Uber

UBER Q2 2025 Earnings

Reported Aug 6, 2025 at 6:56 AM ET · SEC Source

Q2 25 EPS

$0.63

BEAT +1.16%

Est. $0.62

Q2 25 Revenue

$12.65B

BEAT +1.48%

Est. $12.47B

vs S&P Since Q2 25

-27.3%

TRAILING MARKET

UBER -13.4% vs S&P +13.9%

Market Reaction

Did UBER Beat Earnings? Q2 2025 Results

Uber posted a clean beat across the board in Q2 2025, with revenue climbing 18.2% year-over-year to $12.65 billion against a consensus estimate of $12.47 billion, while GAAP diluted EPS of $0.63 edged past the $0.62 consensus by 1.16%. The headline d… Read more Uber posted a clean beat across the board in Q2 2025, with revenue climbing 18.2% year-over-year to $12.65 billion against a consensus estimate of $12.47 billion, while GAAP diluted EPS of $0.63 edged past the $0.62 consensus by 1.16%. The headline driver was broad platform acceleration, with Trips growing 18% to 3.3 billion and Monthly Active Platform Consumers expanding 15% to 180 million, fueling Gross Bookings of $46.76 billion and pushing Adjusted EBITDA up 35% to $2.12 billion. Mobility and Delivery were the twin engines, with Mobility revenue rising 19% to $7.29 billion and Delivery up 25% to $4.10 billion, the latter's segment Adjusted EBITDA surging 48%. The company also announced a $20 billion share repurchase authorization, a signal of confidence in its free cash flow trajectory, though some investors remained cautious over the longer-term cost of competing with autonomous vehicle entrants. Looking ahead, Uber guided Q3 2025 Gross Bookings of $48.25 billion to $49.75 billion and Adjusted EBITDA of $2.19 billion to $2.29 billion, representing 30% to 36% year-over-year growth.

Key Takeaways

  • Monthly Active Platform Consumers grew 15% YoY to 180 million
  • Trips grew 18% YoY to 3.3 billion driven by both MAPC growth and increased frequency
  • Monthly Trips per MAPC grew 2% YoY
  • Delivery segment Adjusted EBITDA grew 48% YoY, the fastest among segments
  • Adjusted EBITDA margin as percentage of Gross Bookings expanded to 4.5% from 3.9% in Q2 2024
24/7 Wall St

UBER YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

UBER Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Our platform strategy is working, with record audience, frequency, and profitability across Mobility and Delivery. But we're still only beginning to unlock the platform's full potential, now with 20 autonomous partners around the world.”

— Dara Khosrowshahi, Q2 2025 Earnings Press Release