Overview
- For Q4 2025, Uber reported revenue of $14.37 billion and gross bookings of $54.1 billion, both above estimates, with adjusted EPS at $0.71.
- GAAP net income was $296 million after a $1.6 billion pre-tax equity investment revaluation, while trips rose roughly 22% year over year.
- Uber guided Q1 adjusted EPS to $0.65–$0.72, below forecasts, and the stock fell sharply in premarket trading before partially rebounding; the company also named Balaji Krishnamurthy as incoming CFO with the current CFO stepping down Feb. 16.
- Delivery remained the growth engine with revenue up about 30% to $4.9 billion versus mobility’s $8.2 billion, up 19%, as Uber leaned into Uber One, advertising, and AI integrations.
- CEO Dara Khosrowshahi outlined plans to facilitate autonomous trips in up to 15 cities by end-2026, naming upcoming markets such as Houston, Hong Kong, Madrid, and Zurich, and said delivery and freight can boost robotaxi utilization.