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

The U.S. Chamber of Commerce, Uber, and the City of Seattle have agreed to walk away from a lengthy and complex legal battle over a law that would allow drivers to unionize.

Uber, Seattle and U.S. Chamber end dispute over union law as city plans minimum wage for drivers

Kargo, a Jakarta-based logistics startup co-founded by veteran Uber Asia executive Tiger Fang, has raised $31 million to scale its business and help firms in the Southeast Asian nation fight the coronavirus. Silicon Valley-based Tenaya Capital, Sequoia India, and Intudo Ventures among others financed Kargo’s Series A round.

Former Uber exec raises $31M for his Jakarta-based logistics startup Kargo, announces relief fund to battle coronavirus

In terms of Uber's first response to the coronavirus pandemic, the ride-hailing company admits there were "things we just got wrong."

Uber switches course, adds drivers with preexisting conditions to sick leave policy

Uber says it’s going to ship “tens of millions” of face masks to its drivers and delivery workers around the world in an effort to slow the spread of the coronavirus. The ride-hailing juggernaut will send half a million masks alone to US drivers located in cities hit hardest by the global pandemic, the company.

Uber says it will provide face masks to drivers and delivery workers

Uber is addressing some mistakes it made when originally setting up its financial assistance program for its drivers and delivery workers impacted by coronavirus.

Uber is updating its month-old coronavirus pay policy to include some drivers with preexisting conditions

The ride-hailing company also pledged last week to send disinfectant spray, but drivers say they've yet to receive it.

Uber hears drivers' demands, ships out masks for coronavirus protection

Caterpillar

Chipotle

Salesforce

Regeneron Pharmaceuticals

With markets in rebound mode, Goldman Sachs thinks these are the 5 stocks to buy to play an economic recovery.

Goldman Sachs: These Are the 5 Best Stocks for an Economic Recovery

Uber Technologies Inc  on Thursday said it plans to ship millions of face masks to its active drivers and food delivery people around the world to help prevent the spread of the novel coronavirus.

Uber to give drivers millions of face masks to battle coronavirus

Uber: Riding The Wave To The Top

GrubHub

Third-party delivery app usage surges as people begin to order food from restaurants again.

Uber Eats Gains, Grubhub Lags During Coronavirus Pandemic

Blue Apron

Chewy

Domino's Pizza

Given the development in food delivery service industry and coronavirus-induced fears, these five stocks are likely to rally in the near future.

Demand for Food Delivery Soars Amid Coronavirus Crisis: 5 Gainers

Lyft

Gig workers seemingly eligible for unemployment pay because of the pandemic have met roadblocks to filing. Some fault Labor Department rules.

Uber and Lyft Drivers Face Hurdles to Stimulus Bill Benefits

Uber planned to suspend accounts of drivers and delivery people affected by coronavirus, though they have offered some unknown amount of financial assistance to help them cope. With 20% of the gig economy being minorities, could they be at greater risk for a financial setback?

Uber Drivers Hit A Coronavirus Speed Bump

Uber for Business, a platform designed for corporate customers, is expanding its food delivery Eats product to more than 20 countries this year, in response to a surge in demand as more employees work from home during the COVID-19 pandemic. The expansion kicks off Wednesday, starting with Brazil, Canada, France and the UK.

Uber for Business expands its corporate Eats delivery feature to 20 more countries

Unprecedented times; unprecedented measures.

Uber Helps Drivers Find Other Work, Including for Other Employers

The ride-hailing company is getting more jobs for its workers.

Uber helps drivers pivot to deliveries and other work

Uber Technologies Inc. (NYSE: UBER) announced on Monday a new tool to help drivers affected by novel coronavirus (COVID-19) pandemic find work.

Uber Launches Tool To Help Drivers Affected By Coronavirus Find Work

In the face of the coronavirus, Uber has launched a new Work Hub that enables its drivers to find alternative gig work, in such areas as customer service, food production, and logistics.

Coronavirus Turns Uber Into Gig Platform For All Work

The section will feature job openings at more than a dozen companies, including McDonald’s, Walgreens, and FedEx.
 With 41 states staying at home under government orders, the transportation industry has taken a huge hit—including ride-hailing app Uber’s legion of   3.9 million   drivers, many of whom live paycheck to paycheck and have seen their sole source of income dwindle during the COVID-19 pandemic.

Uber app will list job openings to help Uber drivers find other jobs during COVID-19

When Michelle, a rideshare driver for Uber and Lyft in North Carolina, came down with a fever and a cough in late March, she feared she might have coronavirus.

Quarantined Lyft and Uber drivers are fighting for coronavirus pay

Some analysts believe that the crisis will only strengthen Uber’s hold on the ride-hailing market. I would tend to agree with this prognosis.

I Have to Admit, I Should Have Bought Uber Stock at $14

The pandemic may have killed Uber's business model, which relies on contracted gig workers. That doesn't bode well for Uber stock.

Virus Fears Threaten Uber’s Business Model

Uber Technologies Inc said on Monday its app will list job openings in the delivery, food production and grocery industry that can be accessed by its U.S. drivers who have been hit by a slump in ride-hailing demand due to the coronavirus.

Uber connects out-of-work U.S. ride-hail drivers to delivery, production jobs

Investors should stay far away from Uber stock right now, since as long as quarantines are in effect, the outlook will remain grim for Uber.
The post Owning Uber Stock Doesn’t Make Sense in a Locked-Down World appeared first on InvestorPlace.

Owning Uber Stock Doesn’t Make Sense in a Locked-Down World

Under normal circumstances, it may be easier to pick Uber or Lyft stock based on common valuation metrics. However, the unusual circumstances we have today means that both ride-sharing firms have similar risk profiles.

News for Uber Stock (UBER)