Uber Technologies, Inc (UBER) Earnings History

Uber Technologies, Inc - Q4 2025 EarningsMissed

Filed at: Feb 4, 2026, 6:56 AM EST|Read from source

EXECUTIVE SUMMARY

Uber delivered a record-breaking fourth quarter and full year, demonstrating strong acceleration in its platform strategy with significant growth in trips and Gross Bookings. The company achieved record operational cash flow and free cash flow, alongside substantial increases in GAAP Income from Operations and Adjusted EBITDA, indicating robust profitability and operational efficiency.

POSITIVE HIGHLIGHTS

  • •

    Gross Bookings grew 22% YoY to $54.1 billion in Q4 2025, and 22% on a constant currency basis, indicating strong demand and platform expansion.

    positive
  • •

    Revenue grew 20% YoY to $14.4 billion in Q4 2025, or 19% on a constant currency basis, reflecting continued top-line growth.

    positive
  • •

    GAAP Income from operations grew 130% YoY to $1.8 billion in Q4 2025, showcasing significant improvement in profitability.

    positive
  • •

    Adjusted EBITDA grew 35% YoY to $2.5 billion in Q4 2025, with Adjusted EBITDA margin as a percentage of Gross Bookings improving to 4.6% from 4.2% in Q4 2024.

    positive
  • •

    Record quarterly operating cash flow of $2.9 billion and Free cash flow of $2.8 billion in Q4 2025, up 65% YoY, demonstrating strong cash generation capabilities.

    positive
  • •

    Full year 2025 Gross Bookings reached $193 billion, up 19% YoY, and revenue was $52 billion, up 18% YoY.

    positive
  • •

    Full year 2025 Free cash flow was $9.8 billion, up 42% YoY, highlighting sustained strong cash generation.

    positive

CONCERNS & RISKS

  • •

    GAAP Net income attributable to Uber Technologies, Inc. was $296 million in Q4 2025, a significant decrease of 96% YoY, primarily due to a $1.6 billion net headwind from revaluations of Uber’s equity investments compared to a $556 million net benefit in Q4 2024.

    attention
  • •

    GAAP Diluted EPS was $0.14 in Q4 2025, a decrease of 96% YoY, impacted by the equity investment revaluation headwinds.

    attention
  • •

    Freight Gross Bookings decreased 1% YoY to $1.3 billion in Q4 2025, indicating a slight decline in this segment.

    attention
  • •

    Freight revenue was flat YoY at $1.3 billion in Q4 2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$14.37B
+20.0%
Prior year: $11.96B
Annual (YTD)
$52.02B
N/A
Prior year: $43.98B
Net Income
Quarterly
$296.00M
-95.7%
Prior year: $6.88B
Annual (YTD)
$10.05B
N/A
Prior year: $9.86B
EPS (Diluted)
Quarterly
$0.14
-95.6%
Prior year: $3.21
Operating Income
Quarterly
$1.77B
+130.4%
Prior year: $770.00M
Annual (YTD)
$5.57B
N/A
Prior year: $2.80B
EPS (Basic)
Quarterly
$0.14
-95.7%
Prior year: $3.27

MARGIN ANALYSIS

Operating Margin
Current Quarter
12.3%
Prior Year
6.4%
YoY Change
+591 bps
Net Margin
Current Quarter
2.1%
Prior Year
57.5%
YoY Change
-5549 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Mobility
0.0%
N/A
CC: +18.0%
Delivery
0.0%
N/A
CC: +29.0%
Freight
0.0%
N/A
CC: -1.0%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Mobility
N/A———+18.0%
Delivery
N/A———+29.0%
Freight
N/A———-1.0%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

Q1 2026

Gross Bookings
52,000,000,000—53,500,000,000
Mid-point: 52,750,000,000
"Represents growth of 17% to 21% YoY on a constant currency basis. Assumes a roughly 4 percentage-point currency tailwind to total reported YoY growth."
Non-GAAP EPS
$0.65—$0.72
Mid-point: $0.69
"Represents growth of 37% YoY at the midpoint."
Adjusted EBITDA
2,370,000,000—2,470,000,000
Mid-point: 2,420,000,000

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever.

— Uber Technologies, Inc, Q4 2025 2025 Earnings Call

We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world.

— Uber Technologies, Inc, Q4 2025 2025 Earnings Call

Our performance this year reflects the significant power of our platform strategy, with $193 billion in Gross Bookings and $10 billion in free cash flow.

— Uber Technologies, Inc, Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Monthly Active Platform Consumers (“MAPCs”)
202.0M
+18.0% YoY
Prior year: 171.0M
users
Trips
3751.0M
+22.3% YoY
Prior year: 3068.0M
trips

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

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