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Uber(UBER) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Uber's Q2 2025 revenue reached $12651 million, representing an 18% increase year-over-year[54] - Adjusted EBITDA for Q2 2025 was $2119 million, a 35% increase year-over-year[57] - Mobility gross bookings grew to $23762 million in Q2 2025, an 18% increase in constant currency year-over-year[63] - Delivery gross bookings increased to $21734 million in Q2 2025, reflecting a 20% growth in constant currency year-over-year[70] - Freight revenue remained relatively stable at $1261 million in Q2 2025, showing a (1%) change in constant currency year-over-year[75] Operational Metrics - Monthly Active Platform Consumers (MAPCs) increased by 15% year-over-year, reaching 180 million in Q2 2025[42] - Total trips grew by 18% year-over-year to 3268 million in Q2 2025[44] - Monthly trips per MAPC (Frequency) increased by 2% year-over-year to 61 in Q2 2025[43] Strategic Initiatives - Uber One membership program has 36 million members and accounts for over 40% of combined Delivery & Mobility bookings[31, 32] - Uber is expanding its AV technology commercialization, with deployments in 12 cities across 3 countries and plans for ~5 additional cities in 2025[35, 36]