UBER Q3 2025

Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Uber posted a blowout third quarter, reporting earnings per share of $3.11 against a consensus estimate of just $0.69, a beat of more than 353%, while revenue climbed 20.4% year-over-year to $13.47 billion, edging past the $13.26 billion analyst esti… Read more Uber posted a blowout third quarter, reporting earnings per share of $3.11 against a consensus estimate of just $0.69, a beat of more than 353%, while revenue climbed 20.4% year-over-year to $13.47 billion, edging past the $13.26 billion analyst estimate. The headline net income of $6.63 billion was heavily influenced by a $4.90 billion tax valuation allowance release and $1.50 billion in equity investment gains, but the underlying business showed genuine momentum: Adjusted EBITDA grew 33% to $2.26 billion as trips surged 22% to 3.5 billion and Monthly Active Platform Consumers reached 189 million. Delivery was the standout segment, with Gross Bookings rising 25% to $23.32 billion and Adjusted EBITDA jumping 47% to $921 million, a dynamic that has drawn attention from major grocery chains deepening their third-party delivery partnerships. Despite the strong results, shares declined sharply on the day. Looking ahead, management guided Q4 Gross Bookings of $52.25 billion to $53.75 billion and Adjusted EBITDA of $2.41 billion to $2.51 billion, representing 31% to 36% year-over-year growth.