美银证券发表报告,指Uber上季度预订及收入分别为442亿及120亿美元,高于市场预期的435亿及118亿美元,但EBITDA略逊预期。其中召车毛预订高于市场预期1%,外卖收入高于预期2%。公司季内作长期投资影响EBITDA,Uber One全球订户人数升至3,000万,按季增500万。Uber Teen载客次数按季增50%,Uber for Business业务按年升50%。管理层亦指载客增长在竞争对手Waymo的主要业务城市内加速。该行认为公司整体业务季度增长强劲,且有充足证据显示季内推广开支增加带来正面投资回报。
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