Profitability, growth and expansion AV in 2025 News ad

The volatility of the wild market, due to Trump’s tariffs and trade wars, led to the fact that many fundamentally strong shares were dropped along with the weak. This indiscriminate and disunited sale always makes it possible to participate in strong companies at lower prices.

One of these companies is the indisputable leader Rideshare Uber Technologies Inc. NYSE: UberField

Removing him The first year of profitability GAAP Having reached in 2023, Uber increased its operational profit by 152% to 2.8 billion dollars. USA in 2024, bringing 6.9 billion dollars. The United States in the form of a free cash flow with 18% compared with the income in annual calculus (YOY) as of April 5, 2025.

This falls significantly lower than the average P/E 25.2X in the computer and technological sector and the three -year average P/E Uber 64.1x. As for tariffs, investors do not need to worry about direct influences from the moment of uber does not produce or import productsField

Can tariffs harm Uber indirectly? Yes, and that’s it

Tariffs can reduce the disposable income and weaken consumer expenses, which establishes problems not only for Uber, but also for all enterprises based on maintenance.

If tariffs for force consumers to reduce discretion, Uber can see a decrease in travel requests and orders for food delivery.

Since Uber drivers are responsible for the provision and maintenance of their own vehicles, cars for cars can hit them especially strongly. Higher prices for new cars can encourage drivers so that they become older cars longer. If the costs of maintenance and repair are growing – from the tariffs for parts or increased use – they can either postpone the necessary repairs or incur additional costs to stay on the road.

Both results can worsen the quality of Uber service.

In the worst script, some drivers may even leave in search of the best economic opportunities. This would reduce the Uber drivers pool, reduce the availability of passenger driving and ultimately crashes in the company.

From elusive profitability in 2023 to scalable growth in 2024

It took more than 14 years or more than 30 billion dollars to accumulated losses in order to finally complete its path to GAAP ORTRABITIAL in 2023.

And in 2024 Uber proved maintain profitability, but also scale itField

While Uber technically hit the profitability of GAAP in the second quarter of 2023, this was largely due to 384 million dollars before tax. from unrealized income related to its investments in the action, for example Grab Holdings Ltd. NASDAQ: captureField

The Uber P/E ratio was 66x by the end of 2023 and reached 111.6x in March 2024. Since then, it fell to 16X as of April 11, 2025.

Uber is also a dominant player in the Rideshare duopol, with Lyft Inc. Nasdak: Rise The team is 76% of the market share.

The expansion of the margin continued in 2024

Uber’s The gross margin increased by 48 B.P. per year up to 39.51% In the 4th quarter of 2024.

Uber also uses the metric of income margin for its two segments: mobility (Uber Rides) and Delivery (Uber Eats). This indicates that Uber holds from reservation before expenses, such as incentives for the driver and insurance. His margin of mobility gained from 160 bits / s to 30.3%, and delivery scored from 40 to 18.7%.

Gross bookings grew by 18% by the year both by mobility and delivery to $ 44.2 billion. Uber increased its membership program Uber One by 60% to 30 million subscribers.

Will there be more growth in 2025?

Waiting for the first quarter of 2025, Uber released a guide for gross reservation by 17%to 21%, and the average point was 19%. This is transferred to $ 42 billion. USA to 43.5 billion dollars. USA, and the middle point is 42.75 billion dollars. USA. This was a consistent fall compared to 21%, which was reported in the 4th quarter of 2024, primarily from the effects of forest fires of Los -Andheles and Forex.

Uber expects that adjusted income in the first quarter, as a result of something before rethinking taxes and depreciation (EBITDA), will grow by 30-37%, and the average point is 34% of $ 1.79 billion. USA to 1.89 billion dollars. USA, and the average point is 1.84 billion dollars. USA.

“Uber finished 2024 with our The strongest quarter in historySince growth has accelerated by MAPC, trips and gross reservation. Our performance was based on quick innovation and execution of several priorities, including enormous opportunities presented Autonomous vehicles (AVS)– said General Director of Dara Khosrovshahi.

Activist investor Bill Akman published on X that his Pershing Square has accumulated 33.3 million Uber shares since January 2025. This, combined with the rebound, after receiving a profit, led Uber shares to an increase in 52-week maximum of $ 82.10 in the next weeks.

The next border is Uber? Autonomous vehicles

Throughout the presentation of Uber, conference -call and television, Khosrovshahi was adamant about the possibility of AV of 1 trillion dollars in the United States.

Uber united with Alphabet Inc. NASDAQ: Googl Waymo belonged to provide the Robotaxi service in Austin, Texas and Atlanta, Georgia. The company concluded a similar deal with Weride Inc. NASDAQ: WRD Offer Aride AVS on the Uber platform in Abu -Dabi.

Uber gets wet by robotaxi

Instead of investing in his own AVS, Uber uses its mass distribution network of more than 170 million riders around the world to cooperate with robotax operators in the lighting model to facilitate trips.

Bloomberg said that Waymo Robotaxis amounted to 20% of Uber trips in Austin over the past week of March 2025. 80% higher than the deployment of Waymo in the dignity of FranciscoFirst of all, because of the fact that the trip to Waymo offered in the Uber app.

Uber proved that Waymo can get much more trips on the Uber platform. This emphasizes the win -win proposal that Waymo is available in the Uber app and the Asset Light model for Uber to get a piece of rabotax action. Uber does not provide its own autonomous trips or attractions with robotaxi, simply offering access to its passengers network and takes on the passage from Waymo. Thus, this also does not bear the costs and maintenance of cars with independent driving.

Uber can collect all the data in the process and generate an additional flow of income. This can be their penetration into the AV market before he thinks about entering his own fleets in the future.

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