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I thought Uber's quarter looked good, but Wall Street disagreed, says Jim Cramer
11/5/2025, 3:48:39 AM
Economic Summary
- Uber (UBER) reported strong user and revenue growth: trips +22%, gross bookings +21%, revenue +20%, and monthly active platform customers up 17%, indicating sustained demand across ride-hailing and delivery.
- Uber Eats was the standout business with 25% gross bookings growth and 29% revenue growth, underscoring food delivery as a key growth driver for UBER.
- Reported EPS of $3.11 beat expectations but included a $4.9 billion tax valuation release; excluding that one-time benefit produces a much smaller beat and raises earnings-quality concerns, which likely contributed to the stock's >5% decline.
Bullish
- Trips +22%, gross bookings +21%, revenue +20% — strong top-line performance
- Uber Eats: 25% gross bookings growth and 29% revenue growth
- Monthly active platform customers +17% and stock up >50% YTD — buying opportunity
Bearish
- EPS beat largely driven by a $4.9B tax valuation release, reducing earnings quality
- Operating income came in light versus expectations
- Stock dropped >5%, signaling investor concern despite headline growth
Bullish tickers
UBER
Bearish tickers
UBER
UBER
Bullish
Strong user and revenue growth (trips +22%, bookings +21%, revenue +20%) with Uber Eats accelerating; long-term demand appears intact.
Bearish
EPS largely boosted by a $4.9B tax valuation release and operating income was light, creating earnings-quality and profitability concerns.