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

We, Uber, and Lyft never figured out how to make a profit and probably never will. Avoid their shares.

1 Scary Thing That We, Uber and Lyft Have In Common

It’s been a rough month for ride-sharing companies, and Seattle is about to put another bump in the road.

Seattle plans minimum wage and new tax on Uber and Lyft, adding to ride-sharing’s regulatory woes

An HSBC analyst upgrades the two out-of-favor ridesharing stocks. This could be the bottom.

Will Uber and Lyft Stocks Shift Out of Reverse?

Shares of Uber Technologies Inc. and Lyft Inc. received a boost Monday after HSBC analyst Masha Kahn turned bullish on both ride-hailing stocks, writing that the “price is right” to invest in the beaten-down industry.

The Ratings Game: Uber stock is a buy-one-get-one-free deal, analyst contends

HSBC raised its ratings of both Uber and Lyft to buy from hold on Monday.

Uber and Lyft upgraded to buy at HSBC, which sees over 30% upside for both ridesharing stocks

Amazon

From package delivery to ride-hailing, companies including Amazon and Uber are facing new scrutiny over their use of contract workers to power the services they provide to consumers.

A reckoning for the gig economy: Why Amazon and Uber are facing new scrutiny over contract workers

The trucking industry is worth hundreds of billions of dollars per year. Uber is going after this market with Uber Freight, an online platform that matches truckers with shippers looking to move cargo from one place to another.

Uber Freight is making trucking more efficient and could help Uber turn a profit

The deal will give the ride-hailing app seven floors, totaling more than 300,000 square feet, with an option to take an eighth floor for an additional 50,000 square feet, Crain’s New York Business said on Friday.

Uber set to sign massive lease at 3 World Trade Center

California's state government signed into law a change in employment classification, which would force ride-hailing companies like Uber Technologies Inc (NYSE: UBER) to no longer support "gig workers" on its platform.

Uber Backer Bradley Task Talks California Legislation

Uber and Lyft are running out of time to prove that their ride-hailing apps can make a profit at scale. Meanwhile courts and legislators are calling the business model feudalism
The post California Law Puts Uber Stock Under Threat appeared first on InvestorPlace.

California Law Puts Uber Stock Under Threat

Uber -owned JUMP pulled its bikes and scooters from a handful of markets over the last few months. The latest city affected is San Diego, where JUMP’s bikes and scooters will no longer be available as of September 19, with the exception of two naval bases in the city.

JUMP pulled its bikes from a number of markets in the last few months

After layoffs in July, Uber (UBER) trims workforce again to drive its bottom line.

Uber (UBER) Lays Off 435 Employees to Improve Efficiency

After Uber said a proposed California law won't necessarily apply to it, drivers have begun to fight back.

Uber hit with new lawsuit on whether its drivers are employees

Uber is shutting down its electric bike business in two cities amid a difficult stretch for the company that's included two rounds of layoffs and record losses.

Uber pulls its Jump bikes from two cities

A class-action suit on behalf of drivers in federal court in California, filed on Wednesday, accused Uber of wrongly classifying drivers under the state’s employment test.

New Lawsuit Against Uber Is Set to Test Its Classification of Workers

The ridesharing leader is borrowing $750 million to help fund its purchase of Careem.

Uber Has Raised Nearly $10 Billion in Four Months. It Needs More.

Analysts are lowering their expectations for the ridesharing leaders, but the accelerator pedal is so much more tempting these days.

3 Reasons Wall Street Shouldn't Hit the Brakes on Uber and Lyft

A driver for Uber has sued the company for misclassifying its drivers as independent contractors, hours after California legislators voted to help thousands of those workers become, and enjoy the benefits of being, employees.

Uber is sued over resistance to California 'gig' contractor law

Hailing a ride with Uber or Lyft in California could get more expensive if lawmakers enact a state bill putting tight controls on who counts as an employee, market experts say.

Here’s exactly how much more expensive Lyft and Uber rides could be under California’s gig worker law

Uber is being accused of using “deceptive” tactics to fight its regulatory battles in the Big Apple. The ride-hailing giant — scrambling to thwart a potential cap on the lucrative fees that its Uber Eats food-delivery service charges restaurants — has tapped a team of political lobbyists who critics say have been posing as reps.

Uber fights fee cap with lobbyists who pose as restaurant reps: critics

A top Uber executive attempted to defuse concerns about a potential existential threat to its business shortly after lawmakers in California approved a new bill that will make it more difficult for employers in the state to classify workers as independent contractors.

Uber tries to defuse concerns over legislation that could force it to treat drivers as employees

Slack

Dreams of riches are turning into nightmares for investors as profitability continues to elude these three.

Here’s Why Uber, Lyft, and Slack Aren’t the IPOs Investors Dreamed About

The company said it would not treat drivers as employees, defying a bill state lawmakers passed this week to extend minimum wage and other protections to independent contractors.

Uber Says It Is Not Subject to California Gig-Worker Law

In light of gig worker protections bill AB5 passing in the California State Senate last night, and amendments to AB5 passing in the Assembly this morning, Uber has made it clear it plans to do whatever it takes to keep its drivers independent contractors. “We will continue to advocate for a compromise agreement,” Uber Chief […]

Uber plans to keep defending independent contractor model for drivers

iShares Russell 2000 ETF

AT&T

AT&T, Uber, Lyft, the Russell 2000 and Restoration Hardware are our top stock trades to watch for Thursday. Here's a look.

News for Uber Stock (UBER)