$UBER (+1,48 %)
+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.
