UBERUber
- Employees
- 34,000
- Headquarters
- San Francisco, CA
- CEO
- Dara Khosrowshahi
- Next results
- around Feb 3, 2027
The biggest changes in the 10-K filed 2026-02-13, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Operating margin
6.4% → 10.7% (+4.3 pts) Big change FY to 2025-12-31 vs 2024-12-31“Research and development expenses increased $293 million, or 9%, primarily attributable to $313 million increase in employee headcount costs.”
Read it in the 10-K ↗
Cash from operations
+41.5% Big change FY to 2025-12-31 vs 2024-12-31“Net cash provided by operating activities was $10.1 billion for the year ended December 31, 2025, primarily consisting of $10.1 billion of net income including non-controlling interests, adjusted for certain non-cash items, which primarily included $4.8 billion of deferred income taxes, $1.8 billion of stock-based compensation expense, $747 million of depreciation and amortization expense, as well as a $2.2 billion increase in cash from working capital.”
Read it in the 10-K ↗
Revenue
+18.3% Big change FY to 2025-12-31 vs 2024-12-31“Revenue was $52.0 billion, up 18% year-over-year, primarily attributable to an increase in Gross Bookings of 19%.”
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“Revenue increased $8.0 billion, or 18% year-over-year, primarily attributable to an increase in Gross Bookings of 19%.”
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Net income
+2.0% FY to 2025-12-31 vs 2024-12-31“If the jurisdictional effective tax rate determined under these rules is less than 15%, a top-up tax will be due to bring the jurisdictional effective tax rate up to 15%.”
Read it in the 10-K ↗
“Provision for income taxes increased by $1.4 billion primarily attributable to the release of $6.4 billion of our valuation allowance of certain U.S. federal and state deferred tax assets in the fourth quarter of 2024 compared to the release of $5.0 billion of our Netherlands valuation allowance during the year ended December 31, 2025.”
Read it in the 10-K ↗
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
Work on UBER in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/UBER/export.csv") into a cell.