- Uber’s gross bookings for the fourth quarter of 2025 reached $44.20 billion, marking an 18% increase from the previous year.
- Mobility bookings stood at $22.80 billion, up 18% year-over-year and slightly above the estimated $22.52 billion.
- Delivery bookings were $20.13 billion, an 18% increase, surpassing the forecast of $19.7 billion.
- Freight bookings experienced a slight decline of 0.5% year-over-year, landing at $1.27 billion, below the anticipated $1.31 billion.
- Revenue for the quarter reached $11.96 billion, showing a 20% rise from the previous year, beating the estimated $11.77 billion.
- Adjusted EBITDA was reported at $1.84 billion, a notable 44% increase year-over-year, just shy of the $1.85 billion estimate.
- Earnings per share (EPS) jumped to $3.21 compared to 66 cents from a year earlier.
- Uber recorded 3.07 billion trips during the quarter, an 18% increase, exceeding the forecast of 3.02 billion trips.
- Net income soared to $6.88 billion, compared to $1.43 billion in the previous year.
- Monthly active platform consumers grew to 171 million, a 14% increase, outpacing the estimated 168.35 million.
- Total stock-based compensation was reduced by 11% year-over-year, amounting to $419 million, below the expected $463.5 million.
- For the first quarter of 2025, Uber forecasts gross bookings between $42 billion and $43.5 billion.
- Adjusted EBITDA for Q1 is projected to be between $1.79 billion and $1.89 billion, aligning with the $1.84 billion estimate.
- Uber’s CFO, Prashanth Mahendra-Rajah, highlights being undervalued despite strong performance and plans for opportunistic stock repurchases.
- Uber anticipates stock-based compensation for 2025 between $1.7 billion and $1.9 billion.
- Depreciation and amortization expenses for 2025 are expected to range from $600 million to $700 million.
- Expected a positive pricing environment in the US, with marginal increases in UberX prices for 2025.
- Insurance costs per trip are expected to increase by high single digits year-over-year, especially excluding California and New Jersey.
- Forecast for Q1 gross bookings growth is between 17% and 21% on a constant-currency basis, accounting for leap year effects in 2024 and recent adverse weather impacts.
Uber Technologies on Smartkarma
Analysts on Smartkarma are closely monitoring Uber Technologies Inc., with insightful reports from top independent analysts shedding light on the company’s recent developments.
Caixin Global reports on Uber’s partnership with Chinese autonomous driving startup WeRide Corp., highlighting their collaboration to introduce self-driving taxis on Uber’s global platform, starting in Abu Dhabi by the year’s end. Meanwhile, Baptista Research‘s analysis focuses on Uber’s strong performance in the second quarter of 2024, showcasing a solid growth trajectory with a significant 21% increase in gross bookings and expansion in both user base and frequency of use. These reports provide valuable insights into Uber’s advancements in autonomous vehicle technology and its resilience in the face of global economic uncertainties.
A look at Uber Technologies Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Uber Technologies Inc, a leading provider of ride-hailing services, has shown a strong long-term outlook as per the Smartkarma Smart Scores. With high ratings in Growth, Resilience, and Momentum, the future looks promising for the company. The Growth score of 5 reflects Uber’s potential for expansion and development in the market, while its Resilience score of 3 indicates its ability to withstand challenges effectively. Additionally, the Momentum score of 3 suggests that Uber is gaining positive traction in its operations. Despite lower scores in Value and Dividend, the overall outlook for Uber Technologies appears bright.
Uber Technologies Inc, known for its innovative applications in road transportation and ride-sharing, continues to cater to customers worldwide. The company’s commitment to providing efficient navigation and convenient payment processing solutions has positioned it as a key player in the industry. With a solid foundation in place and high ratings in critical areas like Growth, Resilience, and Momentum, Uber Technologies is poised for continued success in the evolving market of ride-hailing services. Investors may find the company’s overall outlook appealing, considering its strong performance across key factors influencing its future prospects.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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