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 ...

Uber Freight underperformed compared to the company’s mobility and delivery segments in the fourth quarter, posting flat revenue and slightly lower gross bookings amid a prolonged downturn in the North American trucking market, even as the broader platform delivered record profitability. Uber Freight generated $1.27 billion in gross bookings, down about 1% year over year, while freight revenue was essentially flat at $1.27 billion for the three months ended Dec. 31. The company released its quarterly fi ...

U.S. Stock Market - U.S. stocks traded mixed, with the Dow Jones index gaining more than 200 points, up 0.44% to 49,459.82, while the NASDAQ dipped 0.74% to 23,082.23 and the S&P 500 fell 0.16% to 6,906.91 [1] Uber Technologies, Inc. - Uber's stock fell more than 5% after reporting fiscal Q4 2025 results, with a 20% year-over-year revenue growth to $14.37 billion, surpassing analyst estimates of $14.32 billion [2] - The adjusted EPS was reported at 71 cents, missing the analyst consensus estimate of 80 cents [2] Commodity Market - Oil traded up 0.6% to $63.56, gold increased by 1.4% to $5,004.40, silver rose 7.3% to $89.350, while copper fell 1.7% to $5.9820 [3] European Markets - European shares were mostly higher, with the eurozone's STOXX 600 gaining 0.5%, Spain's IBEX 35 Index up 0.4%, London's FTSE 100 increasing by 1.4%, Germany's DAX slipping 0.3%, and France's CAC 40 gaining 1.3% [4] Asia Pacific Markets - Asian markets closed higher, with Japan's Nikkei surging 0.78%, Hong Kong's Hang Seng Index gaining 0.05%, China's Shanghai Composite rising 0.85%, and India's BSE Sensex increasing by 0.09% [5] Economic Indicators - The ISM Services PMI for the U.S. remained unchanged at 53.8 in January, compared to market estimates of 53.5 [6] - The S&P Global composite PMI climbed to 53.0 in January from a preliminary level of 52.8 and up from December's reading of 52.7 [6]

全球网约车领军者优步科技公司(UBER.US)周三美股盘前公布最新季度业绩以及未来展望，该公司管理层给出了疲弱的盈利展望，并 提拔了一位直言不讳的无人驾驶出租汽车拥趸出任新的首席财务官，这也全面表明出这家全球最大规模网约车领军者将进一步加大对 其业务中备受关注新锐领域，同时也将是优步未来最强劲创收引擎——Robotaxi(完全无人自动驾驶出租车)的实际布局与投资规模。 这位高管名为巴拉吉·克里希纳穆尔蒂(Balaji Krishnamurthy)，已在优步工作逾六年，目前担任战略财务与投资者关系副总裁。根据周 三发布的一份监管文件，他将接替现任首席财务官普拉尚特·马亨德拉-拉贾(Prashanth Mahendra-Rajah)。后者在公司任职不足三年，正 因另有发展机遇而选择离任。文件称，即将离任的CFO将于2月16日卸任，并将以高级财务顾问身份留任至7月1日。 在业绩展望不及预期的声明出炉之后，优步股价在纽约股市盘前交易中一度大幅下跌超9%。 优步今年开始披露的一项崭新业绩展望指标——即经过调整后的每股收益指标——预计在当前期间(即第一季度)区间为65美分至72美 分，低于华尔街分析师们预期的约77美分。 ...

Core Insights - Uber is promoting Balaji Krishnamurthy to CFO, replacing Prashanth Mahendra-Rajah, indicating a strategic shift in financial leadership [1][7] Group 1: Leadership Changes - Balaji Krishnamurthy has been with Uber for over six years, primarily in investor relations, suggesting continuity in financial strategy [2] - Mahendra-Rajah is leaving after three years, marking a significant leadership transition [7] Group 2: Autonomous Vehicle Strategy - Krishnamurthy emphasized investment in autonomous vehicle (AV) software partners and infrastructure, indicating a focus on expanding Uber's AV operations [3] - CEO Dara Khosrowshahi highlighted the potential of AVs to unlock a multi-trillion dollar opportunity, with plans to facilitate AV trips in 15 cities by 2026 and become the largest AV trip facilitator by 2029 [4] Group 3: Financial Performance - Uber's revenue for Q4 reached $14.37 billion, a 20% increase year-over-year, driven by strong demand for food delivery services [5]

Uber Technologies (NYSE:UBER) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsAlix Anfang - Head of Investor RelationsBalaji Krishnamurthy - Incoming CFODara Khosrowshahi - CEOPrashanth Mahendra-Rajah - CFOConference Call ParticipantsBrian Nowak - AnalystDoug Anmuth - AnalystEric Sheridan - AnalystJustin Post - AnalystMark Mahaney - AnalystMichael Nathanson - AnalystOperatorI'd like to welcome everyone to today's Uber Q4 and full year 2025 earnings conference call. All lines have bee ...

Uber Technologies (NYSE:UBER) Q4 2025 Earnings call February 04, 2026 08:00 AM ET Company ParticipantsAlix Anfang - Senior Director of Investor RelationsBalaji Krishnamurthy - Incoming CFODara Khosrowshahi - CEOPrashanth Mahendra-Rajah - CFOConference Call ParticipantsBrian Nowak - AnalystDoug Anmuth - AnalystEric Sheridan - AnalystJohn Colantuoni - AnalystJustin Post - AnalystMark Mahaney - AnalystMichael Morton - AnalystOperatorI'd like to welcome everyone to today's Uber Q4 and full year 2025 earnings co ...

Financial Data and Key Metrics Changes - In Q4 2025, Uber achieved a gross bookings increase of 22% year-over-year, reaching an annual run rate of 15 billion trips and over 200 million monthly active users [5][6] - The company generated $8.7 billion in adjusted EBITDA, representing a 35% margin, and $9.8 billion in free cash flow, up 42% year-over-year [5][6] - For the full year 2025, Uber maintained over 20% annual gross bookings growth for the fifth consecutive year [5] Business Line Data and Key Metrics Changes - The introduction of new products, such as the Moto product, has significantly contributed to user growth by attracting new segments [30] - The Reserve product has shown strong performance, particularly among suburban users seeking reliability for time-sensitive trips [31] - The membership program, Uber One, has grown by 55% year-over-year, enhancing customer retention and engagement [36] Market Data and Key Metrics Changes - 60% of Uber's mobility gross bookings are generated internationally, indicating a strong presence outside the U.S. [23] - Growth in less dense markets is approximately 1.5-2 times faster than in major cities, contributing to overall user growth [32] Company Strategy and Development Direction - Uber is focusing on six strategic areas, including autonomous vehicles (AVs), which are seen as a multi-trillion-dollar opportunity [5][6] - The company aims to leverage its global scale and sophisticated marketplace technology to enhance its AV strategy and partnerships with various AV manufacturers [17][42] - Uber's capital allocation strategy prioritizes reinvestment in core business opportunities while maintaining a commitment to returning 50% of free cash flow to shareholders [45][46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of AVs, viewing them as a net positive for the overall market rather than a competitive threat [14][16] - The company anticipates continued user growth, with a year-end MAPC growth of 18% year-over-year, indicating strong momentum heading into 2026 [33] - Management highlighted the importance of maintaining price consistency in the U.S. market to enhance long-term demand elasticity [51] Other Important Information - Prashanth Mahendra-Rajah will step down as CFO, with Balaji Krishnamurthy taking over the role, indicating a transition in leadership [7][8] - The company is actively working on partnerships and investments in AV technology to ensure a competitive edge in the evolving mobility landscape [54][56] Q&A Session Summary Question: Impact of AVs on market share and profitability - Management views the introduction of AVs as a growth driver, with bookings in major cities accelerating despite competition [14][16] Question: Strategic priorities for maintaining user growth - The focus is on introducing new products, targeting different demographics, and expanding into less dense markets [30][32] Question: Willingness to deploy capital into AV fleets - Management is committed to investing in AV technology while ensuring profitable economics and maintaining a healthy financing ecosystem [53][56] Question: Factors driving acceleration in U.S. trips and gross bookings - Consistent pricing and a barbell strategy targeting both low-end and high-end markets are key factors for growth [51][52] Question: Stages of AV deployment and scaling - Initial focus will be on achieving consistent baseload supply from AVs, with scaling dependent on OEM production capabilities [75][76]

（原标题：?优步(UBER.US)Q4营业利润创新高但盈利展望疲软 管理层拥抱"Robotaxi增长叙事"） 智通财经APP获悉，全球网约车领军者优步科技公司(UBER.US)周三美股盘前公布最新季度业绩以及未 来展望，该公司管理层给出了疲弱的盈利展望，并提拔了一位直言不讳的无人驾驶出租汽车拥趸出任新 的首席财务官，这也全面表明出这家全球最大规模网约车领军者将进一步加大对其业务中备受关注新锐 领域，同时也将是优步未来最强劲创收引擎——Robotaxi(完全无人自动驾驶出租车)的实际布局与投资 规模。 这位高管名为巴拉吉·克里希纳穆尔蒂(Balaji Krishnamurthy)，已在优步工作逾六年，目前担任战略财务 与投资者关系副总裁。根据周三发布的一份监管文件，他将接替现任首席财务官普拉尚特·马亨德拉-拉 贾(Prashanth Mahendra-Rajah)。后者在公司任职不足三年，正因另有发展机遇而选择离任。文件称，即 将离任的CFO将于2月16日卸任，并将以高级财务顾问身份留任至7月1日。 在业绩展望不及预期的声明出炉之后，优步股价在纽约股市盘前交易中一度大幅下跌超9%。 优步今年开始披露的一项崭新业 ...

这位高管名为巴拉吉·克里希纳穆尔蒂(Balaji Krishnamurthy)，已在优步工作逾六年，目前担任战略财务与投资者关系副总裁。根据周 三发布的一份监管文件，他将接替现任首席财务官普拉尚特·马亨德拉-拉贾(Prashanth Mahendra-Rajah)。后者在公司任职不足三年，正 因另有发展机遇而选择离任。文件称，即将离任的CFO将于2月16日卸任，并将以高级财务顾问身份留任至7月1日。 在业绩展望不及预期的声明出炉之后，优步股价在纽约股市盘前交易中一度大幅下跌超9%。 优步今年开始披露的一项崭新业绩展望指标——即经过调整后的每股收益指标——预计在当前期间(即第一季度)区间为65美分至72美 分，低于华尔街分析师们预期的约77美分。其对经调整后的EBITDA预测区间中值也低于华尔街分析师普遍预期。对于第一季度的总 预订额预期，优步管理层给出的最新总预订额区间为520亿美元至535亿美元，按固定汇率计算，意味着有望同比增长17%至21%，显 著高于华尔街平均预期。疲弱的利润预测可谓掩盖了优步亮眼的总预订额预期。 智通财经APP获悉，全球网约车领军者优步科技公司(UBER.US)周三美股盘前公布最新季 ...