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

Uber's valuation is slightly above industry peers, which trade at a median EV/Sales TTM multiple of 3.2x (vs 3.6x for Uber). Uber enjoys a strong Moat due to its size and platform-based business model, which results in a strong network effect and likely deserves a premium versus industry peers. There are strong arguments against a potential disruption of Uber's business model through autonomous driving, which will likely lead to higher customer engagement for Uber.

Uber: Hold On To This Stock For Potential Double-Digit Returns

An analyst restarted a buy rating for Uber stock, saying the company has the most upside among large internet stocks.

As Uber Stock Stalls, Analyst Sees 'Attractive Entry Point'

American Express

Marriott

As the summer of 2024 heats up, so does the travel industry, creating big opportunities for some of the best travel stocks to buy. This year, the travel sector offers a plethora of exciting opportunities for those looking to capitalize on the anticipated boom.

3 Terrific Travel Stocks for Your Summer Must-Buy List

Albertsons Companies

Albertsons Companies and Uber Technologies have expanded a program in which they donate and deliver surplus food to local nonprofit organizations and food banks. After being piloted in Washington, D.C.

Albertsons and Uber Expand Program Delivering Surplus Food to Nonprofits

BOISE, Idaho & SAN FRANCISCO--(BUSINESS WIRE)--Albertsons Companies and Uber partner to donate surplus food from Albertsons Cos. stores to local non-profit organizations and food banks.

Albertsons Companies and Uber Partner Together to Deliver Surplus Food to Neighbors in Need

CyberArk Software

Intuit

Saving for your golden years generally follows the tried-and-true principle of acquiring passive income providers, but these retirement growth stocks can offer a twist to this narrative. Don't get me wrong: you should still stick with your bread and butter.

Retirement Rockets: 3 Growth Stocks to Propel Your Savings to New Heights

Eli Lilly

Marvell Technology

Although there is no hard-and-fast rule about what constitutes a blue-chip stock, they all tend to have certain qualities. They are large, financially stable companies that have been through numerous business and economic cycles that proved their worth in the end.

Aristocrats in Disguise: 3 Blue-Chip Stocks With Stealth Growth Potential

Uber's 1Q24 earnings report showed a decline in mobility gross bookings but better growth in delivery gross bookings. I think Uber's diversified revenue streams (mobility and delivery) will alternate to support outperformance during downturns in either segment. The disappointing losses and outlook this quarter are temporary headwinds, in my opinion, and have now been recognized by the market.

Uber: (Growth) Driver Is Late But On The Way Nonetheless, Maintain Buy

Uber Technologies, Inc. (NYSE:UBER ) Bernstein's 40th Annual Strategic Decisions Conference May 30, 2024 11:00 AM ET Company Participants Prashanth Mahendra-Rajah - CFO Deepa Subramanian - VP, IR & Corporate Finance Conference Call Participants Nikhil Devnani - Bernstein Nikhil Devnani All right, good morning everybody. Let's get started.

Uber Technologies, Inc. (UBER) Presents at Bernstein's 40th Annual Strategic Decisions Conference (Transcript)

Uber will offer cruises on the Seine river and a Champagne tasting tour during the upcoming Olympics in Paris.

Uber's Paris Olympics Plans Include Cruises, Champagne Tours

Uber Technologies unveiled a raft of measures on Wednesday, including a tie-up to offer cruises on the Seine river as it looks to meet explosive demand stemming from the upcoming Olympics in Paris.

Uber to offer Seine cruises, day trips in Paris during Olympics rush

At the beginning of the month, over 10,500 London black-cab drivers launched a significant £250 million lawsuit against Uber Technologies Inc UBER. They accuse Uber of breaking taxi booking rules and misleading authorities to get its operational license from 2012 to 2018.

Over 10,500 London Cabbies Sue Uber Amid Allegations Of Rule-Bending As Stock Tumbles 21% - Uber Technologies (NYSE:UBER)

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor is poised for strong growth as spending ramps up for AI-optimized data centers. Uber is seeing strong demand on its platform -- and delivering results where it counts.

2 Growth Stocks With Great Potential in 2024 and Beyond

Uber's autonomous taxi infrastructure relies on its partnership with Aurora. This strategic investment could improve Uber's operating margins long term, compared to Tesla and Waymo. In 10+ years, autonomous vehicles may dominate, with Uber's fleet primarily autonomous. This shift should lower taxi prices and attract more customers, significantly benefiting Uber financially. Despite being overvalued, Uber's stock sentiment should rise in the next 10 years as autonomy advances. Investing now could yield long-term rewards, despite potential short-to-medium-term volatility.

Uber Could Lead In Autonomous Taxis Alongside Tesla And Waymo

DoorDash

A new complaint asks the Federal Trade Commission to investigate fees that Uber and DoorDash added to customer orders in Seattle following the implementation of a minimum wage law earlier this year.

Seattle resident files FTC complaint alleging Uber, DoorDash mislead customers with ‘junk fees'

Billionaire hedge fund manager Bill Ackman said he confronted the CEO of Uber after his cab driver accused the ride-sharing app of not allowing him to keep tips.

Bill Ackman slams Uber for ‘ripping off NYC cab driver' who said company doesn't let him keep tips

Lightspeed Commerce Inc

Partnership provides Lightspeed hospitality merchants with direct access to Uber's extensive delivery network MONTREAL, QC , May 23, 2024 /PRNewswire/ -  Lightspeed Commerce Inc. (NYSE: LSPD) | (TSX: LSPD) the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, and Uber (NYSE: UBER) today announced a new North American partnership to directly integrate Uber Direct and Uber Eats marketplace into Lightspeed's platform. Through the partnership, Lightspeed will have built-in integrations with the Uber Eats marketplace and Uber Direct, Uber's white-label delivery facilitation service, enabling Lightspeed merchants to: List their menu offerings on and take orders from the Uber Eats marketplace, which is accessed by millions of monthly active platform consumers; and Take orders from their own branded website through Lightspeed's Order Anywhere, then access delivery via Uber Direct, allowing them to pay only the associated delivery fee without the added cost of developing their own custom delivery fleet.

Lightspeed Announces Partnership With Uber Direct and Uber Eats Marketplace

Lyft

Uber and Lyft drivers in Minnesota will see higher pay thanks to a deal between the state and the country's two largest ride-hailing companies. The upshot: a new law that gives some protections to drivers while placing limits on state government.

Uber and Lyft's ride-hailing deal with Minnesota comes with a cost

On Tuesday (May 21), the California Supreme Court will hear oral arguments in a lawsuit challenging a ballot measure known as Proposition 22.

California Supreme Court to Hear Challenges to Gig Worker Law

Uber operates ride-hailing, food delivery, and commercial freight platforms. Uber's businesses could benefit from autonomous vehicles, because they potentially eliminate its single largest cost.

1 Extraordinary Stock That Could Turn $200,000 Into $1 Million by 2034

ST. PAUL, Minn. — Ride-hailing companies Uber and Lyft said Monday they will keep operating in Minnesota now that state lawmakers have passed a measure that will increase driver pay, but at a lower rate than approved by Minneapolis officials earlier this year.

Uber, Lyft won't leave Minnesota after all — and its drivers are getting a raise

Coinbase

DraftKings

Meme stocks have gained significant attention on Wall Street, with individual investors coordinating their buying efforts on social media platforms like Reddit's r/WallStreetBets forum. While some may view this trend as irrational, there are reasons behind the interest in certain companies.

3 Meme Stocks to Buy on the Dip: May 2024

Minnesota lawmakers reached an agreement Sunday on a bill that is designed to raise the pay rate for Uber and Lyft drivers working in the state.

Minnesota lawmakers reach deal to raise pay rate for Uber, Lyft drivers

ST. PAUL, Minn. — A plan to boost pay for Uber UBER, -0.58% and Lyft LYFT, -1.95% drivers in Minnesota that lawmakers believe would prevent the companies from leaving the market advanced in the state Legislature on Sunday, hours before the deadline for lawmakers to pass bills before they adjourn.

Plan to boost pay for Uber and Lyft drivers in Minnesota advances in state Legislature

Uber continues to report strong growth in terms of users and gross bookings. Investors shouldn't expect the rapid gains to continue forever, especially as Uber's expansion runway naturally shrinks over time.

News for Uber Stock (UBER)