Uber Technologies, Inc. (NYSE:UBER) stock gained on Wednesday after the company reported its fiscal fourth-quarter 2025 results.
The company reported a 20% year-over-year (Y/Y) revenue growth to $14.37 billion, surpassing the analyst consensus estimate of $14.32 billion.
Uber reported adjusted EPS of 71 cents, which missed the analyst consensus estimate of 80 cents.
Key Metrics
Revenue from Mobility grew to $8.20 billion, up 19% Y/Y. Delivery was $4.89 billion, up 30%, and Freight was $1.27 billion, flat Y/Y.
Gross Bookings grew 22% Y/Y to $54.14 billion. Mobility Gross Bookings of $27.44 billion, up 20% Y/Y; Delivery Gross Bookings of $25.43 billion, up 26%; and Freight Gross Bookings of $1.27 billion, down 1% Y/Y.
Trips grew 22% Y/Y to 3.75 billion.
Uber’s Monthly Active Platform Consumers reached 202 million, up 18% Y/Y.
Uber clocked an Adjusted EBITDA of $2.49 billion, up 35% Y/Y, driven by Mobility.
The Adjusted EBITDA margin as a percentage of Gross Bookings was 4.6%, up from 4.2% Y/Y.
As of December 31, 2025, Uber held $7.6 billion in unrestricted cash and equivalents and generated $2.81 billion in free cash flow.
CFO Transition
Uber tapped Balaji Krishnamurthy as new CFO, succeeding Prashanth Mahendra-Rajah, effective February 16, 2026.
Dara Khosrowshahi, CEO, said, “I want to thank Prashanth for everything he’s done for Uber. He’s been a great partner in getting us to investment-grade status, spearheading our first share repurchase program, and steering us through several major acquisitions. We all wish him the best in an exciting new opportunity that he will share more about soon.”
Management Commentary
“Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever,” said Khosrowshahi. “We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world.”
Prashanth Mahendra-Rajah, the outgoing CFO, pointed out that the company’s performance was driven by its platform strategy.
Balaji Krishnamurthy, the incoming CFO, mentioned that after five years of over 20% growth, Uber enters 2026 with strong momentum and is on track to meet its three-year growth and profit targets.
On the earnings call, the CEO said that autonomous vehicles listed on Uber’s platform are being used far more often than on standalone AV networks. He added that AV ride margins on Uber are comparable to other products on the platform.
Outlook
Uber expects fiscal first-quarter 2026 gross bookings of $52.0 billion-$53.5 billion (implying 17%-21% growth) and adjusted EBITDA of $2.37 billion-$2.47 billion.
The company expects quarterly adjusted EPS of 65 cents to 72 cents, compared with the analyst consensus estimate of 75 cents.
UBER Price Action: Uber Technologies shares were up 2.31% at $79.73 during premarket trading on Wednesday, according to Benzinga Pro data.
Photo by JHVEPhoto via Shutterstock
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