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

The smaller ride-hailing outfit isn't showing any signs it will swing to an operating profit anytime soon.

Uber Is Getting Better as it Gets Bigger. Lyft Isn't.

The future of ride-hailing is autonomous vehicles, and it's set for a growth explosion, according to the tech-focused firm.

This Industry Will Be Worth $14 Trillion by 2027, Says Ark Invest -- Here's the Stock to Buy Now

The ride-hailing and delivery giant has a bright future.

Where Will Uber Technologies Stock Be in 1 Year?

Fintel reports that Morgan Stanley has filed a 13G/A form with the SEC disclosing ownership of 147.33MM shares of Uber Technologies Inc (UBER).

Morgan Stanley Increases Position in Uber

After getting more efficient in the COVID downturn, Uber is leaner and meaner today under impressive new leadership.

Why The Pandemic Was the Best Thing to Ever Happen to Uber

Upon first glance, the headline of rideshare giant Uber Technologies Inc. (NASDAQ: UBER) earning a GAAP profit of $0.29 per share sends the mind racing. Investors euphorically rejoiced that Uber had finally hit actual profitability on a GAAP basis, as shares spiked 5% on the news.

Uber May Achieve Profitability, Despite the Clickbait Headlines

The Station is a weekly newsletter dedicated to all things transportation. Sign up here — just click The Station — to receive the full edition of the newsletter every weekend in your inbox.

Uber and Lyft earnings diverge, a self-driving truck roadblock emerges and Redwood Materials lands a big one

C3.ai

Carvana

Netflix

NVIDIA

SoFi Technologies

Tesla

Over the last few weeks, scores of stocks have come back stronger than ever. Unfortunately, many of those are now leading the list of stocks to avoid.

7 Stocks to Avoid Now That Everyone Loves Them

Adyen NV

Chipotle

Plus Jean Poggi, assistant managing editor at Ad Age, joins the podcast to talk about multimillion-dollar Super Bowl ads.

The Latest From Chipotle, Adyen, and Uber

Uber is the dominant market leader in ridesharing and has accelerated two further "growth engines", its Delivery and Freight businesses. The company reported strong financial results for the fourth quarter of 2022 as it beat both revenue and earnings growth estimates.

Uber: 3 Roaring Growth Engines And Undervalued

The Uber versus Lyft battle illuminates a stark reality as the pandemic recedes: The broader the platform — the more opportunity for users (and drivers) to pivot between activities without leaving the ecosystem — the better the revenue tailwind. At least for now, the stocks tell the tale, as investors weigh in.

Lyft Stock Decline Draws Sharp Contrast to Uber's Broader Platform Strategy

Shares of Lyft fell more than 30% before the bell on Friday after forecasting first-quarter profit below estimates, amplifying worries that it was falling behind Uber as the ride-hailing firms look to rebound from pandemic lows.

Lyft falls as forecast exacerbates worries of falling behind Uber

The ride-hailing company received analyst downgrades after forecasting weak revenue as it seeks to compete with its main rival's pricing.

Lyft Stock Tumbles Further. Uber Price War Ramps Up.

The euphoria over the company's latest set of quarterly earnings didn't last long.

Why Uber Stock Was Thrown Into Reverse Today

3 Big Surprises in Earnings Season So Far

Uber Technologies (UBER) fourth-quarter 2022 revenues increase year over year.

Uber Technologies (UBER) Q4 Earnings & Revenues Beat Estimates

Uber Technologies Inc (NYSE:UBER) has earned a repeat ‘Outperform' rating and a price target raise to US$40 from $US38 from Wedbush analysts after the ride share giant reported strong fourth quarter 2022 earnings on Wednesday. Uber's shares were flat in pre-market trading on Thursday at about US$36.82.

Uber gets repeat ‘Outperform' rating and higher price target from Wedbush analysts after 4Q results

Uber gets repeat ‘Outperform' rating and higher price target from Wedbush analysts after 4Q reults

Shares of the ride-hailing specialist jumped after it beat estimates on the top and bottom lines.

Why Uber Stock Was Climbing Today

DoorDash

In the race between aggregators, Uber Eats is prioritizing profitability while DoorDash is eyeing geographic growth. The delivery service may not be able to compete with United States category leader DoorDash's geographic reach, but what it does have is the entire cross-vertical Uber user base at its disposal.

Uber Eats Prioritizes Unit Economics as DoorDash Focuses on Reach

Uber (NYSE: UBER ) stock finished the day higher by 5.5% after the ride-hailing company reported its fourth-quarter earnings. Earnings per share (EPS) tallied in at 29 cents, beating analysts estimate of 19 cents, while revenue was $8.6 billion, up 49% year-over-year (YOY) and also beating the estimate of $8.49 billion.

5 Investors Betting Big on UBER Stock Right Now

Uber Freight's EBITDA in the fourth quarter improved from a year ago, but sequentially it took a significant downturn from the third quarter. Uber Freight's (NYSE: UBER) earnings before interest, taxes, depreciation and amortization were barely positive in the third quarter, coming in at $1 million.

Uber Freight's Q4 revenue, EBITDA headed wrong way from prior quarter

Uber revenues surged in the fourth quarter on resurgent consumer activity as the ride-hailing company on Wednesday said it would be largely insulated from an economic downturn.

Uber reports surge in Q4 revenues, offers bullish outlook

“The pandemic's impact on our mobility business is now well and truly behind us.”  Uber CEO Dana Khosrowshahi struck a positive tone on the most recent earnings call Wednesday (Feb.

Uber Sees Q4 Bookings Boost as Members Move Beyond Ride-Hailing

Uber Technologies Inc.'s cost discipline, combined with improved demand despite the weak economy, and the ride-hailing app company is actually talking about GAAP profits later this year.

News for Uber Stock (UBER)