$UBER UBER’S RIDE TO PROFITABILITY & BEYOND?UBER’S RIDE TO PROFITABILITY & BEYOND?
1/8 Uber ( NYSE:UBER ) just keeps on rolling! 🚀🚖
From 20% YoY growth in gross bookings to a SEED_TVCODER77_ETHBTCDATA:7B stock buyback, here’s what you need to know about this market heavyweight.
2/8 – RECENT REVENUE GROWTH
• Q1 FY24: Gross bookings hit $37.7B (+20% YoY)
• Revenue: $10.1B (+15% YoY), beating estimates by FWB:40M
• Uber’s firing on all cylinders—mobility & delivery both on the rise
3/8 – EARNINGS & PROFITABILITY
• Operating margin up from -3% to 2%—that’s a serious pivot to profit
• Adjusted EBITDA soared 82% to $1.4B
• First annual profit since going public in 2019. Party time! 🎉
4/8 – BUYBACKS & BULLISH GUIDANCE
• SEED_TVCODER77_ETHBTCDATA:7B stock buyback → market approves, stock at all-time highs 📈
• Gross bookings outlook: +15–20% for the next 3 years
• EBITDA growth pegged at ~40%—can they keep the momentum?
5/8 – VALUATION SNAPSHOT
• Forward P/E ~35x—a bit high, but consider the growth & dominance
• Market cap ~$140B vs. robust free cash flow projections
• Competition (Lyft, DoorDash) often has higher P/E or shakier growth
6/8 Is Uber undervalued given its trajectory?
1️⃣ Yes—ride (and deliver) the wave!
2️⃣ No—too pricey at 35x forward P/E
3️⃣ Maybe—needs more proof (robotaxi success?)
Vote below! 🗳️👇
7/8 – SWOT/SCOT TAKE
Strengths: Global brand, diverse services, Waymo partnership 🤖
Challenges: Regulations, high op costs, fierce competition
Opportunities: New markets, AI, autonomous tech
Threats: Legal hurdles, changing consumer habits
8/8 – WHAT’S NEXT?
Uber’s aiming for an autonomous future—could that turbocharge margins? ⚡️🏁
