Core Insights - Uber Technologies, Inc. reported fourth-quarter 2025 earnings that fell short of analyst expectations despite achieving double-digit revenue growth and record cash flow generation [1] - The company posted adjusted earnings per share of $0.71, missing the consensus estimate of $0.80 by 11% [1] - Revenue reached $14.4 billion, slightly above analyst expectations of $14.32 billion, marking a 20% year-over-year increase [1] Financial Performance - Quarterly trips increased by 22% to 3.8 billion, while gross bookings rose by 22% to $54.1 billion [2] - Uber generated record operating cash flow of $2.9 billion during the quarter and free cash flow of $2.8 billion, representing a 65% year-over-year increase [2] - Adjusted EBITDA rose by 35% to $2.5 billion, with margin improving to 4.6% of gross bookings from 4.2% a year earlier [2] Future Outlook - The company's first-quarter 2026 outlook disappointed investors, forecasting non-GAAP EPS of $0.65 to $0.72, below the consensus estimate of $0.75 [3] - Gross bookings are expected to range from $52.0 billion to $53.5 billion, representing constant-currency growth of 17% to 21% [3] - By segment, Mobility revenue rose by 19% year over year to $8.2 billion, Delivery revenue increased by 30% to $4.9 billion, and Freight revenue remained flat at $1.27 billion [3]

Key Takeaways UBER's Q4 EPS of $0.71 missed estimates and fell 77.8% year over year, even as revenue topped forecasts.Uber saw Mobility drive 57% of revenue, while Delivery grew 30% year over year and Freight stayed nearly flat.UBER's Q4 adjusted EBITDA jumped 35%, total gross bookings beat guidance.Uber Technologies (UBER) reported mixed fourth-quarter 2025 results, wherein earnings missed the Zacks Consensus Estimate while revenues surpassed the mark. Quarterly earnings per share (EPS) of 71 cents missed ...

It's time now for our 360 round. For that, let's bring in our panel to discuss Uber shares under pressure after the company reported weaker than expected earnings. Right now, trading down about 3 and 3/4%.Joining us now to help us break down these numbers, David Clement, North American affairs manager at Consumer Choice Center, and Jamie Meyers, analyst at Lafer Tangler Investments. Thank you both for being with us. Jamie, let's start with you.You know, what were some of your key takeaways from the report w ...

Uber Stock Falls on Earnings and Guidance Miss. Robo-Taxis Are the Wild Card. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Uber Stock Falls on Earnings and Guidance Miss. Robo-Taxis Are the Wild Card.By [Nate Wolf]ShareResize---ReprintsI ...

Market Overview - The U.S. stock market is experiencing mixed trading patterns with a notable rotation out of technology giants and into broader market sectors [1] - The S&P 500 has slipped around 0.2% to 0.3%, marking a modest decline for the fourth time in the last five days [2] - The Nasdaq Composite has traded approximately 1% lower, with the Nasdaq 100 specifically seeing a 1.4% loss [2] - The Dow Jones Industrial Average has risen by as much as 389 points, or 0.8%, indicating a shift away from tech stocks towards firms expected to benefit from improving growth prospects [2] Economic Indicators - The yield on 10-year Treasuries has remained steady at 4.28% [3] - Upcoming economic data includes the ADP Employment Change and ISM Services PMI for January, which are crucial for assessing the labor market and services sector [5] - The week will culminate with the U.S. Employment Report on February 6th, which includes non-farm payrolls and average hourly earnings [6] Company-Specific Highlights - Advanced Micro Devices (AMD) shares dropped by as much as 15.7% despite stronger-than-expected profits, indicating high expectations for AI-related companies [9] - Uber Technologies (UBER) fell 3% to 5% after its quarterly results and profit forecast fell short of expectations [10] - Super Micro Computer (SMCI) rallied by 12% to 14% after delivering stronger-than-expected profits [10] - Eli Lilly (LLY) surged by 9.2% after exceeding profit expectations and providing strong guidance, driven by its obesity drugs [11] - Silicon Laboratories (SLAB) shares soared by 51% following the announcement of its acquisition by Texas Instruments for approximately $7.5 billion [13] - Nvidia (NVDA) shares declined 2.8% due to a broad tech sell-off and uncertainty surrounding its OpenAI investment [14]

优步（UBER）股价在早盘交易中走低，尽管首席执行官对自动驾驶领域机遇发表了乐观言论，但投资 者仍对这家网约车巨头的盈利指引持负面态度。 彭博社汇编数据，优步预计第一季度调整后每股收益（EPS）区间为0.65-0.72 美元，低于分析师预期的 0.77 美元。该季度调整后息税折旧摊销前利润（EBITDA）预期为23.7 亿 - 24.7 亿美元，同样不及分析 师预期的中值。 此外，优步宣布任命巴拉吉・克里希纳穆尔蒂（Balaji Krishnamurthy）为新任首席财务官，接替普拉尚 特・马亨德拉 - 拉贾（Prashanth Mahendra-Rajah），后者将于2 月 16 日卸任。 优步股价在盘前交易中一度暴跌9%，但随后在首席执行官达拉・科斯罗萨希（Dara Khosrowshahi）在 业绩电话会议上发表积极言论后迅速反弹。该股早盘开盘下跌超5%。 科斯罗萨希表示："从目前的自动驾驶汽车（AV）部署中吸取经验后，我们更加确信，自动驾驶汽车将 为优步解锁数万亿美元的机遇。" 优步网络的另一大优势在于其多元化业务，例如优步外卖（Uber Eats）和货运服务，这能提升车辆的使 用率。 科斯罗萨希在谈 ...

Market Overview - The US market is experiencing a divergence, with the Dow gaining over 80 points (almost 0.2%), while the S&P 500 is down about 0.33% and the Nasdaq down 0.9% due to a sell-off in software stocks [3][8]. - Bitcoin remains below the critical level of $75,000, which is seen as an important technical level for future price movements [4][9]. Software and Technology Sector - The software sector is facing significant declines, with most stocks in the sector showing deep red, indicating ongoing selling pressure without specific catalysts [6][7]. - Concerns about AI potentially supplanting the functionality of existing software products are contributing to the malaise in the sector [7][9]. - Major tech companies like Apple, Nvidia, and Meta are also experiencing declines, with Nvidia down 2% and Meta down 3% [8][9]. Uber's Performance - Uber reported strong quarterly results with bookings up 22%, revenue up 20%, and EBITDA up 35%, but the guidance was in line with expectations rather than exceeding them [11][12]. - The company faces long-term risks from the potential disruption caused by autonomous vehicles (AVs), which could impact its market share and overall take rate [12][13]. Upcoming Earnings Reports - Alphabet and Amazon are set to report earnings soon, with Alphabet expected to show strong performance in its search and cloud businesses, potentially growing over 40% [21][22]. - Amazon is anticipated to perform well due to its interconnected businesses in retail, advertising, and AWS, with expectations of over 30% stock performance growth [25][26]. Pfizer's Strategy in Obesity Drugs - Pfizer is entering the competitive weight loss drug market, with a focus on developing a differentiated portfolio of injectables and oral medications [64][66]. - The company aims to address unmet medical needs in the obesity market, which is expected to grow significantly despite existing competition [67][70]. Analyst Calls and Market Reactions - Super Micro's price target was lowered due to margin pressures, while Chipotle's target was also cut following a same-store sales decline [47][48]. - Five Below received an upgrade due to new leadership and a strategic focus shift, while Boston Scientific's shares fell after issuing a soft forecast for 2026 [49][60].

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - The company's economics are improving, driven by mobility profits, a stable delivery business, and enhanced margins from Uber One and advertising [1][6][12] Mobility Platform - The mobility landscape is evolving, with the company acknowledging that autonomous vehicle (AV) adoption will be slow and uneven, but believes it can scale AVs without negatively impacting human-driven demand [1][4] - Uber's early deployments of AVs in Austin and Atlanta suggest that these vehicles can increase overall demand rather than cannibalizing human-driven trips [5] Financial Performance - For the fourth quarter, the company reported a 20% year-over-year revenue increase to $14.4 billion, with gross bookings rising 22% to $54.1 billion, marking the fastest growth in nearly three years [8] - Monthly active users surpassed 200 million for the first time, with trips reaching 3.8 billion in the quarter, indicating strong user engagement and growth [8][9] Delivery Business - The delivery segment has transformed significantly, now operating at a $100 billion annual bookings run rate, with fourth-quarter bookings increasing by 26% year over year [11] - Growth in delivery is attributed to various sectors, including restaurant delivery, grocery, and retail [11] Membership and Advertising - Uber One, the membership program, grew by 55% year over year to over 46 million members, contributing to more than a third of mobility bookings in the U.S. [11] - Advertising has emerged as a high-quality business for Uber, leveraging real-time marketing opportunities with minimal incremental costs [12] Leadership and Future Outlook - The company announced a leadership change in its finance team, with Balaji Krishnamurthy succeeding Prashanth Mahendra-Rajah as CFO [6] - The incoming CFO emphasized strong momentum and large free cash flows, indicating a disciplined investment approach for future growth, particularly in AV opportunities [7]

Uber (UBER) stock slipped in early trade after investors soured on the ride-hailing giant's profit outlook, even with the CEO's bullish comments on the autonomous opportunity. Uber forecast first quarter adjusted earnings per share (EPS) in a range of $0.65 to $0.72, missing estimates of $0.77, as compiled by Bloomberg. Adjusted EBITDA for the quarter of $2.37 billion to $2.47 billion also missed the midpoint of analyst estimates. In addition, Uber named Balaji Krishnamurthy as its next CFO, replacing Pr ...