🔹 EPS: $3.21 (vs. $0.66 YoY) 🟢
🔹 Revenue: $11.96B (Est. $11.77B) 🟢; +20% YoY
🔹 EBITDA: $1.84B (Est. $1.85B) 🟡; +44% YoY
🔹 Gross Bookings: $44.2B (Est. $43.46B) 🟢; +18% YoY
Q1'25 Guidance:
🔹 Gross Bookings: $42B - $43.5B ($43.45B) 😕
🔹 Adj EBITDA: $1.79B - $1.89B (Est. $1.84B) 😕
Q4 SEGMENTS:
Mobility:
🔹 Gross Bookings: $22.8B (Est. $22.52B) 🟢; +18% YoY
🔹 Revenue: $6.91B (Est. $6.77B) 🟢; +25% YoY
🔹 Adjusted EBITDA: $1.77B; +22% YoY
Delivery:
🔹 Gross Bookings: $20.13B (Est. $19.7B) 🟢; +18% YoY
🔹 Revenue: $3.77B (Est. $3.66B) 🟢; +21% YoY
🔹 Adjusted EBITDA: $727M; +53% YoY
Freight:
🔹 Gross Bookings: $1.27B (Est. $1.31B) 🔴; -0.5% YoY
🔹 Revenue: $1.27B (Est. $1.32B) 🔴; Flat YoY
🔹 Adjusted EBITDA: -$22M
User & Platform Metrics:
🔹 Monthly Active Users (MAPCs): 171M (Est. 168.35M) 🟢; +14% YoY
🔹 Total Trips: 3.07B (Est. 3.02B) 🟢; +18% YoY
Stock-Based Compensation & Liquidity:
🔹 Stock-Based Compensation: $419M (Est. $463.5M) 🟢; -11% YoY
🔹 Unrestricted Cash & Investments: $7.0B
🔹 Debt Reduction: Redeemed $2.0B of outstanding debt in Q4
🔹 Free Cash Flow: $1.7B
Strategic & Operational Highlights:
🔸 Autonomous Vehicle Expansion: Launched AV ride-hailing in Abu Dhabi & Uber Eats deliveries in Austin/Dallas
🔸 Uber One Memberships: 30M members, +60% YoY
🔸 Delta Partnership: Uber to become Delta’s exclusive rideshare & delivery partner in the U.S.
🔸 AI Enhancements: Expanded AI-driven customer support & resolution tools
CEO Commentary:
🔸 "Uber ended 2024 with our strongest quarter ever, with growth accelerating across MAPCs, trips, and Gross Bookings. We remain focused on innovation, long-term growth, and strategic execution." – Dara Khosrowshahi, CEO