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 Technologies will roll out an AI assistant powered by OpenAI's technology to help drivers transition to electric vehicles, as part of its efforts to lower emissions.

Uber to launch AI assistant powered by OpenAI's GPT-4o to help drivers go electric

Uber is updating its platform with new sustainability-minded features, including an "EV preference" that will let customers opt for fully electric vehicles by default, whenever they hail a ride. On the delivery side of its platform, the company is adding farmers' market produce to Uber Eats offerings in two major U.S. markets: New York City and Los Angeles.

Uber gives users option to only hail full-electric vehicles, launches AI chatbot for the EV-curious

Uber is continuing its push to bring more electric vehicles onto the ride-hail and delivery platform, and it thinks giving drivers a chatbot to answer all their EV questions will help. Starting early 2025, Uber will launch an AI assistant for drivers in the U.S. powered by OpenAI's GPT-4o.

Uber to launch OpenAI-powered AI assistant to answer driver EV questions

Dara Khosrowshahi, chief executive of ride-hailing giant Uber Technologies Inc (NYSE:UBER, ETR:UT8), has called on passengers to donate a few minutes of their time to the green economy. He urged customers to be patient when ordering a vehicle, stating that “a couple of minutes isn't going to kill anyone", in a BBC interview.

Uber boss tells riders: Wait longer for an electric car

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its third quarter 2024 financial results on Thursday, October 31st, at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time). A live webcast of the conference call and earnings release materials can be found on Uber's Investor Relations website at investor.uber.com. A replay of the conference call will be accessible for at least 90 days. Disclosure Information Uber uses and intends.

Uber Announces Date of Third Quarter 2024 Results Conference Call

Lyft

Uber and Lyft have lost a chance to have an appeal heard by the Supreme Court. The case involves lawsuits brought against the companies by the state of California, which claimed Uber and Lyft had misclassified their workers.

Supreme Court Won't Hear Uber and Lyft Gig Worker Appeal

The U.S. Supreme Court declined on Monday to hear a challenge by Uber and Lyft to lawsuits by the state of California on behalf of drivers who signed agreements to keep legal disputes with the ride-hailing companies out of court in a legal fight over their status as contractors.

US Supreme Court rebuffs Uber, Lyft bid to avoid California driver suits

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Uber To Rally Over 33%? Here Are 10 Top Analyst Forecasts For Monday

Tesla

Waymo provides 100,000 paid rides per week in the U.S. cities where it operates, and Tesla is unveiling its robotaxi this week. But will the public trust them?

Robotaxis are here but the public is reluctant to embrace them

CyberArk Software

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Uber Technologies and Meta Platforms

Top Wall Street analysts favor these stocks for attractive long-term potential

Uber broadens its network of self-driving technology partners through its collaboration with Avride.

Uber and Avride Team Up for Food Deliveries and Robotaxi Services

Uber Technologies Inc. UBER stock has been on quite a ride, climbing 24.94% year-to-date and 62.31% over the past year. But while the company's robot-filled future is making headlines, the technicals tell a different story.

Uber Stock Stalls At A Crossroad: Short-Term Dips, Long-Term Hopes

Adobe

Consumer tech stocks to keep an eye on in the stock market right now.

2 Consumer Technology Stocks To Watch Today

Uber has launched a partnership with delivery robot/autonomous vehicle maker Avirde. The collaboration will launch in the coming weeks in Austin, letting Uber Eats customers get their food delivered by Avride's sidewalk robots, per a Thursday (Oct. 3) press release.

Uber Expands Robot Delivery and Robotaxi Offerings With Avride

Uber said it is partnering with autonomous vehicle developer Avride, ahead of a buzzy Tesla robotaxi event.

Uber Strikes Another Autonomous Partnership As Tesla Robotaxi Event Looms

Uber Technologies said on Thursday it was partnering with autonomous technology startup Avride for food deliveries and robotaxi services, as the ride-hail major rapidly extends its network of self-driving technology partners.

Uber ties up with Avride for food deliveries, robotaxi rides

Uber is not done snatching up autonomous vehicle partnerships.

Uber taps Yandex spinout Avride for autonomous delivery and ride-hail partnership

SAN FRANCISCO & AUSTIN, Texas--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) and Avride today announced a multiyear strategic partnership to bring Avride's delivery robots and autonomous vehicles to Uber and Uber Eats. The delivery partnership will launch first with sidewalk robots on Uber Eats in Austin in the coming weeks, before expanding to Dallas and Jersey City, New Jersey, later this year. The mobility partnership is expected to launch for riders in Dallas later next year. After.

Uber and Avride Announce Autonomous Delivery and Mobility Partnership

A self-driving Tesla carrying a passenger for Uber rammed into an SUV at an intersection in suburban Las Vegas in April, an accident that sparked new concerns that a growing stable of self-styled "robotaxis" is exploiting a regulatory gray area in U.S. cities, putting lives at risk.

Insight: Uber, Lyft drivers use Teslas as makeshift robotaxis, raising safety concerns

Alphabet

Waymo has gotten one step closer to a commercial launch in Austin by early 2025. This week, the company will open its fully autonomous ride-hailing service to certain members of the public in the city as part of an ongoing partnership with Uber.

Waymo begins offering robotaxi rides via Uber in Austin

Amazon

Citi notes some of the ways investors can play internet trends going into the third-quarter earnings.

Meta, Amazon and Uber Top Picks To Play This Trend Ahead of Next Earnings Season

In the latest trading session, Uber Technologies (UBER) closed at $75.16, marking a -0.78% move from the previous day.

Uber Technologies (UBER) Stock Drops Despite Market Gains: Important Facts to Note

Uber (UBER) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Investors Heavily Search Uber Technologies, Inc. (UBER): Here is What You Need to Know

Uber has signed a number of new autonomous vehicle partnerships over the past few months. The breadth of these deals helps Uber to secure its global leadership position in rideshare while providing an avenue for long-term margin expansion. In Uber's most recent quarter, the company achieved >70% growth in adjusted EBITDA, powered by strong bookings in both the rideshare and delivery segments.

Uber: Fantastic Trends In The Present, Autonomous Opportunity To Drive The Future

NVIDIA

Exxon Mobil

Tom Yeung here with this week's Sunday Digest. Last week, I discussed the contrarian bets that billionaire investors often make.

News for Uber Stock (UBER)