NYSE$UBER

Uber Technologies Inc. · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Uber's performance was impacted by the COVID-19 pandemic, with revenue declining, but delivery services showed strong growth. The company focused on cost management and safety measures.

Uber's Q2 2020 results reflect the impact of the COVID-19 pandemic, with a decline in overall revenue and gross bookings. However, the Delivery segment experienced significant growth. The company took measures to reduce costs and improve safety.

  • Gross Bookings decreased by 35% year-over-year, with Mobility declining significantly but Delivery growing substantially.
  • Revenue decreased by 29% year-over-year, with Mobility declining and Delivery growing.
  • Net loss attributable to Uber Technologies, Inc. was $1.8 billion, including stock-based compensation and restructuring charges.
  • Uber is focused on safety technologies and has expanded its delivery verticals.

Headline financials

Total Revenue

$2.24B

Previous: $3.17B-29.2%
EPS (adj)

-$1.02

Previous: -$4.03+74.7%
MAPCs

55.0M

Previous: 99.0M-44.4%
Trips

737.0M

Previous: 1.7B-56.1%
Capital Expenditures

-$362M

Previous: -$277M-30.7%
Free Cash Flow

-$2.14B

Previous: -$5.51B+61.2%
Net Income

-$1.78B

Previous: -$5.24B+66.1%
Operating Income

-$1.61B

Previous: -$5.49B+70.7%
Gross Profit

$989M

Previous: $1.43B-30.6%
Cash & Equivalents

$6.75B

Previous: $11.7B-42.5%
Total Assets

$28.2B

Previous: $31B-8.8%
Stock-Based Comp

$131M

Previous: $3.94B-96.7%

Revenue & EPS history

Uber · Revenue · Quarterly

$2.24B

Q2 2020-29.2%vs Q2 2019
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Uber anticipates continued recovery and growth in the coming periods, driven by increased demand for both Mobility and Delivery services, as well as ongoing cost management efforts.

Tailwinds

  • Expected recovery in Mobility as travel restrictions ease.
  • Continued growth in Delivery segment.
  • Benefits from cost-cutting measures.
  • Potential synergies from acquisitions like Postmates and Cornershop.
  • Focus on innovation and safety technologies to attract users.

Headwinds

  • Uncertainty surrounding the ongoing COVID-19 pandemic.
  • Potential for new regulations impacting the gig economy.
  • Increased competition in both Mobility and Delivery segments.
  • Risk of economic downturn affecting consumer spending.
  • Challenges in managing relationships with drivers and delivery personnel.

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 Q2 2020

Historical avgQ2 2020

+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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