analysis, making it a "Strong Buy.".

Uber: Vast Potential Now Unlocked

Uber's swing to a profit last quarter wasn't a one-time fluke. The ride-hailing company's sheer scale allows it to enter other markets like last-mile delivery and localized logistics.

1 Growth Stock Down 10% to Buy Right Now

Uber's user growth is exceeding expectations, with 137 million monthly active platform customers and QoQ MAPC growth of 5%, above long-term trends. The company is making progress in increasing revenue per user through cross-selling, ad monetization, and high-margin partnerships. Despite being priced at a discount compared to other platform companies, Uber's nascent profitability and potential for revenue growth make it the most attractive platform co. opportunity.

Uber: $150 Per Share Is Not Unreasonable

Uber's stock has fallen 10% due to rising interest rate fears, but the company is still experiencing high bookings and profitability. Uber is expanding its services beyond mobility, including delivery, enterprise freight, and potentially task fulfillment. Uber is taking market share from Lyft as the latter retreats from many markets.

Uber: One Of The Smartest Long-Term Bets You Can Make In This Market

Uber has transformed from a cash-guzzling tech company to a cash-flowing business, with its food delivery network expanding during the pandemic. The higher interest rate environment is helping Uber as it makes it harder for Lyft to compete on price. Uber achieved its first GAAP profit this quarter, but caution is advised as it may be too early to celebrate.

Uber: There Can Only Be One

Goldman Sachs outlines macro risks, including the resumption of student loan repayments and potential government shutdown. Uber's profitability picture remains strong, and the firm sees positive earnings and growth potential over the coming quarters. With strong margins and robust free cash flow, Uber's technical view is also positive, with near-term support at $42 and resistance at $50.

Uber: Margin Expansion, Record Free Cash Flow, Still-Solid Momentum

DoorDash

The food delivery business surprisingly continues to thrive.

Best Growth Stock to Buy: Uber Stock vs. DoorDash Stock

Uber Eats will soon accept Supplemental Nutrition Assistance Program benefits beginning in 2024 for grocery deliveries, the company said in a blog post.

Uber Eats to accept SNAP benefits for grocery deliveries in 2024

Amazon

NIKE

Oracle

ARM Holdings PLC

Instacart (Maplebear Inc.)

Charles River Laboratories

Dell Technologies

Darden Restaurants

FedEx

Ralph Lauren

T-Mobile US

Exxon Mobil

Here are some of the tickers on my radar for Friday, Sept. 22, taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Oracle and Nike

Celestica

NVIDIA

Investors love technology stocks, as their rapid growth and market momentum are undeniably attractive. And for those interested, these three could be great considerations, all boasting improved earnings outlooks.

3 Top-Ranked Tech Stocks to Buy for High Growth

Uber Freight and Waabi, a builder of generative artificial intelligence (AI) and simulation for autonomous driving, partnered to accelerate the deployment of AI-powered autonomous trucks at scale. The partnership aims to deliver a turnkey Driver-as-a-Service solution, the companies said in a Thursday (Sept.

Uber Freight and Waabi Team on Autonomous Trucks Deployment

Uber said a new law would decimate its business in Europe. The company said prices would jump 40% and it would be forced to shut down in hundreds of cities if the Platform Work Directive passes.

Why Uber Stock Was Pulling Back Today

Autonomous trucking startup Waabi is committing billions of miles of driverless capacity to the Uber Freight network as part of a 10-year strategic partnership between the two companies. Starting this week, Waabi's test fleet will begin commercial pilots with shippers on the Uber Freight network to haul goods between Dallas and Houston.

Waabi and Uber Freight partner to accelerate autonomous trucking

More than 41 million Americans are beneficiaries of the SNAP program.

Uber Eats Will Accept Food Stamps Beginning Next Year

Uber Technologies' (UBER) labor costs will increase if gig workers are re-classified as employees.

Uber Technologies (UBER) Warns of Steep Price Hike: Here's Why

Uber's AI chatbot will help users find restaurant deals and reorder favorites on the app. Available in the U.S., U.K., Australia and Canada.

Uber Eats to launch Google-powered chatbot in late 2023

As Uber Eats looks to reach consumers across income levels, the aggregator is gearing up to accept new kinds of payments. The company announced Wednesday (Sept.

Uber Eats to Add SNAP, FSA Payment Acceptances to Broaden Audience

From a technical perspective, Uber Technologies (UBER) is looking like an interesting pick, as it just reached a key level of support. UBER recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

Uber Technologies (UBER) Just Reclaimed the 20-Day Moving Average

Shopify

Consumer tech stocks for your watchlist this week.

2 Consumer Technology Stocks To Watch In September 2023

Uber said a proposed European gig worker law could trigger price hikes and service shutdowns. Anabel Díaz, head of Uber's mobility division in Europe, cautioned in an interview with the Financial Times (FT) Wednesday (Sept.

Uber Predicts 40% Price Hikes Under EU Gig Worker Law

Nearly 1,000 Staples locations are now available to shop on demand through the Uber Eats platform SAN FRANCISCO , Sept. 20, 2023 /PRNewswire/ -- Today Uber Technologies, Inc. (NYSE: UBER) and Staples, the working and learning store, announced that they are teaming up to bring business, office and school essentials to customers across the US.

Uber Eats adds Staples to Deliver Office and School Products Nationwide

Just Eat Takeaway.com NV

Food delivery companies DoorDash Inc (NYSE:DASH), Grubhub, and Uber Eats can sue New York City over a law limiting how much they can charge restaurants for their services, a U.S. judge said on Tuesday.

DoorDash, Grubhub and Uber Eats able to sue NYC over food delivery commission cap

This bullish option trade will profit if Uber stock finishes above 55 at the January expiration.

As Uber Stock Shows Relative Strength, Option Trade Can Return Twice What It Risks

The ride hailing and delivery giant has nearly doubled amid a shift into profitability and buyback talk.

News for Uber Stock (UBER)