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

Ride-share company's new CEO says his priorities are boosting employee morale and overhauling the customer and driver experience.

Lyft Staff Pressed Founders for Change as Uber Pulled Ahead

Uber Health is launching yet another initiative to increase access to care.

Uber Hits Another Milestone In Healthcare, Launching Same-Day Prescription Delivery

Uber is expanding Comfort Electric, the ride-hailing giant's premium electric vehicle offering, to 14 new markets across the U.S. and Canada. Now, customers in a total of 40 North American markets can book a flashy, environmentally friendly ride.

Uber expands Comfort Electric to 14 new US, Canadian markets

Uber Technologies Inc. Chief Executive Dara Khosrowshahi's total compensation last year rose 22% to $24.3 million, the company disclosed Tuesday.

Uber CEO's pay rose to $24 million last year

Aiming to gain greater control over the digital restaurant market, Uber is rethinking ghost kitchens. The company announced Tuesday (March 28) the launch of its Certified Virtual Restaurant Program, through which Uber Eats takes a more central role in creating and controlling virtual brands on its marketplace.

Uber Eats Aims for Control of Ghost Kitchens on Platform

Lyft could use a lift. At this writing, the company's shares are trading at a bit over $9.60, well off recent peaks of more than $17.

Lyft's CEO Shakeup Hints at Need to Think More Like Uber

Starting this month, US restaurants partnering with Uber Eats can easily add brand licensed virtual restaurant concepts for plug-and-play operations. SAN FRANCISCO , March 28, 2023 /PRNewswire/ -- Today Uber Eats (NYSE: UBER) announced a new Certified Virtual Restaurant Program.

Uber Eats Launches U.S. Certified Virtual Restaurant Program

Peloton

After the Nasdaq-100 index plunged 33% last year, Wall Street analysts entered 2023 on a cautious footing. Nonetheless, some analysts continue to find quality stocks with significant upside potential.

Want a 101% to 130% Return? Try These Growth Stocks, Says Wall Street

Uber Eats announced plans to remove thousands of online-only brands from its app in a crackdown on restaurants listing their menu under multiple brand names, according to reports.  These virtual “ghost kitchens” took off during the Covid-19 pandemic as restaurants moved to utilize otherwise empty kitchens and make up for lost sales by offering their existing products under revamped brand names.

Uber Eats to remove thousands of 'ghost kitchen' listings that restaurants use to sell food under different brand names

Uber Eats is reportedly removing thousands of virtual brands it says have cluttered its platform. Company officials told The Wall Street Journal (WSJ) Monday (March 27) that these brands — delivery services that don't have a physical storefront — exploded on food aggregator apps during the pandemic.

Uber Eats Tries to Tame ‘Wild West' of Online-Only Brands

The company plans to stop allowing restaurants to list multiple brands with the same menu.

Uber Eats to Take Down Thousands of Virtual Brands

The robotaxi service not only saves costs for both the company and the user but Uber also avoids potential labor issues. Its fourth quarter earnings were strong as Uber's gross bookings increased sharply by 19% and revenues increased 49% in the same period.

Uber: Robotaxis Could Help Avoid Future Labor Issues

Uber plans to IPO or sale of the Freight division. I estimate the value of this division from $3.5 billion to $6.0 billion. Growth opportunities lie in the delivery segment, particularly in the food and grocery delivery industries, with a projected CAGR of 10.5% between 2023 and 2028.

Re-Rating Uber Driven By Redeployment Of The Freight Division Capital Into Delivery

Uber's management team is likely more competent than its counterpart at Lyft. Uber's mobility division growth rate far surpassed Lyft's growth rate during the pandemic.

Uber Technologies Is A Buy. Lyft Not So Much

Uber has achieved all time highs in drivers and riders. Delivery revenue growth remains resilient in spite of tough comps, and mobility revenue continues to recover from the pandemic.

Uber: Wall Street Is Sleeping On This Margin Story

A lawsuit against AB5 brought by Uber, Postmates and two of their gig drivers failed in a lower federal court in California in 2020 but has been partially revived on appeal. And it appears that the primary reason for the reversal were the words of AB5's key sponsor, Lorena Gonzalez, who was a state assemblywoman when the law was passed but is now the chief officer of the California Labor Federation.

Court revives Uber/Postmates fight against AB5 for app-based drivers

Rideshare and delivery companies want the Biden administration's nominee for the Department of Labor to clarify her position on an incoming worker-classification rule that could expand workers' rights, a trade group representing the companies said on Monday.

Uber, Lyft trade group questions Biden's labor nominee's gig workers stance

Amazon

FedEx

Alphabet

This industry is expected to grow at a compound annual growth rate of 42% in the coming years.

The Drone Industry Is Taking Off: These Are the Companies to Invest In

Oracle

UiPath

UiPath's narrowing losses indicate its business is sustainable. Uber's rising profits suggest that economies of scale are kicking in.

Why UiPath, Uber, and Oracle Are No-Brainer Buys Right Now

DoorDash

After an appeals-court decision this week, California ride-hailing drivers and other gig workers will remain independent contractors instead of employees for the foreseeable future — a win for gig companies that they will surely try to replicate around the country and beyond.

What Uber, Lyft and DoorDash's victory on gig-worker status looks like so far

A U.S. appeals court on Friday revived a lawsuit by Uber Technologies Inc and subsidiary Postmates Inc challenging a California law that makes it more difficult for them to save money by treating workers as independent contractors.

Uber challenge to California contractor law revived by U.S. appeals court

A California appeals court ruled that Uber drivers can be designated contractors.  Uber's shares are losing steam amid broader fears in the stock market.

Why Uber Stock Is Retreating Today

Uber's drivers can continue to operate as independent contractors in California. The court decision could save the company millions of dollars in additional costs.

Why Uber Stock Jumped Today

Shares of Uber Technologies Inc. UBER, Lyft Inc. LYFT and DoorDash Inc. DASH ended higher Tuesday, a day after a California appeals court handed them a partial victory that lets them continue treating their drivers and couriers as independent contractors instead of employees — though an appeal to the California Supreme Court is likely. The three-member appeals court ruled two to one that most of Proposition 22, the law that came out of a 2020 ballot initiative on which the companies spent more than $200 million, could be upheld after a judge last year declared it unconstitutional.

Uber, DoorDash, Lyft stocks rise after Prop. 22 ruling in California

Uber stock jumped Tuesday, as did Lyft and DoorDash, thanks to a court ruling on how they categorize drivers. The post Uber, Lyft Shares Rise As California Court Rules Drivers Can Be Independent appeared first on Investor's Business Daily.

News for Uber Stock (UBER)