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Jun 30
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.
Uber
Uber
Uber Revenue by Segment
Revenue by Segment
Mobility Revenue
CapyFin.comDelivery Revenue
CapyFin.comFreight Revenue
CapyFin.com 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