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 has recently begun to generate free cash flow, proving its business model viable and attracting a wave of bullish investors. This has pushed share prices to 18-month highs. Evaluating its forward prospects, we can note that the company's unique nature as an asset-light logistics software platform offers strong economic benefits, which both protect the downside and augment the upside. These economic properties, along with its massive and growing target set of markets, give me confidence that Uber can continue growing at recent rates for the next 5 years.

Uber: Growth Just Getting Started

In line with its stated business strategy, the ride-share giant signaled a retreat from two markets abroad. It will cease its food delivery service in Italy, and withdraw from Israel entirely.

Why Uber Stock Zoomed 5% Higher on Thursday

Uber Technologies Inc (NYSE:UBER) announced on Thursday that it will cease operations in Israel, where the company has not built sufficient market share, Reuters reported.   A company spokesperson stated that the action is “in line with our efforts to focus on markets where we have opportunities for sustainable growth.

Uber pulls out of Israel; ends food delivery in Italy

The company, which sees ad sales as a key growth area, will debut long-form videos on Uber Eats, Drizly and its ride-hailing app.

Video Ads Are Coming to All Your Uber Apps

Ride-hailing and food delivery giant Uber Technologies (NYSE: UBER) has experienced an impressive surge in its stock price in 2023, fueled by a group of drivers including better-than-expected financial results, a growing user base, and rapid expansion of the artificial intelligence (AI), which Uber employs in its operations.

Uber Eats robo-revolution: How 2,000 delivery bots could spell fortune for UBER stock

Uber is adding groceries and over-the-counter medical items to its Uber Health services.  It's the latest company to bet big on prescribing food as medicine.

Uber is going toe-to-toe with Instacart in a bet that delivering groceries can cut healthcare costs by billions

Adobe

G-III Apparel Group

The likelihood of a pause in interest rate hikes and weakening inflation bode well for stocks such as Adobe (ADBE), Uber Technologies (UBER) & GIII Apparel (GIII).

3 Must-Buy Stocks on Signs of Inflation Cooling Down

Uber has been outmaneuvered in one of the world's largest taxi markets by the man known as Japan's taxi prince.

The 'Taxi Prince' Is Taking on Uber---and Winning

DoorDash

Lyft

A federal labor board ruling Tuesday on worker classification could make it easier for app-based gig workers to unionize.

How opera workers' ruling could help Uber, Lyft and DoorDash workers unionize

New York City announced a new law making $18 the minimum wage for delivery workers. DoorDash and Uber worry the law will hamper flexibility and reduce the delivery workforce.

Uber and DoorDash warn of huge changes when New York City adopts its new $18 minimum wage for delivery workers

Uber has transformed into a global mobility powerhouse, with potential for massive growth in delivery, mobility, and freight/logistics digitization. The company is now free cash flow positive, reducing the need for dilution and allowing for potential capital returns to shareholders. Uber's revenue has grown to $33.8 billion in the last twelve months, up from $11 billion at the time of its IPO. We think it could double again from here.

Uber: Revenue Could Double By 2026

Starting next month, tens of thousands of New York City restaurant delivery workers will finally see a new minimum pay rate — a wage floor two years in the making, and the first of its kind in the nation.

‘This is something huge for us': Food-delivery workers in New York set to earn $18 minimum wage next month

UBER's management aims to launch its car-sharing service in two more cities.

Uber (UBER) Announces Expansion of Its Car-Sharing Service

New York City on Sunday announced a new minimum pay-rate for app food delivery workers amid a rise in use of services like UberEats and DoorDash since the pandemic.

New York City announces minimum wage for app food delivery workers

Alphabet

Uber failed in building its own autonomous driving technology, so now it's turning to a big partner.

Driving Revolution: Uber and Waymo Join Forces

Bank of America Global Research expects a solid retail sales report next week, driven by still-strong travel spending. Uber is expanding into new markets and forging strategic partnerships, with the potential for leadership in the autonomous vehicle revolution. The company's valuation is not too expensive considering its EPS trajectory, and technicals support the bullish case.

The Uber Ride Is Smoothing Out, Earnings Upside Ahead, Eyeing $50

Uber's stock price had a complicated history of ups and downs since the company went public four years ago. My valuation suggests the upside potential is massive, though risks and uncertainties are also notable. I believe that the upside potential outweighs the potential risks because the company is consistently demonstrating margin expansion as the business scales up.

Uber: Very Attractive Upside Potential Outweighs Risks

Uber UBER, +0.67% is launching a new feature that will give people an opportunity to make money by loaning their vehicle when they are not using it.

Uber announces Carshare, which will allow people to loan out their car for money

Uber has transformed both its financial profile and reputation. Amidst struggles in the tech sector, Uber is generating cash flow and showing resilient growth rates. The higher interest rate environment may limit the ability of competitors to compete on price.

Uber: Surprising Beneficiary Of Rising Interest Rates

New York City is considering a bill that would address a top issue for its tens of thousands of ride-hailing drivers: getting kicked off apps like Uber and Lyft.

Uber, Lyft drivers would get help with deactivations under NYC bill

Uber's new Carshare option, part of its sustainability effort, provides a platform for car owners to list their vehicles to local borrowers at hourly and daily rates.

Uber enters car rental market

Cleaner rides, greener eats, a happier planet.

How Uber Plans to Slash the Carbon Footprint of Your Food Deliveries and Rides

U.S. ride-hailing giant Uber said on Thursday that customers will soon be able to track emissions avoided when choosing greener rides and have the option of shared rides in more cities to further reduce CO2 emissions.

Uber says green rides will enable customers to track CO2 savings

Uber plans to bring peer-to-peer car sharing to North America, starting with Toronto and Boston, the company said Thursday at its Go-Get product event in London. The ride-hailing and delivery app company launched a car-sharing service in Australia last year after acquiring local startup Car Next Door.

Uber is taking its car-sharing service to North America

Redfin

Since 1985, the Nasdaq-100 index has only declined in consecutive years on one occasion. The index plunged in 2022, but true to form, it's surged 34% already in 2023.

News for Uber Stock (UBER)