1Sem.·

$UBER (-0,14 %)
+2 in after hrs, they are speaking at conference


Sounds like Moove will be using the $UBER ERP system for Waymo fleet management in Miami when that’s rolled out.


CFO interview ongoing.


Reminder: Uber has 2 board seats & a sizable equity stake in Moove.


Sees ~20% mobility growth through most of 2025.


Sees insurance costs greatly lagging revenue growth in 2025 to "create operating leverage not seen before."


Many, many good & new nuggets coming from this interview.

2
5 Commentaires

That's good news for Uber and people are selling from 😅
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