UBER
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 34 directly disclosed connections are confirming.
Invalidation: The isolated read changes if UBER's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 34 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Delivery revenue increased primarily attributable to an increase in Delivery Gross Bookings of 28%, driven by an increase in Trip volumes, and a $180 million increase in advertising revenue.”10-Q · May 6, 2026 ↗
“Freight Segment Operating Loss increased primarily attributable to an $81 million increase in Freight Carrier payments recorded in Freight Platform Participant direct transaction costs, partially offset by a $77 million increase in Freight revenue.”10-Q · May 6, 2026 ↗
“Research and Development Year Ended December 31, % Change (In millions, except percentages) 2024 2025 Research and development $ 3,109 $ 3,402 9 % Percentage of revenue 7 % 7 % 54 2025 Compared to 2024 Research and development expenses increased $293 million,…”10-K · Feb 13, 2026 ↗
“Interest Expense Year Ended December 31, % Change (In millions, except percentages) 2024 2025 Interest expense $ (523) $ (440) (16) % Percentage of revenue (1) % (1) % 2025 Compared to 2024 Interest expense decreased by $83 million, or 16%, primarily attribut…”10-K · Feb 13, 2026 ↗
Valuation discipline
Price/sales 2.9× · EV/sales 3.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for UBER. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for UBER. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“Our To-Go menu is available through the Chili’s mobile app, chilis.com, our delivery partners DoorDash, Uber Eats and Grubhub, Google Food Ordering or by calling the restaurant directly.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 35 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
UBER is currently a Leader in the organic co-movement group App-Based Mobility & Delivery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for UBER; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.