自动驾驶合作进展 - Waymo在奥斯汀的约100辆自动驾驶车辆通过Uber平台完成的每日行程量已超过99%的人类司机[1] - 两家公司计划未来几个月内在奥斯汀将自动驾驶车队规模扩大至"数百辆"Waymo车辆[2] - Uber已与18家自动驾驶公司达成合作，包括美国的Waymo、大众以及中国的文远知行、小马智行等企业[4] 市场扩张计划 - Waymo自动驾驶服务将于今年晚些时候通过Uber平台登陆亚特兰大市场[2] - 奥斯汀因宽松的监管政策成为自动驾驶测试热点，3月起Uber在该市独家提供Waymo车辆服务[2] - 特斯拉计划6月在奥斯汀推出Robotaxi服务，将形成直接竞争[3] 财务与运营表现 - 公司第一季度营收428亿美元，低于市场预期的431亿美元[5] - 网约车预订量增速放缓，财报公布后盘前股价下跌近5%[5] - 自动驾驶被管理层视为"Uber未来最大发展机遇"，公司将全力扩大平台自动驾驶车队规模[4] 行业影响 - 奥斯汀部分Uber司机对Waymo的长期影响表示担忧[3] - 洛杉矶和凤凰城的司机反映自动驾驶出租车已对其收入造成冲击[3] - 公司近年放弃自研自动驾驶计划，转向与第三方技术公司合作[3]

Uber reported first-quarter results Wednesday that beat analysts' expectations for earnings, but fell shy of anticipated revenue growth for the quarter. Shares fell about 5% following the report.Here's how Uber did versus analysts' estimates compiled by LSEG:Earnings per share: 83 cents vs. 50 cents expected.Revenue: $11.53 billion vs. $11.62 billion expected.Revenue at the ride-sharing company grew about 14% in the first three months of 2025, up from $10.13 billion during the same period in 2024.The compan ...

Uber Technologies, Inc. Q1 2025 Earnings Supplemental Data May 7, 2025 1 Non-GAAP Financial Measures Disclosure To supplement our financial information, which is prepared and presented in accordance with generally accepted accounting principles in the United States of America, or GAAP, we use the following non-GAAP financial measures: Adjusted EBITDA; Non-GAAP Costs and Operating Expenses; Trailing Twelve Months Adjusted EBITDA; Trailing Twelve Months Free Cash Flow; Free Cash Flow as well as revenue growth ...

Exhibit 99.1 Uber Announces Results for First Quarter 2025 Gross Bookings grew 14% year-over-year and 18% year-over-year on a constant currency basis Income from operations of $1.2 billion; Adjusted EBITDA of $1.9 billion, up 35% year-over-year Operating cash flow and Free cash flow of $2.3 billion SAN FRANCISCO – May 7, 2025 – Uber Technologies, Inc. (NYSE: UBER) today announced financial results for the quarter ended March 31, 2025. "We kicked of the year with yet another quarter of profitable growth at s ...

公司合作动态 - Uber本周宣布与中国自动驾驶公司Pony AI合作，计划今年在中东关键市场推出robotaxi服务，Pony AI去年在纳斯达克上市时估值达52.5亿美元[1] - 此前Uber还与中国公司Momenta和WeRide达成战略合作：与Momenta计划2026年在欧洲推出robotaxi，与WeRide计划未来5年拓展至中东和欧洲15个城市，双方已在阿布扎比启动商业化服务[2] - 目前Uber自动驾驶领域合作伙伴超过15家，包括Waymo、May Mobility等美国公司，以及英国Wayve等少数海外企业[3] 市场扩张战略 - 通过与Pony AI合作，Uber将进入中东市场，该公司已在阿联酋、沙特、约丹等国有较强存在感，2019年收购当地竞争对手Careem进一步巩固地位[8] - 中国自动驾驶企业正加速国际化：WeRide除阿布扎比外还在北京、法国运营商业化服务，Pony AI已在中国3个城市提供付费robotaxi并在卢森堡测试[5] - 对比美国Waymo仅刚开始在东京收集数据，中国企业在全球化布局上更为领先[6] 行业竞争背景 - Uber面临特斯拉下月在奥斯汀推出robotaxi的竞争压力，同时应对联邦调查和2025年预期消费降级的挑战[4] - 公司通过密集的跨国合作向投资者展示增长潜力，包括近期计划收购土耳其外卖公司控股权等动作[9] 技术落地进展 - Pony AI加入Uber平台后，用户可选择自动驾驶车辆，试点阶段车辆将配备安全员直至完全商业化[9] - WeRide与Uber在阿布扎比的合作已成为商业化落地案例，体现中国技术输出能力[2][5]

Uber is expanding its presence in Turkey with its latest acquisition. The ride-hail and delivery giant has acquired an 85% controlling stake in Trendyol Go, the online meal and grocery delivery business based in Istanbul, for about $700 million in cash. The deal gives Uber instant market share for Uber Eats in the country, where Uber currently only operates a ride-hail service.  Uber’s acquisition announcement comes a day before the company is scheduled to report its first-quarter earnings. And with consum ...

Uber and Chinese autonomous vehicle technology company WeRide plan to expand a commercial robotaxi partnership and bring the service to another 15 cities over the next five years. The expansion comes five months after the two companies launched a commercial robotaxi service in Abu Dhabi. The companies said the expansion will include cities in Europe. Under the partnership, WeRide’s robotaxi services are available through the Uber app. The relationship is similar to Uber’s deal with Waymo, in which the ride- ...

BofA Securities analyst Justin Post maintained a Buy rating on Uber Technologies, Inc UBER with a price target of $96, up from $95 on Sunday.Uber will report its quarterly earnings results on May 7 before the market opens.For the first quarter, Post’s bookings and revenue estimates were $43.5 billion, and $11.73 billion were higher than the Street estimates of $42.9 billion and $11.62 billion.Also Read: Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US CityThe analysts’ EBITDA estimate of $ ...

Key Takeaways Uber and Lyft will report earnings this week. Uber Leads the ride-sharing market due to its market share, performance, and diverse business. Robotaxis are a crucial focus for both companies. Uber, Lyft to Report Earnings This WeekLater this week, the two ride-share leaders,Uber Technologies ((UBER) and Lyft ((LYFT) ), will report first-quarter 2025 earnings.Lyft generates almost its entire revenue from ridesharing and owns roughly a quarter of the ride-sharing market in the United States. Me ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...