NYSE$UBER

Uber Technologies Inc. · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Uber's Q1 2023 performance was marked by substantial growth in Gross Bookings and Revenue, driven by strong performance in both Mobility and Delivery segments.

Uber Technologies, Inc. announced financial results for the quarter ended March 31, 2023, revealing a 19% year-over-year increase in Gross Bookings to $31.4 billion and a 29% year-over-year increase in Revenue to $8.8 billion. The company's Net loss attributable to Uber Technologies, Inc. was $157 million, while Adjusted EBITDA reached $761 million, up $593 million year-over-year. Additionally, Uber reported a record free cash flow of $549 million.

  • Gross Bookings grew by 19% year-over-year to $31.4 billion, with Mobility and Delivery both at $15.0 billion.
  • Revenue increased by 29% year-over-year to $8.8 billion.
  • Net loss attributable to Uber Technologies, Inc. was $157 million, including a $320 million net benefit from revaluation of equity investments.
  • Adjusted EBITDA significantly increased to $761 million, up $593 million year-over-year.

Headline financials

Total Revenue

$8.82B

Previous: $6.85B+28.7%
EPS (adj)

-$0.08

Previous: -$0.18+55.6%
MAPCs

130.0M

Previous: 115.0M+13.0%
Trips

2.1B

Previous: 1.7B+24.0%
Capital Expenditures

-$57M

Previous: -$62M+8.1%
Free Cash Flow

-$214M

Previous: -$5.99B+96.4%
Net Income

-$157M

Previous: -$5.93B+97.4%
Operating Income

-$262M

Previous: -$482M+45.6%
Gross Profit

$3.56B

Previous: $2.83B+26.0%
Cash & Equivalents

$4.05B

Previous: $4.18B-3.3%
Total Assets

$32.5B

Previous: $32.8B-1.1%
Stock-Based Comp

$470M

Previous: $359M+30.9%

Revenue & EPS history

Uber · Revenue · Quarterly

$8.82B

Q1 2023+28.7%vs Q1 2022
Beat estimate in 4 of 15 quarters(27%)
ActualEstimate

Revenue by segment

Uber · $3.49B total across 3 segments · Q1 2020

  • Mobility
    $2.47B
  • Delivery
    $819M
  • Freight
    $199M

Forward guidance

For Q2 2023, Uber anticipates Gross Bookings of $33.0 billion to $34.0 billion and Adjusted EBITDA of $800 million to $850 million.

Tailwinds

  • Gross Bookings are expected to be between $33.0 billion and $34.0 billion.
  • Adjusted EBITDA is projected to be in the range of $800 million to $850 million.
  • Focus on product innovation to enhance user experience.
  • Aim to leverage scale for efficient operations.
  • Platform advantages will probably drive growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.8%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.0%

Avg return

30 days after

50%

17 / 34 earnings

Positive

+22.7%

Q2 2022

Best reaction

-13.9%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%+4.3%-2.9%
Q4 2025-7.2%-5.2%-3.6%
Q3 2025-6.3%-7.8%-8.8%
Q2 2025-0.2%+1.3%+1.8%
Q1 2025-1.8%+2.6%-0.3%
Q4 2024-7.6%+12.7%+9.3%
Q3 2024-7.8%-6.6%-9.4%
Q2 2024+12.1%+17.2%+21.8%
Q1 2024-3.5%-6.3%-1.6%
Q4 2023+1.6%-1.9%+11.7%
Q3 2023+2.8%+7.1%+26.7%
Q2 2023-5.1%-8.6%-4.5%
Q1 2023+15.6%+15.3%+17.5%
Q4 2022+2.8%-4.2%-10.9%
Q3 2022+8.4%+6.8%+6.7%
Q2 2022+22.7%+30.1%+17.6%
Q1 2022-9.0%-21.8%-18.1%
Q4 2021-1.5%-9.8%-19.8%
Q3 2021+3.2%-0.5%-21.6%
Q2 2021+0.7%+1.1%-5.8%
Q1 2021-12.0%-13.6%-5.3%
Q4 2020+1.8%+1.7%+1.2%
Q3 2020+9.5%+14.7%+33.8%
Q2 2020-0.9%-6.0%+0.1%
Q1 2020+17.9%+16.5%+33.8%
Q4 2017-2.5%-6.5%-24.9%
Q4 2019+10.4%+12.1%-13.9%
Q3 2018-13.3%-13.1%-7.8%
Q3 2019-10.7%-13.9%-7.4%
Q2 2018-13.9%-21.0%-25.9%
Q2 2019+0.9%-8.2%-19.7%
Q4 2018+9.1%+7.1%+7.2%
Q1 2018+9.1%+7.1%+7.2%
Q1 2019+1.2%+7.0%+16.1%
Q3 2017
Q2 2017
Q1 2017

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