NYSE$UBER

Uber Technologies Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Uber's growth engine continued to deliver trip growth and record profitability, with drivers and couriers earning a new all-time high.

Uber's Q2 2024 results showed strong growth in Gross Bookings and Revenue, driven by increases in both Mobility and Delivery segments. The company achieved record profitability with a significant increase in Adjusted EBITDA. Uber started share repurchases during the quarter.

  • Gross Bookings grew by 19% year-over-year to $40.0 billion.
  • Revenue increased by 16% year-over-year to $10.7 billion.
  • Income from operations was $796 million, up $470 million year-over-year.
  • Adjusted EBITDA reached $1.6 billion, a 71% increase year-over-year.

Headline financials

Total Revenue

$10.7B

Previous: $9.23B+15.9%
EPS

$0.47

Previous: $0.18+161.1%
MAPCs

156.0M

Previous: 137.0M+13.9%
Trips

2.8B

Previous: 2.3B+21.2%
Capital Expenditures

-$156M

Previous: -$107M-45.8%
Free Cash Flow

$859M

Previous: $287M+199.3%
Net Income

$1.02B

Previous: $394M+157.6%
Operating Income

$796M

Previous: $326M+144.2%
Gross Profit

$4.21B

Previous: $3.72B+13.4%
Cash & Equivalents

$4.5B

Previous: $5B-10.0%
Total Assets

$41.5B

Previous: $34.1B+21.9%
R&D Expense

$760M

No prior period
Stock-Based Comp

$455M

Previous: $504M-9.7%

Revenue & EPS history

Uber · Revenue · Quarterly

$10.7B

Q2 2024+15.9%vs Q2 2023
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 Q3 2024, Uber anticipates Gross Bookings of $40.25 billion to $41.75 billion, representing 18% to 23% YoY growth on a constant currency basis, and Adjusted EBITDA of $1.58 billion to $1.68 billion, representing 45% to 54% YoY growth.

Tailwinds

  • Gross Bookings are expected to grow 18% to 23% year-over-year on a constant currency basis.
  • Adjusted EBITDA is projected to increase by 45% to 54% year-over-year.
  • Continued focus on growth and profitability.
  • Expansion of services and partnerships.
  • Innovation in maps and advertising.

Headwinds

  • Currency headwinds are expected to negatively impact total reported YoY growth by roughly 4 percentage points.
  • Mobility's reported YoY growth is expected to be negatively impacted by roughly 7 percentage points due to currency headwinds.
  • Strengthening of the US dollar versus other currencies represents an over $400 million expected headwind to Q3 Gross Bookings.
  • Challenging freight market cycle impacting revenue per load.
  • Business model changes impacting revenue and revenue margin.

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 2024

Historical avgQ2 2024

+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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