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Jun 30, 2025
Uber Q2 2025 Earnings Report
Uber reported strong results with record revenue and net income in Q2 2025.
Key Takeaways
Uber delivered a solid quarter with double-digit revenue growth, strong net income, and robust free cash flow. The company announced a $20B share buyback and saw strength across both Mobility and Delivery segments.
Revenue grew to $12.651 billion, led by Mobility and Delivery segments.
Net income reached $1.355 billion despite equity investment headwinds.
Free cash flow rose to $2.475 billion, hitting record levels.
Uber authorized a new $20 billion share repurchase program.
Revenue by Segment
Forward Guidance
Uber expects continued growth in Q3 2025, supported by the Trendyol Go acquisition and steady FX impact.
Positive Outlook
- Gross bookings expected to be between $48.25B and $49.75B
- Adjusted EBITDA forecasted between $2.19B and $2.29B
- Trendyol Go acquisition to contribute to growth
- Neutral to modestly positive FX impact expected
- Year-over-year constant-currency growth of up to 21% forecasted
Challenges Ahead
- Freight segment revenue declined year-over-year
- Equity investment revaluations caused a $17M net headwind
- Legal, tax, and regulatory settlements still pose financial risk
- Diluted share count slightly decreased, affecting per-share metrics
- Macro conditions like inflation and interest rates remain a concern
Historical Earnings Impact
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Avg. Return Before/After Earnings
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