5./15 WEST I continue to view Uber Technologies (NYSE:UBER) stock as a compelling Buy opportunity, with the company being on track to execute on a robust growth trajectory and strategic positioning in both ride-sharing and food delivery markets. In my view, the company's proven ability to drive revenue growth, improve profitability, and expand into new verticals is laudable. Additionally, Uber’s strategy in commercializing autonomous driving presents significant potential for long-term value creation ...

文章核心观点 - UBER的投资价值仍然看好,但存在一定的增长风险 [1] - UBER正在加强与自动驾驶公司的合作,以应对特斯拉进军网约车市场的挑战 [2][3] - UBER的广告业务正快速增长,成为新的利润增长点 [4] 公司表现总结 - UBER的收入和利润增长保持良好,预计未来几年将保持15%以上的复合增长率 [6] - UBER的估值水平合理,PEG仅为0.66倍,低于行业中值 [8][9] - UBER的自由现金流大幅增长,有利于股票回购 [9] 行业发展趋势 - 特斯拉即将推出自有网约车服务,将加剧UBER面临的竞争压力 [1][12] - UBER正在加强与自动驾驶公司的合作,以应对行业竞争加剧的风险 [2][3] - 未来UBER的股价走势可能会较为波动,需要密切关注特斯拉的动态 [1][12]

Uber's Bold Step Into Driverless Rides: Here's What It Means for the Future of TravelWill Waymo Partnership Make Uber the King of Robotaxis? Alfonso holds a Bachelor's degree in Economics. With his expertise in financial markets, he delivers insightful analysis and investment strategies. Off work, he enjoys playing soccer, combining his passion for sports with his financial acumen.Uber is taking a giant leap into the future, and it involves zero human drivers. Starting in 2025, you’ll be able to hail a full ...

Klaus Vedfelt There aren't many companies at Uber's scale (NYSE:UBER) that showcase as attractive long-term opportunities for growth, margin expansion, and increasing cash flows. While the autonomous vehicle threat is the popular explanation for Uber's underperformance in recent months, I argue that Uber is perfectly positioned to benefit from AVs. Instead, I offer my own explanation - Uber needs to continue cleaning its financial profile, accelerate shareholder returns, and show consistent sequential i ...

It'll soon become easier to hail a self-driving ride -- if you live in Austin or Atlanta. Uber and Waymo, the driverless arm of Google's parent company Alphabet, are teaming up to bring the robotaxi service to the two cities via the Uber app. Starting in 2025, Uber will manage and dispatch Waymo's fleet of fully autonomous, all-electric Jaguar I-Pace vehicles, so you can choose a ride without a driver when embarking on your journey."Waymo's mission is to be the world's most trusted driver, and we're excited ...

Key TakeawaysUber plans to add Waymo driverless vehicles in Austin and Atlanta next year.Uber said the number of vehicles in those two cities will "grow to hundreds over time."The ride-share provider already offers Waymo rides in Phoenix. Uber Technologies (UBER) shares jumped Friday after the ride-share provider said it would expand its partnership with Alphabet-owned (GOOGL) autonomous vehicle technology firm Waymo to add more driverless car rides. Uber said the service will be offered in Austin, Texas an ...

Uber riders in Austin and Atlanta will be able to hail a Waymo robotaxi through the app in early 2025 as part of an expanded partnership between the two companies. Waymo’s autonomous vehicles have been available on the Uber app in Phoenix since October 2023. This expansion comes at a time when Uber has been snatching up self-driving partnerships across its ride-hail and delivery verticals. Last month, Uber announced  partnerships with GM’s Cruise and the U.K.’s Wayve.  Waymo runs its own commercial autonom ...

In this articleGOOGLUBERA Waymo autonomous self-driving Jaguar electric vehicle sits parked at an EVgo charging station in Los Angeles, California, on May 15, 2024.Patrick T. Fallon | AFP | Getty ImagesUber announced Friday it is expanding its partnership with Alphabet's Waymo to offer robotaxi rides in Austin, Texas, and Atlanta beginning in early 2025.Uber riders in those cities can be matched with a driverless Waymo car for some trips, according to the companies. The rides will only be available through ...

Uber isn't making autonomous vehicles, but it may make a lot of money on autonomous vehicles anyway.Uber (UBER 1.62%) is out of the autonomous driving technology business, but that doesn't mean it's out of autonomous vehicles entirely. In fact, it has announced some major partnerships with autonomous driving leaders. In this video, Travis Hoium explains how Uber will be impacted by autonomous vehicles in the future.*Stock prices used were end-of-day prices of Sept. 11, 2024. The video was published on Sept. ...

OCI helps power more than one million trips every hour and 14 million predictions per secondOCI helps power dozens of AI models that are used in every Uber trip LAS VEGAS, Sept. 11, 2024 /PRNewswire/ -- Oracle CloudWorld -- Uber, the largest on-demand mobility and delivery platform in the world, relies on Oracle Cloud Infrastructure (OCI) to help support the rapid growth and more than one million trips that Uber powers every hour. Uber has modernized its application tier and AI infrastructure and migrated m ...