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

Guggenheim sees the ridesharing app maker approaching a "potential turning point."

Could Uber Stock Hit $40? 1 Analyst Thinks So

Beyond Meat

Chewy

 Luckin Coffee

Revolve

Lockup expiration dates are scary things for IPO stocks, and these five freshly public companies will all face theirs by the end of the year.

5 IPO Stocks With Lockup Expiration Dates Around the Corner

Guggenheim's Jake Fuller began coverage of Uber Technologies Inc. shares UBER, +0.70% with a buy rating and $40 target price on Friday, writing that the company has "underappreciated pricing leverage" as the "growth-at-all-cost" outlook in the ride-hailing industry appears to be easing up and could lead to a more muted competitive landscape.

Uber has 'underappreciated pricing leverage,' Guggenheim says in bullish initiation

Lyft

LYFT Inc (NASDAQ: LYFT) remains well below its March IPO price. Now trading down 45.7%, one analyst is comfortable to make a ruling.

Morgan Stanley Is Bullish On Ride-Shares, But Prefers Uber Over Lyft Right Now

Lyft and Uber shares have lifted to multi-week highs after Lyft co-founders predicted profitability by the end of 2021.

Ride Share Stocks Rally as Founders Predict Profitability

Uber stock will continue to suffer if the company can't demonstrate it is on a long-term path to profitability. But if the economy weakens, UBER could quickly go on a path to bankruptcy.

The Owners of Uber Stock Should Be Worried About Bankruptcy

When it comes to investing in IPOs like Beyond Meat safely, don't forget to factor in the Unlocking of the Shares.

A Nightmare on IPO Street?

Uber said on Tuesday that it has won a bid to work with subway system in India’s capital in one of its rare announcements in India, a key overseas market where it is facing an upheaval battle with local giant Ola.

Dara Khusrowshahi says Uber remains committed to India but offers no concrete plans

Investors should brace themselves for more difficulties coming toward the ride-hailing service.

Why Uber Could Sink Even Lower

Boeing

Volkswagen AG

The next big thing in ride-hailing is ... flying taxis?

Why Boeing, Volkswagen, and Uber Are Working on Flying 'Cars'

The U.S. National Transportation Safety Board (NTSB) will hold a Nov. 19 hearing to determine the probable cause of a March 2018 Uber Technologies Inc  self-driving vehicle crash that killed a pedestrian in Arizona.

NTSB to determine probable cause of fatal Uber self-driving crash

CrowdStrike

Fiverr

Pinterest

Slack

Zoom Video

The IPO frenzy in the first two quarters of the year means that we are on the brink of a lockup expiration frenzy. This could either mean a buying opportunity or a signal to stay away. I will explain some possible scenarios in this discussion over how to play lockup expirations.

Lockup Expirations Looming: Stocks To Focus On

Uber wants to become a super app by providing multiple services in a single app. That’s why the company is announcing an integration with French startup Cityscoot.

Uber integrates electric moped service Cityscoot in Paris

Restaurant Brands

Restaurant Brands International' (QSR) expands delivery service in partnership with Uber Eats.

Restaurant Brands' (QSR) Burger King Ties Up With Uber Eats

Disney

Netflix

Netflix, Uber, and Disney have some big expectations to live up to in their upcoming financial updates.

3 Reports That Will Rule This Earnings Season

Uber and Lyft have declined to appear at a US House of Representatives hearing on Wednesday on issues relating to the ride-hailing industry, the Washington Post reported, citing company and congressional sources. The two ride-hailing companies had been asked to appear as part of a House Transportation and Infrastructure Committee inquiry on safety and labor.

Uber, Lyft CEOs decline to appear before Congress

Uber Technologies Inc and Lyft Inc have declined to appear at a U.S. House of Representatives hearing on Wednesday on issues relating to the ride-hailing industry, the Washington Post reported, citing company and congressional sources.

Ride-hailing companies Uber, Lyft won't testify before Congress: report

Chile's Supreme Court has ordered the Bank of Chile to allow tax authorities to examine the local accounts of Uber , rejecting an appeal by the ride-sharing company, according to a judgment seen by Reuters on Tuesday.

Chilean bank ordered to open Uber's accounts to taxman

The ride-hail leaders announced the changes ahead of a congressional hearing on their practices this week.

Uber Cuts 350 More In ‘Final’ Layoff, Lyft Partners With ADT As Ride-Hail Criticism Mounts

Uber, Lime and Spin have officially deployed their electric scooters on the streets of San Francisco as part of the city’s permitting program. Last month, the city announced Uber’s JUMP, Lime, Ford’s Spin and Scoot were granted permits to operate the shared electric scooter services.

Uber, Lime and Spin scooters are now legal in SF

Ridesharing IPOs have been abysmal investments up to this point. But investors can mitigate the risk of buying UBER stock by pairing it with a short position in Lyft.

A Pair Trade With Lyft Is the Only Safe Way to Buy Uber Stock

Lockup clauses for newly public companies are slated to expire, posing a threat to the larger market.

30 New Public Companies Including Uber Face Selloffs by Year-End

The ridesharing leader has cut nearly 1,200 workers in recent months.

Uber Is Laying Off Hundreds of Employees (Again)

Uber on Monday reportedly began its third round of layoffs in the past few months, handing out pink slips to 350 employees. Shares of the ride-hailing giant spiked more than 3 percent after the news site TechCrunch reported that the company was laying off workers at Uber Eats, its self-driving car unit, marketing and recruiting.

Uber pink slips 350 in third round of layoffs

Uber Technologies Inc  and Lyft  have declined to appear at a hearing on Wednesday on ride-hailing industry issues, the chairman of the U.S. House of Representatives panel said, urging them to reconsider.

News for Uber Stock (UBER)