Uber (UBER) Analyst Watch: AV Progress, Membership Retention, and International Expansion

Uber (NASDAQ: UBER) posted revenue and user growth in line with expectations but missed adjusted EPS, sending its share price down to $73.05 from $77.93 before the earnings. Management credits expansion in monthly active users, adoption of new products, and strong core/suburban demand, including AV deployments improving engagement and Moto/Reserve broadening the customer base. A leadership change saw Balaji Krishnamurthy take the CFO role. Analysts will closely evaluate: progress in AV deployments and partnership scaling; retention and growth in Uber One; expansion of delivery and advertising in international markets; and execution on insurance cost management to improve margins. These are key drivers of sustained profitability.