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

DoorDash

Uber Technologies Inc , DoorDash Inc and other app-based food delivery companies filed lawsuits on Thursday seeking to strike down New York City's novel law setting a minimum wage for drivers.

Uber, DoorDash sue New York City over minimum wage law

David Trainer has identified a list of "zombie stocks" that he believes will go to zero due to their high cash burn rate and inability to raise new capital. These stocks include companies from various industries such as technology, restaurant concepts, and electric vehicles, including Uber, Wayfair, and Rivian.

Uber A Zombie Stock; Ford, GM Have Scalability And Expertise - David Trainer

Just Eat Takeaway.com NV

The companies say new minimum pay rates are based on flawed calculus and will raise consumer prices and limit worker flexibility.

DoorDash, Uber Eats, Grubhub Sue New York City Over Wage Law

Growth stock Uber has gained 74% so far this year. Wall Street estimates 119% earnings growth in 2024 as the company nears profitability.

Uber May Add To Its 74% Run; Its 2024 Earnings Are Expected To Soar 119%

Khosrowshahi says adding self-driving cars will bring ride prices down over time, and that will eventually spur more demand. Uber isn't betting that autonomous vehicles are going to completely take over the rideshare industry.

Uber CEO Dara Khosrowshahi says self-driving cars could one day make up 20% of drivers on the platform

First Trust US Equity Opportunities ETF

iShares Transportation Average ETF

The ride-hailing and food delivery giant Uber has been surging of late. These ETFs should benefi out of this trend.

Uber Hits Highest Level Since 2022: ETFs to Benefit

We continue to be buy-rated on Uber Technologies, Inc. The stock is up nearly 58% since our buy rating in early October, outperforming the S&P 500 by roughly 38%. We expect Uber to continue to outperform in 2H23, driven by post-pandemic tailwinds of customers returning to work/travel, causing mobility to surge. Consistent with our investment thesis in May, we see Uber generating profit for the first time since its inception this year; the company is now generating free cash flow.

Uber: Eyeing Net Profit In 2023

Lyft

The California Supreme Court on Wednesday agreed to hear the appeal of a state appeals court decision that let most of a state law on gig-worker classification stand.

California Supreme Court agrees to hear Prop. 22 appeal after ruling favoring Uber, Lyft

The past three years have been a mess for ride-hailing platforms like Uber Technologies and Lyft Inc. The pandemic shut down demand for rides, while delivery boomed. Then, when big cities and the broader economy reopened, there weren't enough drivers to meet riders' needs, and prices spiked.

Ride-share industry has entered a ‘post-recovery' phase, but Uber can still put up solid growth, analyst says

Top-performing stocks will lead the broader market averages at important turning points.

Leaders and Laggards: UBER Vs. LYFT

Uber dominates the US rideshare market and shows high growth potential, making it a strong long-term investment. The company's diverse range of services, including rideshare, food delivery, and freight transport, contribute to its competitive edge and impressive revenue growth. Despite risks from a highly competitive market, Uber's recent strides in technology and operations make it a strong buy with bright prospects.

Uber: A Dominant Force

Uber Eats may still be behind DoorDash when it comes to U.S. food delivery sales, but it has one key advantage when it comes to marketing to consumers — the rest of Uber's platform. Take, for instance, one PYMNTS employee's recent experience.

Uber Leverages Platform to Cross-Sell Consumers on Food Delivery

Bernstein believes the bull case for Uber Technologies Inc UBER has arrived, setting investors up for continued gains moving forward and shares are reacting positively.

The Bull Case For Uber Stock Has Arrived: 'One Of The Most Compelling FCF Growth Stories In U.S. Internet' - Uber Technologies (NYSE:UBER)

“Your bull case has arrived,” Bernstein analyst Nikhil Devnani proclaimed in a Monday note to clients, as he reiterated his view of Uber UBER, +3.43% shares as his top pick and lifted his price target to $50 from $45.

Uber's stock gets another strong endorsement as Bernstein sees a path to $60

Uber Technologies Inc. shares have been on a tear this year, but Barclays analyst Ross Sandler sees ample room for the dominant ride-hailing name to continue cruising.

Could Uber's stock cruise to $70? Barclays thinks it can keep riding higher in a big way.

HubSpot

Okta

Software has been one of the best industries to invest in. As Thoma Bravo states, the combination of high recurring revenues and profit margins makes it the best business in the world.

3 SaaS Stocks to Buy With Explosive Upside Potential

Second quarter layoffs continue apace after more than 136,000 employees were cut by major U.S. companies in the first quarter of 2023.

2023 Layoff Tracker: Uber Slashes 200 Recruiters

Drizly for Business is the go-to drinks service for corporate events, gifting and restocking; newly introduced business solutions include corporate bartending services, keg deliveries, and premium wine gift sets BOSTON , June 22, 2023 /PRNewswire/ --  Drizly , an Uber Company (NYSE: UBER), today introduced an expanded suite of business-focused offerings and an elevated Corporate Concierge service from  Drizly for Business . Designed to help businesses save time, stay on budget, and leverage expert recommendations, Drizly for Business supports all corporate alcohol delivery occasions, including events, gifting, and office restocking, whether it be for employees, clients or customers.

Drizly for Business Debuts Elevated Corporate Concierge Service & Suite of Premium Business-Focused Offerings

The latest cuts affect less than 1% of staff and follow other layoffs across the company.

Uber Is Laying Off 200 People in Recruiting Team

Uber Technologies Inc. UBER, +0.14% will cut about 200 recruiters in order to save costs, the Wall Street Journal reported Wednesday, citing an internal company memo. While the layoffs affect about 35% of the company's recruitment team, they account for less than 1% of Uber's headcount, the Journal reported.

Uber to cut 200 recruiters in cost-savings measure: WSJ

Uber Technologies Inc (NYSE:UBER) shares are up over 70% so far for 2023 and analysts at Oppenheimer think the transportation app has further to go.  They've maintained their ‘Outperform' rating on the company while increasing their 12-18 month price target to $65 from $55, citing higher peer valuations and increased confidence in the consumer tailwinds that are driving the stock.

Uber's ride should continue thanks to consumer tailwinds; possible S&P 500 inclusion

Bill.com

Picking the short-term direction of the stock market can be impossible. However, time smooths out volatility, so the longer you remain invested, the greater your chances of earning a positive return.

2 Super Stocks That Could Turn $200,000 Into $1 Million by 2033

Does Uber Technologies (UBER) have what it takes to be a top stock pick for momentum investors? Let's find out.

What Makes Uber Technologies (UBER) a Strong Momentum Stock: Buy Now?

Shares of Uber Technologies NYSE: UBER have been on a steady uptrend which started long before the technology stock mania pushed by NVIDIA NASDAQ: NVDA and its quarterly announcements toward the aggressive growth, undertaking the artificial intelligence space, considering that most technology companies today use one form of artificial intelligence or another, NVIDIA's message and results were enough to send the sector flying past averages.

Uber's Focus On Cash Flow Is Transforming The Brand

Delivery and mobility businesses are boosting UBER stock.

News for Uber Stock (UBER)