All the financial metrics are improving.. pardon my quick n dirty / regard math and analysis but seems Dara K. has Uber’s operational turnaround completely dialed in.
Own it already. Thinking of adding more.
Uber’s TTM show a powerful upward trend, with revenue growing 16.7% to $55.23B and operating income surging 48.6% to $6.70B compared to last year. TTM fcf at $10.1B
Uber's stock has been range bound for a long time and 1Yr down 31%
Expecting an imminent operational breakout.
Shifted from structural cash losses to consistent positive net margins via high-margin advertising layering.
Surpassed a historic milestone of $10B in annual Free Cash Flow.
Bill Ackman is in (not a fan of his investment thesis): Bets that AV operators will rely on Uber's network rather than competing directly.
Targeted workforce cuts and internal developer AI tooling drastically accelerated operating leverage.
Solid liquidity profile boasting a conservative 1.33x leverage ratio and investment-grade coverage.
Waymo is a Threat!