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

Uber Technologies, Inc. (NYSE:UBER ) Q2 2023 Earnings Conference Call August 1, 2023 8:00 AM ET Company Participants Alax Wang - Head of Investor Relations Dara Khosrowshahi - Chief Executive Officer Nelson Chai - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Justin Post - Bank of America Mark Mahaney - Evercore ISI Ross Sandler - Barclays Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Deepak Mathivanan - Wolfe Research Nikhil Devnani - Bernstein Lloyd Walmsley - UBS Operator Hello, and welcome to Uber Q2 '23 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.

Uber Technologies, Inc. (UBER) Q2 2023 Earnings Call Transcript

Uber has recorded the first operating profit in its history, after trips rose by more than a fifth in the last year.

Uber records first ever operating profit

Uber Technologies Inc. could be at the beginning of a stretch of sustained profitability as the ride-hailing giant posted surprise positive earnings for its latest quarter Tuesday and generated its first quarterly operational profit.

Uber continues its monster comeback as company hits an earnings milestone

Uber Technologies Inc (NYSE:UBER) stock is 3.5% lower to trade at $47.75 at last glance, after the ride-hailing company's second-quarter revenue missed the mark.

Uber Stock Brushes Off Upbeat Outlook

After losing $31.5 billion of operating income losses over the last nine years, Uber finally turned a profit during Q2.

Uber Stock Set For Biggest Loss In Months—Despite First-Ever Profitable Quarter

Uber Technologies (UBER) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to loss of $1.33 per share a year ago.

Uber Technologies (UBER) Q2 Earnings Top Estimates

Uber Technologies Inc (NYSE:UBER) recorded its first-ever operating profit after ridership increased to record levels in its second quarter. The ride sharing company reported better-than-expected net income in the second quarter, signaling progress on its profitability goals and moving beyond its cash-burning startup phase.

Uber achieves first-ever operating profit on record ridership in 2Q

Uber has reported that its revenue ticked up 14% last quarter, marking a slower pace of growth than recent quarters when sales surged as riders returned to pre-pandemic habits.

Uber's post-pandemic growth is slowing

Uber has reported an operating profit during a fiscal quarter for the first time in its history. The company reported its second quarter earnings for 2023 [PDF] on Tuesday morning, which included a net income of $394 million for the quarter, up $1.0 billion year-over-year and $588 million versus the preceding quarter.

Uber reports first quarterly operating profit in Q2 2023 results

Shares of Uber rose 4% in premarket trading Tuesday after the company reported second-quarter results that missed analysts' expectations for revenue but offered rosy guidance.

Uber reports second-quarter results that miss on revenue expectations

The ride-hailing company reported adjusted earnings of 18 cents a share for the June quarter, beating expectations of 16 cents a share.

Uber Delivers Earnings Beat with Trips Growth. The Stock Is Rising.

The company's ride-hailing and delivery businesses grew as efforts to stem losses bore fruit.

Uber Delivers First-Ever Operating Profit

Uber Technologies on Tuesday forecast third-quarter operating profit above Wall Street expectations as it sees growing demand for ride hailing due to strong leisure travel trends and gradual return to in-office work.

Uber forecasts quarterly operating profit above estimates on ride-hailing demand

The company's growth decelerated as the rebound from the pandemic normalized and its freight business declined. It also swung to a profit.

Uber Posts 14% Rise in Revenue as Growth Slows

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced financial results for the quarter ended June 30, 2023. Financial Highlights for Second Quarter 2023 Gross Bookings grew 16% year-over-year (“YoY”) to $33.6 billion, or 18% on a constant currency basis, with Mobility Gross Bookings of $16.7 billion (+25% YoY or +28% YoY constant currency) and Delivery Gross Bookings of $15.6 billion (+12% YoY or +14% YoY constant currency). Trips during the quarter grew 22% YoY.

Uber Announces Results for Second Quarter 2023

The company's top and bottom lines are improving dramatically, thanks to a combination of savvy acquisitions and a loyal customer base. Uber stock appears to be undervalued and could be headed to all-time highs.

Is Another Trillion-Dollar Stock Hiding in Plain Sight?

Avis Budget Group

Yum China Hlds

The small-cap Russell 2000 led the way again today, +0.82%, followed by +0.32% from the Nasdaq, +0.16% on the Dow and +0.06% for the S&P.

Markets Up, Yum China Beats, Avis Mixed

It wasn't too long ago that the ride-hailing market seemed like a race to the bottom, but Uber Technologies Inc. has managed to get on a different path.

Uber's stock has been feeling the love. Can earnings live up to the hype?

Advanced Micro Devices

Devon Energy

Starbucks

Virgin Galactic

Before markets opened on Monday, SoFi Technologies beat the consensus estimate for its second-quarter per-share loss by a penny and beat the consensus revenue estimate by about 3.2%.

Earnings Previews: AMD, Devon Energy, Starbucks, Uber, Virgin Galactic

Lyft is struggling with operational challenges and cost structure, while Uber is experiencing strong growth and market share gains. Uber has a larger market opportunity, formidable market leadership and is capitalizing on the shift toward the sharing economy. Uber's profitability is improving, and its subscription membership and other bets are driving growth and loyalty among riders.

Uber: Winner Takes All As Lyft Fades Into The Background

Apple

Amazon

Jobs data and PMIs are out this week. Plus, earnings from AMD, Caterpillar, Pfizer, Uber, Apple, Amazon, Airbnb, PayPal, Qualcomm, Alibaba, and more.

Apple, Amazon, Starbucks, Uber, AMD, and More Stocks to Watch This Week

The ride-share leader struggles with charging deserts and high prices.

Uber's Grand Plan to Go All-Electric in London Ran Into Gridlock

Uber Technologies Inc (NYSE:UBER) is the “top pick” of Oppenheimer analysts ahead the company's second-quarter earnings call on August 1. The firm pointed to the size and scope of Uber's user base, known as a network effect, as a major driver.

Uber a 'top pick' of analysts ahead of 2Q earnings next week

Earnings season can sometimes feel hectic, with a surplus of companies unveiling quarterly results daily. Still, that's just the nature of the period, and seasoned investors have become well used to this chaotic nature.

Earnings Season: 3 Upcoming Reports Investors Can't Ignore

Uber (UBER) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

News for Uber Stock (UBER)