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Uber Technologies Inc. reported mixed results for its fiscal first-quarter 2025, with revenue growing 14% year-over-year to $11.53 billion, slightly below analyst expectations of $11.62 billion. Adjusted EPS outperformed at $0.83 versus the $0.50 consensus, while gross bookings rose 14% to $42.82 billion, driven by growth in Mobility (13%) and Delivery (15%) segments, offset by a 2% decline in Freight. Trip volume increased 18% to 3.04 billion, and Monthly Active Platform Consumers reached 170 million, up 14%. Adjusted EBITDA grew 35% to $1.87 billion, with a margin of 4.4%, up from 3.7% a year ago. Uber held $6.0 billion in unrestricted cash and equivalents and generated $2.3 billion in free cash flow as of March 31, 2025. However, external factors such as currency headwinds, rising insurance costs, and weather disruptions impacted its U.S. rideshare business, while competitive pressures and affordability initiatives slightly slowed gross bookings growth. Strategically, Uber is advancing its autonomous vehicle integration through partnerships with Pony.ai and WeRide, achieving an annual run rate of 1.5 million autonomous trips. The company is also expanding robotaxi services globally and diversifying offerings through collaborations like OpenTable. Management forecasts second-quarter 2025 gross bookings of $45.75 billion-$47.25 billion and adjusted EBITDA of $2.02 billion-$2.12 billion. Analysts remain divided, with a 12-month average price target of $86.65, ranging from $78.00 to $115.00, reflecting optimism about growth initiatives but concerns over competitive pressures and challenges in the U.S. rideshare segment. While Uber’s focus on affordability, suburban market penetration, and innovation positions it for long-term growth, external challenges and pricing competition may weigh on near-term performance.
Source content provided by Benzinga.
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About UBER

Uber Technologies is a technology provider that matches riders with drivers, hungry people with restaurants and food couriers, and shippers with carriers. The firm's on-demand technology platform is currently utilized by traditional cars as well as ... Read more

Ways to trade options* on UBER

Bullish Option Strategy: Long Calls

Traders buy a single call option on a stock or ETF. This strategy can benefit from a price increase while risking more capital than a spread.

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