Workflow
Uber货运服务
icon
Search documents
Uber (UBER) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-08-06 14:36
Core Insights - Uber Technologies reported revenue of $12.65 billion for the quarter ended June 2025, reflecting an 18.2% increase year-over-year and a surprise of +1.57% over the Zacks Consensus Estimate of $12.46 billion [1] - The earnings per share (EPS) was $0.63, up from $0.47 in the same quarter last year, with an EPS surprise of +1.61% compared to the consensus estimate of $0.62 [1] Financial Performance Metrics - Gross Bookings totaled $46.76 billion, exceeding the average estimate of $46.28 billion from 12 analysts [4] - Gross Bookings for Delivery reached $21.73 billion, surpassing the estimated $21.24 billion from nine analysts [4] - Monthly Active Platform Consumers (MAPCs) were reported at 180, compared to the estimated 176 from nine analysts [4] - Gross Bookings for Mobility were $23.76 billion, slightly below the average estimate of $23.89 billion from nine analysts [4] - Total trips amounted to 3,268, exceeding the average estimate of 3,250 from eight analysts [4] - Gross Bookings for Freight were $1.26 billion, slightly below the average estimate of $1.27 billion from eight analysts [4] Revenue Breakdown - Revenue from Mobility was $7.29 billion, above the estimated $7.23 billion from nine analysts, representing an 18.8% increase year-over-year [4] - Revenue from Freight was $1.26 billion, slightly below the estimated $1.28 billion from nine analysts, showing a -0.9% change year-over-year [4] - Revenue from Delivery reached $4.1 billion, exceeding the estimated $3.94 billion from nine analysts, with a year-over-year increase of 24.6% [4] Adjusted EBITDA - Adjusted EBITDA for Mobility was $1.91 billion, slightly above the estimated $1.9 billion from six analysts [4] - Adjusted EBITDA for Corporate G&A and Platform R&D was reported at -$653 million, compared to the average estimate of -$602.13 million from six analysts [4] - Adjusted EBITDA for Freight was -$6 million, better than the estimated -$10.24 million from six analysts [4] Stock Performance - Uber's shares have returned -8.3% over the past month, while the Zacks S&P 500 composite has changed by +0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]