What is the revenue and EPS growth rate for Uber Technologies year over year?

What factors drove the changes in Uber Technologies's revenue and profit?

What does Uber Technologies do and what are its main business segments?

Did Uber Technologies beat or miss consensus estimates last quarter?

What is the market's earnings forecast for Uber Technologies next quarter?

What is Uber Technologies's latest dividend and current dividend yield?

What guidance did Uber Technologies's management provide for the next earnings period?

What were the key takeaways from Uber Technologies's earnings call?

- **Record Growth**: 22% trip growth, 21% gross bookings, and 33% EBITDA expansion driven by Mobility and Delivery acceleration.
- **Strategic AV Play**: 100,000+ AV deployment with NVIDIA, targeting L4 readiness; hybrid network boosts driver earnings 2x in AV markets.
- **Profitability Flywheel**: 4.5% EBITDA margin (vs. 4.1% last quarter), $9B+ free cash flow, and 3-year CAGR targets (mid-high teens GB, 30-40% EBITDA growth).
- **Cross-Platform Power**: 3x spending from cross-platform users; 75% of Mobility riders haven't tried Uber Eats grocery.
- **AI-Driven Expansion**: Generative AI enhances consumer experiences, while Uber AI Solutions creates $25/hour annotation gigs for 9.4M earners.

**【CEO Opening Remarks】**
- Q3 2025: 22% trip growth (fastest since 2023), 21% gross bookings growth, and record adjusted EBITDA/free cash flow.
- Strategic focus areas: cross-platform engagement, hybrid AV/human driver networks, local commerce expansion (grocery retail at $12B+ run rate), multiple gig opportunities, merchant growth engine, and generative AI integration.
- Q4 outlook: high teens gross bookings growth, low to mid-30s EBITDA growth, with Halloween weekend generating $2B+ in gross bookings.

**【CFO Financial Commentary】**
- GAAP net income: $420M; Non-GAAP EPS: $1.08 (exceeds expectations).
- Adjusted EBITDA: 33% YoY growth; free cash flow: $9B+ trailing 12 months.
- Margins: 4.5% of gross bookings (up 40bps YoY); committed to annual profit expansion.
- Shift to adjusted operating income: reflects maturity, better comparability, and inclusion of real costs (e.g., depreciation, SBC).

**【Q&A Highlights】**
- **Cross-Platform Growth**: 20% of users active across Mobility/Delivery, with 3x spending of single-product users. Initiatives include personalized upselling (e.g., Starbucks on the way to work).
- **NVIDIA Partnership**: 100,000+ AV deployment plan; NVIDIA's Hyperion 10 platform enables L4 software stack scalability. Fleets may be financialized via private equity or public REITs.
- **AV Impact on Margins**: AVs unprofitable in near term, but barbell strategy (premium products fund growth bets) maintains Mobility margin discipline.
- **Insurance Strategy**: $100M+ savings via legislative wins (e.g., CA UM/UIM limits), tech (driver safety dashboards), and captive reinsurance optimizations.
- **Multiple Gig Opportunities**: Uber AI Solutions offers AI annotation gigs (e.g., physics PhDs for $25/hour), expanding earning potential for 9.4M drivers/couriers.
- **Real-World AV Data**: Collecting high-definition sensor data (camera/LiDAR) for partners; NVIDIA's Hyperion platform scales data collection across fleets.

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