For the quarter ended December 2025, Uber Technologies (UBER) reported revenue of $14.37 billion, up 20.1% over the same period last year. EPS came in at $0.71, compared to $3.21 in the year-ago quarter.
The reported revenue represents a surprise of +0.62% over the Zacks Consensus Estimate of $14.28 billion. With the consensus EPS estimate being $0.79, the EPS surprise was -10.21%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Uber performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Gross Bookings - Total: $54.14 billion compared to the $53.08 billion average estimate based on 11 analysts.
- Monthly Active Platform Consumers (MAPCs): 202 compared to the 198 average estimate based on nine analysts.
- Trips: 3,751 versus the eight-analyst average estimate of 3,704.
- Gross Bookings - Delivery: $25.43 billion versus $24.76 billion estimated by seven analysts on average.
- Gross Bookings - Mobility: $27.44 billion versus $27.07 billion estimated by seven analysts on average.
- Gross Bookings - Freight: $1.27 billion versus the seven-analyst average estimate of $1.28 billion.
- Revenue- Mobility: $8.2 billion versus $8.27 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +18.7% change.
- Revenue- Freight: $1.27 billion versus $1.28 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
- Revenue- Delivery: $4.89 billion compared to the $4.72 billion average estimate based on nine analysts. The reported number represents a change of +29.7% year over year.
- Adjusted EBITDA- Mobility: $2.2 billion compared to the $2.18 billion average estimate based on six analysts.
- Adjusted EBITDA- Corporate G&A and Platform R&D: $-731 million versus $-676.25 million estimated by six analysts on average.
- Adjusted EBITDA- Delivery: $1.02 billion compared to the $990.58 million average estimate based on six analysts.
View all Key Company Metrics for Uber here>>>
Shares of Uber have returned -8.9% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Uber Technologies, Inc. (UBER): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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