关于公司股价情况 - 5月10日报道Uber Technologies, Inc. (NYSE: UBER)时股票较3月4日高点（82.14美元）大幅下跌[1] 分析师披露情况 - 分析师通过股票所有权、期权或其他衍生品在UBER股票中拥有有利的多头头寸分析师本人撰写文章表达自己的观点未因文章接受除Seeking Alpha之外的报酬与文章提及股票的公司无业务关系[1]

文章核心观点 - 市场上一些事情如总统情况、盈利和美联储方面有了更多明确性后着眼于年底情况有三只股票在关注列表中且认为可能会突破其中优步科技股票近期受压在当前水平看起来是诱人的买入选择 [1] 相关目录总结 - 股票价格采用2024年11月4日的收盘价视频于2024年11月5日发布 [2]

Uber (NYSE: UBER ) shares sold off after weaker-than-expected Q3 booking metrics, followed by a tepid forecast, disappointed the broader consensus. However, we would use this opportunity to buy on weakness, as this was not the first time the market overreacted toAstrada Advisors delivers actionable recommendations that enhance portfolio performance and uncover alpha opportunities, supported by a strong track record in investment research at leading global investment banks. With expertise spanning technology ...

Massachusetts voters on Tuesday approved a ballot measure that would allow ride-share drivers to unionize, becoming the first state to allow drivers for app-based companies like Uber and Lyft to do so.With 94% of precincts reporting, 53.9% of voters endorsed a novel framework that would allow ride-share drivers who are considered by the companies to be independent contractors to organize and bargain collectively over pay and benefits, according to the Associated Press, which called the vote mid-Wednesday.Su ...

Uber (NYSE: UBER ) reported earnings on Thursday, and the stock plunged ~9% as underwhelming guidance and a miss on gross bookings rubbed investors the wrong way. I think the stock is attractive at current levels, and I believe midI’m a retired Wall Street PM specializing in TMT; my educational background is a bachelor's in Finance and Economics, and an MBA from Columbia, after which I directly began my career on Wall Street. Since kickstarting my career, I’ve spent over two decades in the market navigating ...

Ride-hailing giant Uber Technologies is suggesting a pay cut for its drivers in New York City, citing lower gas prices, as it tries to lower the price of rides in one of its biggest markets.According to a Monday (Nov. 4) report from Bloomberg, Uber wants the city’s Taxi and Limousine Commission — which is responsible for establishing minimum driver pay — to reduce the per-mile rate in its driver pay formula $1.277, down by 6.1% from the current $1.360. Bloomberg cited a letter the company had sent to the co ...

Uber on Monday sent a petition requesting cuts to New York City drivers’ minimum pay, citing recent drops in the price of used cards and gasoline.The rideshare giant asked the city’s Taxi and Limousine Commission to reduce the per-mile rate in its driver pay formula by 6.1% to $1.277 from the current $1.360, according to a letter obtained by The Post and first reported by Bloomberg News.Uber’s pleas are a last-ditch effort to minimize costs as the company sees customers pulling back on frequent rides. CEO D ...

On Oct. 31, Uber Technologies (UBER) reported better-than-expected third-quarter 2024 earnings per share and revenues, before the opening bell. This was the second successive quarter in which the company had reported better-than-expected results after posting a loss in the first quarter of 2024. Adding to the optimism, third-quarter 2024 earnings and revenues increased significantly year over year. During the September quarter, the company delivered over $1 billion in operating income (on a GAAP basis) for ...

Multiple analysts rerated Uber Technologies, Inc UBER after Thursday’s quarterly print amid an exciting earnings season.The ride-hailing giant reported fiscal third-quarter 2024 revenue growth of 20% to $11.188 billion, topping the analyst consensus of $10.97 billion.Revenue from Mobility grew to $6.41 billion, up 26%. Delivery was $3.47 billion, up 18%, and Freight was $1.31 billion, up 2%.Also Read: Nvidia’s Run:ai Acquisition Draws European Regulatory Scrutiny On Competition ConcernsJMP Securities analys ...

业绩总结 - 公司的月活跃平台消费者(MAPCs)为1.61亿,同比增长13%[132] - 总订单量为28.68亿,同比增长17%[132] - 总订单金额为409.73亿美元,同比增长16%,按固定汇率计算同比增长20%[132] - 收入为111.88亿美元,同比增长20%,按固定汇率计算同比增长22%[132] - 营业利润为10.61亿美元,同比增长169%[132] - 归属于优步科技公司的净利润为26.12亿美元[132] - 调整后EBITDA为16.90亿美元,同比增长55%[132] - 经营活动产生的净现金流为53.87亿美元,同比增长95%[132] - 自由现金流为51.89亿美元,同比增长100%[132] 业务表现 - 收入增加20%,主要由于Mobility和Delivery业务量增加带来的总预订额增加16%[149,150] - Mobility分部2024年前三季度收入同比增长27%,达到47.28亿美元[182] - Delivery分部2024年前三季度收入同比增长10%,达到17.44亿美元[183] - Freight分部2024年第三季度收入同比增长2%,达到1.31亿美元[185] 成本和费用 - 成本成本增加20%,主要由于保险费用、司机支付和激励、外卖员支付和激励、信用卡处理费用以及货运承运商支付增加[153] - 销售和营销费用占收入比重从13%下降至10%[157] - 三个月期间销售和营销费用增加1.55亿美元，增幅16%,主要由于消费者折扣、促销、信用和退款增加[158] - 九个月期间销售和营销费用减少2.93亿美元，降幅9%,主要由于消费者折扣、促销、信用和退款减少[160] - 三个月期间研发费用减少2300万美元,降幅3%,主要由于股票激励减少[162] - 九个月期间研发费用减少5600万美元,降幅2%,主要由于股票激励减少[162] - 三个月期间一般及行政费用减少1600万美元,降幅2%,主要由于股票激励减少[164] - 九个月期间一般及行政费用增加4.46亿美元,增幅21%,主要由于法律相关计提和费用增加[165] 财务指标 - 公司使用Adjusted EBITDA、收入同比增长率和自由现金流等非GAAP财务指标来评估业务表现[194] - 公司2024年前三季度调整后EBITDA利润同比增长68%,达到46.42亿美元[191,192] - 公司持有现金及现金等价物(包括受限现金及现金等价物)分别为70亿美元和90亿美元,截至2023年12月31日和2024年9月30日[217] - 公司持有9.5亿美元的有价债券证券,主要包括货币市场基金、现金存款、美国政府证券、美国政府机构证券和投资级公司债券[217] - 公司持有8.2亿美元的投资,包括权益法投资[218] 其他事项 - 公司已于2022年3月14日在英国修改了运营模式,Uber UK从该日起成为运输服务的商家,需要缴纳增值税[211] - 公司已就2022年3月至2024年3月期间未缴纳增值税的问题,收到英国税务局总计约14亿美元(11亿英镑)的评估,公司已支付该评估金额以继续进行上诉[211] - 公司认为将成功上诉,届时全部支付款项将连同利息退还给公司,但预计将收到更多与之前或未来期间相关的评估,公司将继续支付以推进上诉[211]