Here's The Real Reason Uber Is FALLING After Solid Results | $UBER Earnings Analysis

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  • Опубліковано 10 лют 2025
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    👨‍💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, UA-camr, and financial educator. He's been investing in the stock market since 2004. Brian likes to buy and hold the highest quality companies he can find.
    👨‍💼Brian Stoffel is a writer, investor, UA-camr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.
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КОМЕНТАРІ • 66

  • @deimos78
    @deimos78 5 днів тому +10

    I’d like to see your analysis on AMD and PayPal earnings please.

  • @joefarah
    @joefarah 5 днів тому +7

    Great analysis Brian. I am very skeptical about autonomous driving roll out, adoption and reach beyond urban cores, and I think the valuation is compelling enough to add some shares, especially at or near the $60 support level.

  • @jackwilliamburgess
    @jackwilliamburgess 6 днів тому +11

    Great video as always. Can I just say, I wouldn't mention your returns YTD, just your since inception please, since YTD means absolutely nothing.

  • @plutoneptune4239
    @plutoneptune4239 5 днів тому +3

    AMD please

  • @ashwinbaboorajaram8445
    @ashwinbaboorajaram8445 5 днів тому +5

    Can you please do review of AMD earnings

  • @jayshankarchandran321
    @jayshankarchandran321 5 днів тому +4

    Great analysis, stock is totally undervalued.

  • @nickt463
    @nickt463 5 днів тому +2

    Good time to buy more. Only have 150 shares now, but I have hope it will do well this year.

  • @valerio727
    @valerio727 5 днів тому +1

    Great analysis, thank you

  • @yannlathro256
    @yannlathro256 5 днів тому

    New subscriber. Nice breakdown.

  • @gerard85250
    @gerard85250 5 днів тому +2

    So what is the fair value according to you?

  • @117avea3
    @117avea3 4 дні тому

    Is this the correct match for Operating Expenses which is stated as 24%/ The percentage growth from $9,284.00 to $11,189.00 is approximately 20.52%.

  • @Klon337
    @Klon337 6 днів тому +1

    Thanks for the analysis! Valuation is too cheap bought more today

  • @gurusukh
    @gurusukh 6 днів тому

    Great analysis. I feel along with the stock buyback plan, the company needs to initiate a token dividend to setup a solid shareholder base as it has begun to generate robust FCF.

  • @vaitom6078
    @vaitom6078 5 днів тому

    thx

  • @Hassan-AlienEarthman
    @Hassan-AlienEarthman 5 днів тому

    When you invest in uber you invest in the suppression of drivers earnings, profits are more priority than fair living wages..

  • @SalamHerbs-db5nt
    @SalamHerbs-db5nt 3 дні тому

    Uber has gone so far with the slave wages.... And they even sneak in trips with $0.00 pay including tip. I would dump uber stock before it crashes.

  • @Hassan-AlienEarthman
    @Hassan-AlienEarthman 5 днів тому

    Uber isnt great , there rates are archaic

  • @GrimNHTl
    @GrimNHTl 5 днів тому

    Saw that google drop? Lol Uber is lucky

  • @marciajones6827
    @marciajones6827 5 днів тому

    But I do make my money just like they get their money I get my money I don't accept rides less than $10 I'm sorry as a driver

  • @NotJoyful2024
    @NotJoyful2024 5 днів тому +1

    The driver does NOT receive the majority of the passenger fare

  • @randomguy-te1il
    @randomguy-te1il 6 днів тому

    Do $CART next please after earnings.

  • @sweetiemcgee
    @sweetiemcgee 5 днів тому +2

    anecdotally, i will NEVER use uber or lyft again if waymo is an option.

    • @nickt463
      @nickt463 5 днів тому +6

      Self driving cars are far from being reliable enough to compete with Uber. Besides, Uber has partnered with Nvidia to compete with waymo. By the time waymo is profitable, I expect Uber to still dominate. The first time they cause a car pile up, I expect lawsuits to plague them and then regulations

    • @svladylen
      @svladylen 5 днів тому +2

      What if you need to wait 30 minutes instead of 5?

    • @kolaiahisrael950
      @kolaiahisrael950 5 днів тому

      Bad argument considering they only have subpar service in 3 cities and Uber is a world wide company. Also, anecdotally will NEVER ride in a driverless vehicle.

  • @Dude27893
    @Dude27893 5 днів тому +14

    Uber steals from drivers

    • @daniell6303
      @daniell6303 5 днів тому +3

      You can always call them directly instead of using the app.

    • @ravaughn1395
      @ravaughn1395 5 днів тому

      Then how would we spread awareness among the masses ?

    • @daniell6303
      @daniell6303 5 днів тому

      @@ravaughn1395 I was being ironic. It isn't a steal when you wouldn't even have interacted with them in the first place, hence you can't call them directly unless you've met them before... using the app. It isn't a subscription fee either, they are accepting the rules, just like anyone who works do, and that's it.

    • @kolaiahisrael950
      @kolaiahisrael950 5 днів тому +4

      So does your bank and your government.

    • @chungyanman386
      @chungyanman386 5 днів тому +1

      No. Their algo helps drivers to do more businesses

  • @tristategaragedoorservices3382
    @tristategaragedoorservices3382 5 днів тому

    Didn’t they miss eps by a mile ?

  • @borisp9499
    @borisp9499 5 днів тому

    If Tesla or Waymo release a ride hailing app, which shouldn't be that difficult, I think UBER stock will be down 20-30% on that.

    • @DavideCillo
      @DavideCillo 3 дні тому

      there already is a Waymo One ride hailing app getting popular in cities such as San Francisco, and Uber's stock is still up

    • @borisp9499
      @borisp9499 3 дні тому

      ​@@DavideCilloIf waymo share grows significantly, uber stock will be impacted.

    • @DavideCillo
      @DavideCillo День тому

      ​@borisp9499 don't worry, it take years to undertake a company like Uber, meanwhile Uber robotaxis will be out. Second part 2025 max 2026 they're coming out via Avride and Nuro. 2027/28 Wayve which has a better robotaxi technology than Waymo, you can check on the web on that. There is Uber after all these startups, the technology is real and they are ready to hit the streets in max 18-24 months. Plus, Uber is placed to be the absolute leader in Europe, Middle East and certain Asia regions. Uber is the only company offering autonomous delivery. Uber will be the first company working in the autonomous freight segment via Volvo. Uber is the only company also having human drivers, and they suit perfectly with machines for the next 10 years. Uber has a customer base and all the AV producers will look for them because they can't go direct to consumer.

    • @DavideCillo
      @DavideCillo День тому

      don't worry, it take years to overtake a company like Uber, meanwhile Uber robotaxis will be out. Second part 2025 max 2026 they're coming out via Avride and Nuro. 2027/28 via Wayve which has a great robotaxi technology. Uber is behind all these startups, the technology is real and they are ready to hit the streets in max 18-24 months. Plus, Uber is placed to be the absolute leader in Europe, Middle East and certain Asia regions. But 20% of the global market share would be enough to make Uber a future $1T+ company, the market is huge. Don't forget Uber is the only company offering autonomous delivery. Uber will be the first company working in the autonomous freight segment via Volvo. Uber is the only company which also has human drivers, and they suit perfectly with machines for the next 10 years. All the AV producers will look for Uber because they can't go direct to consumer.

    • @firsargentum5920
      @firsargentum5920 День тому +1

      @@DavideCillo Yes, Uber already has built the massive subscriber base which costs and they can easily move these subscribers to autonomous when it becomes safe plus they have far more experience dealing with regulation and legals around passenger transport.

  • @Hassan-AlienEarthman
    @Hassan-AlienEarthman 5 днів тому +1

    Drivers should earn profit share for their slave labor

  • @MrFrescocotone
    @MrFrescocotone 5 днів тому

    Lyft is going to eat away a lot of market share

  • @alecprentice1573
    @alecprentice1573 2 дні тому

    Won't Uber just buy a bunch of Autonomous Cars, or at the very least, lease out its patented technology?

  • @FSGallipoli
    @FSGallipoli 5 днів тому

    AMD please