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UBER Earning Date, Transcript Summary & Report

Uber Technologies Inc
$
90.410
-1.310(-1.430%)

UBER Earnings Prediction

The chart below shows how UBER performed 10 days before and after its earnings report, based on data from the past quarters. Typically, UBER sees a -3.77% change in stock price 10 days leading up to the earnings, and a +5.58% change 10 days following the report. On the earnings day itself, the stock moves by +0.12%. This data can give you a slight idea of what to expect for the next quarter's release.

UBER Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
11.53B
13.84%
-3.56%
Gross Margin
32.58%
6.89%
0.46%
Operating Margin
10.94%
56.51%
4.29%
Net Margin
15.38%
335.17%
-73.35%
EPS
0.84
370.97%
-73.83%
No Data Available

UBER Earnings Analysis

Uber Technologies Inc Corporation (UBER.N) Earnings Conference Call

Positive

  • Active Consumer Growth: Uber's monthly active consumers grew by 14% to 170 million, indicating strong audience engagement.

  • User Activity Growth: Trips increased by 18%, showcasing robust growth in user activity.

  • Record High Retention Rates: Retention rates reached all-time highs globally, reflecting customer satisfaction and loyalty.

  • Gross Bookings Growth: Gross bookings grew in line with trips, driven by strength in both mobility and delivery sectors.

  • Adjusted EBITDA Surge: Record adjusted EBITDA of $1.9 billion was achieved, marking a 35% year-on-year increase.

  • Strong Free Cash Flow: Free cash flow reached $2.3 billion, demonstrating strong financial health.

  • Waymo Launch Success: Successful launch of Waymo in Austin with around 100 well-utilized cars, indicating effective execution of partnerships.

  • Autonomous Driving Partnerships Expansion: Five new autonomous driving partnerships were announced, expanding Uber's technological capabilities in the U.S., Europe, and the Middle East.

  • Dining Service Integration: Partnership with Open Table was established to integrate dining, delivery, and transportation services for customers.

  • Trendyol Go Acquisition: Acquisition of Trendyol Go was announced to enhance growth prospects in Turkey.

Negative

  • Economic Policy Challenges: Despite a strong start, the company faces challenges from a 'dizzying backdrop of headlines on trade and economic policy' which could impact future performance.

  • Booking Growth Concerns: While gross bookings grew in line with trips, there is a concern about reliance on engagement and frequency rather than price, which may not be sustainable long-term.

  • Investment Impact on Operations: The company has made significant investments in partnerships and acquisitions, which could strain resources and divert focus from core operations.

  • Future Growth Concerns: The CEO emphasized that 'good is not going to be good enough,' indicating that current performance may not meet future expectations, raising concerns about sustainability of growth.

  • Seasonal Performance Volatility: The mention of 'seasonally stronger second half of the year' suggests potential volatility in performance, indicating that the first quarter may not be indicative of the entire year.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

UBER FAQs

How does UBER typically perform around its earnings report dates?

UBER's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -3.77% change leading up to the report and a +5.58% change in the 10 days following the release.

Is Uber Technologies Inc (UBER) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

UBER Earnings Deck

Uber Technologies (UBER) Q1 2025 Earnings Call Transcript

UBER Earning Call Sentiment

Uber Technologies (UBER) Q1 2025 Earnings Call Transcript

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UBER.N

-1.43%
Positive
Uber's earnings call highlights strong financial performance, with significant growth in gross bookings, adjusted EBITDA, and free cash flow. The positive outlook for Q2 and strategic initiatives like the share buyback program and partnerships (e.g., Trendyol Go) further enhance sentiment. While competitive pressures and regulatory risks exist, Uber maintains a market-leading position, and the Q&A section reflects confidence in overcoming challenges. Despite some management ambiguity, the overall sentiment is positive, with expected top-line and profitability growth, suggesting a likely stock price increase over the next two weeks.