Core Insights - Uber Technologies reported quarterly earnings of $0.83 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and a significant improvement from a loss of $0.32 per share a year ago, representing an earnings surprise of 62.75% [1] - The company posted revenues of $11.53 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.61%, but showing growth from $10.13 billion in the same quarter last year [2] - Uber's stock has increased by approximately 42.3% since the beginning of the year, contrasting with a decline of -4.7% in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.60, with projected revenues of $12.3 billion, and for the current fiscal year, the EPS estimate is $2.51 on revenues of $50.42 billion [7] - The estimate revisions trend for Uber is mixed, leading to a Zacks Rank 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Industry Context - The Internet - Services industry, to which Uber belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting that the overall industry outlook may impact Uber's stock performance [8]

Uber (UBER) Q1 2025 Earnings Call May 07, 2025 12:00 PM ET Speaker0 and welcome to the Uber First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Balaji Krishnamurti, Vice President, Strategic Finance and Investor Relations. You may begin. Speaker1 Thank you, operator. Thank you for joining us today, and welcome to ...

Uber passengers in Austin seemingly can't get enough of Waymo's robotaxis, with the 100 or so Waymo vehicles operating on the Uber app already busier than the human drivers they share the road with. "These approximately 100 vehicles are now busier than over 99% of all drivers in Austin in terms of completed trips per day," CEO Dara Khosrowshahi said in prepared remarks after Uber announced its first-quarter earnings on Wednesday.Khosrowshahi said the two companies plan to scale their autonomous fleet in Au ...

Uber reported first-quarter results Wednesday that beat analysts' expectations for earnings, but fell shy of anticipated revenue growth for the quarter. Shares fell about 5% following the report.Here's how Uber did versus analysts' estimates compiled by LSEG:Earnings per share: 83 cents vs. 50 cents expected.Revenue: $11.53 billion vs. $11.62 billion expected.Revenue at the ride-sharing company grew about 14% in the first three months of 2025, up from $10.13 billion during the same period in 2024.The compan ...

Uber(UBER.N)2025年Q1营收115.3亿美元，上年同期101.31亿美元，市场预期116.1亿美元。 ...

Core Insights - Uber reported first-quarter revenue of $11.53 billion, slightly below the expected $11.62 billion [1] - The adjusted EBITDA for the first quarter was $1.87 billion, exceeding the expected $1.84 billion [1] Financial Performance - First-quarter revenue: $11.53 billion, compared to the expected $11.62 billion [1] - Adjusted EBITDA: $1.87 billion, against an expectation of $1.84 billion [1]

Uber Technologies, Inc. Q1 2025 Earnings Supplemental Data May 7, 2025 1 Non-GAAP Financial Measures Disclosure To supplement our financial information, which is prepared and presented in accordance with generally accepted accounting principles in the United States of America, or GAAP, we use the following non-GAAP financial measures: Adjusted EBITDA; Non-GAAP Costs and Operating Expenses; Trailing Twelve Months Adjusted EBITDA; Trailing Twelve Months Free Cash Flow; Free Cash Flow as well as revenue growth ...

Exhibit 99.1 Uber Announces Results for First Quarter 2025 Gross Bookings grew 14% year-over-year and 18% year-over-year on a constant currency basis Income from operations of $1.2 billion; Adjusted EBITDA of $1.9 billion, up 35% year-over-year Operating cash flow and Free cash flow of $2.3 billion SAN FRANCISCO – May 7, 2025 – Uber Technologies, Inc. (NYSE: UBER) today announced financial results for the quarter ended March 31, 2025. "We kicked of the year with yet another quarter of profitable growth at s ...

Core Viewpoint - The stock market has experienced volatility in 2025, with some stocks outperforming despite macroeconomic uncertainties, presenting potential investment opportunities [2][3]. Group 1: Uber Technologies - Uber's share prices have increased by 42% since the beginning of 2025, boosted by a $2.3 billion investment from billionaire Bill Ackman [5]. - The company has transformed into a strong cash-generating business, doubling its free cash flow to $6.9 billion in 2024, with expectations for continued growth [6]. - Uber is positioned to benefit significantly from the rise of autonomous vehicles, leveraging its existing user base of 171 million monthly users to support AV companies [7][8]. - The stock trades at approximately 3.5 times analysts' 2025 sales estimates, with a P/E ratio of 35, and analysts project a 36% earnings growth in 2026 [9]. Group 2: Celsius Holdings - Celsius experienced a rough start in 2025, with share prices falling due to disappointing fourth-quarter results, but the stock rebounded after announcing the acquisition of the fast-growing Alani Nu brand [10][11]. - The acquisition is expected to yield $50 million in cost savings within two years, positioning Celsius for growth [11][13]. - Analysts have adjusted their earnings estimates downward by about 10% due to tariff concerns, but the stock is considered a buy at an enterprise-value-to-forward-EBITDA ratio of 16 [14]. Group 3: Netflix - Netflix's stock has risen by 28% in 2025, primarily driven by strong performance in April, with first-quarter revenue increasing by 12.5% and operating margin expanding to 31.7% [15][16]. - The company anticipates 15.4% revenue growth in the second quarter, while maintaining a full-year operating margin guidance of 29% [16]. - Netflix's pricing power and the success of its ad-supported tier are expected to enhance revenue, with management projecting ad revenue to double this year [18]. - Despite trading at about 45 times forward earnings, Netflix has generated significant free cash flow, primarily used for share buybacks, supporting future earnings growth [19][20].

Group 1 - Pony.ai and Uber have reached a global strategic partnership to integrate Pony.ai's Robotaxi services into Uber's platform by the second half of 2025, starting in the Middle East [2] - This collaboration marks an acceleration in the commercialization of autonomous driving technology and aims to enhance Pony.ai's brand recognition [2] Group 2 - Tesla's sales in the UK dropped significantly by 62% in April, with only 512 vehicles sold compared to 1,352 in the same month last year, reflecting a broader decline in the UK automotive market [3] - The decline in Tesla's sales is attributed to weakened consumer confidence and potential damage to the brand's image due to CEO Elon Musk's political associations [3] Group 3 - AMD reported a first-quarter revenue of $7.438 billion, exceeding analyst expectations of $7.12 billion, with a year-over-year growth rate of 36% [4] - The strong performance was driven by significant growth in the client segment, which saw a revenue increase from 58% in the previous quarter to 68%, setting a new record for quarterly revenue [4] Group 4 - Google announced the release of Gemini 2.5 Pro Preview, which features significant upgrades in coding capabilities and video understanding, achieving an 84.8% score in the VideoMME test set [5] - This update signifies a leap in AI technology applications, enhancing the performance of Google's flagship product [5] Group 5 - NVIDIA's CEO Jensen Huang highlighted the potential of the Chinese AI chip market, which could reach $50 billion in the coming years, emphasizing the importance of U.S. companies gaining access to this market [6][7] - The inability to participate in this market could result in substantial losses for American firms like NVIDIA, impacting their future growth prospects [6][7]