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Uber(UBER) - 2025 Q3 - Earnings Call Transcript
2025-11-04 22:00
Uber (NYSE:UBER) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Speaker6Welcome to the Uber Third Quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session, and if you would like to ask a question during this time, please press star one on your telephone keypad. I would now like to turn the conference over to Balaji Krishnamurthy, Vice President, Strategic Finance, Investor Relation ...
Uber Technologies And Toast Just Built The Restaurant Feedback Loop (NYSE:UBER)
Seeking Alpha· 2025-11-04 21:56
I’ve been watching Uber Technologies, Inc. (NYSE: UBER ) and Toast, Inc. (NYSE: TOST ) work around the same restaurant customers for years without fully teaming up. Uber operates out on the streets, coordinatingI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a benef ...
Uber CEO Dara Khosrowshahi on Q3 results: The business continues to hit on all cylinders
Youtube· 2025-11-04 21:11
Uber results just out. Profits rising from $2.6% billion a year ago to $6.6% billion, but that included a $4.9% billion benefit from a tax valuation release. Now, revenue of 13.5% billion, beating estimates of 13.3% billion. Revenue from the mobility and delivery business. Each beating estimates and gross bookings coming in higher than expected. Trips also increased 22% over the prior year to $3.5% billion. And that was with a 17% increase in monthly active platform customers. Joining us right now first on ...
Uber forecasts strong holiday-quarter bookings on membership boost
Reuters· 2025-11-04 19:58
Uber Technologies on Tuesday forecast fourth-quarter gross bookings above expectations as its membership program drives up demand for both rides and deliveries heading into the holiday season. ...
Grab (GRAB) - 2025 Q3 - Earnings Call Transcript
2025-11-04 09:02
Grab (NasdaqGS:GRAB) Q3 2025 Earnings Call November 03, 2025 07:00 PM ET Company ParticipantsDouglas Eu - Director of Investor Relations and Strategic FinancePeter Oey - CFOAnthony Tan - CEOAlex Hungate - President and COOConference Call ParticipantsNavin Killa - AnalystJiong Shao - Senior Equity AnalystVenugopal Garre - Senior AnalystAlicia Yap - Equity Research AnalystPang Vit - AnalystWei Fang - AnalystDivya Gangahar - AnalystMark Mahaney - AnalystOperatorLadies and gentlemen, thank you for joining us to ...
Grab (GRAB) - 2025 Q3 - Earnings Call Transcript
2025-11-04 09:00
Grab (NasdaqGS:GRAB) Q3 2025 Earnings Call November 03, 2025 07:00 PM ET Speaker3Ladies and gentlemen, thank you for joining us today. My name is Tyler. I will be your conference operator for this session. Welcome to Grab's third quarter 2025 earnings results call. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question, please raise your hand. If you had dialed into today's call, please press star nine to raise your hand and star six to unmute. Please l ...
Street expects Uber to beat earnings results
Youtube· 2025-11-04 05:21
But another weak breath day that doesn't really seem to matter for the index trend. >> Yeah, Mac, do you want to tell me about uh Uber and the expectations there. >> So, Scott, the street is bullish on Uber's Q3 print with both Bank of America and UBS calling for a modest beat fueled by strong rid share demand and more users actively booking trips and placing food orders through the app.Even as Door Dash continues to take share, Uber's delivery category is expected to stay resilient and autonomous driving. ...
Jim Cramer on Uber: “Another Company That’s Fulfilling Its Grand Ambitions”
Yahoo Finance· 2025-11-04 00:06
文章核心观点 - 知名财经评论员Jim Cramer对Uber Technologies Inc 的股票表现出强烈乐观态度 他认为该公司正在实现其宏伟目标 并明确建议投资者买入该股票 [1][2] 公司业务与市场地位 - Uber Technologies Inc 运营连接用户与交通、配送和货运服务的技术平台 [2] - 公司提供网约车、食品和零售配送以及物流解决方案 [2] 市场情绪与投资建议 - Jim Cramer在7月23日的节目中被问及对该股票的建议时 回应称当前市场的怀疑情绪是健康的 但股票值得在当前价位买入 [2] - Jim Cramer建议投资者采取的行动是买入 并重复强调了三次“buy” [2]
Stifel Raises DoorDash (DASH) Price Target to $255 After Deliveroo Deal Completion
Yahoo Finance· 2025-11-03 11:10
DoorDash, Inc. (NASDAQ:DASH) ranks among the stocks with the best earnings growth for the next 5 years. While retaining a Hold rating on DoorDash, Inc. (NASDAQ:DASH), Stifel boosted its price target on the company’s shares from $239 to $255 on October 24. The firm also maintained its estimates while it waits for more information regarding the impact and pace of the October 2 completion of the Deliveroo deal. Prior to taking Deliveroo’s contribution into account, Stifel plans to acknowledge the acquisitio ...
What To Expect in Markets This Week: AMD, Palantir, Pharmaceutical and Tech Earnings; Private-Sector Employment Report
Investopedia· 2025-11-02 20:55
科技行业财报 - 芯片制造商超微公司将于周二公布财报,市场关注其人工智能产品需求,特别是10月与甲骨文签署的AI芯片供应协议[1][3] - 高通上周发布两款用于数据中心的新AI芯片,其财报亦受关注[3] - 芯片设计公司安谋控股本周将公布业绩[2][3] - 软件提供商Palantir周一公布财报,其股价因AI平台需求强劲今年已上涨超过一倍[3] - 云网络提供商Arista Networks周二公布财报[3] 制药行业动态 - 诺和诺德周三公布业绩,其减肥药Ozempic面临特朗普政府定价压力,特朗普称月费用应为150美元而非当前超过1000美元[4] - 安进、辉瑞和阿斯利康等制药公司本周公布财报,这些公司已达成协议降低药品价格以应对特朗普威胁的高额关税[4] 零工经济企业财报 - 网约车平台优步本周公布业绩[4] - 外卖服务公司DoorDash周三公布财报[4] - 房屋租赁平台Airbnb周四公布业绩[4] 经济数据发布 - 美国10月ADP私营部门就业报告周三公布,替代因政府停摆而延迟的官方就业报告[2][8] - 10月ISM制造业和服务业PMI调查本周发布,为投资者提供就业和价格指标[8] - 美联储消费者信贷报告和密歇根大学消费者信心调查预计本周发布[8] - 因政府停摆,原定周五发布的10月就业报告以及工厂订单、贸易平衡和职位空缺数据预计再次延迟[2][7] 美联储官员讲话 - 费城联储主席安娜·保尔森和圣路易斯联储主席阿尔贝托·穆萨勒姆周三发表讲话[8] - 纽约联储主席约翰·威廉姆斯周四发表讲话,此前美联储上周进行了今年第二次降息[8][12]