文章核心观点 - 伺服机器人公司与Shake Shack达成合作,将通过Uber Eats在洛杉矶地区提供送餐服务 [1][2][3] - 伺服机器人公司计划在未来一年内部署250台新机器人,以满足与Uber Eats的2000台机器人协议 [4][6] - 伺服机器人公司股价在上月因英伟达投资而大涨,但此后有所下跌,本次合作消息推动股价再次上涨 [5][7] 根据目录分别总结 公司动态 - 伺服机器人公司与Shake Shack达成合作,将通过Uber Eats在洛杉矶地区提供送餐服务 [1][2][3] - 公司计划在未来一年内部署250台新机器人,以满足与Uber Eats的2000台机器人协议 [6] 股价表现 - 伺服机器人公司股价在上月因英伟达投资而大涨,但此后有所下跌 [5] - 本次合作消息推动公司股价再次上涨9.6%至11.37美元 [7]

Just_Super Investment Thesis In my last article on Uber Technologies, Inc. (NYSE:UBER), I discussed the company's Q1 results and argued why investors shouldn't panic despite the surprise loss that the company posted. My rating on the company was a Hold. Since my article was published in May 2024, the stock has gained 4.03%, marginally outperforming the S&P 500, which rose 3.22% during the same period. In this article, I discuss the company's Q2 results and analyze the key developments and announcements made ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Uber Technologies. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The leading ride-hailing and delivery service is posting strong financial results.Uber (UBER -0.68%) just reported its financial results for the second quarter (ended June 30), and the market was pleased. The company beat Wall Street estimates for revenue and diluted earnings per share (EPS), sending the stock sharply higher immediately following the announcement.Despite shares of this transportation-as-a-service company trading at a forward price-to-earnings (P/E) ratio of 30 (as of Aug. 7), you might be c ...

Riding-sharing leader Uber Technologies (NYSE:UBER) returned to profitability in the second quarter, easily beating Wall Street’s top and bottom line estimates on Tuesday. Even during Monday’s market meltdown and the yo-yo ride the stock market has been on afterward, Uber stock has remained strong. Shares are up 12% since Friday’s close and will likely continue heading higher, even if we’re heading for a recession.Driving Forward to ProfitabilityUber reported 17% year-over-year currency-adjusted revenue gro ...

Jonathan Knowles/DigitalVision via Getty Images Investment Thesis I last wrote on Uber (NYSE:UBER) after the company's underwhelming 1Q24 results back in late May, arguing that "Uber's diversified revenue streams (mobility and delivery) will alternate to support outperformance during downturns in either segment." The company's 2Q24 quarterly results and outlook reported earlier this week confirmed my positive sentiment on the stock. Uber beat on top and bottom lines and reflected that green shoots from its ...

The company is riding high after delivering a "double beat" on second-quarter results.One of this week's brighter lights on the stock exchange has been Uber Technologies (UBER 5.29%), which reported estimates-busting numbers before market open on Monday.Despite that performance, one analyst reduced his price target on the ridesharing company after those figures hit the headlines. He still feels the company's shares are a buy, however, and he might just be correct.Putting on the brakesAs the market was still ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

财务业绩 - 第二季度总交易额达到399.52亿美元，同比增长19%，按固定汇率计算同比增长21%[133] - 第二季度收入为107亿美元，同比增长16%，主要由于出行业务交易量增加[138] - 第二季度净利润为10.15亿美元，同比增长158%，主要受益于债券和股票投资的未实现收益[138] - 第二季度调整后EBITDA利润为15.7亿美元，同比增长71%[134] - 上半年经营活动产生的现金流为32.36亿美元，同比增长80%[136] - 上半年自由现金流为30.8亿美元，同比增长82%[136] - 收入同比增长16%，达到107亿美元[156] - 成本和费用占收入的93%，较上年同期下降3个百分点[152] - 营业利润率为7%，较上年同期提高3个百分点[152] - 净利润率为9%，较上年同期提高5个百分点[152] 业务表现 - 出行业务第二季度调整后EBITDA利润为16亿美元，同比增长397百万美元[138] - 送餐业务第二季度调整后EBITDA利润为5.88亿美元，同比增长259百万美元[138] - 移动出行业务收入同比增长25%，达到61.34亿美元[183] - 移动出行业务调整后EBITDA同比增长34%，达到30.46亿美元[186] - 送餐业务收入同比增长8%，达到32.93亿美元[183] - 送餐业务调整后EBITDA同比增长79%，达到11.16亿美元[186] - 货运业务收入基本持平，为12.73亿美元[183] - 货运业务调整后EBITDA同比增长14%，为-0.33亿美元[186] 用户指标 - 公司第二季度月活用户达到1.56亿，同比增长14%[133] - 月活跃平台消费者(MAPCs)是衡量公司平台采用和交易频率的关键指标[191] 财务预测 - 公司Q3 2023至Q2 2024期间的移动出行、送餐和货运业务收入预测[194] - 公司2023年上半年和2024年上半年的调整后EBITDA利润分别为16.77亿美元和29.52亿美元，同比分别增长76%[196] - 公司2024年第二季度调整后EBITDA利润为15.7亿美元，同比增长71%，主要得益于移动出行和送餐业务的利润改善[197] 现金流和资金管理 - 公司2024年上半年自由现金流为30.8亿美元，较2023年上半年的16.89亿美元大幅增长[204] - 公司2024年上半年经营活动产生的现金流为32.36亿美元，主要来自于净利润、股份支付费用和折旧摊销等因素[206] - 公司2024年上半年投资活动使用现金19.18亿美元，主要用于购买和出售有价证券以及购置固定资产[207] - 公司2024年上半年筹资活动使用现金2.91亿美元，主要用于回购普通股和偿还融资租赁[208] - 截至2024年6月30日，公司45亿美元现金及现金等价物中有24亿美元由海外子公司持有[209] - 公司计划继续评估并可能在某些情况下采取预防性措施以保持流动性[209] - 公司于2024年2月授权回购最多70亿美元的公司普通股[210] - 公司预计将于2024年10月以现金方式赎回2020年Freight Series A优先股[211] 其他事项 - 公司已就英国VAT缴纳问题支付约12亿美元(9.57亿英镑)的评估费用，并将继续就此进行上诉[212] - 公司有重大不可撤销承诺主要与网络和云服务以及日常业务相关[213] - 公司面临利率风险、投资风险和外汇风险[216,217,218,219] - 公司持有的私募投资和公开上市公司股票可能会导致未来净收益/(亏损)的波动[218] - 公司采取外汇衍生工具合同来减轻外汇风险[219] - 公司的国际收入以及以外币计价的成本和费用使其面临外汇波动风险[219]

On Tuesday, Uber Technologies UBER reported its second quarter results that surpassed Wall Street estimates. In addition, Uber recorded a sixfold increase in autonomous rides through its collaborations with 10 partners that span across different segments.  Back in July, Uber expanded its partnership list that already included Instacart CART with an EV star set to beat the mighty Tesla Inc TSLA in BEV sales this year, BYD Company Limited BYDDY. BYD already dethroned Tesla when it comes to total production la ...