Uber Technologies (UBER) reported second-quarter 2024 earnings of 47 cents per share, which outpaced the Zacks Consensus Estimate of 31 cents and improved more than 100% on a year-over-year basis. Total revenues of $10.700 billion beat the Zacks Consensus Estimate of $10.558 billion. The top line jumped 16% year over year on a reported basis and 17% on a constant currency basis.In the second quarter, the majority (57.3%) of the company’s revenues came from Mobility. Revenues from this segment jumped 25% yea ...

Uber marked a milestone in the second quarter, with 7.4 million monthly drivers and couriers globally, per the company’s earnings report released Tuesday (Aug. 6).The company’s focus on expanding its service offerings and strategic partnerships has been key to its success. In recent developments, Uber has introduced several new services, including Uber Caregiver, scheduled UberX Share rides, and Uber Shuttle, as announced at the firm’s annual GO-GET event in May. These additions have contributed to an incre ...

Uber Technologies TodayUBERUber Technologies$63.50 +5.02 (+8.58%) 52-Week Range$40.09▼$82.14P/E Ratio102.42Price Target$86.76Add to WatchlistUber Technologies Inc. NYSE: UBER has delivered strong second-quarter 2024 results, surpassing Uber’s analyst community’s expectations for revenue and earnings. Uber’s financial performance was driven by robust growth across its core business segments, and Uber’s earnings beat has fueled investor confidence and propelled the company's stock price upward. But what exact ...

财务数据和关键指标变化 - 公司Q2总营收同比增长21%,创历史新高 [10] - 公司Q2调整后EBITDA同比增长71%,创历史新高 [10] - 公司Q2实现GAAP营业利润,创历史新高 [10] 各条业务线数据和关键指标变化 - 移动出行业务Q2同比增长27%,Q3预计保持中高20%增长 [24][25] - 外卖业务Q2毛利率同比提升10个百分点,毛利率持续改善 [37][38][39] - 杂货和零售外卖业务增长强劲,广告收入占外卖总营收比重有望超过2% [41][43][83] 各个市场数据和关键指标变化 - 美国和加拿大市场渗透率仍低于20%,未来增长空间大 [87] - 巴西市场移动出行频次表现出色,为公司未来扩张提供参考 [87] - 公司正在不断开拓新市场,如最近进入卢森堡和匈牙利 [89] 公司战略和发展方向及行业竞争 - 公司正积极与自动驾驶企业合作,利用自身大规模网络优势为其提供支持 [14][15][20][21] - 公司正与比亚迪合作引入10万辆新能源车,加快车队电动化进程 [34][35][36] - 公司在外卖业务中不断拓展与大型连锁超市的合作,如与Costco的合作 [41] - 公司正加大对广告业务的投入和创新,广告收入占外卖总营收比重有望超过2% [73][74][75] 管理层对经营环境和未来前景的评论 - 管理层认为即使出现经济衰退,公司移动出行业务也能保持韧性,因为供给端灵活性强 [55][56] - 管理层对外卖业务的长期增长前景充满信心,认为外卖和杂货零售市场空间巨大 [47][48][49][50] - 管理层表示公司有能力在任何市场环境下都能保持良好的经营业绩 [13] 其他重要信息 - 公司会员计划现已覆盖50%的外卖总营收 [12] - 公司广告业务收入已达年化10亿美元,同比增长超过50% [68][69] - 公司在美国和加拿大等重点市场的渗透率仍有很大提升空间 [87] 问答环节重要的提问和回答 问题1 **Brian Nowak 提问** 询问公司自动驾驶业务在亚利桑那州的进展情况,以及公司在自动驾驶领域的投资策略 [17][18] **Dara Khosrowshahi 回答** 公司正与多家自动驾驶企业进行深入合作,利用自身大规模网络优势为其提供支持,提高车辆利用率 [20][21][22][23][29] 公司将继续投资自动驾驶业务,但短期内不会追求盈利,而是专注于建立大规模网络 [28][29] 问题2 **Doug Anmuth 提问** 询问公司与比亚迪合作引入新能源车的重要性,以及如何与自动驾驶业务相结合 [32] **Dara Khosrowshahi 回答** 公司正与比亚迪合作引入10万辆新能源车,加快车队电动化进程,这对实现公司气候目标非常重要 [34][35][36] 公司认为比亚迪在自动驾驶领域也有很大潜力,未来双方有望在自动驾驶业务上进一步合作 [36] 问题3 **Eric Sheridan 提问** 询问公司如何进一步提升外卖业务的用户粘性和频次,以及公司在外卖市场整合中的定位 [45][46] **Dara Khosrowshahi 和 Prashanth Mahendra-Rajah 回答** 公司看好外卖和杂货零售市场的长期增长前景,正不断拓展商户数量和会员计划覆盖,提升用户粘性和频次 [47][48][49][50][51] 公司已退出一些无法成为行业领军的市场,集中资源发展核心市场,在主要市场保持领先地位 [51]

Uber (NYSE:UBER) stock is rallying higher after the company reported much stronger-than-expected EPS for the second quarter. The firm’s Q2 revenue came in slightly above analysts’ average estimate, while the midpoint of its Q3 adjusted earnings range was also slightly higher than analysts’ mean outlook.Importantly, the company’s top and bottom lines, along with its usage metrics, also increased by large amounts last quarter.UBER Stock and Strong Q2 ResultsUber reported EPS of 47 cents for the period, well a ...

Uber topped second-quarter Wall Street estimates for revenue and profit on Tuesday, bolstered by a high demand for rides as employees returned to in-office work at near pre-pandemic levels.Revenue jumped 16% to $10.70 billion, above LSEG analysts’ expectations of $10.57 billion.Gross bookings spiked 19% to $39.95 billion, beating LSEG analysts’ expectations of $39.68 billion.Uber posted second-quarter revenue and profit that topped analysts’ expectations on Tuesday as employees have been returning to in-off ...

Key TakeawaysUber shares jumped Tuesday after the company's second-quarter earnings came in well above analysts' expectations.Gross bookings rose 19% year-over-year, while profits more than doubled to $1.02 billion.JPMorgan analysts said Uber's stock buyback plan that started during Q2 should "ramp" over the next several quarters. Uber (UBER) stock jumped Tuesday as the ridesharing giant's second-quarter earnings beat analysts' estimates as gross bookings grew 19% year-over-year. The company reported a 16% ...

Uber Technologies (UBER) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 51.61%. A quarter ago, it was expected that this ride-hailing company would post earnings of $0.21 per share when it actually produced a loss of $0.32, delivering a surprise of -252.38%.Over the last four quarter ...

Dara Khosrowshahi, CEO of Uber, speaking on CNBC's Squawk Box at the World Economic Forum Annual Meeting in Davos, Switzerland on Jan. 17th, 2024.Uber reported second-quarter results that topped Wall Street estimates on Tuesday. The stock rose about 4% in pre-market trading. Here's how the company did for the period ending June 30, compared to analysts' estimates:Earnings per share: 47 cents vs. earnings of 31 cents expected by LSEGRevenue:  $10.7 billion vs. $10.57 billion expected by LSEGRevenue increased ...

财务业绩 - 总营收同比增长16%，达到107亿美元，其中移动出行和送餐业务收入同比增长19%[4] - 营业利润为7.96亿美元，同比增长144%[4] - 调整后EBITDA为15.7亿美元，同比增长71%[4] - 经营活动现金流为18.2亿美元，自由现金流为17.1亿美元[4] - 第三季度预计总营收将达到402.5亿美元至417.5亿美元，同比增长18%至23%(按固定汇率计算)[5] - 第三季度预计调整后EBITDA将达到15.8亿美元至16.8亿美元，同比增长45%至54%[5] - 2023年第二季度收入为92.3亿美元，2024年第二季度预计为107亿美元[34] - 2023年全年收入为180.5亿美元，2024年全年预计为208.3亿美元[34] - 2023年第二季度净利润为3.94亿美元，2024年第二季度预计为10.15亿美元[34] - 2023年全年净利润为2.37亿美元，2024年全年预计为3.61亿美元[34] - 2023年第二季度经营活动产生的现金流为17.96亿美元，2024年第二季度预计为32.36亿美元[36] 业务表现 - 移动出行业务营收为61.34亿美元，同比增长25%[13] - 移动出行业务调整后EBITDA为15.67亿美元，同比增长34%[18] - 送餐业务营收为32.93亿美元，同比增长8%[13] - 送餐业务调整后EBITDA为5.88亿美元，同比增长79%[18] - 月活跃平台消费者达到1.56亿，同比增长14%[22] - 订单量达到28亿单，同比增长21%[22] - 司机和外卖员总收入(包括小费)达到179亿美元，同比增长19%[22] 成本管控 - 调整后EBITDA亏损1200万美元：货运调整后EBITDA同比增加200万美元。货运调整后EBITDA占总预订额的比例同比增加20个基点至(0.9%)[22] - 公司管理费用和平台研发费用为5.73亿美元，同比减少30个基点，环比减少20个基点，主要由于某些一次性收益和固定成本杠杆提高[22] - 非GAAP营业成本占总预订额的比例同比下降，主要由于总预订额增长超过营业成本增长[22] - 非GAAP运营和支持费用占总预订额的比例同比下降，主要由于固定成本杠杆提高[22] - 非GAAP销售和营销费用占总预订额的比例同比下降，主要由于某些销售和营销成本在某些国家被归类为抵减收入[22] - 非GAAP研发费用占总预订额的比例同比下降，主要由于员工人数成本下降[22] - 非GAAP管理费用占总预订额的比例同比下降，主要由于固定成本杠杆提高[22] 非GAAP指标 - 公司定义了Adjusted EBITDA作为一个非GAAP指标，用于评估公司的经营业绩[47] - 公司定义了Free Cash Flow作为一个非GAAP指标，用于评估公司的现金流[49] - 公司定义了Non-GAAP Costs and Operating Expenses作为一个非GAAP指标，用于剔除一些非经常性因素[50] - 公司提供了Adjusted EBITDA、Free Cash Flow和Non-GAAP Costs and Operating Expenses的具体数值和同比变化[51][52][53] - 公司提供了Adjusted EBITDA与净利润的调节过程,包括剔除了一些非经常性因素[51] - 公司提供了Non-GAAP Costs and Operating Expenses与GAAP口径的对比,包括剔除了一些非经常性因素[53][54][55] - 公司提供了Constant Currency的概念,用于剔除汇率波动的影响[48] 关键指标 - 公司定义了Monthly Active Platform Consumers (MAPCs)作为一个关键指标,用于衡量平台规模[45] - 公司定义了Gross Bookings作为一个关键指标,用于衡量平台交易规模[45] - 公司定义了Revenue Margin作为一个关键指标,用于衡量收入水平[45] 非经常性因素 - 公司在报告期内进行了重组和相关费用调整[56][57] - 公司在报告期内发生了法律、税务和监管储备变更和和解费用[57] - 公司在报告期内发生了商誉和资产减值/资产出售损失[57] - 公司在报告期内发生了收购、融资和剥离相关费用[57] - 公司在报告期内获得了租赁安排收益[57] - 公司在报告期内发生了股票激励费用[56][57]