文章核心观点 - 长期来看优步将成为自动驾驶汽车趋势的赢家 [1] 分组1：分析师投资情况 - 分析师是多空通才，专注有短期逆风、股票叙事被误解的优质公司及事件驱动策略 [1] - 分析师有多年买方经验，近期暂别该行业，现慢慢回归投资 [1] 分组2：分析师持仓情况 - 分析师通过股票、期权或其他衍生品对优步股票有实益多头头寸 [1]

The investigation concerns whether Uber and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On April 21, 2025, the Federal Trade Commission ("FTC") filed a lawsuit against Uber, alleging violations of the FTC Act and the Restore Online Shoppers' Confidence Act. The FTC's lawsuit specifically alleges that Uber's Uber One subscription service charged customers without their consent, fail ...

San Francisco-basedUber Technologies ((UBER) is the dominant ride-sharing company in North America and internationally. Uber has expanded its business into Canada, Latin America, Europe, the Middle East, and Asia (ex-China). Through its mobile application and vast network of drivers, Uber offers various services to customers based on details like the number of riders, vehicle style, and pets. In addition, Uber has diversified into the delivery business. The company faces some bad news and goods news ahead o ...

Khosrowshahi goes on to say employees need to push themselves so the company "can move faster and take smarter risks" and outlined several changes to Uber's work policy. Uber in 2022 established Tuesdays and Thursdays as "anchor days" where most employees must spend at least half of their work time in the company's office. Starting in June, employees will be required in the office Tuesday through Thursday, according to the memo. That includes some employees who were previously approved to work remotely. The ...

文章核心观点 - 优步首席执行官达拉·科斯罗萨希预测，自动驾驶汽车最早将于2040年取代人类驾驶的汽车，优步的未来是自动驾驶，但这个万亿美元的行业还会有其他参与者，在自动驾驶汽车大规模部署和运营之前，需要先建立一个支持它们的生态系统 [1] 自动驾驶行业发展预测 - 未来15到20年，机器人司机将大规模取代人类司机，优步车队和其他车辆都将实现自动驾驶 [2] - 有证据表明机器人司机比人类司机更安全，它们不会分心，软件每天都在根据实际情况进行学习和再训练 [3] 自动驾驶汽车普及条件 - 需要建立全国统一的监管环境，还需要地面运营、清洁和维护仓库以及充电站等支持性生态系统 [4] - 自动驾驶汽车成本需从目前的数十万美元降至数万美元，运营商才能盈利，使自动驾驶汽车普及 [5] - 消费者需有足够多的人愿意乘坐自动驾驶汽车，运营商才能生存和发展 [5] 自动驾驶技术现状 - 自动驾驶技术正在不断进步，人工智能的行为越来越像人类，自动驾驶汽车的驾驶方式会越来越像超级安全的人类司机 [6][7] - 机器人司机的安全门槛比人类司机更高，人们对软件故障的容忍度较低 [8] 行业竞争与市场情况 - 优步首席执行官认为交通行业是一个万亿美元以上的行业，不会出现赢家通吃的局面，拼车服务可能最终会超过个人汽车拥有量 [9] - 优步扩展自动驾驶汽车服务到东海岸城市的时间取决于当地法规，目前加州和德州是最开放的市场 [9][10] - 关税旨在保护当地制造商，但可能会使公司陷入自满，而不是保持竞争力 [10][11] 优步业务情况 - 尽管宏观经济动荡，但优步业务“相当稳定”，具有抗衰退能力，经济衰退时更多人会为平台开车，降低成本并维持业务量 [11]

Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from $20 to $18.On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. Adjusted EPS of 8 cents was in line with the analyst consensus estimates. The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a sign ...

DoorDash wants Uber's anti-competition lawsuit tossed by the California Superior Court, saying the litigation is a "cynical and calculated scare tactic." DoorDash filed the motion alongside a press release on Friday."It's disappointing behavior from a company once known for competing on the merits of its products and innovation," DoorDash, which tops the online food delivery market in the United States, wrote in the release. Uber filed a complaint against DoorDash in February, accusing the company of anti ...

Your ride to the airport or Friday-night dinner delivery through Uber might cost less if an economic downturn arrives, according to its CEO. If the economy enters a recession, more people could sign up to drive and deliver for Uber, Dara Khosrowshahi said on Friday."If there is more unemployment, the cost of Uber will come down, because, to some extent, the cost of labor comes down," Khosrowshahi said at the Semafor World Economy Summit in Washington, D.C. Khosrowshahi said that Uber tends to be "recessio ...

NEW YORK, April 25, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Uber Technologies, Inc. (“Uber” or the “Company”) (NYSE: UBER). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Uber and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On April 21, 202 ...

LOS ANGELES, April 24, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Uber Technologies, Inc. ("Uber" or "the Company") (NYSE: UBER) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Uber is the subject of an FTC lawsuit filed on April 21, 2025. Reuters reports ...