Uber Technologies NYSE: UBER started as a risky new technology and has developed into a blue-chip quality stock whose business is entrenched in society. The single factor that most summarizes that quality is its capital return, which has been robust and is getting richer by the year.
UBER posts strong Q2 with $12.6B revenue and 180M users, while doubling down on robotaxis via Waymo partnership. Play the news with ETF IYT.
Uber Technologies, Inc. delivered a strong Q2, beating revenue and EPS estimates, with standout performance in the Delivery segment and robust growth across all business lines. Autonomous vehicle partnerships expanded significantly, reinforcing Uber's strategic position and dispelling existential threats from Tesla and Waymo in the AV space. Despite strong fundamentals and growth, I am downgrading UBER from BUY to HOLD due to stretched valuation and weakened short-term momentum.
UBER's second-quarter 2025 earnings and revenues improve year over year.
Uber Technologies Inc. (NYSE:UBER ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Balaji Krishnamurthy - Corporate Participant Dara Khosrowshahi - CEO & Director Prashanth Mahendra-Rajah - Chief Financial Officer Conference Call Participants Benjamin Thomas Black - Deutsche Bank AG, Research Division Brian Thomas Nowak - Morgan Stanley, Research Division Douglas Till Anmuth - JPMorgan Chase & Co, Research Division Eric James Sheridan - Goldman Sachs Group, Inc., Research Division Justin Post - BofA Securities, Research Division Michael Paul Morton - MoffettNathanson LLC Ross Adam Sandler - Barclays Bank PLC, Research Division Operator Hello, and welcome to the Uber Second Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to turn the conference over to Balaji Krishnamurthy, Vice President, Investor Relations.
Uber Technologies Inc (NYSE:UBER, ETR:UT8) reported second quarter 2025 results that exceeded revenue expectations and came in largely in line with profit forecasts, while issuing robust guidance for the third quarter and unveiling a major stock repurchase plan. The ride-hailing app reported an 18% year-over-year increase in revenue to $12.65 billion, slightly ahead of Wall Street estimates of $12.47 billion.
Although the revenue and EPS for Uber (UBER) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Uber Technologies (UBER) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.47 per share a year ago.
Uber reported a revenue increase of 18% from a year earlier, topping analyst estimates. The ride-hailing company said it's authorized a $20 billion share buyback.
Uber Eats has debuted a series of artificial intelligence (AI) features for restaurants. The new offerings, introduced last week, allow restaurants to use AI to analyze customer reviews, auto-fill menu descriptions and enhance food photos.
UBER's second-quarter results hinge on gross bookings growth, with currency headwinds and trip volume trends shaping expectations.
Uber and Lyft will each report earnings this week. Investors will be focused on how each company is navigating the emergence of robotaxi vehicles.