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

Shares of Uber and Lyft dipped modestly after a California judge granted a preliminary injunction that TechCrunch reports could force the two American ride-hailing companies to reclassify drivers as employees in the state. Uber’s stock is off about 1.3% following the cessation of normal trading hours after dipping around 2% in regular trading.

Shares of Uber, Lyft drift lower after California judge says that contract drivers are employees

In a surprise decision, a California judge puts the brakes on the ride-hailing companies.

Judge issues injunction against Uber and Lyft, says drivers are employees

California Superior Court Judge Ethan Schulman has granted a preliminary injunction forcing Uber and Lyft to reclassify its drivers as employees. This order is set to go into effect in ten days.

CA Judge grants preliminary injunction forcing Uber and Lyft to reclassify drivers as employees

Judge Rules Against Uber, Lyft in California Effort to Convert Drivers to Employees

Preliminary injunction in California follows state’s lawsuit against companies over new labor law

Uber and Lyft must classify drivers as employees, judge rules, in blow to gig economy

A California judge on Monday granted the state's request for a preliminary injunction blocking Uber Technologies Inc and Lyft Inc from classifying their drivers as independent contractors rather than employees.

Judge blocks Uber, Lyft from classifying drivers as contractors in California

A California judge granted a preliminary injunction Monday requiring Uber and Lyft to stop classifying their drivers as independent contractors pending further action by the court.

Judge grants preliminary injunction requiring Uber and Lyft to stop classifying drivers as contractors

New York Times

Uber is caught in a battle with the state of California about how its drivers are classified.

Uber CEO Calls for "Third Way" for Gig Workers in New York Times OpEd

The Station is a weekly newsletter dedicated to all things transportation. Sign up here — just click The Station — to receive it every Saturday in your inbox.

The Station: Uber eats rides, the next micromobility trend, Levandowksi’s day in court

Dara Khosrowshahi suggests companies that rely on gig work should be required by law to create benefits funds that can be used by workers.

Uber CEO advocates for 'third way' to classify gig workers while fighting California labor lawsuit

Dara Khosrowshahi says drivers want flexibility and benefits.

Uber CEO calls for 'benefits funds' for gig workers

Uber: Revisiting The Profitability Forecast, And It's Only Worse

Welcome back to Human Capital (formerly known as Tech at Work) that looks at all-things labor in tech. This week presented Uber and Lyft with a fresh labor lawsuit as a judge heard arguments from Uber, Lyft and lawyers on behalf of the people of California in a separate suit brought forth by California’s attorney […]

Human Capital: Uber and Lyft’s ongoing battle with the law

Ride-hailing and delivery company Uber Technologies Inc (NYSE: UBER) reported mixed second-quarter results Thursday that prompted Street analysts to debate whether the company is overly exposed to COVID-19 headwinds.

Should Investors Continue Riding With Uber? The Street Weighs In

Uber Opportunity After Earnings

The ridesharing duopoly got demolished this past quarter as the global quarantine kept customers and drivers at bay.

Pandemic Puts Ridesharing Duopoly To The Test

Alteryx

Broader benchmarks stayed close to the unchanged mark.

Stock Markets Defy Earnings Pressure From Alteryx, Uber

Uber Freight's revenue rose strongly in the second quarter of 2020 compared to last year while its negative earnings before interest, taxes, depreciation and amortization (EBITDA) increased slightly.

Uber Freight Sees Jump In Q2 Revenue; Parent Company Turns In Weak Performance

The quarterly loss posted by Uber (UBER) could weigh on sentiment ahead of rival Lyft's Aug. 12 earnings release.

Uber (UBER) Sells Off After Greater-Than-Expected Q2 Loss

Even during a pandemic, Uber Eats is still a terrible business.

The Real Weak Spot in Uber's Earnings Report

Uber's (UBER) Q2 results reflect significant weakness in its ride-hailing segment, thanks to coronavirus confining people to their homes.

Uber (UBER) Q2 Loss Wider Than Expected, Revenues Drop 29%

Uber Technologies' (UBER) CEO Dara Khosrowshahi on Q2 2020 Results - Earnings Call Transcript

The lawsuit centers on whether Uber and Lyft are violating state law on driver classification. California's labor commissioner is also suing the companies for alleged wage theft.

Judge to decide on injunction against Uber and Lyft within days

With the coronavirus pandemic keeping people at home and dampening demand for ride-sharing, Uber’s mainstay business transporting people has just taken a back seat to its younger sibling, Uber Eats.

Uber’s Biggest Business Is Officially Not Ride-Sharing

California Superior Court Judge Ethan P. Schulman heard arguments from Uber and Lyft, as well as lawyers representing the people of California regarding the request for a preliminary injunction that seeks to force Uber and Lyft to immediately reclassify their drivers as employees.

News for Uber Stock (UBER)