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 -3.30% change in stock price 10 days leading up to the earnings, and a +5.38% change 10 days following the report. On the earnings day itself, the stock moves by +1.57%. 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
11.96B
20.36%
6.89%
Gross Margin
32.43%
8.35%
1.89%
Operating Margin
10.49%
70.57%
9.38%
Net Margin
57.71%
237.29%
148.43%
EPS
3.21
379.10%
165.29%
No Data Available
UBER Earnings Analysis
Uber Technologies Inc Corporation (UBER.N) Earnings Conference Call
Positive
Earnings Per Share Surprise: Uber Technologies, Inc. reported an EPS of $3.21, significantly exceeding expectations of $0.50.
Gross Bookings Growth: Gross bookings growth on a constant currency basis was 21%, surpassing the mid to high teens CAGR commitment.
EBITDA Growth Exceeds Expectations: Adjusted EBITDA increased by 60% year on year, outperforming the anticipated high thirties to forty percent CAGR.
Uber One Membership Growth: The Uber One membership program added five million members in the quarter, bringing the total to 30 million, a nearly 60% year-on-year increase.
Free Cash Flow Conversion: Annual free cash flow conversion as a percentage of EBITDA was 106%, exceeding the indicated target of over 90%.
Negative
Gross Bookings Slowdown: Gross bookings growth was only 21%, which, while above guidance, indicates a slowdown compared to previous quarters where growth rates were higher, suggesting potential market saturation.
EBITDA Growth vs. Currency Risks: Despite a reported adjusted EBITDA growth of 60%, the company faced significant foreign exchange headwinds that could impact future profitability, indicating vulnerability to currency fluctuations.
Autonomous Vehicle Timeline Delay: The autonomous vehicle (AV) commercialization timeline has been pushed back significantly, with management acknowledging that it will take much longer than previously anticipated, raising concerns about future revenue streams from this segment.
Membership Program Concerns: The Uber One membership program, while growing, may indicate a reliance on discounts and promotions to drive user engagement, which could negatively impact margins in the long term.
Capital Expenditure Concerns: The company has not provided specific guidance on future capital expenditures, raising concerns about potential overspending in R&D and product development without clear returns on investment.
UBER FAQs
How does UBER typically perform around its earnings report dates?
Is Uber Technologies Inc (UBER) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
UBER Earning Call Sentiment
Uber Technologies, Inc. (NYSE:UBER) Q4 2024 Earnings Call Transcript
UBER.N
0.18%Positive
Uber's earnings call highlights strong financial performance, including record EPS and gross bookings growth. The company exceeded its financial commitments and announced a $1 billion share buyback program, signaling confidence in future growth. Despite competitive and regulatory risks, Uber's strategic investments in autonomous vehicles and geographic expansion are promising. The Q&A session revealed cautious optimism about future growth and profitability, with management addressing concerns about AV commercialization and economic factors. These factors, combined with the positive guidance and shareholder returns, suggest a positive stock price movement in the short term.
