Company Overview - Uber is a globally recognized brand and the leader in the rideshare market, generating more revenue globally from its Uber Eats segment than DoorDash, despite being behind DoorDash in the U.S. delivery market [3][4] Business Model - The company addresses two key needs: providing a platform for individuals to earn extra income by offering rides and serving customers in need of rides or food deliveries. This service is transformative, leading some users in car-dependent areas to rely on ridesharing instead of car ownership [4] Future Growth Potential - The trend towards ridesharing may accelerate with the rise of autonomous driving. Uber has partnered with automakers like GM and tech companies like Alphabet to support the self-driving car industry, positioning itself as a key player in the transportation ecosystem without owning the vehicles [5][6] Financial Performance - In the first nine months of 2025, Uber reported nearly $38 billion in revenue, an 18% increase year-over-year. Costs and expenses grew at a slower rate than revenue, and a $4.3 billion income tax benefit contributed to a net income of $9.8 billion, significantly higher than the $3.0 billion from the previous year [7] Market Position - Uber has established itself as the global leader in both rideshare and delivery markets, with revenue continuing to rise at double-digit rates. Current valuation suggests that regulatory challenges are already factored into Uber's stock price [8] Stock Performance - Despite macroeconomic concerns and pressures regarding driver employment classification, Uber's gross bookings are on the rise, and the stock has increased by over 30% in the past year [9]

Group 1 - Uber will acquire an 85% stake in Turkish food delivery platform Trendyol GO for approximately $700 million in cash, pending regulatory approval, with the deal expected to close in the second half of the year [1] - The acquisition is anticipated to enhance Uber's growth and reflects the company's long-term commitment to Türkiye, as stated by Uber CEO Dara Khosrowshahi [2] - Trendyol GO, founded in 2010 and operated by the Turkish e-commerce platform Trendyol, which is majority-owned by Alibaba, serves around 90,000 restaurants and employs 19,000 couriers across Türkiye [2] Group 2 - In 2024, Trendyol GO is projected to deliver over 200 million orders and generate $2 billion in gross bookings, marking a 50% increase year over year [3] - Uber is expected to report first-quarter earnings with an earnings per share of 51 cents on revenue of $11.6 billion [3]