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

Gordon Haskett analyst Robert Mollins downgraded the ride-hailing and delivery company to Hold from Buy.

Uber Stock Has Been Flying High. Why One Analyst Downgraded.

In the most recent trading session, Uber Technologies (UBER) closed at $64.32, indicating a -0.36% shift from the previous trading day.

Uber Technologies (UBER) Stock Falls Amid Market Uptick: What Investors Need to Know

Abercrombie & Fitch

Chipotle

Costco

Dick's Sporting Goods

Hilton Worldwide Holdings

InterContinental Hotels Group

Mastercard

Marriott

McDonald's

Visa

Wingstop

The stock market is off to a solid start of 2024. All the major indices are at or near all-time highs, thanks in large part to bullish sentiment for tech.

12 Stocks Near Record Highs Thanks to Bullish Consumer Sentiment

JetBlue Airways

Spirit Airlines

And we chat trends with Dave Holeman, CEO of Whitestone REIT.

Uber Drops Drizly; the Government Stalls an Airline Merger

Uber's management team sees no negative impact from the macroeconomic environment. Network effects and data advantages help protect Uber's competitive position.

Can Uber Stock Reach $100 in 2024?

Deckers Outdoor

Super Micro Computer

Taiwan Semiconductor Manufacturing

From Jan. 2 to Jan. 4, fear set in among market participants as the S&P 500 declined by 1.1%. However, the skies have been clear since then.

5 Stocks That Just Set New 52-Week Highs

Uber Technologies has demonstrated significant growth in its mobility business, with robust booking and adjusted EBITDA growth over the past few years. The company's delivery business is starting to deliver profits, with over 34% of total revenue and positive adjusted EBITDA profits achieved in FY22. UBER's recent results and FY24 outlook show strong revenue growth, improved cash flow, and a robust balance sheet, indicating continued growth and margin expansion.

Uber: Strong Profitability Improvement; Stock Is 40% Undervalued

Upwork Inc

Shopify

Steadying interest rates and a stronger-than-expected economy are contributing to positive sentiments regarding the very broad-based Internet - Services industry. Valuation improvements are creating opportunities.

3 Picks from the Attractive Internet Services Industry

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its fourth quarter 2023 financial results on Wednesday, February 7th 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. Investor Update Uber will also host a virtua.

Uber Announces Date of Fourth Quarter 2023 Results Conference Call and Virtual Investor Update

Instacart (Maplebear Inc.)

Instacart shares have been under pressure since the company joined the public market.

Instacart Spikes as Analyst Suggests an Uber Takeover

Instacart (NASDAQ: CART) has been in a downtrend ever since it debuted on Nasdaq but a Wolfe Research analyst is confident the stock will rebound in 2024.

Uber could explore a merger with Instacart – analyst says

Tesla

Uber is working with Tesla to promote use of electric vehicles by its drivers in the United States as it works towards becoming emission-free in U.S. and Canadian cities by 2030, the ride-hailing platform told Reuters on Tuesday.

Uber says it's working with Tesla to boost EV adoption among drivers

UBER aims to focus on its core Uber Eats business.

UBER Intends to Shut Down Alcohol Delivery Service Drizly

For companies with super app ambitions, consolidation is a key strategy. Forging a seamless connection of experiences — even if they're disparate experiences — demands some components be readily in place: A digital front door.

Uber Makes Strides Toward Super App Status by Shuttering Drizly

Uber (NYSE: UBER ) stock is in the news Tuesday after the company announced plans to shut down its Drizly alcohol delivery service. According to Uber, the company is closing down Drizly to focus more on its UberEats business.

UBER Stock Alert: Uber Is Shutting Down Its Drizly Alcohol Delivery Business

Uber is shutting down its alcohol delivery app Drizly just three years after buying it for $1.1 billion.

Uber to shut down booze app Drizly after acquiring it 3 years ago for $1.1B

Uber is shutting down alcohol delivery service Drizly, three years after the cab-hailing company acquired it for $1.1 billion. Drizly ran independently all this time, and Uber eventually decided to close it, as first reported by Axios.

Uber is closing alcohol delivery service Drizly three years after acquistion

Will 2024 Be A Year Of Reckoning For Uber's Driver Relations?

Uber is reportedly closing down its alcohol delivery business, Drizly. The move comes three years after Uber bought Drizly for $1.1 billion, Axios reported Monday (Jan. 15), citing Uber's senior vice president of delivery, Pierre-Dimitri Gore-Coty.

Report: Uber Closing Down Drizly 3 Years After Acquisition

Uber is shutting down its alcohol delivery app, Drizly, just three years after acquiring it for $1.1 billion. Buoyed by the pandemic-era at-home delivery boom, Drizly had grown to become the largest online marketplace for alcohol in North America, but it will officially shut down at the end of March 2024, according to Uber.

Uber is shutting down alcohol delivery app Drizly

DoorDash

Doordash, Uber Eats and Instacart are warning consumers about higher prices and fees after the Seattle City Council's new minimum payment law for app-based workers took effect.

DoorDash, Uber Eats hike fees in blue state city over delivery app minimum pay law

We're buy-rated on Uber. We see more room for upside in 2024 as Uber maintains dominance in its position across mobility and delivery with more measure share price gains. Management's execution in regard to labor laws confirms our belief that the new laws will have minimal impact on Uber's financials.

Uber: Reiterating Buy, Management Executes Well To Ride Upward Trend

Coupang

Uber's Brand Strength, Coupang's Market Dominance, and Ethereum's Mainstream Crypto Potential.

24 Assets to Invest in for 2024: Part 2

Uber's platform remains sticky, and the company has managed to continually grow its user base, leading to a solid top-line growth trajectory. Despite the recent rally, Uber's stock still has the potential to break out to a higher valuation, potentially following a short pullback. The key risk is whether Uber can increase RPU, as the company continues to crush MAPC growth.

Uber: Tons Of Room To Run

Uber is not happy with Seattle's lawmakers — and it's showing up on customer receipts for food delivery orders.

News for Uber Stock (UBER)