UBER
Uber Technologies, Inc.80.92
-0.94-1.15%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A bolsters AV economics, growth drivers
Q&A deepened Uber's AV playbook, stressing platform-driven utilization 30% above stand-alone rivals and positive margins in current deals, with expansions to 15 cities by year-end via Waymo, Waabi, and others. Management countered competition worries, noting 70% of U.S. profits from non-top-20 cities and 60% mobility international, while AVs grow overall bookings as seen in San Francisco. User growth levers like Moto, Reserve, and sparse markets lifted MAPC to 18% YoY; delivery accelerates on selection and grocery. Buybacks stay aggressive. AVs expand the pie. Watch scaling and insurance tailwinds.
Key Stats
Market Cap
168.75BP/E (TTM)
10.41Basic EPS (TTM)
7.77Dividend Yield
0%Recent Filings
10-K
FY2025 results
Uber's FY2025 delivered $193B Gross Bookings, up 19% y/y, with Mobility and Delivery accelerating into Q4 amid seasonal strength—Q4 saw 202M MAPCs, up 18% y/y, as 58% of first-time Delivery users were platform newbies. Revenue hit $52B (+18% y/y), driven by Trip growth, while Adjusted EBITDA jumped 35% to $8.7B on Mobility ($7.9B) and Delivery ($3.6B) margin gains, despite Freight's flat bookings in a tough cycle. Q4 momentum shone: Mobility and Delivery Gross Bookings surged on holiday demand, outpacing Q3. Cash swelled to $7.6B after $10B operating cash flow; $6.5B buybacks trimmed shares, debt dipped post-redemptions. Driver misclassification suits loom large.
8-K
Uber buys Getir Türkiye delivery
Uber agreed on February 8, 2026, with Mubadala to acquire Getir's Turkish delivery portfolio, starting with its food business for $335 million cash—cash and debt free—after $1B+ gross bookings in 2025, up over 50% YoY constant currency. Uber adds a $100M, 15% stake in Getir's grocery, retail, and water ops, with full buyout eyed in coming years pending performance. Food close targeted H2 2026 post-regulatory nod. Regulatory delays loom.
8-K
CFO change amid Q4 record
Uber announced CFO Prashanth Mahendra-Rajah's departure effective February 16, 2026, with VP Strategic Finance Balaji Krishnamurthy stepping in seamlessly. Q4 trips hit 3.8 billion, up 22% YoY; Gross Bookings reached $54.1B, revenue $14.4B. Record $2.5B Adjusted EBITDA. Smooth transition preserves momentum.
8-K
Uber unveils new non-GAAP metrics
Uber announced new non-GAAP measures—Operating Income, Net Income, and EPS—replacing Adjusted EBITDA starting Q1 2026, while shifting to Segment Operating Income. These add back depreciation, amortization (excluding acquired intangibles), and stock-based comp for GAAP alignment, excluding volatile items like FX gains. New metrics grew steadily to $1,675M and $0.65 EPS by Q3 2025. Non-GAAP has limits like ignoring asset replacements.
8-K
Uber Q3 trips +22% YoY
Uber crushed Q3 with trips up 22% YoY to 3.5 billion and Gross Bookings at $49.7 billion, up 21%. Adjusted EBITDA soared 33% to $2.3 billion, fueled by Delivery's 25% bookings surge, while Freight stagnated. Q4 guides Gross Bookings to $52.25-53.75 billion. Net income spiked on $4.9 billion tax benefit.
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