Below is Dolphin Research's compilation of the $Uber Tech(UBER.US) FY26Q1 earnings call transcript.

The 'global Didi' $Uber Tech(UBER.US) reported its first quarterly results of 2026 in the US pre-market on May 6. The quarter was solid, with gross bookings and Adj. EBITDA both beating estimates. Growth momentum and margin expansion remained strong.

The company also guided next-quarter gross bookings and adjusted profit above consensus. With the stock having pulled back sharply on perceived autonomous-driving threats, this solid print deserves credit...

"International Didi" Uber released its Q3 2025 financial report before the U.S. stock market opened on the evening of November 4. Overall, it showed outstanding performance on the growth side, with accelerated growth surpassing expectations. However, while absolute profit growth was decent, it slightly underperformed compared to high expectations, and the momentum of profit margin expansion has significantly narrowed. The detailed points are as follows: 1. Ride-hailing was decent, while food delivery was "truly" strong: This quarter, the order volume of the ride-hailing (Mobility) business grew by 20% year-on-year, with a significant quarter-on-quarter acceleration of 4 percentage points. However, excluding the impact of exchange rates, the actual quarter-on-quarter acceleration was only 1 percentage point...

The following is the earnings call minutes for $Uber Tech(UBER.US) FY25 Q2, organized by Dolphin Research. For earnings interpretation, please refer to "Weak Ride-Hailing, Strong Food Delivery, Is Uber at a Crossroads Again?" 1. Review of Core Financial Information 1. User Growth: Uber achieved a historical high in user numbers and usage frequency in the second quarter. Over the past 12 months, consumers accessed the Uber app nearly 30 billion times. 2. Engagement Metrics: Both trip volume and total bookings achieved a strong growth of 18%. The company reached historical highs in both user numbers and usage frequency...

"International Didi" $Uber Tech(UBER.US) released its Q2 2025 financial report on the evening of August 6th before the U.S. stock market opened. Overall, the performance was stable, with few highlights or shortcomings. The detailed points are as follows: 1. Ride-hailing business underperformed expectations again: The main shortcoming of this performance was that the growth rate of ride-hailing business orders underperformed expectations again, with an actual year-on-year growth of 15.6%, below the sell-side expectation of 16.3%. Although the underperformance was not significant, the market was generally optimistic about the performance beforehand, especially considering the favorable exchange rate conditions, which was somewhat disappointing. Additionally...

Below is the earnings call $Uber Tech(UBER.US) FY25 Q1 Minutes. For Quick Interpretation of the earnings report, please refer to "Undeterred by Headwinds, 'Overseas Didi' Uber Still Shows Strong Execution". I. Key Earnings Highlights II. Detailed Earnings Call Content 2.1 Key Messages from Management 1. Strategic Initiatives: Uber partnered with Waymo in Austin, deploying around 100 highly utilized vehicles. Additionally, the company announced a partnership with OpenTable to integrate dining, delivery, and transportation services...

On the evening of May 7th, Beijing time, "International Didi" $Uber Tech(UBER.US) released its Q1 2025 financial report. Overall, the performance for the quarter had some flaws, but the guidance for the next quarter exceeded expectations, offsetting the negative impact of the poor performance in the current quarter. The key points are as follows: 1. The significant slowdown in ride-hailing growth is the biggest "red flag": The order volume for this quarter grew only 13.5% year-on-year, a decline of 4.7 percentage points quarter-on-quarter, and was also significantly lower than the not-so-high market expectation of 15%. Even after excluding the impact of exchange rates, the growth rate also slid from 24% to 20%...

As one of the most favored targets by Dolphin Research with long-term investment value, $Uber Tech(UBER.US) has seen its once bullish market sentiment fade amid concerns that rapidly developing autonomous driving technology (especially with Tesla gaining momentum and boldly announcing its Robotaxi plans) will bring revolutionary changes to the entire automotive and mobility industry. During the period from October 14, 2024, to mid-December 2024, the stock price fell from $87 to below $60, representing a nearly 1/3 retracement, significantly underperforming the S&P index's gains during the same period. However, despite this...

The following is the summary of the Q4 2024 earnings call for $Uber Tech(UBER.US). For the earnings report interpretation, please refer to "Uber: FSD Wind and Thunder, Small Mistakes Must Be Heavily Punished." 1. Review of Key Earnings Information: 2. Detailed Content of the Earnings Call Management Remarks: 1. Capital Structure: The company has maintained strong liquidity, with unrestricted cash, cash equivalents, and short-term investments totaling $7 billion at the end of this quarter, a decrease of $2.1 billion compared to the previous quarter. The company redeemed $2 billion of existing debt this quarter. In addition...

On the evening of February 5th, before the US stock market opened, $Uber Tech(UBER.US) announced its Q4 2024 financial report. The performance of the report was not bad, with both highlights and flaws, but the weak guidance for the next quarter is a bigger issue. The key points are as follows: 1. The most critical order amount indicator (Gross booking) performed well this season. The ride-hailing (Mobility) business saw a year-on-year growth of 18.2%, significantly higher than last quarter's 17.3% and the market expectation of 16.8%. Excluding the impact of exchange rates...