UBER Q2 Earnings Exceed Expectations, Platform Expansion, Autonomous Partnerships, and Shareholder Returns Drive Momentum

Uber reported Q2 CY2025 revenue of $12.65 billion, up 18.2% YoY, and non-GAAP profit of $0.85 per share, 4% above estimates. Monthly active platform consumers reached 180 million, up 24 million YoY. Management attributed the performance to user growth across mobility and delivery, product mix improvements, and disciplined operational execution. The company plans to deepen cross-platform engagement, advance autonomous vehicle partnerships, and maintain strong capital returns for shareholders.

Uber (NYSE:UBER) reported its Q2 CY2025 financial results, demonstrating robust revenue growth and profitability. The ride-sharing and on-demand delivery platform reported revenue of $12.65 billion, up 18.2% year-on-year (YoY), surpassing analysts' estimates by 1.4% [1]. The non-GAAP profit of $0.85 per share was 4% above consensus estimates, reflecting the company's strong operational performance [2].

Monthly active platform consumers reached 180 million, a 24 million increase YoY, highlighting the platform's growing user base [1]. This growth is attributed to increased user engagement across both mobility and delivery services, as well as product mix improvements and disciplined operational execution [2].

Uber's CEO, Dara Khosrowshahi, attributed the quarter's performance to user growth, diversified product offerings, and continued investment in emerging technologies like autonomy. The company plans to deepen cross-platform engagement, advance autonomous vehicle partnerships, and maintain strong capital returns for shareholders [2].

Looking ahead, analysts expect revenue to grow 15.1% over the next 12 months, although this represents a deceleration compared to the company's recent growth rates. However, Uber's scale and market success suggest that its growth trajectory remains attractive [1].

Key Metrics:
- Revenue: $12.65 billion (up 18.2% YoY)
- Non-GAAP Profit per Share: $0.85 (up 4% above estimates)
- Monthly Active Platform Consumers: 180 million (up 24 million YoY)
- Operating Margin: 11.5% (up from 7.4% YoY)
- Adjusted EBITDA: $2.12 billion (in line with estimates)

References:
[1] https://finance.yahoo.com/news/uber-nyse-uber-exceeds-q2-112714368.html
[2] https://finance.yahoo.com/news/uber-q2-deep-dive-platform-070557283.html