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

GrubHub

U.S. Senator Amy Klobuchar on Sunday blasted merger talks between ride-hailing firm Uber Technologies Inc and online food delivery company Grubhub Inc , calling any deal bad for competition and consumers.

Senator Klobuchar says Uber, Grubhub combination would be anticompetitive

Cloud Services and Hospitality have built fundamental models for value delivery which are likely useful for Transportation.

What Can Amazon And Hilton Teach Uber About  Transportation?

Why the ride-hailing company’s success ultimately depends on unit economics.

Is Uber a Solid Long-Term Investment?

If Uber and Grubhub agree to merge, they may have an easier time with regulators in Washington than they’ve had with local officials in New York — but that’s not saying much. The ride-hailing giant hasn’t yet approached antitrust officials at the Department of Justice about its prospects for getting approval to acquire Grubhub, sources.

Uber’s deal to buy GrubHub may draw sympathy at DOJ, sources say

Grubhub might want approximately $8 per share more than Uber is offering.

Grubhub and Uber May Be Haggling Over Price as Uber Sells Bonds to Raise Cash

Neither Uber nor Grubhub made any money in 2019. That's why investors shouldn't see the proposed merger as magical for Uber stock.

Uber’s Grubhub Bailout Won’t Do Anything for Uber Stock

Chipotle

Chipotle Mexican Grill Inc. CMG, -2.93% announced Thursday that it has partnered with Uber Eats in Canada.

Chipotle partners with Uber Eats in Canada

The possibility that Uber Technologies Inc , which runs Uber Eats, could acquire Grubhub Inc  is reigniting some restaurants' worries over the commissions charged to eateries by the third-party delivery companies.

Uber offer for Grubhub fans worries over delivery fees charged to restaurants

The ride-hailing app is rolling out new rules for drivers and passengers around the world as journeys pickup as lockdown measures lift.

Your Next Uber Ride Could Be Very Different With A Masked Driver, Open Windows, And Plastic Screens

Uber Technologies Inc.'s (NYSE: UBER) acquisition offer to GrubHub Inc. (NYSE: GRUB) values the latter at $6 billion, the Wall Street Journal reported Wednesday.

Uber Values GrubHub At $6B In Their Acquisition Deal: Report

The New York City Council voted Wednesday to cap food delivery fees by third-party services at 15% of the cost of an order during a state of emergency where restaurants can’t serve food on premises.

NYC lawmakers vote to cap food-delivery app fees at 15% during states of emergency

Uber Technologies Inc. UBER, +1.52% and Grubhub Inc. GRUB, -3.47% are in talks over an acquisition that would value Grubhub at roughly $6 billion, according to a report in the Wall Street Journal on Wednesday.

Uber is discussing a takeover deal with Grubhub for roughly $6 billion: report

Will a Grubhub-Uber Alliance Succeed?

Uber CEO Dara Khosrowshahi reportedly vetoed a request from the ride-hailing giant’s top executives to cut their own salaries in order to avoid laying off rank-and-file workers, paving the way for thousands of pink slips. A number of the ride-hail giant’s engineering leaders last month told Khosrowshahi that they and other managers were willing to.

Uber CEO reportedly favored rank-and-file layoffs over pay cuts for top execs

Seattle ties run deep as Uber looks to gobble up rival meal delivery service Grubhub

The experience of taking an Uber is about to change.

Face masks and mandatory selfies for drivers: How Uber rides are about to change

Uber is launching a new set of features in its app that will check if drivers are wearing face masks before starting trips.

Uber will require all drivers and riders to wear masks starting next week

Uber says it has committed $50 million to procure and providing safety supplies to drivers. Those supplies will include things like face masks, sanitizer, gloves and disinfectant, Uber CEO Dara Khosrowshahi announced on a press call today.

Uber commits $50 million to safety supplies for drivers

Shares of Grubhub (NYSE: GRUB) exploded nearly 30% yesterday after it was reported that Uber (NYSE: UBER) has launched a takeover attempt. The deal could be completed as soon as this month, although it has already drawn much criticism from lawmakers and city officials.

Grubhub stock price skyrockets on Uber takeover talks

Peloton

Upwork Inc

Upwork, Uber, and Peloton have been some of the market's hottest stocks since the March sell-off.

3 Stocks That Have More Than Doubled Off Their Coronavirus Lows

Uber’s attempt to gobble up rival food delivery startup GrubHub isn’t a done deal just yet, as the both sides are reportedly still squabbling over price. News of the acquisition talks sent shares of GrubHub up nearly 30 percent Tuesday, but they slipped slightly by 3.7 percent Wednesday as details of firm numbers remained scarce.

Uber still haggling with GrubHub over price for acquisition: report

The offer, which could value Grubhub at $6.9 billion, would give Uber Eats 55% of the delivery market and usher in a new wave of consolidation that many hope will hit a reset button on an industry that is both overpriced and unprofitable.

Uber’s Grubhub Play: A Desperate Bid To Save A Business Everyone Hates

Uber Eats is helping its parent earn more business during the pandemic - and buying Grubhub could be what CEO Dara Khosrowshahi needs to support growth at a time the company's ridesharing business has been upended.

Uber Needs Grubhub To Keep Growing - These Charts Explain Why

Rumors are swirling about an Uber acquisition, but is it worth it?

Grubhub Is Still Too Pricey for a Takeover

Uber Technologies Inc. UBER, +2.40% announced Wednesday a proposed offering of $750 million in senior notes due 2025.

News for Uber Stock (UBER)