Core Insights - Uber Technologies, Inc. reported a 20% year-over-year revenue growth to $14.37 billion for fiscal Q4 2025, exceeding analyst expectations of $14.32 billion [1] - The company reported an adjusted EPS of 71 cents, which fell short of the analyst consensus estimate of 80 cents [1] Financial Performance - Revenue from Mobility increased to $8.20 billion, up 19% year-over-year [2] - Delivery revenue reached $4.89 billion, up 30% year-over-year, while Freight revenue remained flat at $1.27 billion year-over-year [2] - Gross Bookings grew 22% year-over-year to $54.14 billion, with Mobility Gross Bookings at $27.44 billion (up 20% Y/Y), Delivery Gross Bookings at $25.43 billion (up 26% Y/Y), and Freight Gross Bookings at $1.27 billion (down 1% Y/Y) [3] - Total trips increased by 22% year-over-year to 3.75 billion [3] - Monthly Active Platform Consumers reached 202 million, an 18% increase year-over-year [3] - Adjusted EBITDA was $2.49 billion, up 35% year-over-year, with an Adjusted EBITDA margin of 4.6%, up from 4.2% year-over-year [3] Cash Position - As of December 31, 2025, Uber held $7.6 billion in unrestricted cash and equivalents and generated $2.81 billion in free cash flow [4] Management Changes - Balaji Krishnamurthy has been appointed as the new CFO, effective February 16, 2026, succeeding Prashanth Mahendra-Rajah [5] - CEO Dara Khosrowshahi acknowledged the contributions of the outgoing CFO in achieving investment-grade status and other strategic initiatives [5] Management Commentary - The CEO highlighted record-breaking performance with over 200 million monthly users completing more than 40 million trips daily, indicating a strong consumer base [6] - The company is positioned for growth entering 2026, with significant cash flow and ambitions to become the largest facilitator of autonomous vehicle trips globally [6]

Uber Technologies Inc. (NYSE:UBER) is one of the stocks that should double by 2030. On February 2, UBS lowered the firm’s price target on Uber to $111 from $122 while maintaining a Buy rating. Earlier on January 30, Bank of America Securities lowered Uber’s price target to $93 from $96 while maintaining a Buy rating. The firm identified ongoing uncertainty regarding autonomous vehicles as a short-term pressure on the company’s valuation. However, BofA noted that consistent revenue growth, improved 2025 ma ...

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 ...

Wall Street analysts forecast that Uber Technologies (UBER) will report quarterly earnings of $0.79 per share in its upcoming release, pointing to a year-over-year decline of 75.4%. It is anticipated that revenues will amount to $14.28 billion, exhibiting an increase of 19.4% compared to the year-ago quarter.The current level reflects a downward revision of 4.9% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappr ...

Core Viewpoint - United Parcel Service (UPS) is undergoing a significant restructuring that will result in the elimination of up to 30,000 jobs in 2023, highlighting the financial impact of its separation from Amazon amid increasing competition [1] Company Summary - UPS is implementing a major restructuring plan that includes cutting up to 30,000 jobs this year [1] - The separation from Amazon has proven to be costly for UPS, indicating challenges in maintaining profitability and competitiveness [1] Industry Summary - The logistics and delivery industry is facing intensified competition, which is influencing companies like UPS to make drastic operational changes [1] - The restructuring efforts by UPS reflect broader trends in the industry as companies adapt to evolving market conditions and competitive pressures [1]

Group 1 - A class action has been filed on behalf of investors who purchased Coupang, Inc. (NYSE: CPNG) securities between April 6, 2025, and December 16, 2025 [1] - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services such as retail, restaurant delivery, video streaming, and fintech under various brands [1] Group 2 - Robbins LLP is investigating allegations that Coupang failed to disclose a material cybersecurity event, which included inadequate cybersecurity protocols that allowed a former employee to access sensitive customer information for nearly six months [2] - The allegations also state that Coupang was subjected to a heightened risk of regulatory and legal scrutiny due to this data breach and failed to report it in compliance with applicable reporting rules [2] - Following the revelation of the data breach, Coupang's stock price fell, negatively impacting investors [2] Group 3 - Shareholders interested in serving as lead plaintiffs in the class action must submit their papers to the court by February 17, 2026 [3] - Participation in the case is not required to be eligible for recovery, and shareholders can choose to remain absent class members [3] Group 4 - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses [4] - The firm has been dedicated to helping shareholders recover losses and improve corporate governance since 2002 [4]

Core Viewpoint - Grab is focusing on AI-driven delivery solutions while showing signs of growth, margin improvement, and funding opportunities [1] Company Overview - Grab's current stock price is $5.27, reflecting a 3.54% increase, with a market capitalization of $21 billion [2] - Since its IPO in 2020, Grab's stock has decreased by 56% [2] - The trading volume reached 70.7 million shares, which is approximately 52% above the three-month average of 46.5 million shares [2] Recent Developments - Grab announced the acquisition of Infermove, a China-based AI robotics firm, which is expected to enhance its delivery capabilities [3][5] - The acquisition of Infermove's AI-powered Carri robots will facilitate the "first mile" and "last mile" delivery processes, as well as applications in warehousing and retail [5] Market Potential - Analysts project that the last-mile robotics delivery market could reach a value of $20 billion by 2027, indicating a strategic move for Grab to expand its delivery network in Southeast Asia [6] - Grab has experienced a 17% annual sales growth over the past five years and has recently achieved profitability, positioning it as a promising growth stock [6]

Group 1 - A class action has been filed on behalf of investors who purchased Coupang, Inc. (NYSE: CPNG) securities between April 6, 2025, and December 16, 2025 [1] - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services in retail, restaurant delivery, video streaming, and fintech under various brands [1] - Allegations include that Coupang failed to disclose a material cybersecurity event, which allowed a former employee to access sensitive customer information for nearly six months without detection [2] Group 2 - The complaint states that Coupang had inadequate cybersecurity protocols, leading to a heightened risk of regulatory and legal scrutiny [2] - It is alleged that when Coupang became aware of the data breach, it did not report it in compliance with applicable reporting rules to the U.S. Securities and Exchange Commission [2] - Following the revelation of the breach, Coupang's stock price fell, negatively impacting investors [2]

Core Viewpoint - A class action has been filed against Coupang, Inc. for failing to disclose a significant cybersecurity event that impacted the company, leading to a decline in stock price and harming investors [2]. Group 1: Class Action Details - The class action is on behalf of all investors who purchased Coupang securities between April 6, 2025, and December 16, 2025 [1]. - Robbins LLP is investigating allegations that Coupang had inadequate cybersecurity protocols, allowing a former employee to access sensitive customer information for nearly six months without detection [2]. - The complaint states that Coupang did not report the data breach in compliance with applicable reporting rules, which heightened the risk of regulatory and legal scrutiny [2]. Group 2: Participation and Representation - Shareholders interested in serving as lead plaintiff for the class action should contact Robbins LLP, as the lead plaintiff represents other class members in directing the litigation [3]. - Investors do not need to participate in the case to be eligible for recovery, and they can remain absent class members if they choose not to take action [3]. Group 3: Company Background - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services in retail, restaurant delivery, video streaming, and fintech under various brands [1].