TLDR

Uber reported $12.7B in Q2 revenue, up 18% YoY
Net income hit $1.4B, with adjusted EBITDA up 35%
Trips surged 18% YoY to 3.3 billion
Free cash flow reached $2.5B, with $7.4B in liquidity
New $20B share repurchase plan announced

Uber Technologies Inc. (NYSE: UBER) closed at $89.39 on August 5, 2025, rising 1.09% on the day.

Uber Technologies, Inc. (UBER)

The ride-hailing and delivery giant revealed a robust second quarter, driven by strong consumer demand and operational efficiency. The company posted revenue of $12.7 billion, up 18% year-over-year, and net income of $1.4 billion.

18% Growth in Revenue and Trips

Trips grew 18% year-over-year to 3.3 billion, fueled by a 15% increase in Monthly Active Platform Consumers and higher trip frequency per user. Gross Bookings rose 17% to $46.8 billion, with a similar 18% increase on a constant currency basis. Revenue growth mirrored these figures at 18% YoY, showing the company’s ability to capitalize on rising demand.

Income from operations jumped 82% YoY to $1.5 billion, while adjusted EBITDA climbed 35% to $2.1 billion. The adjusted EBITDA margin reached 4.5% of Gross Bookings, up from 3.9% a year earlier, reflecting improved efficiency across business units.

Uber Technologies, $UBER, Q2-25. Results:

📊 EPS: $0.63 🟢
💰 Revenue: $12.7B 🟢
📈 Net Income: $1.4B
🔎 Uber authorized a massive $20B share buyback after record income and cash flow performance across Mobility and Delivery. pic.twitter.com/tQwquhHMuo

— EarningsTime (@Earnings_Time) August 6, 2025

Record Free Cash Flow and a Healthy Balance Sheet

Uber generated $2.6 billion in operating cash flow and $2.5 billion in free cash flow during the quarter. As of the end of Q2, the company held $7.4 billion in unrestricted cash, cash equivalents, and short-term investments, giving it strong financial flexibility.

Massive $20B Share Repurchase Plan

The standout announcement was Uber’s new $20 billion share buyback authorization—nearly triple the $7 billion total it had committed to until now. This move signals confidence in the company’s long-term growth prospects and adds support for the stock price amid broader market volatility.

Q3 2025 Outlook Shows More Growth Ahead

For the third quarter of 2025, Uber expects Gross Bookings between $48.25 billion and $49.75 billion, representing 17% to 21% YoY growth on a constant currency basis. Adjusted EBITDA is projected to land between $2.19 billion and $2.29 billion, signaling 30% to 36% growth. These figures account for the contribution from Uber’s recent Trendyol Go acquisition.

Stock Outperforms the Broader Market

Uber has significantly outpaced the S&P 500 across multiple time frames. Year-to-date, UBER has gained 48.19% versus the S&P 500’s 7.10%. Over three years, Uber is up 179.26%, compared to the S&P’s 51.96%.

Uber’s strong Q2 earnings and bold capital return strategy underscore its momentum as it scales beyond its core mobility services. The share repurchase plan and strong free cash flow suggest a new phase of shareholder-friendly policies.

 

The post Uber Technologies Inc. ($UBER) Stock: $20B Buyback and 18% Revenue Jump Impresses in Q2 appeared first on CoinCentral.

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Filed under: News - @ August 6, 2025 5:01 pm