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- **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.

Uber Technologies, Inc. (UBER) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

UBER

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