Uber reported 2025 revenue of $52.0 billion and Q1 2026 revenue of $13.2 billion. The thesis turns on marketplace take rate, mobility and delivery demand, freight cyclicality, insurance cost, regulation and whether operating cash flow keeps scaling.
Uber: the platform cash machine still has to prove Q1 profit quality
NYSEUBERCoverage BootstrapUber Technologies, Inc.
Thesis summary
Uber reported 2025 revenue of $52.0 billion and Q1 2026 revenue of $13.2 billion. The thesis turns on marketplace take rate, mobility and delivery demand, freight cyclicality, insurance cost, regulation and whether operating cash flow keeps scaling.
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