[Executive Summary & Q2 2025 Highlights](index=1&type=section&id=Executive%20Summary%20%26%20Q2%202025%20Highlights) This section provides an overview of Uber's strong Q2 2025 financial and operational performance, CEO/CFO commentary, and Q3 2025 outlook, including a new $20 billion share repurchase authorization [Q2 2025 Financial & Operational Performance Overview](index=1&type=section&id=Q2%202025%20Financial%20%26%20Operational%20Performance%20Overview) Uber reported strong Q2 2025 results with significant year-over-year growth across key metrics, including Trips, Gross Bookings, Revenue, and profitability, alongside a new $20 billion share repurchase authorization | Metric | Q2 2025 Value | YoY Growth | | :-------------------------------- | :---------------- | :--------- | | Trips | 3.3 billion | 18% | | Gross Bookings | $46.8 billion | 17% (18% CC) | | Revenue | $12.7 billion | 18% (18% CC) | | Income from operations | $1.5 billion | 82% | | Net income attributable to Uber | $1.4 billion | 33% | | Adjusted EBITDA | $2.1 billion | 35% | | Operating cash flow | $2.6 billion | 41% | | Free cash flow | $2.5 billion | 44% | | Share Repurchase Authorization | $20 billion | New | [CEO & CFO Commentary](index=1&type=section&id=CEO%20%26%20CFO%20Commentary) CEO Dara Khosrowshahi highlighted the success of Uber's platform strategy, achieving record audience, frequency, and profitability in Mobility and Delivery, with future potential in autonomous partnerships. CFO Prashanth Mahendra-Rajah emphasized confidence in the business through the new share repurchase program and strong financial performance, including a record high trailing twelve-month free cash flow - CEO Dara Khosrowshahi noted the platform strategy's success, achieving record audience, frequency, and profitability across Mobility and Delivery, with 20 autonomous partners globally[2](index=2&type=chunk) - CFO Prashanth Mahendra-Rajah announced a new **$20 billion share repurchase authorization**, reflecting confidence in the business after strong top and bottom-line performance[2](index=2&type=chunk) - Trailing twelve-month free cash flow reached a new all-time high of **$8.5 billion**, with a commitment to durable, profitable growth[2](index=2&type=chunk) [Q3 2025 Outlook](index=1&type=section&id=Outlook%20for%20Q3%202025) For Q3 2025, Uber anticipates continued strong growth in Gross Bookings and Adjusted EBITDA, with a neutral to modestly positive foreign exchange impact. The outlook includes contributions from the Trendyol Go acquisition | Metric | Q3 2025 Outlook | YoY Growth (Constant Currency) | | :---------------- | :-------------------- | :----------------------------- | | Gross Bookings | $48.25 billion - $49.75 billion | 17% - 21% | | Adjusted EBITDA | $2.19 billion - $2.29 billion | 30% - 36% | - The outlook includes the contribution from the Trendyol Go acquisition; excluding this, the growth outlook for Gross Bookings would be **16% to 20% YoY** on a constant-currency basis[4](index=4&type=chunk) [Detailed Financial and Operational Results (Q2 2025)](index=2&type=section&id=Detailed%20Financial%20and%20Operational%20Results%20(Q2%202025)) This section presents a comprehensive breakdown of Uber's Q2 2025 financial and operational metrics, highlighting robust growth across Mobility and Delivery segments [Key Financial and Operational Metrics](index=2&type=section&id=Financial%20and%20Operational%20Highlights%20for%20Second%20Quarter%202025%20(Table)) Uber's Q2 2025 saw robust growth in key operational and financial metrics, with Monthly Active Platform Consumers (MAPCs) increasing by 15% and Trips by 18%. Gross Bookings and Revenue both grew by 17% and 18% respectively, while profitability metrics like Income from operations and Adjusted EBITDA showed even stronger growth | Metric | Q2 2024 | Q2 2025 | % Change | % Change (Constant Currency) | | :------------------------------------ | :-------- | :-------- | :--------- | :----------------------------- | | Monthly Active Platform Consumers ("MAPCs") (in millions) | 156 | 180 | 15 % | | | Trips (in millions) | 2,765 | 3,268 | 18 % | | | Gross Bookings (in millions) | $39,952 | $46,756 | 17 % | 18 % | | Revenue (in millions) | $10,700 | $12,651 | 18 % | 18 % | | Income from operations (in millions) | $796 | $1,450 | 82 % | | | Net income attributable to Uber Technologies, Inc. (in millions) | $1,015 | $1,355 | 33 % | | | Adjusted EBITDA (in millions) | $1,570 | $2,119 | 35 % | | | Net cash provided by operating activities (in millions) | $1,820 | $2,564 | 41 % | | | Free cash flow (in millions) | $1,721 | $2,475 | 44 % | | [Results by Offering and Segment](index=2&type=section&id=Results%20by%20Offering%20and%20Segment) Uber's Mobility and Delivery segments demonstrated strong growth in Gross Bookings, Revenue, and Adjusted EBITDA, while the Freight segment experienced a slight decline in Gross Bookings and Revenue but improved its Adjusted EBITDA loss [Gross Bookings by Segment](index=2&type=section&id=Gross%20Bookings) Mobility Gross Bookings grew 16% (18% constant currency) to $23.8 billion, and Delivery Gross Bookings increased 20% (20% constant currency) to $21.7 billion. Freight Gross Bookings saw a marginal decrease of 1% | Gross Bookings (in millions) | Q2 2024 | Q2 2025 | % Change | % Change (Constant Currency) | | :--------------------------- | :-------- | :-------- | :--------- | :----------------------------- | | Mobility | $20,554 | $23,762 | 16 % | 18 % | | Delivery | $18,126 | $21,734 | 20 % | 20 % | | Freight | $1,272 | $1,260 | (1)% | (1)% | | Total | $39,952 | $46,756 | 17 % | 18 % | [Revenue by Segment](index=2&type=section&id=Revenue) Revenue growth was strong across Mobility (19% YoY, 18% constant currency) and Delivery (25% YoY, 23% constant currency), reaching $7.3 billion and $4.1 billion respectively. Freight revenue declined slightly by 1% | Revenue (in millions) | Q2 2024 | Q2 2025 | % Change | % Change (Constant Currency) | | :-------------------- | :-------- | :-------- | :--------- | :----------------------------- | | Mobility | $6,134 | $7,288 | 19 % | 18 % | | Delivery | $3,293 | $4,102 | 25 % | 23 % | | Freight | $1,273 | $1,261 | (1)% | (1)% | | Total | $10,700 | $12,651 | 18 % | 18 % | [Adjusted EBITDA by Segment](index=3&type=section&id=Adjusted%20EBITDA%20and%20Segment%20Adjusted%20EBITDA) Both Mobility and Delivery segments significantly improved their Adjusted EBITDA, with Mobility growing 22% to $1.9 billion and Delivery surging 48% to $873 million. The Freight segment reduced its Adjusted EBITDA loss by 50% | Segment Adjusted EBITDA (in millions) | Q2 2024 | Q2 2025 | % Change | | :------------------------------------ | :-------- | :-------- | :--------- | | Mobility | $1,567 | $1,905 | 22 % | | Delivery | $588 | $873 | 48 % | | Freight | $(12) | $(6) | 50 % | | Corporate G&A and Platform R&D | $(573) | $(653) | (14)% | | Adjusted EBITDA | $1,570 | $2,119 | 35 % | [Consolidated Financial Statements](index=6&type=section&id=Consolidated%20Financial%20Statements) This section provides Uber's condensed consolidated balance sheets, statements of operations, and cash flows for Q2 2025, reflecting significant financial growth [Condensed Consolidated Balance Sheets](index=6&type=section&id=CONDENSED%20CONSOLIDATED%20BALANCE%20SHEETS) As of June 30, 2025, Uber's total assets increased to $55.98 billion from $51.24 billion at year-end 2024, driven by increases in cash, accounts receivable, and goodwill. Total liabilities also rose to $32.35 billion, while total equity increased to $23.45 billion | Balance Sheet Item (in millions) | As of Dec 31, 2024 | As of Jun 30, 2025 | | :-------------------------------- | :----------------- | :----------------- | | Total assets | $51,244 | $55,982 | | Total liabilities | $28,768 | $32,352 | | Total Uber Technologies, Inc. stockholders' equity | $21,558 | $22,598 | [Condensed Consolidated Statements of Operations](index=7&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20OPERATIONS) For Q2 2025, Uber reported revenue of $12.65 billion, an 18% increase YoY. Income from operations significantly grew by 82% to $1.45 billion, and net income attributable to Uber Technologies, Inc. increased by 33% to $1.35 billion. Diluted EPS was $0.63 | Income Statement Item (in millions, except per share) | Q2 2024 | Q2 2025 | | :---------------------------------------------------- | :-------- | :-------- | | Revenue | $10,700 | $12,651 | | Total costs and expenses | $9,904 | $11,201 | | Income from operations | $796 | $1,450 | | Net income attributable to Uber Technologies, Inc. | $1,015 | $1,355 | | Diluted Net income per share | $0.47 | $0.63 | [Condensed Consolidated Statements of Cash Flows](index=8&type=section&id=CONDENSED%20CONSOLIDATED%20STATEMENTS%20OF%20CASH%20FLOWS) Net cash provided by operating activities increased by 41% to $2.56 billion in Q2 2025. Net cash used in investing activities decreased to $1.46 billion, while net cash used in financing activities remained relatively stable at $195 million | Cash Flow Item (in millions) | Q2 2024 | Q2 2025 | | :--------------------------- | :-------- | :-------- | | Net cash provided by operating activities | $1,820 | $2,564 | | Net cash used in investing activities | $(1,676) | $(1,461) | | Net cash used in financing activities | $(191) | $(195) | | Net increase (decrease) in cash and cash equivalents | $(103) | $1,067 | [Company Information & Disclosures](index=4&type=section&id=Company%20Information%20%26%20Disclosures) This section outlines Uber's mission, investor relations details, forward-looking statement caveats, and definitions and reconciliations of non-GAAP financial measures [About Uber](index=4&type=section&id=About%20Uber) Uber's mission is to create opportunity through movement, evolving from a ride-hailing service to a comprehensive platform for moving people, food, and things - Mission: To create opportunity through movement[11](index=11&type=chunk) - Evolution: Started in 2010 to provide rides, now a platform for moving people, food, and things, enabling over **64 billion trips**[11](index=11&type=chunk) [Investor Information](index=4&type=section&id=Webcast%20and%20conference%20call%20information) Uber provides investor information through live audio webcasts, its investor relations website, and social media channels, adhering to Regulation FD for material disclosures - Live audio webcast of earnings calls available at https://investor.uber.com/[9](index=9&type=chunk) - Financial performance announcements, SEC filings, and investor events are disclosed on the investor relations website (https://investor.uber.com/) and blogs/X accounts (@uber, @dkhos)[10](index=10&type=chunk)[17](index=17&type=chunk) - Contacts for investors/analysts: investor@uber.com; Media: press@uber.com[17](index=17&type=chunk) [Forward-Looking Statements](index=4&type=section&id=Forward-Looking%20Statements) The press release contains forward-looking statements subject to risks and uncertainties, and actual results may differ materially from predictions. Investors are cautioned against undue reliance on these statements - Statements regarding future business expectations involve risks and uncertainties, and actual results may differ materially from predictions[12](index=12&type=chunk) - Forward-looking statements are identified by terms such as "anticipate," "expect," "plan," "will," etc[12](index=12&type=chunk) - Risks include competition, growth management, financial performance, investments, ability to attract partners, brand reputation, legal/regulatory developments, and global economic impact[12](index=12&type=chunk) [Non-GAAP Financial Measures](index=4&type=section&id=Non-GAAP%20Financial%20Measures) Uber uses non-GAAP financial measures like Adjusted EBITDA, Free cash flow, and constant currency revenue growth to supplement GAAP information, believing they provide meaningful insights into core business performance for management and investors [Key Terms for Metrics](index=9&type=section&id=Key%20Terms%20for%20Our%20Key%20Metrics) This section defines key operational metrics used by Uber to measure the scale and usage of its platform and segment performance - **Driver(s):** Independent providers of ride or delivery services who use the platform[25](index=25&type=chunk) - **Gross Bookings:** Total dollar value of Mobility rides, Delivery orders, and Freight revenue, indicating platform scale[26](index=26&type=chunk) - **Monthly Active Platform Consumers ("MAPCs"):** Unique consumers completing at least one Mobility ride or Delivery order per month, averaged quarterly[27](index=27&type=chunk) - **Segment Adjusted EBITDA:** Segment revenue less direct costs and expenses, with applicable exclusions from Adjusted EBITDA[28](index=28&type=chunk) - **Trips:** Number of completed consumer Mobility rides and Delivery orders, measuring platform scale and usage[29](index=29&type=chunk) [Definitions of Non-GAAP Measures](index=9&type=section&id=Definitions%20of%20Non-GAAP%20Measures) Uber defines Adjusted EBITDA by excluding specific non-cash and non-recurring items from net income, and Free Cash Flow as net cash from operating activities less capital expenditures. Constant currency growth rates are used to assess underlying revenue performance without foreign exchange fluctuations - **Adjusted EBITDA:** Defined as net income (loss) excluding items such as income/loss from discontinued operations, non-controlling interests, taxes, equity method investments, interest expense, other income/expense, depreciation & amortization, stock-based compensation, certain legal/tax/regulatory changes, impairments, acquisition/financing/divestiture expenses, restructuring charges, and other non-recurring items[30](index=30&type=chunk)[31](index=31&type=chunk)[34](index=34&type=chunk) - **Constant Currency:** Calculated by translating current period financial results using prior period's monthly exchange rates to assess underlying revenue performance excluding foreign currency fluctuations[35](index=35&type=chunk) - **Free Cash Flow:** Defined as net cash flows from operating activities less capital expenditures[36](index=36&type=chunk) - **Limitations of Adjusted EBITDA:** Excludes recurring non-cash charges (depreciation, amortization, stock-based compensation), certain cash-settled restructuring charges, and does not reflect changes in taxes or components of other income/expense[38](index=38&type=chunk) [Reconciliations of Non-GAAP Measures](index=10&type=section&id=Reconciliations%20of%20Non-GAAP%20Measures) This section provides detailed reconciliations of Adjusted EBITDA to net income attributable to Uber Technologies, Inc. and Free Cash Flow to net cash provided by operating activities for the reported periods Adjusted EBITDA Reconciliation (in millions) | Item | Q2 2024 | Q2 2025 | | :------------------------------------------ | :-------- | :-------- | | Net income attributable to Uber Technologies, Inc. | $1,015 | $1,355 | | Add (deduct): | | | | Net loss attributable to non-controlling interests, net of tax | (7) | (5) | | Loss from equity method investments | 12 | 12 | | Provision for (benefit from) income taxes | 57 | 142 | | Other (income) expense, net | (420) | (162) | | Interest expense | 139 | 108 | | Depreciation and amortization | 173 | 175 | | Stock-based compensation expense | 455 | 475 | | Legal, tax, and regulatory reserve changes and settlements | 134 | — | | Acquisition, financing and divestitures related expenses | 3 | 19 | | Restructuring and related charges | 9 | — | | **Adjusted EBITDA** | **$1,570** | **$2,119** | Free Cash Flow Reconciliation (in millions) | Item | Q2 2024 | Q2 2025 | | :-------------------------------- | :-------- | :-------- | | Net cash provided by operating activities | $1,820 | $2,564 | | Purchases of property and equipment | (99) | (89) | | **Free cash flow** | **$1,721** | **$2,475** |

Core Viewpoint - Tesla's Robotaxi service is significantly cheaper than Uber, with price differences reaching up to 84% in some cases, indicating a revolutionary shift in the ride-hailing cost structure rather than a mere price war [5][11][13]. Pricing Comparison - A user conducted tests comparing Tesla Robotaxi and Uber fares in Austin, revealing that Tesla consistently offered lower prices across various distances, with an average discount exceeding 50% [6][12]. - For example, a nearly 9-mile trip cost Tesla $9.92 compared to Uber's $30.38, a difference of 67% [7][11]. - In another instance, a short trip of 0.97 miles cost Tesla $1.97 while Uber charged $12.36, marking an 84% price difference [11][12]. Cost Structure Analysis - The cost advantage of Tesla's service stems from its elimination of human drivers and the integration of vehicle, platform, and driver into a single automated system [15][16]. - Traditional ride-hailing services like Uber incur high costs due to driver wages, fuel, and platform fees, with drivers typically receiving around 70% of the fare [15]. - Tesla's model allows for a much lower operational cost, estimated at around $0.4 to $0.6 per mile, compared to Uber's higher costs due to its reliance on human drivers and additional fees [16][17]. Future Projections - Elon Musk has stated that Tesla aims to cover half of the U.S. population with its Robotaxi service by the end of the year, potentially impacting traditional ride-hailing platforms significantly [17]. - If successful, this could lead to substantial profits for Tesla, with projections suggesting a profit of $48 billion annually from a fleet of 100,000 Robotaxis [17].

优步(UBER.US)美股盘前涨2.6%。消息上，优步计划在周三(今日)市场开盘前公布第二季度业绩。有机 构预计公司营收124.7亿美元入，高于去年同期的107亿美元；净利润13.4亿美元，而去年同期为10.2亿 美元。(格隆汇) | UBER 优步 | | | | --- | --- | --- | | 390 + +0.960 +1.09% | | 收盘价 08/05 15:59 美东 | | 91.740 + 2.350 +2.63% | | 盘前价 08/06 04:53 美东 | | 三 7 24 字 S 9 日 ♥ 白选 | | ● 快捷交易 | | 最高价 90.955 | 开盘价 89.370 | 成交量 2585.6万 | | 最低价 89.050 | 昨收价 88.430 | 成交额 23.29亿 | | 平均价 90.056 | 市盈率TTM 15.65 | 总市值 1869.3亿 (--) | | 振 幅 2.15% | 市盈率(静) 19.60 | 总股本 20.91亿 | | 换手率 1.24% | 市净率 8.506 | 流通值 1857.46亿 | | 52周最高 97.715 ...

Financial Data and Key Metrics Changes - The company reported revenue of $259 million in Q2 2025, a 29% increase year over year [30] - Vehicle deliveries reached 3,309 units, up 38% year over year, marking the sixth consecutive quarter of record deliveries [5][30] - Gross margin for the quarter was negative 105%, primarily due to a $54 million impact from tariffs, which accounted for a 21 percentage point decrease in gross margin [31] - Adjusted EBITDA was negative $632 million, down 12%, driven mainly by gross margin pressure [33] - The company ended the quarter with $3.6 billion in cash and investments, and total liquidity of $4.86 billion [34] Business Line Data and Key Metrics Changes - The company produced 3,863 vehicles in Q2 2025, an 83% increase year over year [6][30] - The Lucid Gravity vehicle is expected to be the majority of deliveries in the second half of the year, with production ramping up [61] Market Data and Key Metrics Changes - The company is navigating a volatile market environment, with ongoing challenges in the AAV sector, particularly in supply chain [30][34] - The company has updated its annual production guidance to a range of 18,000 to 20,000 vehicles for 2025 [36] Company Strategy and Development Direction - The company is focused on operational discipline, building a distinctive scalable brand, and maintaining a sustainable edge through technology [10] - A partnership with Uber was announced, involving a $300 million investment to support the development of a next-generation premium robotaxi [7][28] - The company plans to implement a one-for-ten reverse stock split to ensure equity remains accessible to institutional investors [29] Management Comments on Operating Environment and Future Outlook - Management acknowledged challenges in production due to supply chain issues but expressed confidence in overcoming these obstacles [12][13] - The company is committed to building a great business around its products, focusing on innovation, scaling responsibly, and maintaining capital discipline [25][37] Other Important Information - The company is expanding its brand awareness through partnerships with cultural figures, including Timothee Chalamet as a global brand ambassador [9][10] - The company is also working on enhancing its technology, including a software update for its advanced driver assist system [19] Q&A Session Questions and Answers Question: How many current Gravity orders are there? - The company does not disclose specific order numbers but noted a high conversion rate once customers experience the vehicle [39] Question: Is the midsize platform still on target for production in late 2026? - The midsize platform is still scheduled for production in late 2026, with deliveries expected to ramp up throughout 2027 [40][41] Question: How will the partnership with Uber aid in company growth? - The partnership is seen as an entry into a large market and validates the company's scalable platform [42] Question: Should we expect any changes to the midsize initial ASPs as they ramp up? - There are no expectations for changes to the initial ASPs of the midsize platform [44][46] Question: Can you provide an update on the Atlas powertrain? - The Atlas powertrain is on track to achieve the same efficiency or better at a lower cost [56] Question: How much do write-downs on inventories and losses on firm purchase commitments relate to tariffs? - The tariff impact in Q2 was approximately $55 million, with expectations for reimbursements later in the year [77][81]

Core Viewpoint - The announcement of Waymo's robotaxi rollout in Dallas without Uber has raised concerns among investors, leading to a decline in Uber's stock, while Lyft continues to pursue a strategic partnership approach in the autonomous vehicle (AV) space [1][2]. Group 1: Company Strategies - Uber has historically relied on partnerships with companies like Waymo and GM Cruise to integrate robotaxis into its platform, but the recent exclusion from Waymo's Dallas expansion has created uncertainty [1][5]. - Lyft is adopting a more diversified partnership strategy, collaborating with Mobileye, May Mobility, Marubeni, and Baidu to establish its AV future, with planned rollouts in Dallas, Atlanta, and Europe [3][6]. - Lyft's establishment of the Driver Autonomous Forum in Atlanta indicates a long-term, inclusive approach to planning its AV rollout, leveraging experienced drivers for insights [4]. Group 2: Investment Considerations - Uber's market position is characterized by strong brand recognition but is vulnerable to being sidelined by Waymo, which could impact investor confidence [5]. - Lyft's leaner operational model and diversified partnerships may build greater trust among investors, presenting a more balanced risk profile as it scales its AV deployment [5][6]. - As the robotaxi market matures, Lyft's methodical approach could offer potentially higher rewards for investors compared to Uber's reliance on a single partner [6].

马斯克又放狠话了：今年底，特斯拉的Robotaxi要覆盖美国一半人口。 很多人第一反应是：又在画饼？ 但一位网友在德州奥斯汀做了个实测，结果很快传疯了。他连续打了15次Tesla Robotaxi，并逐单和Uber对比价格，结果太惊人了。 几乎每一单，特斯拉都赢了，而且赢得离谱。 一段快9英里的中程路，Uber收30.38美元，特斯拉只要9.92美元，便宜了67%；一段不到1英里的短途，Uber开价12.36美元，特斯拉只收1.97美 元——价格差距高达84%。 你可能以为特斯拉是在疯狂烧钱补贴，但真相恰恰相反：这不是一场价格战，而是一场成本结构的碾压。 Uber的每一单背后，是司机工资、油费、抽成和小费；而在特斯拉的设想里，打车不再有司机、没有中间商、没有额外分润，整条链路从造 车、接单、调度到驾驶，全部自己搞定。 当技术创新到一定程度，连"撮合平台"这种商业模式，也可能被连根拔起。 01 最多便宜84%，特斯拉赢麻了 8月1日，一位名叫Tsla Chan的网友在德州奥斯汀做了个有趣的测试：他打了9次Tesla Robotaxi，并把每一次的价格和Uber做了对比。 | | Departure | Dest ...

联手Uber之后，百度又和另一家网约车国际巨头Lyft达成了合作。 8月4日，百度官方宣布旗下萝卜快跑与网约车平台Lyft达成战略合作，萝卜快跑将通过Lyft平台在欧洲提供无人驾驶出行服务。 双方计划于2026年率先在德国和英国部署萝卜快跑第六代无人车，并在欧洲市场逐步扩大规模至数千辆，实现无人驾驶规模化落地。 这是近期萝卜快跑又一个重大国际化举措。 7月15日，百度宣布，和与全球最大的出行平台Uber达成战略合作，在全球多个市场部署数千台无人驾驶汽车。 不过，两项合作的初始合作目标市场不同。与Uber的合作，重点是亚洲和中东地区；与Lyft的合作，目标先是英国和德国，最终目标是欧洲。 2022年之前，Lyft能在全球网约车平台中排名第二，仅次于Uber。但是，滴滴凭借庞大的中国市场跻身第二之后，Lyft退居第三。但在北美市场，Lyft是仅 次于Uber的存在。 此次百度与之联手开拓欧洲，对于Lyft也是重大挑战。Lyft此前在欧洲并没有多少"地盘"。但是，4月份，Lyft收购了德国网约车平台 FreeNow。 FreeNow并不知名，但也是出自名门，是宝马和奔驰联手创建的出行平台。FreeNow给了Lyft ...

Uber Eats has debuted a series of artificial intelligence (AI) features for restaurants.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The new offerings, introduced last week, allow restaurants to use AI to analyz ...

The analyst raised his second-quarter gross bookings forecast to $47.1 billion, 2% above the Street's $46.4 billion. Revenue and adjusted EBITDA projections are at $12.56 billion and $2.12 billion, both slightly above consensus. He expects constant currency (CC) bookings growth of 19% year-over-year, ahead of the 18% consensus, supported by accelerating U.S. consumer spending and stronger international results, which are boosted by FX improvements. In Mobility, Post projects 20% Y/Y CC growth, which is in l ...

Core Insights - Uber Technologies (UBER) is set to release its Q2 2025 results on August 6, with gross bookings being a critical performance metric [1] - The company has consistently beaten earnings estimates in the past four quarters, averaging a surprise of 212.3% [1] Q1 2025 Highlights - Uber reported mixed results for Q1 2025, with earnings per share of 83 cents surpassing the Zacks Consensus Estimate of 51 cents, while total revenues of $11.5 billion fell short of the estimate of $11.6 billion [2] - The revenue increased by 14% year-over-year on a reported basis and 17% on a constant currency basis [2] Revenue Breakdown - Mobility segment contributed 56.3% of total revenues, with a year-over-year increase of 15% on a reported basis and 18% on a constant currency basis, totaling $6.49 billion [3] - Delivery segment revenues rose by 18% year-over-year on a reported basis and 22% on a constant currency basis to $3.77 billion, driven by increased delivery gross bookings and advertising revenues [4] - Total gross bookings increased by 14% year-over-year on a reported basis and 18% on a constant currency basis to $42.81 billion, aligning with the guided range of $42-$43.5 billion [4] Q2 2025 Gross Bookings Outlook - Gross bookings for Q2 2025 are expected to be between $45.75 billion and $47.25 billion, indicating a growth of 16-20% on a constant currency basis compared to Q2 2024 [5] - The estimated gross bookings for Q2 2025 is $46.23 billion, slightly below the midpoint of the guidance [5] - Management anticipates a 1.5 percentage point impact from currency headwinds, with Mobility segment gross bookings expected to be $23.8 billion (16% growth) and Delivery segment gross bookings projected at $21.1 billion (16.4% growth) [6] Earnings and Revenue Estimates - The Zacks Consensus Estimate for Q2 2025 earnings is 62 cents per share, compared to 47 cents per share reported in Q2 2024 [8] - The consensus estimate for sales is $12.46 billion, reflecting a year-over-year increase of 16.41% [9] Competitive Landscape - Lyft (LYFT), a key competitor, is also set to report Q2 2025 results on August 6, with an Earnings ESP of 0.00% and a Zacks Rank 4 [11] - DoorDash (DASH), another competitor, has an Earnings ESP of +3.03% and a Zacks Rank 1, with a consensus revenue estimate of $3.16 billion, indicating a year-over-year growth of 20.3% [13][14]