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

Lyft

Lyft and Uber threatened to stop doing business in Minneapolis after the city council adopted a new rule Thursday that would set a minimum wage for rideshare drivers.

Lyft and Uber say they will leave Minneapolis if the mayor signs a minimum wage bill for drivers

Tapestry

Automatic Data Processing

Capri Holdings Ltd

Brinker International

Hawaiian Electric Industries

JD.com

Nordstrom

Paychex

Synopsys

SoFi Technologies

Here are some of the tickers on my radar for Thursday, Aug. 17, taken directly from my reporter's notebook.

Here are the 11 stocks Jim Cramer is watching, including Tapestry, Brinker, Uber

A leading beverage alcohol specialty marketplace teams up with Tyler Cameron todebut its one-of-a-kind generator for ridiculous party themes and the best drink pairings BOSTON , Aug. 17, 2023 /PRNewswire/ -- Need a party idea? To help consumers be the host(ess) with the mostest, Drizly , an Uber Company (NYSE: UBER), today announced the launch of its new Party Theme Generator 3000.

Drizly Introduces New Hosting Tool to Help Hosts Throw the Most Epic Party Ever: The Party Theme & Drinks Generator

Uber stock has almost always failed to break through the $50 barrier except in early 2021 when it briefly traded close to $60 before entering a bear run. There is a striking similarity between Uber's business strategy and the early days of Meta Platforms. Uber is ever so close to profitability, and Wall Street analysts have taken notice. Many analysts expect Uber to break even this year and report GAAP profits starting next year.

Uber Stock: The Path Toward Overcoming The Resistance At $50

Clorox

McKesson

The Q2 earnings season is nearly in the books. As of Aug. 4, 84% of the S&P 500 had reported their results.

3 Most Surprising Takeaways from Q2 Earnings Season

Roblox

It also applies to rideshare and food delivery, as illustrated by Uber Technologies Inc. NYSE: UBER and its daily active users (DAUs). Daily active users generate higher revenues from customers, including passengers, riders, diners and shoppers.

Trick or Treat? 2 Stocks with Rising Usage But Falling Prices

Palantir Technologies

Earlier this year, Cathie Wood and Ark Invest, the firm she manages, bought millions of Palantir shares. Combined, David Tepper of Appaloosa Management and James Simons of Renaissance Technologies bought more than 10 million shares of Uber Technologies in the first quarter.

2 Magnificent Growth Stocks Billionaires Keep Buying Hand Over Fist

Uber is on the verge of earnings growth after years of losses. There are several revenue growth catalysts looming.

This Magnificent Growth Stock Could Soon Be a Breath-Taking Bargain

Uber reported mixed Q2 results. Uber's ecosystem benefits from network effects.

1 Reason to Buy Uber Stock Now, and 1 Reason to Hold Off

Amazon

NVIDIA

Dan Loeb's Third Point LLC built new positions in Uber Technologies Inc., Amazon.com Inc. and Nvidia Corp. during the latest quarter.

Dan Loeb's Third Point wagers on Nvidia, Amazon, Uber with new positions

Asure Software

Wix.com

On top of strong expected growth, all three have enjoyed positive earnings estimate revisions, indicating optimism among analysts.

3 Top-Ranked Tech Stocks to Buy for Growth

Plus a look at common tax myths about digital nomads.

Uber Makes a Profit

C3.ai

First Solar

IonQ

Li Auto Inc.

Symbotic Inc

Upstart Holdings

Any investor wanting outsized returns should look at growth stocks. While value stocks are perfectly fine for a long-term portfolio, growth stocks are the ticket for investors with a shorter time horizon and looking for dynamic returns.

7 Great Growth Stocks Smart Investors Should Be Grabbing Up Now

Uber Technologies, a US-based company, dominates the ride-share market in North America. It also offers food and package delivery and freight transport services. Despite intense competition, Uber's financials indicate a shift toward profitability. The company also has the potential to expand further. Uber's future looks bright with the potential use of self-driving vehicles, which could drastically improve profit margins. The company's freight segment also shows potential for significant growth.

Uber Technologies: Room For Drastic Growth

Shoppers across Iowa, Illinois, Kansas, Minnesota, Missouri, Nebraska, South Dakota, and Wisconsin can access same-day delivery on their favorite grocery items and enter the exclusive Uber Eats 2023 NFL Kickoff Tickets sweepstakes. SAN FRANCISCO , Aug. 11, 2023 /PRNewswire/ -- Today, Uber Technologies, Inc. (NYSE: UBER) announced its new partnership with grocery chain Hy-Vee to offer on-demand and scheduled grocery delivery to customers across the Midwest, strengthening Uber Eats' grocery selection in Iowa, Illinois, Kansas, Minnesota, Missouri, Nebraska, South Dakota and Wisconsin.

Uber Offers Exclusive NFL Experience to Launch Hy-Vee for On-Demand Grocery Delivery

While Lyft's quarterly losses narrowed, its revenue growth was considerably slower than Uber's as it seeks to compete on price.

Lyft Stock Drops. New CEO's Reset Plan Doesn't Look Like a Threat to Uber Yet.

Uber has long struggled to turn a profit, but the company turned a corner.

Uber Shocks Investors With Surprise Profit

Tesla

As the market looks to shake off pressure, Tesla stock joins Nvidia, Meta, Celsius and more on this list of top stocks to buy and watch.

Tesla, Nvidia, Meta, Uber And More Rev Up This List Of Leaders

Coinbase

Carvana

DraftKings

GitLab

Roundhill Meme ETF

Rivian Automotive

The rise of meme stocks was one of the biggest stories during the volatile markets of 2020 and 2021. While many stocks saw unexpectedly impressive gains as the COVID-19 pandemic raged, the meme stocks were going parabolic thanks to a combination of government money, irrational enthusiasm and social media virality.

8 Best Meme Stocks to Buy Now

The growth trajectory that led to Uber's recent swing to an operating profit is still intact. Lyft doesn't enjoy enough scale to produce the sort of profitability that can rival Uber.

A Bull Market Could Be Here: 4 Reasons to Buy Uber Stock

Airbnb

Uber just reported its first GAAP profit. Airbnb is generating monster free-cash-flow margins The two stocks have a surprising number of similarities.

Which Is a Better Buy: Uber or Airbnb?

The technology sector is the single greatest value creator in U.S. history. Five American companies now have valuations of more than $1 trillion.

1 Unstoppable Stock That Could Soar 1,063% to Join the $1 Trillion Club

Uber reported its first quarterly operating profit ever this week. Here's a chart showing the ride-hailing giant's path to profitability.

Uber reported its first quarterly profit ever this week. Here's a look at how it got there.

Uber posted a mixed Q2 report. The ridesharing specialist crossed two major milestones: Its operating profit turned positive for the first time and its free cash flow topped $1 billion.

Is Uber Technologies Stock a Buy Now?

We remain buy-rated on Uber Technologies, Inc. post Q2 2023 earning results. We continue to see an upside ahead for the stock into 2024. Consistent with our expectation, we're seeing mobility and delivery gross bookings increase Y/Y driving revenue growth, despite the miss on revenue estimates this quarter. We see revenue growth acceleration driven by increased mobility gross bookings in 2H23 and improved margins as the company shifts focus toward profitable growth.

News for Uber Stock (UBER)