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

The next few weeks will determine whether the recent ridesharing rally has legs

Uber & Lyft's Final 2019 Earnings Could Shift The Narrative

The leading ridesharing service is revving up this year after a dud rookie season. Let's see what needs to happen for things to stay that way.

Uber Stock: A 2020 Survival Guide

At the start of 2020 Uber stock is looking pretty hot. Investors should keep a close eye on the name as the year unfolds.

Red-Hot Uber Stock Might Just Prove Its Bull Case in 2020

SoftBank, an investor in Uber and DoorDash, reportedly urged the companies to explore a merger.

Uber and DoorDash reportedly held failed talks to merge last year

In response to a new California law went that took effect at the start of this year and has the potential to upend numerous on-demand companies, Uber has pushed out changes for drivers in the state that would once have been unthinkable: capping service fees that go to Uber, boosting fare transparency and even testing the ability to set their own fare.

Uber is retooling its app for California drivers. Lyft isn't

Uber shares moved sharply higher after UBS cited an opportunity for market repair and multiple roads to unlock asset value.

Uber Stock Jumps After UBS Sees 54% Upside Potential

Uber Eats is no longer an exclusive partner of McDonald's Corporation (NYSE: MCD), as the latter has signed Just Eat PLC (OTC: JSTLF) as its second exclusive food delivery partner in the United Kingdom and Ireland on Tuesday.

Uber Continues To Lose Ground In UK As McDonalds Signs Just Eat As Delivery Partner

Half of ride-sharing customers think the apps are having a negative impact on air pollution in cities, and would be willing to pay 15-20 cents more per km for a carbon-free ride.

Half of Uber Customers Willing To Pay More For Electric Rides - Report

Uber gets a new buy rating, while BorgWarner buys Delphi for about $3.3 billion. Here's what happened in the stock market today.

Stock Market Today: Earnings Season Gets Intense; Buy Uber?

An Uber spokesperson said changes had been rolled back.

Uber Blames ‘Operational Error’ After Users Complain Of Canceled Access And Lost UberCash Balances

Now that the story of the Uber robocar fatality has mostly come to an end, and in the wake of the final NTSB crash report on the Uber fatality, it is worth going over the material that leaked or was released prior to the report and caused much discussion (including by me.)

Early Leaks And Reports On Uber Fatality Weren’t Too Long On The Truth

UBS analysts initiated coverage of Uber Technologies Inc (NYSE: UBER) with a bullish stance as the ride-hailing company is backed by a committed management team that can achieve certain financial milestones.

3 Big Questions About Uber's Stock From UBS

Uber Eats has lost the exclusive rights to make about 15 million McDonald's deliveries each year in the United Kingdom.

Uber suffers another blow as it loses McDonald's delivery monopoly in the UK

Shares of Uber Technologies Inc. UBER, -1.36% rose 1.9% in premarket trading Tuesday, after a bullish call from analyst Eric Sheridan at UBS, saying the ride-sharing company checks each key theme and investing opportunity that he has identified for the internet sector.

Uber's stock rallies after UBS initiates coverage with bullish rating, sees potential for 54% gain

Uber plans to launch its self-driving cars in pockets of cities where weather, demand and other conditions are most favorable.

Uber's self-driving cars are a key to its path to profitability

Uber's (UBER) deal with Nissan is aimed at offering the latter's electric cars to its London drivers at a discounted price.

Uber & Nissan Ink Electric Car Deal in London Amid Dispute

Uber is in a strong position to shake off its 2019 woes and break out in 2020, RBC Capital's Mark Mahaney says

Here's why Uber could break out in 2020, according to RBC Capital's Mahaney

Ridesharing company Uber Technologies Inc (NYSE: UBER) blamed “system or human error” for its failure to meet London regulatory demands in November 2019, according to a new document released this week.

Uber Signs Electric Car Deal With Nissan While It Tries To Regain License In London

Uber has signed an agreement with Nissan to introduce a fleet of 2,000 Leaf hatchbacks for its drivers.

Uber to offer UK drivers electric Nissan cars at a discount as it fights London ban

Uber Advanced Technologies Group will start mapping Washington D.C., ahead of plans to begin testing its self-driving vehicles in the city this year.

Uber’s self-driving unit starts mapping Washington D.C. ahead of testing

Slack

Zoom Video

Last year many IPO stocks were beaten silly, but I've found three that may have finally bottomed. Here's how to trade them.

3 IPO Stocks to Buy That Finally Bottomed

Uber is laying the groundwork to bring its self-driving cars to the nation's capital.

Uber prepares to test its self-driving cars in Washington, DC

For the first time, Uber UBER, +0.77%   is allowing drivers to have control over the fares they charge riders.

Uber is letting drivers set their own fares, so why could they end up making less money?

Uber Eats Keeps Getting Smaller

Prices on Uber and Lyft rose to as much as five times normal rates in the immediate aftermath of a deadly shooting in downtown Seattle on Wednesday evening.

News for Uber Stock (UBER)