Uber Technologies Stock Price, News & Analysis

Uber (NYSE:UBER) reported strong Q2 2025 financial results, with significant growth across key metrics. The company achieved revenue of $12.7 billion (up 18% YoY) and income from operations of $1.5 billion (up 82% YoY). Trips grew 18% YoY to 3.3 billion, while Gross Bookings increased 17% to $46.8 billion.

The company demonstrated robust profitability with Adjusted EBITDA of $2.1 billion (up 35% YoY) and strong cash generation with free cash flow of $2.5 billion. Both Mobility and Delivery segments showed significant growth, with Mobility revenue up 19% and Delivery revenue up 25% YoY. Notably, Uber announced a new $20 billion share repurchase authorization, reflecting confidence in its business trajectory.

For Q3 2025, Uber projects Gross Bookings of $48.25-49.75 billion (17-21% YoY growth) and Adjusted EBITDA of $2.19-2.29 billion (30-36% YoY growth).

Uber (NYSE:UBER) has announced a groundbreaking partnership with Lucid Group and Nuro to launch a next-generation robotaxi program. The collaboration aims to deploy over 20,000 autonomous Lucid vehicles equipped with Nuro's Level 4 self-driving technology exclusively on Uber's platform over six years.

The program will first launch in a major US city in 2026, combining Lucid Gravity's software-defined architecture, Nuro Driver™ autonomy system, and Uber's global network. Uber plans to make multi-hundred-million dollar investments in both Nuro and Lucid. The vehicles, featuring a 450-mile EPA estimated range, will be owned and operated by Uber or its fleet partners.

A prototype is already operating autonomously at Nuro's Las Vegas proving grounds, with comprehensive safety testing underway.

Lucid Group (NASDAQ:LCID) has partnered with Nuro and Uber (NYSE:UBER) to launch a premium global robotaxi program. The collaboration aims to deploy 20,000+ Lucid vehicles equipped with Nuro's Level 4 autonomy system over six years, exclusively on Uber's platform.

The first launch is scheduled for late 2026 in a major US city, with Uber planning multi-hundred-million dollar investments in both Nuro and Lucid. The program will utilize Lucid Gravity's advanced technology platform and 450-mile EPA estimated range, combined with Nuro Driver's AI-powered self-driving system. A prototype is already operating autonomously at Nuro's Las Vegas proving grounds.

Uber (NYSE:UBER) has significantly expanded its SNAP EBT program on Uber Eats by adding major retailers Wegmans, Gopuff, and Family Dollar to its network. The expansion allows SNAP benefit recipients to order groceries for delivery through the Uber Eats app, with payments processed by Forage.

The program now includes over 40 participating retailers across the United States, ranging from national chains to local grocers. To enhance accessibility, SNAP EBT cardholders will receive $0 Delivery Fee on their first three eligible orders and a limited-time free trial of Uber One membership when linking their EBT card to the app.

Uber (NYSE:UBER) and Baidu (NASDAQ:BIDU) have announced a strategic multi-year partnership to deploy thousands of Baidu's Apollo Go autonomous vehicles on Uber's platform across global markets, excluding the US and mainland China.

The partnership will launch first in Asia and the Middle East in 2025, where riders requesting qualifying Uber trips may have their rides fulfilled by fully driverless Apollo Go vehicles. Apollo Go currently operates over 1,000 fully driverless vehicles across 15 cities, including Dubai and Abu Dhabi, and has completed more than 11 million cumulative rides.

Baidu (NASDAQ: BIDU) and Uber (NYSE: UBER) have announced a strategic multi-year partnership to deploy thousands of Apollo Go autonomous vehicles on Uber's platform across global markets, excluding the U.S. and mainland China.

Apollo Go, currently operating over 1,000 fully driverless vehicles across 15 cities including Dubai and Abu Dhabi, has completed more than 11 million cumulative rides. The partnership will begin deployments in Asia and the Middle East in 2025, allowing Uber users to request rides in driverless Apollo Go vehicles for qualifying trips.

Uber (NYSE:UBER) has announced a significant partnership as the official rideshare and on-demand delivery partner for both the LA28 Olympic and Paralympic Games and Team USA. The company will leverage its mobility platform to manage transportation operations across Los Angeles and provide Uber Eats delivery services to the Olympic and Paralympic Village.

The partnership includes implementing strategic pickup and drop-off locations throughout LA, offering multi-modal transportation options including cars, bikes, and scooters. Additionally, Uber will collaborate with NBCUniversal to support coverage of both the Milano-Cortina 2026 and LA28 Games, bringing athlete stories and competitions to audiences in innovative ways.

Uber Technologies (NYSE:UBER) has scheduled its second quarter 2025 financial results conference call for Wednesday, August 6th at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time).

The company will host a live webcast of the conference call on its Investor Relations website at investor.uber.com, where earnings release materials will also be available. The conference call replay will be accessible for at least 90 days.

Since its founding in 2010, Uber has facilitated over 61 billion trips and continues to focus on its mission of creating opportunity through movement.

Uber Eats (NYSE:UBER) has announced a significant expansion of its grocery delivery service through new partnerships with several beloved regional grocery chains. The expansion includes partnerships with Big Y and King Kullen in the Northeast, Superlo Foods, Lunds & Byerlys, and Foxtrot in the Midwest and Texas, and Vallarta Supermarkets in California.

Each retailer brings unique offerings to the platform, from Big Y's local grower partnerships to Vallarta's Latin American products. The expansion builds on Uber Eats' existing relationships with national grocery groups while addressing regional preferences. According to Hashim Amin, Head of Grocery & Retail for North America at Uber, the company aims to provide customers with both national brands and trusted local retailers.

These new additions join existing regional partners including Meijer, The Fresh Market, Cub Foods, Giant Eagle, and others, strengthening Uber Eats' position in the grocery delivery market as consumer demand continues to rise.