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 largest business is its flagship ride-hailing service. While the company offers an alternative to traditional taxis, Uber also offers convenient delivery services for food and consumer goods.

Will Uber Be a $1 Trillion Company by 2030?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Analysts Think Uber (UBER) Is a Good Investment: Is It?

Enterprise Products Partners

Warrior Met Coal

David Trainer talks about opportunity in energy and why he considers JPMorgan a safer pick than the S&P. The Fed's handling of interest rates is seen as appropriate given the current circumstances, with a focus on a soft landing for the economy.

David Trainer Likes Energy, JPMorgan Over S&P; Uber, Tesla + Nvidia Too Expensive

Eli Lilly

Ralph Lauren

As March 2024 draws near, the performance of the S&P 500 Index is starting to reveal itself, with some stocks demonstrating notable growth while others show potential for valuation increases in the months ahead.

Best performing S&P 500 stocks in 2024

Amazon

A previous version of this column indicated Uber Technologies was joining the Dow Jones Industrial Average. Uber has been selected to enter the Dow Jones Transportation Average.

Why Amazon and Uber investors might wish those stocks weren't joining Dow indexes

Uber Technologies Inc. (UBER, Financial) has received a lot of attention due to its impressive performance, with its stock price increasing by more than 118% over the past 12 months. The stock has surpassed its previous peak of $60.70 per share in February 2021, achieving an all-time high of $81.40 at the time of writing.

Uber's Projected Growth Is Fully Reflected in Its Share Price

Alphabet

BMO Capital selected Alphabet and JPMorgan Chase selected Uber Technologies as top stock picks in 2024. Alphabet is leaning on AI to boost its already strong presence in digital advertising and cloud computing.

Top Picks From Wall Street: 2 Magnificent Growth Stocks to Buy Now and Hold Long-Term

Airbnb

Thanks to their massive scale, Airbnb and Uber offer superior services in their industries. Both companies possess powerful network effects and generate positive operating income.

3 Reasons Why Warren Buffett Would Love (and 1 Reason He Would Hate) These Phenomenal Growth Stocks

Duolingo

Workday

Uber is poised to dominate the mobility and delivery sectors. Duolingo will disrupt legacy education software developers.

Forget Palantir: Consider These 3 Millionaire-Maker Stocks to Buy Instead

DoorDash

Uber helped turn around its business by making important cuts to spending. And it developed revenue streams with better margins, thereby boosting cash flow.

Uber Is Becoming a Cash-Flow Machine. Can DoorDash Follow the Same Path and Offer Big Gains for Investors?

Applied Materials

Advanced Micro Devices

NVIDIA

The S&P 500 Index reached another record high in the wake of Nvidia's (NVDA) blockbuster earnings, which spread bullishness across the globe. We have highlighted five technology stocks that have gained in double digits so far this year.

5 Technology Stocks Powering the S&P 500 ETF This Year

Uber CEO Dara Khosrowshahi says that prioritizing drivers helped the company weather the pandemic. He acknowledged that drivers have been undervalued, and said that Uber needs to earn their loyalty.

Uber CEO says the company took its drivers 'for granted'

You can learn a lot by watching how corporate insiders handle positions in their own companies.

CEO's Uber Stake Jumps 73% Despite Trim

Uber is exploring offerings such as intercity bus and metro rail ticket bookings in India as part of a partnership with a government backed e-commerce initiative, a source told Reuters on Thursday.

Uber explores metro, bus bookings in partnership with India's ONDC - source

Uber has signed a memorandum of understanding with an Indian government-supported program that aims to make transportation and business more accessible across the South Asian region. The ride-hailing giant said Thursday that it will explore an integration with the network to expand the range of its mobility offerings on the Uber app.

Uber CEO says firm to explore integration with India's ONDC

SAN FRANCISCO--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Dara Khosrowshahi, CEO, will participate in a keynote at the 2024 Morgan Stanley Technology, Media and Telecom Conference on Wednesday, March 6. Mr. Khosrowshahi is scheduled to appear at 12:35pm PT (3:35pm ET). An audio webcast of the event will be available on the investor relations section of the Uber website at http://investor.uber.com. About Uber Uber's mission is to create opportunity through movemen.

Uber CEO to Participate in Fireside Chat Hosted by Morgan Stanley

KARLSRUHE, Germany--(BUSINESS WIRE)-- #endoscopic--joimax® partners with Uber Ros S.p.A.

joimax® Expands Distribution in Italy – Announces New Partnership with Uber Ros S.p.A

Uber, along with partners Mitsubishi Electric and autonomous robotics startup Cartken, are launching a service in Japan that will use self-driving sidewalk robots to deliver food to customers. The companies announced that the service offered through the Uber Eats app will launch in a select part of Tokyo by the end of March.

Uber Eats is launching a delivery service with Cartken's sidewalk robots in Japan

The sidewalk robot deliveries are set to start by the end of March in a select area of Tokyo.

Uber Eats to begin self-driving robot deliveries in Japan

S&P Global

Walmart

NEW YORK , Feb. 20, 2024 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the Dow Jones Industrial Average (DJIA) and Dow Jones Transportation Average (DJTA) effective prior to the open of trading on Monday, February 26: Amazon.com Inc. (NASD:AMZN) will replace Walgreens Boots Alliance Inc. (NASD:WBA) in the Dow Jones Industrial Average. Reflecting the evolving nature of the American economy, this change will increase consumer retail exposure as well as other business areas in the DJIA.

Amazon.com Set to Join Dow Jones Industrial Average; Uber to Join Dow Jones Transportation Average

Stellantis N.V. 

Stock buybacks are one of the many actions companies use to attract investors and raise their share price. A board of directors typically approves when a company repurchases its shares in the stock market, decreasing the overall number of outstanding shares.

3 Stocks Jumping Aboard the Stock Buyback Bandwagon

A Deutsche Bank pundit is now convinced the shares could hit $95. His new take was inspired by management's pronouncements on the company's investor day.

This Ride-Hailing Stock Has Nearly 20% Upside, According to 1 Wall Street Analyst

Uber stock surged in 2023 as the company turned profitable. But how will Uber follow up that performance this year?

Is Uber Stock A Buy? Wall Street Raises Estimates After Buyback, Investor Day

Nvidia (NVDA), Eli Lilly (LLY), Meta Platforms (META), Uber Technologies (UBER) and Ralph Lauren (RL) are the five best-performing stocks in the S&P 500.

5 Best-Performing S&P 500 Stocks Halfway Through Q1

I update my recommendation on Uber stock after its quarterly earnings.

News for Uber Stock (UBER)