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Uber Reports Strong Financial Performance

Uber Technologies, Inc. has released its financial results for the fourth quarter and full year ended December 31, 2025. The company reported a robust performance, with significant growth across various metrics.

In the fourth quarter of 2025, Uber experienced a 22% year-over-year increase in quarterly trips, reaching 3.8 billion trips. Gross bookings also grew by 22% year-over-year to $54.1 billion. Revenue saw a 20% year-over-year increase to $14.4 billion, and GAAP income from operations surged by 130% year-over-year to $1.8 billion.

Adjusted EBITDA for the quarter reached $2.5 billion, marking a 35% year-over-year increase. Additionally, the company reported a record quarterly operating cash flow of $2.9 billion and free cash flow of $2.8 billion.

For the full year 2025, Uber's performance was equally strong. The company reported a 20% year-over-year increase in trips, reaching 13.6 billion trips. Gross bookings for the full year amounted to $193.5 billion, representing a 19% year-over-year increase. Revenue also grew by 18% year-over-year to $52.0 billion.

Uber's financial performance was reflected in its GAAP net income attributable to Uber Technologies, Inc., which was $296 million for the fourth quarter of 2025, and $10.1 billion for the full year, representing a 2% increase year-over-year.

The company's outlook for the first quarter of 2026 anticipates gross bookings of $52.0 billion to $53.5 billion, representing a growth of 17% to 21% year-over-year on a constant currency basis. Additionally, non-GAAP EPS is expected to be $0.65 to $0.72, representing a 37% year-over-year growth at the midpoint.

Uber's performance by segment also showed positive trends. Gross bookings for its mobility segment grew by 20% year-over-year, reaching $27.4 billion in the fourth quarter of 2025, while the delivery segment experienced a 26% year-over-year increase in gross bookings, totaling $25.4 billion.

Today the company's shares have moved 0.56% to a price of $84.85. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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