Uber Technologies, Inc. (UBER)
From Rides To Robots: Uber's Path Through The AV And AI Era
Uber Technologies delivered strong 2024 results, with revenue up 18% to $52B and normalized EPS rising 82% to $2.46/share. UBER's hybrid model, leveraging both AVs and human drivers, currently maximizes utilization and reliability, supporting operational resilience amid regulatory and technological uncertainty. Uber One loyalty program and advertising revenues are accelerating, with Uber One members reaching 46M and ads surpassing a $2B run rate, enhancing cross-platform monetization.
Uber: Valuation Gap Creates A Massive Opportunity
Uber is leveraging a hybrid AV-human driver model to maximize utilization and maintain leadership in the evolving autonomous mobility landscape. UBER's strategy includes building charging and maintenance infrastructure, deepening partnerships with AV operators, and offering free data to foster a fragmented, competitive AV ecosystem. Q4 FY25 saw gross bookings up 22% YoY to $193B, with strong operational leverage as adjusted EBITDA rose 35% YoY to $8.7B and FCF up 42% to $9.8B.
I'm An Uber Bull, For Now I Believe DoorDash Is Better
DoorDash (DASH) currently offers a superior growth profile and cleaner earnings momentum, versus Uber (UBER), supporting my tactical preference for DASH at current levels. DASH's Q3 2025 showed 27% revenue growth, 21% order growth, and a 51% increase in GAAP net income, highlighting robust operational execution and expansion. Recent global acquisitions and a partnership with OpenAI position DASH to diversify beyond restaurant delivery and challenge competitors in adjacent markets.
Uber Brings Food Delivery to 7 New EU Markets
Uber is reportedly bringing its delivery business to seven new European markets. The expansion, slated for this year, involves Austria, Denmark, Norway, the Czech Republic, Greece, Romania and Finland, Uber head of delivery Susan Anderson told the Financial Times (FT) Sunday (Feb. 15).
Uber enters 7 new European markets in food-delivery push, FT reports
Uber is expanding its delivery business into seven new European countries this year as tech groups ramp up their efforts in the multibillion-euro food-delivery market, the Financial Times reported on Sunday.
Uber Stock Drops 6.4% This Week After Earnings Miss and Robotaxi Expansion
Uber Technologies ( NYSE:UBER | UBER Price Prediction) stock slid 6.41% this week, closing at $69.98 on Friday.
Skip Uber; Buy Lyft But Only For A Short Ride
Lyft trades at a steep discount to Uber, despite narrowing operational gaps and improving gross margins over the past decade. UBER commands a significant valuation premium due to superior EBIT margins (~10.7% vs. LYFT's -2.7%) and greater scale, though both face commoditized market dynamics. LYFT's path to re-rating hinges on achieving profitability through further cost discipline or aggressive market share gains, but risks of structural disadvantage remain.
Uber & Baidu Expand Deal for Dubai AV Rides: Is the Space Heating Up?
UBER and Baidu bring Apollo Go's driverless rides to Dubai via the Uber app, expanding AV ambitions as the city pushes for 25% autonomous trips by 2030.
Uber Eats launches AI cart assistant for grocery delivery
Uber Eats launched an artificial intelligence tool on Wednesday that lets user build a shopping cart using text or images. The company has been adding more AI features to its platform, launching menu descriptions and customer review summaries last year.
Uber to Buy Turkish Firm's Delivery Business: Upside in Store?
UBER will buy Getir's Turkish delivery portfolio in phases, paying $335M cash for the food delivery business and investing $100M to expand grocery, retail and water delivery reach.
Uber: It's Turning Into A 'Show Me' Story
Uber Technologies delivered strong gross bookings growth of 22% and 35% Adj. EBITDA growth, despite EPS missing expectations. I remain bullish as Uber's hybrid AV strategy drives 30% higher AV utilization versus standalone AV deployments, supporting superior economics. Uber's platform efficiently manages variable demand, leveraging both AVs and human drivers to minimize wait times and maximize trip completion.
