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 remains a compelling investment due to robust growth, strategic positioning in ride-sharing and food delivery, and investments in autonomous vehicles and technology innovation. The company's Q2 performance highlights 15% YoY revenue growth, and improved profitability with a 71% YoY increase in EBITDA. There is building excitement around Uber's autonomous driving potential, highlighted by strategic partnerships with Cruise and Waymo, enhancing AV technology access and operational efficiency.

Uber: Commercialized Autonomous Driving Presents Significant Potential

UBER may experience further volatility due to Tesla's upcoming robotaxi event, albeit well balanced by the former's strategic investments in autonomous driving and growing OEM partnerships. UBER's advertising segment demonstrates significant growth potential, contributing to the top/ bottom line expansion opportunities. With the stock still extremely cheap at PEG ratio of 0.66x, we believe that its investment thesis remains robust, significantly aided by the healthier balance sheet and rich FCF generation.

Uber: Rideshare Moat Remains Undisputed, Tesla's Robotaxi Poses Risk Ahead

Alphabet

Will Waymo Partnership Make Uber the King of Robotaxis?

Uber's Bold Step Into Driverless Rides: Here's What It Means for the Future of Travel

Uber's growth potential is immense, driven by user growth, increased engagement, and new products, making mid-to-high teens revenue growth achievable. Margin expansion and cash flow improvements are expected as Uber scales, benefiting from operational leverage and a capital-light business model. Autonomous vehicle fears are overblown; Uber is well-positioned to partner with AV players, leveraging its extensive ride-hail network and technology.

Uber Technologies: It's All About Cleaning The P&L And Stopping Dilution (Rating Upgrade)

Uber Technologies Inc. (NYSE: UBER) saw its stock jump over 5% on Friday after announcing an expanded partnership with Waymo, the autonomous driving subsidiary of Alphabet Inc.

Is Uber a buy following robotaxi deal with Waymo?

The robotaxi service is expanding into Austin and Atlanta. Here's everywhere else you can hail a Waymo ride.

Uber is Launching Driverless Rides With Waymo: Here's Where You Can Book Them

Uber Technologies (UBER) shares jumped Friday after the ride-share provider said it would expand its partnership with Alphabet-owned (GOOGL) autonomous vehicle technology firm Waymo to add more driverless car rides.

Uber Is Expanding Waymo Driverless Rides to Austin and Atlanta

The latest partnership between the companies comes as self-driving cars are gaining traction.

Waymo to Offer Self-Driving Cars Only on Uber in Austin and Atlanta

Uber will soon offer rides in Waymo self-driving cars in Austin and Atlanta. Uber stock jumped on the news.

Uber Stock Jumps As Waymo Robotaxi Partnership Expands To Austin And Atlanta

The ride-hailing company announces an expansion of its existing partnership with Alphabet's Waymo.

Uber Stock Is S&P 500's Top Performer. Expanded Waymo Deal Presses Gas on Autonomous Driving.

Ride-hailing platform Uber Technologies said on Friday it would bring autonomous ride hailing to Austin, Texas, and Atlanta, Georgia, in partnership with Alphabet's Waymo.

Uber, Waymo bring autonomous ride hailing to Austin, Atlanta

Uber riders in Austin and Atlanta will be able to hail a Waymo robotaxi through the app in early 2025 as part of an expanded partnership between the two companies.

Waymo robotaxis will be on the Uber app in Austin, Atlanta in early 2025

Uber will offer driverless ride-hailing trips with Waymo in Austin, Texas, and Atlanta starting early 2025 The rides will only be available via the Uber app

Uber announces expansion of Waymo partnership to Austin and Atlanta

SAN FRANCISCO & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Today, Uber Technologies, Inc. (NYSE: UBER) and Waymo LLC announced an expansion of their existing partnership to make the Waymo Driver available to more people via Uber. Beginning in early 2025, Waymo and Uber will bring autonomous ride-hailing to Austin and Atlanta, only on the Uber app. In these cities, Uber will manage and dispatch a fleet of Waymo's fully autonomous, all-electric Jaguar I-PACE vehicles that will grow to hundreds over.

Uber and Waymo Expand Partnership to Bring Autonomous Ride-Hailing to Austin and Atlanta

Uber isn't making autonomous vehicles, but it may make a lot of money on autonomous vehicles anyway.

Uber's Massive Play in Autonomous Vehicles

In the latest trading session, Uber Technologies (UBER) closed at $70.11, marking a +1.62% move from the previous day.

Uber Technologies (UBER) Outperforms Broader Market: What You Need to Know

Uber Freight announced an integration with Uber Direct, the company's on-demand Delivery-as-a-Service platform. “The partnership brings together one of North America's largest logistics networks with one of the largest same-day delivery courier networks,” Uber Freight said in a Tuesday (Sept.

Uber Integrates Freight and Delivery-as-a-Service Platforms

New updates across the product suite and a new integration with Uber Direct will further accelerate company's momentum New updates across the product suite and a new integration with Uber Direct will further accelerate company's momentum

Uber Freight Advances End-to-End Logistics with Platform Enhancements, Generative AI-Powered Tech and Expanded Final Mile Offerings

Uber Technologies, Inc. (NYSE:UBER ) Goldman Sachs Communacopia & Technology Conference September 9, 2024 5:25 PM ET Company Participants Dara Khosrowshahi - CEO Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan It is my pleasure to welcome Uber Technologies' Dara Khosrowshahi, CEO, to the stage for fireside chat. I am going to read a quick safe harbor and then Dara and I are going to get into it and we have a lot to talk about because there's always a lot going on with Uber.

Uber Technologies, Inc. (UBER) CEO Dara Khosrowshahi presents at Goldman Sachs Communacopia & Technology Conference (Transcript)

With UBER shares performing well, we try to assess the investment worthiness of the stock in the current situation.

Uber Stock Appreciates 13% YTD: What Should Investors Do Now?

Meta's Oversight Board has ruled to allow the use of the phrase "From the River to the Sea" on platforms like Facebook and Instagram.

Uber: From IPO Hype To Investor Fallout

Uber (UBER) reported earnings 30 days ago. What's next for the stock?

Uber (UBER) Up 9.2% Since Last Earnings Report: Can It Continue?

Uber customers throughout the U.S., Canada, France, the United Kingdom, and Australia will soon be able to rent from Turo's expansive selection of vehicles directly through the Uber platform SAN FRANCISCO , Sept. 5, 2024 /PRNewswire/ -- Uber Technologies, Inc. (NYSE: UBER) and Turo, Inc. the world's largest peer-to-peer car sharing marketplace, today announced a multi-year partnership which will enable Uber customers to rent from Turo's wide- ranging selection of vehicles directly from the Uber app across key global markets.

Uber and Turo announce partnership to bring Turo vehicles to Uber Rent

Palantir Technologies

PayPal

A lot has been spoken about the “September Effect” when most investors see their portfolios plunge.

Got $1000: Buy These Under $100 Stocks in September

Uber Technologies (NYSE:UBER) is among the top global players in the ride-hailing market, serving up more than

News for Uber Stock (UBER)