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Dec 31, 2025
Uber Q4 2025 Earnings Report
Uber reported strong revenue growth and positive profitability in the quarter.
Key Takeaways
Uber delivered solid Q4 2025 results with double-digit revenue growth, positive net income, expanding margins, and strong free cash flow generation driven by Mobility and Delivery.
Revenue reached a quarterly record driven by Mobility and Delivery growth.
Uber reported positive GAAP net income for the quarter.
Adjusted EBITDA and margins continued to expand year over year.
Free cash flow remained strong, supporting balance sheet flexibility.
Revenue by Segment
Forward Guidance
The company reiterated its focus on profitable growth, operational efficiency, and expansion of autonomous vehicle initiatives.
Positive Outlook
- Continued demand growth across Mobility and Delivery.
- Expanding adjusted EBITDA margins.
- Strong free cash flow generation.
- Broad geographic and market coverage.
- Progress in autonomous vehicle partnerships.
Challenges Ahead
- Macroeconomic uncertainty may impact consumer demand.
- Competitive pressure in ridesharing and delivery markets.
- Regulatory risks across multiple geographies.
- Rising insurance and operating costs.
- Ongoing investments may pressure near-term margins.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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