Uber Technologies (UBER) Q4 2025 (USD): Adj. EBITDA 2.49bln (exp. 2.46bln), Revenue 14.4bln (exp. 14.32bln)

Uber's Q4 2025 results showed strong performance with adjusted EBITDA exceeding expectations, but the EPS miss is concerning.

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Uber Technologies (UBER) Q4 2025 (USD): Adj. EBITDA 2.49bln (exp. 2.46bln), Revenue 14.4bln (exp. 14.32bln)

Eli Lilly (LLY) Q4 2025 (USD): adj. EPS 7.54 (exp. 6.95), Revenue 19.3bln (exp. 17.92bln)

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  • Gross bookings 54.14bln.
  • EPS 0.14 (exp. 0.79).
  • Prashanth Mahendra-Rajah to serve as Senior finance advisor until July 1, 2026.
  • Expect to facilitate AV trips in 15 cities globally by the end of 2026, intend to be the largest AV trips manufacture by 2029.
  • Uber to launch robotaxis in Hong Kong, Houston, Madrid, and Zurich.

Outlook

  • Q1 adj. EBITDA 2.37-2.47bln (exp. 2.45bln).
  • Q1 adj. EPS 0.65-0.72 (exp. 0.76).
  • Q1 gross bookings 52-53.5bln (exp. 51.16bln).
Context

The outlook for Q1 is slightly below expectations for both EBITDA and EPS, while gross bookings are expected to be strong, suggesting robust demand in the transportation sector. Overall, the mixed results and cautious guidance could lead to volatility in Uber’s stock as investors assess the implications for growth moving forward.

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