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SEC filings, financial facts, source resources, and Goglides workspace context for Uber Technologies, Inc.
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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.
OpenHims & Hers expanded its subscriber benefits bundle to ten partner brands. The update is not a direct revenue story yet; it is a retention, churn, and marketing-efficiency proof test.
OpenADMA is profitable and ASCENIV is still growing, but Q1 2026 reset the story: standard IG pricing pressure, distributor timing, BIVIGAM weakness, and long-term guidance withdrawal turned 2026 into a proof year.
OpenAclaris has enough cash to run a busy 2026 immunology catalyst calendar, but the company still has no approved wholly controlled product, recurring operating losses, ATM dilution, and several clinical proof gates that can change the story quickly.
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