Uber Technologies (1UBER) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.6

Last Year’s EPS

0.7

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 33 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 04, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call communicated strong financial and operational momentum: double-digit gross bookings growth (22% YoY), significant EBITDA (+35%) and free cash flow (+42%), accelerating MAPC growth (14% to 18% YoY), robust membership growth (50%+ YoY), and multiple growth levers in delivery and advertising. Management also highlighted an active, data-driven AV strategy with early utilization advantages and plans for 15-city deployments. The primary negatives are execution and timing risks around AV scale (capital, OEM ramp, regulatory and safety hurdles), remaining marketplace selection gaps in delivery, historical U.S. insurance cost pressures, and a CFO transition—issues that management is addressing but which introduce uncertainty. Overall, the positives around growth, profitability, cash generation and diversified product momentum materially outweigh the development and execution risks noted on the call.

Company Guidance

Management guidance emphasized continued momentum and disciplined capital allocation: Uber plans to scale AV deployments to about 15 cities by year‑end while making targeted, growth‑oriented investments across six strategic areas and remaining an “aggressive” buyer of stock (continuing a ~50% free‑cash‑flow return philosophy). The guidance is supported by Q4/2025 results and operating trends — trips at a ~15 billion annual run rate, MAPCs >202 million (annual actives >450 million) with MAPC growth accelerating from ~14% to ~18% YoY, gross bookings +22% YoY (fifth consecutive year of >20% annual growth), adjusted EBITDA $8.7B (+35%), and free cash flow $9.8B (+42%) — alongside product momentum (40% of consumers used >1 Uber product in Q4, ~46M members growing >50% YoY, delivery ad penetration now >2%, grocery partnerships with 5 of the top 10 U.S. grocers). Management also highlighted structural advantages for AVs (AVs on Uber show ~30% higher trips per vehicle per day vs. standalone 1P deployments), reiterated that 60% of mobility gross bookings are international, and said these trends support both continued reinvestment and meaningful capital returns (on track to reduce share count).

Strong Top-Line Growth in Q4 and Full Year 2025

Gross bookings rose 22% year-over-year in Q4; 2025 marked the fifth consecutive year of annual gross bookings growth above 20%.

Large and Growing User Base

Monthly active users (MAPC) exceeded 200 million (202 million cited), with annual active base over 450 million; MAPC growth accelerated from ~14% YoY at the start of 2025 to 18% YoY by year-end.

Profitability and Cash Generation

Adjusted EBITDA reached $8.7 billion, up 35% year-over-year, and free cash flow was $9.8 billion (reported ~42% YoY growth); management reiterated strong free cash generation (~$10B cited) and capacity to both invest and return capital.

Significant Membership and Multi-Product Engagement

Membership count ~46 million and membership growth exceeding 50% year-over-year (55% growth cited); 40% of consumers in Q4 used more than one Uber product, supporting higher retention and LTV.

Delivery Momentum and Diversification

Delivery growth accelerated to multi-year highs driven by expanding selection (more merchants), growth in less-dense/suburban areas, grocery/retail product expansion, membership lift, and international launches; grocery and retail cited as large new TAM.

Advertising Upside

Delivery advertising penetration exceeded the prior 2% target and enterprise ad growth is outpacing SMBs, indicating a larger-than-expected long-term ad opportunity.

Autonomy Strategy Showing Early Operational Advantages

Uber reports AVs on its platform have ~30% higher trips-per-vehicle-per-day vs 1P stand-alone platforms; company added ~50x the AV trips on Uber vs the entire AV industry last year and expects AV deployments in ~15 cities by year-end.

Global and Non-top-Market Strength

60% of mobility gross bookings are international; management emphasized that a large portion of U.S. profitability comes from outside the top markets (citing ~75% of U.S. profits from non-top-20 markets), with faster growth in less-dense markets.

Uber Technologies (IT:1UBER) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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IT:1UBER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2026	2026 (Q1)	0.60 / -	0.704	―	―	―
Feb 04, 2026	2025 (Q4)	0.67 / 0.60	2.724	-77.88% (-2.12)
Nov 04, 2025	2025 (Q3)	0.59 / 2.64	1.018	159.17% (+1.62)
Aug 06, 2025	2025 (Q2)	0.53 / 0.53	0.399	34.04% (+0.14)
May 07, 2025	2025 (Q1)	0.43 / 0.70	-0.272	359.37% (+0.98)
Feb 05, 2025	2024 (Q4)	0.42 / 2.72	0.56	386.36% (+2.16)
Oct 31, 2024	2024 (Q3)	0.32 / 1.02	0.085	1100.00% (+0.93)
Aug 06, 2024	2024 (Q2)	0.26 / 0.40	0.153	161.11% (+0.25)
May 08, 2024	2024 (Q1)	0.19 / -0.27	-0.068	-300.00% (-0.20)
Feb 07, 2024	2023 (Q4)	0.14 / 0.56	0.246	127.59% (+0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

IT:1UBER Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 04, 2026	€66.31	€64.05	-3.41%
Nov 04, 2025	€84.79	€80.56	-4.99%
Aug 06, 2025	€77.34	€75.26	-2.69%
May 07, 2025	€75.26	€73.79	-1.95%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.