PALO ALTO CEO NIKESH ARORA JOINS UBER BOARD OF DIRECTORS $UBER $PANW

$UBER Q2’25 earnings are out — it was another quarter of new records: ✅Trips up 18% to 3.3B ✅MAPCs up 15% YoY to 180M ✅Adjusted EBITDA up 35% to $2.1B ✅TTM FCF of $8.5B – a record high 🚗Autonomous momentum continuing at Uber speed 💰New $20B buyback authorization - and began

Massive quarter from $UBER. EPS $0.63, +33% YoY Rev $12.65B, +18 YoY FCF $2.48B, +44% YoY MAU 180M, +15% YoY EBITDA $2.12B, +35% YoY Bookings $46.76B, +17% YoY Trips 3.27B, +18% YoY Net income $1.36B, +33% YoY Raised guidance $20B buyback Monster. Future mega cap stock.

With earnings results from some of our US competitors today, contextualizing the profitable growth at scale Uber is delivering: In Q2, Lyft completed 235M trips, adding 30M trips YoY Doordash completed 761M trips, adding 126M trips YoY Uber completed 3,268M trips, adding 503M

Phenomenal consumer adoption for Uber One -- members spend 3X as much as non-members on a monthly basis, with higher retention and frequency. Nearly 40% or 14M of these 36M members joined the Uber One program in just the past 12 months, and as this cohort matures, we expect

🚀 We’re thrilled to welcome Dollar General and pOpshelf to Uber Eats, bringing more than 14,000 (!!) new retail locations across the U.S. into the world of on-demand delivery. At Uber Eats, we’re expanding far beyond restaurants to become the go-to platform for everyday

Huge thanks to Lior Ron for following his vision and building Uber Freight for us. Moving onto another BigBoldBet Waabi. And am v excited for Rebecca Tinucci to take Freight to the next level⤴️!!

Apollo neck and neck w Waymo. Key difference: car is “way” cheaper. Like $30k vs $175k. Big diff. ROW will be the battleground.

Checking in from Baidu HQ - coming soon to ROW on Uber!

I’m not seeing it mentioned but Bill Ackman released a note on Uber within the last day or so. Few quotes: “We believe the stock was mispriced due to misplaced concerns regarding perceived long-term threats from autonomous vehicles (‘AVs’).” “Uber is strategically advancing

Welcome steve jang and excited about what's ahead for Nuro and team!!!

Source: youtu.be/2B8gABDfh7I

$UBER announces the launch of Uber Trains From 2029, 10 high-speed trains could connect Stratford Intl to Brussels, Paris, Lille & more via the Channel Tunnel. Partnering with Gemini Trains, tickets may be booked directly in the app alongside cabs, bikes and more.

The future is coming your way, Dallas! 🤠 Together with our partners at Avride, we’re ramping up testing of autonomous vehicles across Dallas and unveiling the co-branded Uber x Avride vehicle that will soon be driving riders into the future. Read more:

Strong progress and important milestones unlocked on the road to our upcoming public launch in Dallas!

Huge congrats to our Uber Eats Australia 🇦🇺 team for completing 1 billion delivery trips since our launch in Melbourne in 2016. More than 85% of Australians have ordered Eats🍴 to their home, and through continuous expansion, we now reach more than 90% of the Australian

Spending on food away from home continues to accelerate, and is now almost 60% of total food expenditure $DASH, $TOST and $UBER have been massive beneficiaries I don’t see what reverses this trend

$UBER is teaming up with China’s Momenta to launch robotaxi testing in Munich next year Momenta already runs services in Shanghai and supplies tech to Mercedes, BMW and Audi. The plan, if successful, is to expand across Europe. Another sign of a fragmented market.

Munich with Momenta in 2026! reuters.com/business/autos… I had an opportunity to test ride Momenta L4 in Shanghai last month. Flawless ride at high speeds!

Some interesting facts from Dara’s chat today: - $UBER has 36M members growing 60% y/o/y. Members spend 3x more. Membership revenue at $2B run rate - Seeing zero evidence users are trading down to save $ (consumer/value prop is strong) - Only 20% of MAU’s use both Rides and Eats