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u/dkrich
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+0.8%
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P&L
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12 мая
$76.44
+0.8%
Mobility revenue was flat YoY despite 25% higher gross bookings and 20% more total trips; delivery revenue surged 34% on likely higher prices and fewer trips. Uber is price-cutting rides to maintain volume (signaling consumer price sensitivity) and raising delivery fees to offset, creating a fragile blend that hides underlying demand weakness. The stock’s 9% post-earnings pump is unwarranted; the reported numbers reveal a deteriorating mobility business and a consumer under pressure. Macro rebound lifts ride demand; Uber reveals trip-level data that disproves the thesis; delivery growth proves sustainable.
Mobility revenue was flat YoY despite 25% higher gross bookings and 20% more total trips; delivery revenue surged 34% on likely higher prices and fewer trips. Uber is price-cutting rides to maintain volume (signaling consumer price sensitivity) and raising delivery fees to offset, creating a fragile blend that hides underlying demand weakness. The stock’s 9% post-earnings pump is unwarranted; the reported numbers reveal a deteriorating mobility business and a consumer under pressure. Macro rebound lifts ride demand; Uber reveals trip-level data that disproves the thesis; delivery growth proves sustainable.
Ритейл и мобильность
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/dkrich на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: UBER.
