Countdown to Uber (UBER) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Core Viewpoint - Analysts forecast that Uber Technologies (UBER) will report quarterly earnings of $0.79 per share, reflecting a year-over-year decline of 75.4%, while revenues are expected to reach $14.28 billion, an increase of 19.4% compared to the previous year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 4.9% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are strongly linked to short-term stock price performance [3]. Revenue Estimates - Analysts estimate 'Revenue- Mobility' will reach $8.27 billion, a year-over-year increase of 19.6% [5]. - 'Revenue- Freight' is projected at $1.28 billion, indicating a slight increase of 0.2% year-over-year [5]. - 'Revenue- Delivery' is expected to be $4.72 billion, reflecting a 25% increase compared to the previous year [5]. Geographic Revenue Breakdown - 'Geographic Revenue- Latin America' is estimated at $883.37 million, a 21.5% increase year-over-year [6]. - 'Geographic Revenue- United States and Canada' is projected to be $7.21 billion, showing a 14.2% increase [6]. - 'Geographic Revenue- Europe, Middle East and Africa' is expected to reach $4.23 billion, a 17.9% increase [7]. - 'Geographic Revenue- Asia Pacific' is estimated at $1.58 billion, reflecting an 18.7% increase [7]. Key Metrics - Analysts predict 'Gross Bookings - Total' will be $53.08 billion, compared to $44.20 billion in the previous year [7]. - 'Monthly Active Platform Consumers (MAPCs)' are expected to reach 198, up from 171 year-over-year [8]. - 'Trips' are projected to total 3,704, an increase from 3,068 in the same quarter last year [8]. - 'Gross Bookings - Delivery' is estimated at $24.76 billion, compared to $20.13 billion in the previous year [8]. - 'Gross Bookings - Mobility' is expected to reach $27.07 billion, up from $22.80 billion in the same quarter last year [9]. Market Performance - Uber shares have remained unchanged over the past month, while the Zacks S&P 500 composite has increased by 0.9% [9].