NYSE$UBER

Uber Technologies Inc. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Uber reported Q2 2025 revenue of $12.7B with net income of $1.4B and diluted EPS of $0.63.

Revenue grew to $12.7 billion as mobility and delivery gross bookings expanded. Net income attributable to common stockholders was $1.4 billion; diluted EPS was $0.63. The company continued to invest in Uber One, advertising, and autonomous partnerships while improving adjusted EBITDA.

  • Q2 revenue $12.7B (+18% YoY).
  • Net income $1.4B; diluted EPS $0.63.
  • Mobility and delivery growth drove gross bookings.
  • Adjusted EBITDA and free cash flow remained focus areas.

Headline financials

Total Revenue

$12.7B

Previous: $10.7B+18.2%
EPS (adj)

$0.63

Previous: $0.47+34.0%
Capital Expenditures

-$163M

Previous: -$156M-4.5%
Free Cash Flow

$1.19B

Previous: $859M+38.8%
Net Income

$1.36B

Previous: $1.02B+33.5%
Operating Income

$1.45B

Previous: $796M+82.2%
Gross Profit

$5.04B

Previous: $4.21B+19.7%
Cash & Equivalents

$6.44B

Previous: $4.5B+43.2%
Total Assets

$56B

Previous: $41.5B+34.9%

Revenue & EPS history

Uber · Revenue · Quarterly

$12.7B

Q2 2025+18.2%vs Q2 2024
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

Digital platforms cite user growth, product investment, and margin expansion targets.

Tailwinds

  • Core platform engagement and monetization trends.
  • Operating leverage and share repurchase capacity.

Headwinds

  • Competition and regulatory scrutiny in key markets.
  • Macro and FX can pressure growth rates.

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 2025

Historical avgQ2 2025

+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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