โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Non-GAAP EPS: $0.88 (Est. $0.87) โ , +35% YoY.
โข Revenue: $14.77B (Est. $14.67B) โ , +10% YoY.
โข GAAP EPS: $0.25 (vs. $3.11 YoY).
โข Gross Bookings: $59.82B, +20% YoY.
โข Adjusted EBITDA: $2.96B, +31% YoY.
โข Non-GAAP Operating Income: $2.30B, +38% YoY.
โข Free Cash Flow: $2.54B, +14% YoY.
โข Monthly Active Platform Consumers: 215M, +14% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q4 Gross Bookings: $63.25Bโ$65.25B, midpoint $64.25B, +18%โ22% YoY constant currency.
โข Q4 Non-GAAP EPS: $0.95โ$0.99, midpoint $0.97, +34%โ39% YoY.
โข Q4 Adjusted EBITDA: $3.13Bโ$3.23B.
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q3 adjusted EPS beat consensus by ~1.1%, while revenue exceeded estimates by ~0.7%.
โข Gross Bookings grew 20% YoY for the fifth consecutive quarter.
โข Mobility Gross Bookings increased 18% to $29.51B, while Delivery surged 22% to $28.54B.
โข Delivery revenue increased 23% to $5.49B, while Mobility revenue declined 2% to $7.52B due to business model changes.
โข Trips increased 16% YoY to 4.06B, supported by 215M monthly active users.
โข Non-GAAP operating margin reached a record 3.9% of Gross Bookings, up 50 bps YoY.
โข Adjusted EBITDA margin expanded to 5.0% of Gross Bookings from 4.5%.
โข Expects approximately 700 fully driverless vehicles on Uber by year-end 2026 and over 2,000 in 2027.
โข Q3 GAAP net income included a $476M pre-tax loss from equity investment revaluations.
โข Cash and short-term investments totaled $10.1B at quarter-end.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โOur focus on autonomous is now on commercial execution, with approximately 700 fully driverless vehicles expected on Uber by year-end and over 2,000 in 2027.โ