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

A California judge ruled a 2020 ballot measure exempting delivery drivers and ride-share employees from a state labor law, known as Proposition 22, unconstitutional on Friday.

New California Ruling Pushes Gig-Economy Stocks Lower

Ride-hailing giants Uber Inc. and Lyft Inc. were dealt a blow after a California judge ruled California's Proposition 22, which classified drivers as independent contractors, was unconstitutional.

Uber, Lyft hit by Prop 22 punch

DoorDash

When markets opened Monday, Uber shares were down 2.3 percent at $39.05 and Lyft shares had fallen 3.1 percent to $44.48, according to MarketWatch data.

Shares of Uber, Lyft and Doordash tank after CA judge strikes down gig law

Gig worker stocks are on the move Monday after a California judge weighed in on a lawsuit over the state's Proposition 22 legislation. The post Gig Worker Stocks: What UBER, LYFT and DASH Investors Need to Know Today appeared first on InvestorPlace.

Gig Worker Stocks: What UBER, LYFT and DASH Investors Need to Know Today

Uber Technologies (NYSE: UBER) and Lyft Inc (NASDAQ: LYFT) are trading lower Monday after a California judge ruled that classifying gig workers as independent contractors rather than employees is unconstitutional.  Alameda County Superior Court Judge Frank Roesch found Proposition 22 to be unenforceable because of a section that "limits the power of a future legislature to define app-based drivers as workers subject to workers' compensation law.

Why Uber And Lyft Shares Are Trading Lower Today

The move is a hard hit to gig economy companies that have lobbied for the measures to pass in order for their business models to keep operating as normal.

Lyft and Uber shares down after court says California gig worker push is unconstitutional

The companies' stock fell in premarket trading after a California judge struck down a law allowing the companies to classify drivers as contractors rather than employees.

Uber Stock, Lyft Fall as California Prop 22 Ruled Unconstitutional

Woolworths Group, Australia's biggest supermarket chain, said on Monday it is teaming up with Uber Eats for same-hour grocery deliveries to meet the unprecedented demand centred around speed and convenience amid the pandemic.

Woolworths, Uber Eats join hands to meet same-hour delivery demand

In a blow for Uber and Lyft, a California court has ruled that a 2020 ballot measure making it so rideshare and food delivery drivers were not able to be included in a state labor law is unconstitutional, The Sacramento Bee reported. The measure, called Proposition 22, was passed with 58 percent approval from voters.

California Judge Strikes Down Gig Worker Exemption From Labor Law

The measure classifies gig workers as contractors rather than employees.

Uber and Lyft's Proposition 22 is unconstitutional, judge rules

Uber Technologies, Lyft, DoorDash, Instacart and other app-based companies funneled more than $200 million into support for Proposition 22, which recused their businesses from treating drivers as employees under state law.

Judge Shoots Down Law That Kept Uber and Lyft Drivers From Being Employees

California Superior Court Judge Frank Roesch ruled that Proposition 22, a measure that denied ride-share app drivers benefits, was unconstitutional.

California judge sides with ride-share app drivers in blow to Uber, Lyft

Proposition 22 exempted ride-hailing and food delivery companies from complying with state laws on minimum wage, healthcare, and unemployment benefits.

California judge rules Prop 22 unconstitutional, dealing blow to gig worker initiative backed by Uber and Lyft

A judge Friday shot down a law that would have allowed app-based companies to continue treating drivers as contractors instead of employees in California, ruling unconstitutional a proposition passed by voters after a record-breaking campaign.

Judge shoots down landmark law that kept Uber and Lyft drivers from being employees

A judge on Friday struck down a California ballot measure that exempted Uber and other app-based ride-hailing and delivery services from a state law requiring drivers to be classified as employees eligible for benefits and job protections.

Blow for Uber as judge finds California's gig-worker law unconstitutional

It's a setback for gig companies after the ballot measure, which they heavily supported, was passed by California voters late last year.

California Judge Strikes Down Ballot Measure That Let Uber, Lyft Treat Drivers As Contractors

UBER is still burning cash despite higher sales, which could push UBER stock lower. It is still drifting lower due to its high cash burn level, although improving, which could lead to a 20% lower price.

UBER Is Still Burning Cash Despite Higher Sales, Which Could Push UBER Stock Lower

Alibaba

Didi Global

Tencent Holdings Limited

BABA remains uninvestable, but that doesn't mean its untradable.

Swing Trade Opportunity In A Recently Ostracized Stock

These companies prove that managing the needs of multiple stakeholders is not an easy task.

Here's Why I'm Still Not Buying Uber or Lyft

Disney

PayPal

PulteGroup

David Tepper's Appaloosa LP disclosed late Monday that it reduced its investment in nearly all of its holdings during the second quarter, as the value of equities held by the hedge fund declined by about 31%. The value of Appaloosa's equity holdings as of June 30 was $4.83 billion, down from $6.96 billion as of March 31, even as the S&P 500 rose 8.2% during that period.

David Tepper's Appaloosa trims equity holdings, sells off Disney, PayPal stakes while adding Uber, Pulte bets

Uber Technologies Inc said on Tuesday it had partnered with retail technology startup GetUpside that would allow its drivers and delivery people in the United States get cashbacks and discounts at fuel stations and convenience stores.

Uber partners with GetUpside to offer promotions to drivers, delivery people

WASHINGTON & SAN FRANCISCO--(BUSINESS WIRE)--Drivers with Uber can now access high-value cash back offers at over 30,000 U.S. locations

Uber and GetUpside Announce Partnership to Provide Cashback on Fuel & Convenience Store Purchases for Drivers and Delivery People on the Uber App

UBER stock has underperformed so far in 2021. But Uber is still an excellent reopening stock and long-term growth investment.

5 Reasons To Buy Uber Stock

Uber Technologies Inc (NYSE: UBER) has dropped former Chicago Bears quarterback Jay Cutler from an advertising campaign for Uber Eats following the athlete's social media postings on the efficacy of COVID-19 vaccines and the use of face masks in schools. What Happened: Cutler briefly left Instagram in late July after sharing a video that questioned COVID-19 data released by the Centers for Disease Control and Prevention.

Uber Eats Drops Jay Cutler From Ad Campaign Over Social Media COVID-19 Posts

The Amazon business model of undercharging and overproducing to gain scale at the expense of profits is beginning to show its limits. Uber and Lyft are in an alterable cycle of driver, customer and platform costs that eat into almost all their bookings.

News for Uber Stock (UBER)