Sign in

You're signed outSign in or to get full access.

Uber Technologies (UBER)

--

Earnings summaries and quarterly performance for Uber Technologies.

Recent press releases and 8-K filings for UBER.

Uber reports Q4 2025 results and CFO transition
UBER
Earnings
CFO Change
Share Buyback
  • Gross bookings rose 22% year-over-year in Q4; 2025 full-year bookings exceeded $20 billion for the fifth straight year, with adjusted EBITDA of $8.7 billion and free cash flow of $9.8 billion (+42%).
  • Platform scale reached a 15 billion annualized trip run rate and over 200 million monthly active users in Q4.
  • CFO transition: Prashanth Mahendra-Rajah will step down on February 16, 2026, to be succeeded by Balaji Krishnamurthy.
  • Committed to returning ~50% of free cash flow via share repurchases, targeting ongoing reductions in share count.
  • Autonomous vehicle roadmap advanced through partnerships (e.g., Waymo, NVIDIA, Waabi), aiming to deploy in 15 cities by end-2026 to bolster growth and margins.
3 hours ago
Uber reports Q4 2025 results
UBER
Earnings
CFO Change
Share Buyback
  • Gross bookings rose 22% y/y to a 15 billion annual run rate; 2025 full-year adjusted EBITDA was $8.7 billion (35% margin) and free cash flow was $9.8 billion, up 42% y/y.
  • Prashanth Mahendra-Rajah will step down as CFO on February 16, 2026; Balaji Krishnamurthy will assume the role.
  • Autonomous vehicle deployments expected in 15 cities by year-end, with partnerships including Waymo, NVIDIA, Waabi, Nuro, and Lucid; AV trips on Uber’s platform show 30% higher utilization vs. standalone AV services.
  • Monthly active users grew from 14% y/y at the start of 2025 to 18% y/y by year-end, reaching 202 million MAPCs, with 40% of consumers using more than one Uber product.
  • Uber will reinvest in core growth areas (AV, selective M&A) while committing roughly 50% of free cash flow to share repurchases, maintaining an aggressive buyback cadence.
3 hours ago
Uber reports Q4 2025 earnings, announces CFO transition
UBER
Earnings
CFO Change
  • Industry-leading growth in Q4 2025: trips reached a 15 billion annual run rate and monthly active users topped 200 million, driving 22% year-over-year gross bookings growth.
  • Full-year 2025 results include over $20 billion in annual gross bookings (fifth consecutive year), $8.7 billion of adjusted EBITDA (35% margin) and $9.8 billion of free cash flow (up 42%).
  • CFO transition: Prashanth will step down on February 16, with Balaji appointed as his successor to lead financial strategy.
  • Strong start to 2026 with a profitable platform and planned targeted investments across six strategic focus areas.
4 hours ago
Uber announces Q4 and FY2025 results
UBER
Earnings
CFO Change
Guidance Update
  • Uber delivered a record Q4 with GAAP operating income of $1.8 B and adjusted EBITDA of $2.5 B (up 35% YoY), on $54.1 B gross bookings (+22% YoY) and $14.4 B revenue (+20% YoY).
  • For full-year 2025, Uber achieved $193.5 B in gross bookings (+19% YoY), $52.0 B in revenue (+18% YoY) and $9.8 B in free cash flow (+42% YoY).
  • Unrestricted cash and short-term investments totaled $7.6 B at Q4 end, underpinning strong liquidity.
  • CFO Prashanth Mahendra-Rajah noted $10 B in free cash flow for 2025, and incoming CFO Balaji Krishnamurthy will lead disciplined investment toward an AV-future.
  • Q1 2026 guidance calls for $52.0 B–$53.5 B in gross bookings (+17% to 21% YoY) and non-GAAP EPS of $0.65–$0.72 (up ~37% YoY).
5 hours ago
Uber announces Q4 and full year 2025 results
UBER
Earnings
Guidance Update
CFO Change
  • In Q4 2025, Trips grew 22% YoY to 3.8 billion, Gross Bookings rose 22% YoY to $54.1 billion, and Revenue increased 20% YoY to $14.4 billion.
  • Q4 2025 GAAP Income from operations was $1.8 billion (+130% YoY), GAAP Net Income was $296 million (EPS $0.14), and Adjusted EBITDA reached $2.5 billion (+35% YoY).
  • For the full year 2025, Gross Bookings totaled $193 billion, Revenue was $52 billion, and Free Cash Flow amounted to $10 billion.
  • Q1 2026 outlook: Gross Bookings of $52.0 billion to $53.5 billion (17–21% YoY growth) and Non-GAAP EPS of $0.65 to $0.72.
  • CFO transition: Prashanth Mahendra-Rajah will step down on February 16, 2026; Balaji Krishnamurthy will assume the CFO role on that date.
5 hours ago
Uber relaunches Macau taxi operations and launches Hong Kong link
UBER
Product Launch
New Projects/Investments
  • Uber relaunched operations in Macau, marking its first new Asian market entry in years by enabling ride booking and payment for licensed taxis through its app.
  • Launched a cross-border limousine service between Hong Kong and Macau with upfront pricing (including tolls), 24-hour advance reservations up to 90 days, operated by partner Kwoon Chung.
  • Positioned as a cautious, fully licensed model in collaboration with local authorities to support Macau’s tourism rebound and Greater Bay Area connectivity.
  • Market analysts maintain a Strong Buy consensus on UBER stock based on 30 Buys, 3 Holds, and 1 Sell over the past three months.
  • CEO Dara Khosrowshahi expects to roll out robotaxi services in over 10 markets by end of 2026, potentially including Hong Kong and Japan.
1 day ago
Uber invests in Waabi’s $1B robotaxi funding round
UBER
New Projects/Investments
  • Waabi raised up to $1 billion—a $750 million Series C co-led by Khosla Ventures and G2 Venture Partners plus a $250 million milestone-based commitment from Uber—bringing total funding to $1.28 billion.
  • Under the deal, Uber will deploy at least 25,000 Waabi Driver–powered robotaxis exclusively on its ride-hailing platform, with additional capital tied to deployment milestones.
  • Strategic and financial backers include Uber, Nvidia’s VC arm (NVentures), Volvo Group Venture Capital, Porsche, BlackRock, Radical Ventures and an ADIA subsidiary; Waabi’s valuation is reported at $3 billion.
  • Waabi’s single, end-to-end “physical AI” shared brain aims to power both autonomous trucking and robotaxis, though timelines, vehicle partners and safety plans remain undisclosed.
7 days ago
Uber invests in Waabi’s $750M Series C for robotaxis
UBER
New Projects/Investments
  • Waabi closed an oversubscribed $750 M Series C round co-led by Khosla Ventures and G2 Venture Partners, with participation from Uber, NVIDIA’s NVentures, Volvo Group Venture Capital, Porsche, BlackRock, ADIA, and others.
  • As part of the partnership, Uber will invest additional milestone-based capital to support the development and deployment of 25,000+ Waabi Driver-powered robotaxis exclusively on the Uber platform.
  • Waabi’s Physical AI Platform uses a shared end-to-end AI model for both autonomous trucks and robotaxis, enabling rapid scaling and cross-application improvements.
7 days ago
Uber expands grocery delivery network with Kroger partnership
UBER
Product Launch
  • Uber Technologies and Kroger have launched delivery of nearly 2,700 Kroger Family of Companies stores on the Uber Eats, Uber and Postmates apps nationwide.
  • Customers can now order fresh groceries, Kroger’s Our Brands favorites and household essentials for on-demand and same-day delivery via Uber’s platforms.
  • This rollout deepens Uber’s presence in grocery delivery and strengthens its strategic partnership with a leading supermarket chain.
Jan 15, 2026, 5:38 PM
Uber adds nearly 2,700 Kroger stores to its delivery apps
UBER
Product Launch
  • Uber and Kroger launched nearly 2,700 Kroger Family of Companies stores on Uber Eats, Uber, and Postmates apps nationwide.
  • Customers can browse full store assortments—from fresh groceries to household essentials—across multiple Kroger banners for on-demand and same-day delivery.
  • Uber is offering up to 50% off first orders from Kroger banners and $0 delivery fee for Uber One members on eligible orders.
  • The partnership aims to broaden access and convenience, enhancing flexibility for millions of households.
Jan 15, 2026, 1:00 PM