Uber Technologies Inc (UBER) FY2025Q3 Earning Prediction
Uber Technologies Inc (UBER) is set to release its FY2025Q3 earnings performance on 11/04 05:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 13.00B and an earnings per share (EPS) of 0.67 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The forecast suggests a revenue beat driven by partnerships, AV development, and advertising growth, although legal risks may limit upside.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Logic & Justification
Revenue Growth Drivers
- Partnerships & Market Expansion:
Key Deals: Uber expanded partnerships with Kroger (full assortment access), Aldi (2,500+ stores), Best Buy (800+ stores), Dollar Tree (9,000 stores), Hibbett (900 stores), and Sephora (hundreds of locations). These collaborations significantly broaden Uber Eats’ non-restaurant delivery ecosystem.
Impact: Non-restaurant deliveries are projected to hit a $ 12.5B annual run rate (25% above prior guidance), directly addressing market concerns about gross bookings growth.
- Autonomous Vehicle Momentum:
- AV partnerships with Nvidia, Stellantis, and WeRide aim to deploy 5,000+ Level 4 vehicles by
- While long-term in scope, these initiatives signal operational efficiency improvements (reducing driver costs) and investor optimism.
- Advertising & Retail Media:
- Kroger retail media collaboration and Cars.com’s in-ride advertising integration could boost high-margin ad revenue.
EPS & Profitability
Cost Control: Mizuho forecasts 25% GAAP EPS CAGR (2025–2028), supported by free cash flow growth and disciplined capital returns.
Risks: Regulatory headwinds (DOJ lawsuit, NYC wage laws) and AV R&D costs may limit near-term EPS upside.
Key Risks
- Safety/Legal Overhangs: NJ AG investigation into sexual assault reporting and DOJ disability discrimination lawsuit could pressure margins if settlements materialize.
Tactical Strategy Recommendations
Trading Strategy
- Bullish Plays: Buy $95–100 calls expiring post-earnings. Upside to $105–110 on Strong Beat.
- Hedging: Pair with puts (e.g., $85–90 strike) to mitigate regulatory/litigation risks.
- Long-Term: Hold shares for AV optionality and advertising upside. Rationale: Partnerships and AV progress justify a revenue beat, but legal risks cap upside. Neutral-to-positive analyst sentiment (UBS, Mizuho, Wells Fargo) supports momentum.
Earnings Surprise Analysis
UBER Transcript
The earnings call reveals strong growth in gross bookings and record trip numbers, particularly in grocery retail. The NVIDIA partnership and AV deployment plans indicate future potential. Despite some uncertainty in AV profitability and unclear timelines, the overall sentiment is positive due to strategic expansions, increasing membership benefits, and legislative wins. The Q&A section highlights growth in urban and suburban markets, and strong results in Mobility. The positive aspects outweigh the concerns, suggesting a likely positive stock price movement.
The earnings call summary indicates strong financial performance with record highs in trips, gross bookings, adjusted EBITDA, and free cash flow. The announcement of a $20 billion share repurchase is a positive signal for shareholder value. The Q&A section reveals promising growth in Uber One memberships and autonomous vehicle partnerships, despite competitive pressures and strategic execution risks. Overall, the combination of strong financials, strategic partnerships, and shareholder-focused initiatives suggests a positive stock price movement, likely between 2% to 8%.
UBER Report
Frequently Asked Questions
What is the Uber Technologies Inc FY2025Q3 Earnings Release Date and Time?
Uber Technologies Inc (UBER) is scheduled to release its FY2025Q3 earnings report onNov 4, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Uber Technologies Inc FY2025Q3 Revenue and EPS?
Analysts' consensus predicts 13.00B in revenue and an EPS of 1.00 for Uber Technologies Inc's FY2025Q3.
What Does Intellectia's AI Predict for Uber Technologies Inc FY2025Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forUber Technologies Inc's FY2025Q3 earnings, with a prediction date of Nov 4, 2025. Uber Technologies Inc The forecast suggests a revenue beat driven by partnerships, AV development, and advertising growth, although legal risks may limit upside.
How Can I Use This Earnings Prediction to Trade UBER Stock?
Leverage Intellectia's AI forecast to position trades ahead of theNov 4, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Uber Technologies Inc FY2025Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
