Core Viewpoint - Uber Technologies reported mixed fourth-quarter 2025 results, with earnings missing estimates while revenues exceeded expectations [3] Financial Performance - Quarterly earnings per share were 71 cents, missing the Zacks Consensus Estimate of 79 cents, and declined 77.8% year over year [3] - Total revenues reached $14.3 billion, surpassing the Zacks Consensus Estimate of $14.2 billion, reflecting a 20.1% year-over-year increase [3] - Adjusted EBITDA surged 35% year over year to $2.48 billion, within the guided range of $2.41 billion to $2.51 billion [5] Revenue Segmentation - Mobility segment contributed 57.1% of total revenues, with revenues increasing 19% year over year to $8.20 billion [4] - Delivery segment revenues rose 30% year over year to $4.89 billion [4] - Freight revenues were $1.27 billion, nearly flat year over year, down 1% on a constant currency basis [4] Gross Bookings - Gross bookings from Mobility improved 20% year over year to $27.44 billion [6] - Gross bookings from Delivery increased 26% year over year to $25.43 billion [6] - Total gross bookings ascended 22% year over year to $54.14 billion, exceeding the guided range of $52.25 billion to $53.75 billion [7] Cash Flow and Debt - Operating cash flow was $2.88 billion, while free cash flow was $2.80 billion [8] - Cash and cash equivalents at the end of the quarter were $7.10 billion, down from $8.43 billion in the previous quarter [7] - Long-term debt was $10.5 billion, slightly down from $10.6 billion in the prior quarter [7] Future Guidance - For Q1 2026, Uber expects gross bookings of $52.00 billion to $53.50 billion, indicating year-over-year growth of 17-21% on a constant currency basis [9] - Adjusted EPS is projected to be in the range of $0.65-$0.72, reflecting a year-over-year growth of 37% at the midpoint [9] - Adjusted EBITDA is estimated to be between $2.37 billion and $2.47 billion [9] Market Sentiment - Estimates have trended downward, with a consensus estimate shift of -6.99% [10] - Uber has a subpar Growth Score of D and a Momentum Score of F, but a value score of C [12] - The stock holds a Zacks Rank 3 (Hold), indicating an expectation of in-line return in the coming months [13]