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

Oasis fans are furious with Ticketmaster, but analysts expect dynamic pricing to become more widespread because it maximizes profit margins.

Ticketmaster's Oasis Pricing Strategy Ticked Off Fans. How Uber Made the Same Model Work.

Uber Technologies (UBER) closed at $74.71 in the latest trading session, marking a +1.04% move from the prior day.

Uber Technologies (UBER) Exceeds Market Returns: Some Facts to Consider

Olive Garden, a longtime holdout against third-party delivery apps, reversed course on Thursday by announcing a partnership between its parent company, Darden Restaurants, and the ride-hailing company Uber Technologies.

Stick with Uber Eats: Olive Garden is rolling out home food delivery with a twist

Uber's growth, monetization, and profitability, driven by a sticky, high-spend user base, have led to an 81% return since our first 'Strong Buy' rating in June 2023. In April of this year, we downgraded Uber as we weren't sure how management would navigate an AV future, but the expanded Waymo partnership has put our concerns to rest. Uber's userbase and technical prowess should power strong growth and profitability into the future.

Uber's Biggest Weakness Just Became Its Biggest Strength (Double Rating Upgrade)

Darden Restaurants

Olive Garden has always avoided using third party delivery services. Even during the pandemic, they resisted that urge.

Why did Olive Garden finally partner with Uber?

Yesterday, Darden Restaurants, Inc. DRI reported first-quarter adjusted earnings per share of $1.75, missing the analyst consensus estimate of $1.83. Quarterly sales of $2.76 billion missed the street view of $2.80 billion.

Darden's Uber Partnership Fuels Optimism, Analysts See Market Share Gains And EPS Boost In FY25

A multiyear deal with Uber Technologies is set to begin with a pilot at select Olive Garden locations this year. Darden has long refused to allow third-party delivery companies to handle its food at a large scale.

Olive Garden Breadsticks Hitch a Ride With Uber in Delivery Deal

Darden Restaurants plans to start delivering Olive Garden food via Uber later this year, according to a Thursday announcement from the company.

Uber to provide delivery for Olive Garden in new partnership

Darden Restaurants (DRI) shares surged Thursday after the Olive Garden owner reported improving sales trends after a decline in July and announced a new delivery pilot with Uber (UBER).

Olive Garden Owner Darden Jumps on Signs of Sales Rebound, Uber Eats Delivery Deal

Darden Restaurants countered weak Q1 earnings with plans to roll out a delivery deal with Uber Technologies

Twofer: Uber, Darden Restaurants Eye Breakouts On Delivery Deal

Olive Garden-owner Darden Restaurants said on Thursday it has entered into a delivery deal with Uber Technologies , sending its shares up about 7% in premarket trading.

Olive Garden-owner Darden partners with Uber for delivery; shares jump

Olive Garden guests will soon have another option to enjoy their favorite dishes at home, with orders made through Olive Garden channels and delivery powered by Uber Direct; Custom integration preserves team member and guest experience, while growing first-party delivery demand ORLANDO, Fla. and SAN FRANCISCO , Sept.

Darden and Uber Partner to Introduce On-Demand Delivery, with Olive Garden the First to Pilot

Alphabet

Uber will deliver the customers and Waymo will deliver the technology to this new partnership.

Autonomous Driving News: Uber and Waymo Are a Perfect Match

Uber stock is seen as a potential beneficiary of autonomous vehicles, so long as it can build off recent Waymo deal.

Analysts See Uber As Potential Robotaxi Winner, But It Will Need To Partner-Up

Uber has announced the nationwide launch of two features designed to improve the safety of drivers: rider verification and the ability to record video and audio during trips with their smartphones.

Uber to Launch Rider Verification and ‘Record My Ride' Nationwide

Uber Technologies Inc. UBER stock has had an impressive run this year, up a stellar 25.37% year-to-date and a whopping 57.36% in the past year.

Uber Rides High, But Death Cross Signals Loom: Bulls Unfazed By Technical Risks

Uber has scale advantages in a "winner takes all" industry. The company is a countercyclical; it can maintain growth in a down economy. Several companies, including Waymo, have partnered with Uber in the robotaxi opportunity.

Accelerating Profits: The Case For Investing In Uber's Growth

Uber's profitability turnaround in 2023 and strategic partnerships with Waymo and GM position it for significant gains from autonomous driving technology. The partnership with Waymo allows Uber to leverage advanced AV tech without high training costs, enhancing its ride-hailing network. Despite regulatory challenges in human-driven ride-hailing, autonomous vehicles promise to improve margins and reduce labor risks, boosting long-term profitability.

Uber: Waymo Jumpstarting Autonomous Upside

Being the platform and distribution channel has huge benefits.

Forget About Tesla, Waymo, and Cruise: This Is the Best Robotaxi Stock to Buy

Uber (UBER) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Uber (UBER) Surges 6.5%: Is This an Indication of Further Gains?

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

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.

News for Uber Stock (UBER)