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Uber Technologies, Inc. · consulting-deck

2025 Q4 Earnings Supplemental

35 pages · 2 arc beats · 2 loops

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2025 Q4 Earnings Supplemental

Uber Technologies, Inc.
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

2
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Market Size 6 slides 100% 6/6 slides 100% 6/6 slides · 44 hits
— 0/6 slides
— 0/6 slides
33.3% 2/6 slides 100% 6/6 slides 100% 6/6 slides Financials 7 slides 100% 7/7 slides 100% 7/7 slides · 57 hits
— 0/7 slides
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100% 7/7 slides 100% 7/7 slides

Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
summarize
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03
summarize
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04
transition
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05
The slide uses a line chart to show growth trends and a summary box to quantify the acceleration in growth metrics post-AV launch.quantify_impact
Open slide detailBeat · Market SizeLoop · Logic Chain
06
The slide uses bar charts to demonstrate SF's competitive advantage in AV deployment suitability.quantify_impact
Open slide detailBeat · Market SizeLoop · Logic Chain
07
The slide uses a visual comparison of bar charts to highlight performance advantages of Uber's AV integration.compare_peers
Open slide detailBeat · Market SizeLoop · Logic Chain
08
The chart illustrates the 'base load' strategy of AVs versus the 'peak demand' strategy of human drivers.compare_options
Open slide detailBeat · Market SizeLoop · Logic Chain
09
The slide highlights that the majority of business value comes from outside the top 20 cities.establish_context
Open slide detailBeat · Market SizeLoop · Logic Chain
10
The slide uses a three-pillar ecosystem model to categorize partners.present_solution
Open slide detailBeat · Market SizeLoop · Logic Chain
11
transition
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12
Data covers Q4 2024 through Q4 2025.summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
13
Includes two footnotes defining Gross Bookings and Constant Currency Growth.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
14
The slide highlights a 19% constant currency growth YoY for the final period.quantify_impact
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
15
Includes detailed footnotes defining Adjusted EBITDA and margin calculations.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
16
The slide includes a reconciliation note for Non-GAAP measures.quantify_impact
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
17
Includes footnotes defining Non-GAAP EPS and referencing reconciliation.summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
18
transition
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
19
The slide displays three sets of bar charts with overlaid line charts for margins, covering Q4 2024 through Q4 2025.summarize
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20
The slide uses a combination of bar charts for absolute values and line charts for margin percentages.summarize
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21
Includes both absolute dollar values and percentage growth/margin metrics.summarize
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22
transition
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23
Data presented in millions, except share amounts (thousands) and per share amounts.analyze_data
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24
Data presented in millions of dollars.analyze_data
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25
Values are in millions of dollars.analyze_data
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26
Values are in millions of dollars.analyze_data
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27
Values are in millions of dollars.analyze_data
Open slide detail
28
transition
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29
The table uses standard financial reporting format for reconciliation of non-GAAP measures to GAAP net income.summarize
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30
Data presented in millions of dollars.analyze_data
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31
The table shows adjustments for items like amortization, legal reserves, and restructuring charges.analyze_data
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32
The table reconciles Non-GAAP metrics to GAAP metrics for Uber Technologies, Inc. over the period from Q1 2024 to Q4 2025.analyze_data
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33
The table provides a breakdown of adjustments including restructuring, impairment, and stock-based compensation.analyze_data
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34
The slide provides a detailed breakdown of adjustments such as stock-based compensation, restructuring charges, and legal settlements.analyze_data
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35
Includes Free Cash Flow Conversion metrics for TTM periods.analyze_data
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