This Tuesday Uber Techpresented some solid third quarter 2025 resultsbut the Wall Street analysts expect more of them. Leading to respond with a drop in value on the market today, according to Pras Subramanian on Yahoo Finance.
These results occur after a series of agreements that Uber has closed in the autonomous driving sector.
Uber reported revenue of $13.47 billion in the third quarter, compared to the estimated 13,260 million, saccording to the Bloomberg consensus, which represents an increase of 21% compared to the previous year. He also registered earnings per share (EPS) of $1.20 compared to the estimated 0.70, with a Adjusted EBITDA of $2.3 billion vs. to 2,270 million, 33% more. The net income will shootup to 6.6 billion dollars. However, $4.9 billion of this figure was due to a valuation tax benefit, not operations.
Los monthly active users of the platform (MAPC) of Uber in the third quarter reached 189 millioncompared to the 184.1 million expected, 17% more year-on-year and above estimates. The gross reserves increased by 21% until reaching 48.7 billion dollars, also exceeding 48.960 million expected.
Looking ahead, Uber projected gross reserves for the fourth trimestre of between 52,250 and 53,750 million dollars, comparedea the estimated 52,330 million, and a Adjusted EBITDA from among 2,410 and 2,510 million dollars, compared to the 2,490 million expected.
However, Uber shares They fell 5% in the pre-opening of the market. Prior to the publication of this report, Uber shares had risen 65% so far.and it’s the end of the year.
«Uber’s growth accelerated markedly in the third quarter, recording one of the largest increases in ride volume in the company’s history,» stated the CEO de Uber, Dara Khosrowshahiin a statement. «We are building on this momentum by investing in long-standing relationships with our customers, advancing our local commerce strategy, and harnessing the transformative potential of AI and autonomous driving.»
Uber’s third quarter also boosted the company’s vision for its future, a future that could be driverless.
Last week, NVIDIA and Uber announced their collaboration to develop what they described as the world’s largest network of near-autonomous vehicles (Level 4).
This alliance aims manufacture 100,000 vehicles starting in 2027, using Nvidia’s Drive AGX Hyperion 10 platform and Drive AV software.
Nvidia stated that this system and suite of sensors are designed to enable Level 4 autonomy. Interestingly, earlier this summer, Lucid Group partnered with Uber for a robotaxis service that would use Lucid electric vehicles ordered through Uber’s platform.
Lucid’s robotaxis would run on autonomous technology company Nuro’s Level 4 driving software, which Lucid announced it would use for its commercial robotaxis.
Looking to the future, starting nextimo year, Joby, which acquired Blade’s passenger operations last month, will allow Uber users to book Blade helicopter and seaplane rides directly in the app. Blade currently offers short helicopter and seaplane flights on various routes in the New York metropolitan area and southern Europe.
The collaboration between Uber and Joby is not new. Both companies have been collaborating since 2019, starting with an alliance in EVTOL (electric vertical takeoff and landing) technology. In 2021, Joby acquired Elevate, the Uber unit that developed an urban air mobility product.
