Uber (UBER) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | May 07, 2025, 9:30 AM

For the quarter ended March 2025, Uber Technologies (UBER) reported revenue of $11.53 billion, up 13.8% over the same period last year. EPS came in at $0.83, compared to -$0.32 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $11.6 billion, representing a surprise of -0.61%. The company delivered an EPS surprise of +62.75%, with the consensus EPS estimate being $0.51.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $42.82 billion versus the 12-analyst average estimate of $42.87 billion.
  • Gross Bookings - Mobility: $21.18 billion versus the nine-analyst average estimate of $21.49 billion.
  • Gross Bookings - Delivery: $20.38 billion versus $20.28 billion estimated by nine analysts on average.
  • Monthly Active Platform Consumers (MAPCs): 170 compared to the 168 average estimate based on eight analysts.
  • Gross Bookings - Freight: $1.26 billion versus the eight-analyst average estimate of $1.30 billion.
  • Trips: 3,036 versus 3,014 estimated by seven analysts on average.
  • Revenue- Mobility: $6.50 billion versus the eight-analyst average estimate of $6.55 billion. The reported number represents a year-over-year change of +15.3%.
  • Revenue- Freight: $1.26 billion versus the eight-analyst average estimate of $1.30 billion. The reported number represents a year-over-year change of -1.9%.
  • Revenue- Delivery: $3.78 billion versus the eight-analyst average estimate of $3.78 billion. The reported number represents a year-over-year change of +17.5%.
  • Adjusted EBITDA- Mobility: $1.75 billion versus $1.77 billion estimated by six analysts on average.
  • Adjusted EBITDA- Corporate G&A and Platform R&D: -$641 million versus -$648.11 million estimated by six analysts on average.
  • Adjusted EBITDA- Delivery: $763 million compared to the $733.18 million average estimate based on six analysts.
View all Key Company Metrics for Uber here>>>

Shares of Uber have returned +31.9% over the past month versus the Zacks S&P 500 composite's +10.6% 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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This article originally published on Zacks Investment Research (zacks.com).

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