🔹 Revenue: $11.53B (Est. $11.62B) 🔴; +14% YoY
🔹 Adj. EPS: $0.83 (Est. $0.51) 🟢
🔹 Gross Bookings: $42.82B (Est. $43.14B) 🔴; +14% YoY
🔹 Trips: 3.04B; +18% YoY
🔹 MAPCs: 170M; +14% YoY
Q2'25 Guide
🔹 EBITDA: $2.02B–$2.12B (Est. ~$2.04B) 😐; +29–35% YoY
🔹 Gross Bookings: $45.75B–$47.25B (Est. $45.85B) 🟢; +16–20% YoY (CC)
🔸 Currency headwinds expected: ~1.5% on total bookings; ~3% on Mobility
Segment Breakdown
Gross Bookings (YoY):
🔹 Mobility: $21.18B; +13% (+20% CC)
🔹 Delivery: $20.38B; +15% (+18% CC)
🔹 Freight: $1.26B; -2% (-1% CC)
Revenue (YoY):
🔹 Mobility: $6.50B; +15% (+18% CC)
🔹 Delivery: $3.78B; +18% (+22% CC)
🔹 Freight: $1.26B; -2% (-1% CC)
Adjusted EBITDA by Segment (YoY):
🔹 Mobility: $1.75B; +19%
🔹 Delivery: $763M; +45%
🔹 Freight: -$7M (Improved from -$21M)
🔹 Corporate/Platform Costs: -$641M
Other Key Metrics:
🔹 Adj. EBITDA: $1.87B (Est. $1.84B) 😐; +35% YoY
🔹 Operating Income: $1.23B (vs. $172M YoY)
🔹 Net Income: $1.78B (vs. -$654M YoY)
🔹 Free Cash Flow: $2.25B; +66% YoY
🔹 Operating Cash Flow: $2.32B; +64% YoY
🔹 Unrestricted Cash: $6.0B
CEO & CFO Commentary
🔸 Dara Khosrowshahi, CEO: “Trips up 18%, strong user retention, and 5 new AV announcements show our commitment to long-term innovation.”
🔸 Prashanth Mahendra-Rajah, CFO: “Over $2B of free cash flow this quarter. We're focused on durable, cash-generative growth.”