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

Broadridge Financial

Enterprise Products Partners

Fidelity National Financial

Intercontinental Exchange

Moody's

S&P Global

Zillow

Previously, I wrote an article on "toll booth" investments and identified a few examples of companies that operate as such. In this second installment, I will highlight a few more companies that fit this description and look at their historical performance.

Own The Toll Booths - Part 2

French court on Friday ordered Uber to pay around 17 million euros ($18.43 million) in damages and lost salaries to a group of drivers who argued they should have been treated like employees rather than self-employed, both parties to the case told Reuters.

French court orders Uber to pay some $18 mln to drivers, company to appeal

Uber Files project revealed that company identified Emmanuel Macron as key ally

Uber's lobbying activities in France face inquiry after Guardian investigation

The clock is ticking for Uber to electrify its fleet, and the rideshare company wants automakers to help by designing cheaper electric vehicles for its drivers.

In race to electrify, Uber wants EVs that sacrifice top speeds, wheels

Ride-hailing giant Uber is not planning any company-wide layoffs, the US firm's boss said Thursday, bucking the downsizing trend in the tech sector.

Uber not planning layoffs: CEO

DAVOS, Switzerland—Uber Technologies Inc. is working with auto makers to design lower-cost electric vehicles tailored for its ride-hailing and delivery businesses, part of its effort to electrify its fleet.

Uber working with auto makers to design EVs customized for ride-sharing and delivery

Uber's CEO says the rideshare/delivery giant has no plans for company-wide layoffs. Dara Khosrowshahi made these comments — reported by Reuters — at the World Economic Forum meeting in Davos, Switzerland Thursday (Jan. 19), amid a period of sweeping tech sector job cuts.

CEO Says Uber Has No Plans for Widespread Job Cuts

Chief Executive Dara Khosrowshahi said the company is working with manufacturers on vehicles tailored for its ride-hailing and delivery businesses.

Uber Working With Auto Makers on EVs for City Use

Uber Chief Executive Dara Khosrowshahi said in Davos on Thursday that he was not currently planning any company-wide layoffs.

Davos 2023-Uber not planning any company-wide layoffs -CEO

SAN FRANCISCO--( BUSINESS WIRE )--Uber Technologies, Inc. (NYSE: UBER) will hold its quarterly conference call to discuss its fourth quarter 2022 financial results on Wednesday, February 8th at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time).

Uber Announces Date of Fourth Quarter 2022 Results Conference Call

Ride-hailing giant Uber has resumed its services in Tanzania, it said on Wednesday, settling a fare dispute with the government.

Uber resumes services in Tanzania

Alphabet

If I Had $1,000 to Invest Between Alphabet (Google), Uber, and Meta Platforms Stocks, Here's How I'd Do It

Adobe

H&R Block

Microsoft

Rover Group

Not too long ago, Disney (NYSE: DIS ) dropped a bombshell, which effectively boosted the narrative of the best gig economy stocks to buy. According to a CNBC report, Disney's reappointed CEO Bob Iger requested that in March, hybrid employees will be expected to come into the office for four days of the week.

The 7 Best Gig Economy Stocks to Buy for 2023

Uber Technologies Inc (NYSE: UBER) has pretty much been in a downtrend since February 2021 but Emil Michael – the former Senior Vice President of the mobility giant hasn't lost all hope in this stock.

Former Uber SVP shares his outlook on the Uber stock

Visa

Visa has teamed with Uber Eats to help restaurants offer sustainable packaging. The partnership will give qualifying Uber Eats restaurants in New York, Los Angeles, Paris, London, and Madrid access to a $1 million fund for green packaging, the companies said in a Monday (Jan. 16) news release.

Visa and Uber Eats Team to Offer Restaurants Green Packaging

DAVOS, Switzerland , Jan. 16, 2023 /PRNewswire/ -- Uber (NYSE:UBER) and Visa (NYSE:V) today announced a new program designed to support small-and medium-sized businesses in their transition to green and sustainable packaging solutions, as part of a broader year-long effort to support SMBs who use Uber Eats to grow their businesses.  Support for restaurants in New York, Los Angeles, London, Paris and Madrid to source sustainable packaging solutions.

Uber Eats and Visa Partner for Greener Restaurant Packaging

Many platform providers for the gig economy extract high rents for infrastructural services that the public could provide free of charge. Having just failed to get Uber to pay more to its drivers, New York should offer a 'public option' showing how to make our economy fairer and more productive.

Why Is Uber Über Alles? Public Platform Infrastructure for the ‘Gig Economy'

The ride-sharing and food delivery company has excellent growth prospects in the current year.

Down 41% in 2022, Is Uber Stock a Buy in 2023?

Lyft

A judge who blocked what he called a deserved pay raise for ride-hailing drivers in New York City is asking the commission that mandated raises to show its math work.

Pay raises for Uber and Lyft drivers ‘held up by a technicality,' NYC judge says

Amazon

Starbucks

Tesla

On the 2023 Just 100 list, Tesla makes progress, Uber's gig takes a big drop, and union issues can't stop Starbucks, Amazon from getting high worker marks.

Tesla, Uber, Amazon, Starbucks: The 2023 Just 100 list biggest gainers, losers and surprises

The court ruling saves UBER from incurring additional monthly cost between $21-$23 million.

UBER Stock Benefits From a Favorable Court Ruling

Uber Technologies Inc. and Lyft Inc. shares jumped in Monday trading as Wall Street analysts continued to suggest that gig companies — largely created during and after the last large U.S. recession — could flourish in any coming economic pullback.

Uber, Lyft stocks boosted as Wall Street continues to like gig companies' recession chances

Uber Technologies, Inc. has been not been a great investment, with the share price down 40% since the IPO in 2019. While the share price decreased, Uber has more than doubled revenue over the same period.

Uber: Poised For Continued Growth

To kick off the week, Piper Sandler upgraded Uber Technologies Inc (NYSE:UBER) to "overweight" from "neutral" and hiked its price target to $33 from $31.

Analyst: High Car Prices Bode Well for Uber Stock

City agency approved raises for drivers by 7.42% per minute and 23.93% per mile but company filed lawsuit

News for Uber Stock (UBER)