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

Domino's Pizza

The pizza chain says the initial U.S. rollout of the agreement will begin in the fall in four pilot markets.

Domino's Stock Jumps on Deal to List Menus on Uber Apps

Shares of Domino's Pizza Inc. DPZ, +0.69% rallied 2.5% toward a five-month high in premarket trading Wednesday, after The Wall Street Journal reported that the pizza chain has signed a deal with Uber Technologies Inc. to have its menus listed on food-delivery apps. That marks a change from Domino's long-held stance against working with food-delivery companies, the WSJ report said.

Domino's stock climbs toward a 5-month high after WSJ reports listing menus on Uber's apps

Unprecedented global agreement provides new ordering option for customers, with deliveries handled by Domino's delivery experts ANN ARBOR, Mich. , July 12, 2023 /PRNewswire/ -- Domino's Pizza Inc. (NYSE: DPZ), the largest pizza company in the world, has entered into a new global agreement with Uber (NYSE:UBER).

Domino's® Introduces a New Way to Order Using Uber Eats Marketplace

The pizza chain hopes to generate $1 billion in sales after losing business to food-delivery apps.

Domino's Pizza Strikes Deal With Uber

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its second quarter 2023 financial results on Tuesday, August 1st 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 to.

Uber Announces Date of Second Quarter 2023 Results Conference Call

In light of a big move higher in internet stocks this year, Evercore ISI analyst Mark Mahaney still sees potential in the sector, though his preferences have shifted.

Meta is no longer this analyst's top internet stock pick. Here's what's supplanted it.

A teenage member of the Lapsus$ hacking group hacked Uber and fintech firm Revolut then blackmailed the developers of best-selling videogame Grand Theft Auto, prosecutors have told a London court.

Teen hacked Uber, Revolut and Grand Theft Auto maker, London court hears

SAN FRANCISCO , July 11, 2023 /PRNewswire/ - RideCo, a leader in on-demand transit technology, and Uber Technologies Inc., (NYSE: UBER) have announced a newly formed partnership to offer transit agencies overflow (TNC) options. This unique technology integration enables agencies to scale and implement alternative transportation options while minimizing organizational demands and disruption to their existing network.

RideCo and Uber Announce Partnership and Technology Integration to Advance Transit Agency Offerings

Uber Chief Financial Officer Nelson Chai is reportedly planning to leave the firm after five years. Chai told the company's CEO, Dara Khosrowshahi, that he intends to move on, but an effective date has not been chosen, Bloomberg reported Monday (July 10), citing unnamed sources.

Report: After 5 Years, Uber CFO Nelson Chai Plans to Leave

Uber Technologies Inc. UBER, -0.30% shares were little changed late Monday following a report that its financial chief was planning to leave. Late Monday, Bloomberg reported that CFO Nelson Chai has already alerted Chief Executive Dara Khosrowshahi of his plans, but that timing has yet to be decided upon, citing unnamed sources close to the matter.

Uber CFO Chai plans to leave, timing to be decided: report

Lyft

The two ride-hailing outfits are shockingly different in size. While smaller companies tend to be nimbler, they're also often relatively underfunded.

Better Buy: Uber vs. Lyft

DoorDash

Just Eat Takeaway.com NV

A judge has reportedly halted a New York City minimum wage law that is opposed by app-based food delivery firms.

Report: Judge Halts NYC Law Opposed by App-Based Food Delivery Firms

A judge has blocked New York City's minimum wage law for food delivery workers from going into effect on July 12 after DoorDash and Grubhub filed a lawsuit against the city.

Judge temporarily blocks NYC's food delivery minimum wage law

Uber Eats and other food service companies sued the city of New York City on Thursday over plans to increase the minimum wage for delivery drivers. Pay for the workers is set to increase to US$17.96 per hour under the new rules, which are due to come into effect on July 12.

Uber Eats set for courtroom battle over driver pay

Food delivery platforms DoorDash, Grubhub and Uber Eats are challenging in court New York City's new minimum wage law for app food delivery workers.

Doordash, Grubhub and Uber sue New York City over minimum wage law

Delivery-app companies sued New York City on Thursday over a law that requires them to start paying tens of thousands of delivery workers a minimum wage starting next week.

DoorDash, Uber and Grubhub sue New York City over minimum wage for delivery workers

Uber and DoorDash face significant operational challenges as New York City's new minimum wage law, tripling base pay for gig workers, threatens to disrupt their cost structures and impact their path to profitability.

New York's Minimum Wage Law Sends Shockwaves Through Gig Economy

The law will require that drivers be paid $17.96 an hour, which will rise to nearly $20 in April 2025. Companies can decide whether to pay drivers hourly or per delivery.

Uber, DoorDash sue NYC over minimum-wage law

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

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.

News for Uber Stock (UBER)