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

Tesla

Andrew and Kevin are joined by former GQG host and Senior Research Analyst, Seth Holm.

Is It Time To Short Tesla, And Did Uber Overpay For Postmates?

Archer-Daniels-Midland Company

Home Depot

Inovio Pharmaceuticals

Kroger

Remark Hlds

Teladoc

Wheaton Precious Metals

Zillow

With rising coronavirus hospitalizations dominating headlines, investors will shift back toward a pandemic mentality. Here are nine stocks to buy to capitalize on this trend.

9 Stocks to Buy for a Wild Ride in July

CEO Dara Khosrowshahi shares the reasoning behind Uber’s new app redesign and his ambitious plan to make Uber “part of the heartbeat of every single city” as the company weathers the coronavirus. 
Earlier this week, Uber acquired Postmates, the number four player in the food delivery space, for $2.65 billion.

Exclusive: Inside Uber’s billion-dollar bet to deliver food, people, and everything else

Lyft

Most ride-hail workers in Seattle are part-time drivers whose earnings are roughly in line with the city's median, a study of data provided by Uber and Lyft showed, defying some perceptions of drivers working full-time for little pay.

Study suggests most Uber, Lyft drivers in Seattle not poorly paid

The Silicon Valley ride-hailing company hasn't had an easy ride in the British capital, but that isn't stopping it from branching out into new forms of transportation.

Uber rebrand coming to London's Thames Clipper commuter boat service

Uber sees its food delivery business and Postmates buy as a path to profitability. But it's too late, and investors should sell Uber stock.

Can Postmates Get Uber Stock Past Its Mid-Life Crisis?

On Monday, Uber confirmed that it will be acquiring food delivery service Postmates for approximately $2.65 billion in an all-stock transaction, as it looks for a path to profitability for the Uber Eats business that remains significantly loss-making, despite witnessing strong demand through the.

How Postmates Will Help Uber Eats Turn Profitable

Given the coronavirus-induced slump in rides business, Uber's aim to bolster its delivery services is encouraging.

Uber Launches Grocery Delivery in Latin America & Canada

US firm will buy naming rights for fleet and piers, and users can book journeys on its app

Uber to launch London commuter boat service with Thames Clippers

Uber’s CEO says the deal can help the ridesharing giant finally achieve profitability.

Uber Says It Will Become Profitable Next Year, Boosted By $2.65 Billion Postmates Acquisition

The Street's reaction to Uber Technologies Inc's (NYSE: UBER) $2.65-billion acquisition of Postmates is mixed as some analysts are praising the deal while others question the logic.

Uber's $2.65B Postmates Acquisition: The Bull Vs. Bear Reaction

GrubHub

The smaller competitor offers a few advantages investors shouldn't overlook.

3 Reasons Uber's Pursuing Postmates After Being Turned Down by Grubhub

Uber, which had expected to turn a profit by Q4 2020, withdrew its guidance in May as the Covid-19 pandemic continued to upend daily life. But its bet on the food delivery business could push it forward.

Uber CEO is 'very confident' the company will become profitable next year

Uber acquired Postmates to make its food delivery app business an even bigger play as passenger ride-hail suffered from Covid-19. It's not the only global 'super app' changing.

From Uber to Asia, the pandemic is remaking the world's 'super app' race

Uber's acquisition of Postmates could trigger a consolidation wave that lifts remaining players into profitability.

Uber-Postmates Deal Could Be a Game Changer

A day after acquiring Postmates for $2.65 billion, Uber has officially launched grocery delivery in select Latin American and Canadian cities. The initiative is the product of the also recently announced acquisition of Cornershop (still pending regulatory approval), back in late-2019.

Uber grocery delivery launches in Latin America and Canada, US to follow later this month

UBER stock traded higher after the company announced a buyout of Postmates. However, even after Uber landed its food delivery consolation prize, Lyft continues to eat into its ridesharing market share.

Stay Away From Uber Stock After the Postmates Buyout

Uber Technologies Inc on Tuesday further expanded delivery offerings, launching an app-based grocery service in several Latin American and Canadian cities, with the United States to follow later this month.

Uber launches grocery delivery in Latin America, Canada with U.S. to follow

This could put the ride-hailing company in direct competition with Instacart.

Uber goes all in with grocery delivery

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that users in select Latin American and Canadian cities can now order groceries through the Uber and Uber Eats apps, in partnership with Cornershop, the popular grocery delivery startup based in Santiago, Chile. This follows the companies’ 2019 agreement for Uber to acquire a majority stake in Cornershop, which is expected to close in the coming days. Today’s news marks Uber and Cornershop’s first integrated gr

Uber Unveils Grocery Delivery

The online food delivery industry is rapidly consolidating into an oligarchy
The post Why the Postmates Deal Is Good for Uber Stock appeared first on InvestorPlace.
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Why the Postmates Deal Is Good for Uber Stock

Uber just added Postmates to its portfolio. But, one trader says the deal is not enough for her to get on board with the stock.

Uber's Postmates deal: One trader says it's time to short the stock

Investors cheered Uber's $2.65 billion purchase of Postmates, but the financial picture remains murky because of uncertainty around ride shares.

Uber's deal for Postmates shouldn't distract investors from its troubled ride-sharing business

Ride-hailing giant Uber has agreed to an acquisition of on-demand food delivery company Postmates in a deal estimated to be worth $2.65 billion, as reported by Bloomberg early on Monday, July 6.

Uber Buys Food Delivery Startup Postmates For $2.65 Billion

Uber Technologies Inc's plan to buy Postmates Inc could pose problems in Miami and Los Angeles where the two dominate the food delivery market, according to antitrust experts who said it would be difficult to set up an asset sale to resolve the issue.

News for Uber Stock (UBER)