NYSE$UBER

Uber Technologies Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Announced results for the third quarter of 2024, demonstrating profitable growth and strategic investments.

Uber reported a strong Q3 2024 with significant growth in Gross Bookings and Revenue. The company achieved its first $1 billion in GAAP operating income, driven by increases in both Mobility and Delivery segments. Uber is focused on returning capital to shareholders and investing in future growth opportunities.

  • Gross Bookings increased by 16% year-over-year to $41.0 billion, or 20% on a constant currency basis.
  • Revenue grew by 20% year-over-year to $11.2 billion, or 22% on a constant currency basis.
  • Income from operations was $1.1 billion, up $667 million year-over-year.
  • Net income attributable to Uber Technologies, Inc. was $2.6 billion, including a $1.7 billion benefit from net unrealized gains related to the revaluation of Uber’s equity investments.

Headline financials

Total Revenue

$11.2B

Previous: $9.29B+20.4%
EPS

$1.20

Previous: $0.10+1100.0%
MAPCs

161.0M

Previous: 142.0M+13.4%
Trips

2.9B

Previous: 2.4B+17.5%
Capital Expenditures

-$198M

Previous: -$168M-17.9%
Free Cash Flow

$2.41B

Previous: $53M+4454.7%
Net Income

$2.61B

Previous: $221M+1081.9%
Operating Income

$1.06B

Previous: $394M+169.3%
Gross Profit

$4.43B

Previous: $3.67B+20.8%
Cash & Equivalents

$6.15B

Previous: $4.45B+38.3%
Total Assets

$47.1B

Previous: $35.9B+31.1%
R&D Expense

$774M

No prior period
Stock-Based Comp

$438M

Previous: $492M-11.0%

Revenue & EPS history

Uber · Revenue · Quarterly

$11.2B

Q3 2024+20.4%vs Q3 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 Q4 2024, Uber anticipates Gross Bookings between $42.75 billion and $44.25 billion, representing 16% to 20% year-over-year growth on a constant currency basis. Adjusted EBITDA is expected to be between $1.78 billion and $1.88 billion, a 39% to 47% year-over-year increase.

Tailwinds

  • Gross Bookings of $42.75 billion to $44.25 billion, which represents 16% to 20% YoY growth on a constant currency basis.
  • Trips YoY growth to be similar compared to Q3 2024.
  • Adjusted EBITDA of $1.78 billion to $1.88 billion, which represents 39% to 47% YoY growth.

Headwinds

  • Our outlook assumes a roughly 2 percentage point currency headwind to total reported YoY growth.
  • Outlook includes a roughly 5 percentage point currency headwind to Mobility’s reported YoY 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 Q3 2024

Historical avgQ3 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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