While Disney stock declined 1.6% at the close on Friday, it was trading higher after hours. Alphabet's stock was up more than 4% after hours.YouTube subscribers received an apology email from the company, clarifying that the media moguls have reached a deal and that subscribers can again access Disney channels, including ABC and ESPN, along with any previous recordings in their library.The earlier dispute between Alphabet's (GOOGL) YouTube TV and Disney (DIS) has finally been resolved, putting YouTube subsc ...

Core Insights - Uber Technologies, Inc. is focused on growing its market share in ride-sharing and delivery services while enhancing customer engagement through cross-selling initiatives [1][2] - The company aims to expand its Uber One Membership program, which offers significant benefits to users, with a goal of achieving profitability in these efforts [1] Company Overview - Uber operates technology platforms that facilitate mobility, delivery, and freight services, including ridesharing, food and retail delivery, and digital freight logistics [2]

Door Dash results are out and it is down more than 12%. It's not because of the headline numbers here uh at least not because of the topline revenue. Revenue did beat uh at uh 3.45% billion versus 3.36% uh expected.EPS missed 55 cents versus 69 cents expected. And there's a wrinkle here in what uh Door Dash is is leading investors to think about going forward. First to give you a couple more numbers.Total orders were up 21% yearonear uh to 776 million versus 770 million expected. So uh the core business loo ...

Core Insights - Uber Technologies reported strong third-quarter 2025 results, with earnings per share of $3.11 exceeding the Zacks Consensus Estimate of 67 cents, marking over 100% year-over-year growth [1][9] - Total revenues reached $13.46 billion, surpassing the Zacks Consensus Estimate of $13.26 billion, reflecting a 20.4% year-over-year increase [1][9] Revenue Breakdown - Mobility segment contributed 57% of total revenues, with a reported revenue of $7.68 billion, up 20% year-over-year, exceeding expectations of $7.50 billion [2] - Delivery segment revenues increased by 29% year-over-year to $4.47 billion, also surpassing the expected $4.06 billion [2] - Freight revenues remained flat at $1.30 billion year-over-year, falling short of the expected $1.31 billion [3] Financial Metrics - Adjusted EBITDA surged 33% year-over-year to $2.25 billion, within the guided range of $2.19 billion to $2.29 billion [3] - Total gross bookings rose 21% year-over-year to $49.74 billion, aligning with the guidance of $48.25 billion to $49.75 billion [5] Cash Flow and Debt - Operating cash flow for the quarter was $2.32 billion, with free cash flow at $2.23 billion [6] - Cash and cash equivalents increased to $8.43 billion from $6.43 billion in the previous quarter, while long-term debt rose to $10.6 billion from $9.57 billion [5] Future Guidance - For Q4 2025, Uber anticipates gross bookings between $52.25 billion and $53.75 billion, indicating year-over-year growth of 17-21% [7] - Adjusted EBITDA is expected to be in the range of $2.41 billion to $2.51 billion, suggesting a year-over-year growth of 31% to 36% [7]

But another weak breath day that doesn't really seem to matter for the index trend. >> Yeah, Mac, do you want to tell me about uh Uber and the expectations there. >> So, Scott, the street is bullish on Uber's Q3 print with both Bank of America and UBS calling for a modest beat fueled by strong rid share demand and more users actively booking trips and placing food orders through the app.Even as Door Dash continues to take share, Uber's delivery category is expected to stay resilient and autonomous driving. ...

Group 1 - Man GLG holds $262.56 million worth of Uber Technologies, Inc. (NYSE:UBER) stock, representing 0.5% of its 13-F portfolio as of Q2 2025, and it is one of the top 10 stock picks with the highest upside potential [1] - Bernstein reaffirmed its "Outperform" rating on Uber Technologies, Inc. (NYSE:UBER) with a $110 price target, reflecting expectations for steady third-quarter results and projecting approximately 19% year-over-year growth in the Mobility segment [2] - The Delivery segment is expected to see 15%-16% organic growth, excluding Trendyol Go, indicating strong performance in this area [2] Group 2 - Despite mild weakness in U.S. app engagement in September affecting both Mobility and Delivery segments, international demand has remained stable, and Bernstein does not view the dip in third-party app data as material [3] - Positive commentary from Uber in early September and sustained global spending trends have reinforced Bernstein's bullish stance on the company [3] - Uber Technologies, Inc. operates a global platform offering ridesharing, delivery, freight services, and AI-driven data solutions for enterprises [4]

Company Strategy - Grab 计划最早于 2026 年在东南亚地区推出 robotaxis 业务 [1] - Grab 支持无人驾驶技术开发商 May Mobility [1] Industry Focus - 东南亚最大的网约车和配送公司 Grab 正在投资无人驾驶技术 [1]

Product Innovation - Amazon introduces delivery glasses, a wearable companion for delivery associates [1] - The smart glasses utilize computer vision and AI to display real-time navigation and delivery instructions [1] - The glasses enable drivers to confirm packages and capture proof of delivery photos [1] Operational Efficiency - The glasses provide turn-by-turn navigation, eliminating the need for separate devices [2] - The technology aims to improve delivery efficiency by guiding drivers to exact locations [2] Safety Enhancement - The glasses include hazard detection capabilities, acting as an extra set of eyes for safety [2] - The system detects hazards like dogs and shares information with future drivers [2]

Logistics & Delivery - Amazon aims to reduce delivery times by equipping drivers with smart glasses [1] - The glasses will provide drivers with detailed directions and hazard information in their line of sight [1]

Technology & Logistics - Amazon is exploring the use of AR glasses for contract delivery drivers [1] - The AR glasses would assist drivers in locating the correct delivery location [1]