- Q1 2024 Uber Technologies Inc Earnings Call TranscriptMay 08, 2024R$84.16 (-5.62%)Earnings
- Uber Technologies Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 06, 2024
- Uber Technologies Inc Investor Update TranscriptFeb 14, 2024
- Q4 2023 Uber Technologies Inc Earnings Call TranscriptFeb 07, 2024R$87.57 (-1.50%)Earnings
- Q3 2023 Uber Technologies Inc Earnings Call TranscriptNov 07, 2023R$60.6 (+3.11%)Earnings
- Uber Technologies Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 07, 2023
- Q2 2023 Uber Technologies Inc Earnings Call TranscriptAug 01, 2023R$55.7 (-4.39%)Earnings
- Q1 2023 Uber Technologies Inc Earnings Call TranscriptMay 02, 2023R$45.74 (+18.50%)Earnings
- Uber Technologies Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 06, 2023
- Q4 2022 Uber Technologies Inc Earnings Call TranscriptFeb 08, 2023R$47.85 (+5.16%)Earnings
- Q3 2022 Uber Technologies Inc Earnings Call TranscriptNov 01, 2022R$38.15 (+11.26%)Earnings
- Uber Technologies Inc at Goldman Sachs Communacopia + Technology Conference TranscriptSep 12, 2022
- Uber Technologies Inc at Evercore TMT Conference TranscriptSep 08, 2022
- Q2 2022 Uber Technologies Inc Earnings Call TranscriptAug 02, 2022R$38.92 (+23.52%)Earnings
- Uber Technologies Inc Keynote at Bank of America Global Technology Conference TranscriptJun 09, 2022
- Q1 2022 Uber Technologies Inc Earnings Call TranscriptMay 04, 2022R$34.44 (-6.46%)Earnings
- Uber Technologies Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 07, 2022
- Uber Technologies Inc Investor Day TranscriptFeb 10, 2022
- Q4 2021 Uber Technologies Inc Earnings Call TranscriptFeb 09, 2022R$52.56 (+4.81%)Earnings
- Uber Technologies Inc Fireside Chat Hosted by UBS TranscriptDec 14, 2021
- Q3 2021 Uber Technologies Inc Earnings Call TranscriptNov 04, 2021R$63.26 (-0.85%)Earnings
- Uber Technologies Inc at Goldman Sachs Communacopia Conference (Virtual) TranscriptSep 21, 2021
- Q2 2021 Uber Technologies Inc Earnings Call TranscriptAug 04, 2021R$53.95 (-2.93%)Earnings
- Uber Technologies Inc at Evercore ISI TMT Conference (Virtual) TranscriptJun 07, 2021
- Uber Technologies Inc at JPMorgan Global Technology, Media and Communications Conference (Virtual) TranscriptMay 25, 2021
- Uber Technologies Inc Annual Shareholders Meeting TranscriptMay 10, 2021
- Q1 2021 Uber Technologies Inc Earnings Call TranscriptMay 05, 2021R$68.55 (-4.69%)Earnings
- Uber Technologies Inc at Truist Securities Technology, Internet & Services Conference (Virtual) TranscriptMar 10, 2021
- Uber Technologies Inc Keynote at Deutsche Bank Virtual Media, Internet & Telecom Conference TranscriptMar 09, 2021
- Uber Technologies Inc Keynote at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 01, 2021
- Q4 2020 Uber Technologies Inc Earnings Call TranscriptFeb 10, 2021R$85 (+5.91%)Earnings
- Uber Technologies Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) TranscriptDec 10, 2020
- Uber Technologies Inc at RBC Global Technology, Internet, Media and Telecommunications Conference (Virtual) TranscriptNov 18, 2020
- Uber Technologies Inc at Morgan Stanley Life After Covid Thematic Conference (Virtual) TranscriptNov 12, 2020
- Q3 2020 Uber Technologies Inc Earnings Call TranscriptNov 05, 2020R$57.87 (-0.03%)Earnings
- Uber Technologies Inc Keynote at Deutsche Bank Virtual Technology Conference TranscriptSep 15, 2020
- Uber Technologies Inc at Citi Global Technology Conference (Virtual) TranscriptSep 08, 2020
- Q2 2020 Uber Technologies Inc Earnings Call TranscriptAug 06, 2020R$46.33 (+5.27%)Earnings
- Uber Technologies Inc to Acquire Postmates Inc - M&A Call TranscriptJul 06, 2020
- Uber Technologies Inc Responsible Investor Digital Festival Keynote (ESG) TranscriptJun 16, 2020
- Uber Technologies Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 03, 2020
- Uber Technologies Inc at Morgan Stanley Sustainable Futures Summit (Virtual) TranscriptJun 03, 2020
- Uber Technologies Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 28, 2020
- Uber Technologies Inc at JPMorgan Technology, Media and Communications Conference (Virtual) TranscriptMay 14, 2020
- Uber Technologies Inc Annual Shareholders Meeting TranscriptMay 11, 2020
- Q1 2020 Uber Technologies Inc Earnings Call TranscriptMay 07, 2020R$44.6 (+14.51%)Earnings
- Uber Technologies Inc State of the Business Analyst Call TranscriptMar 19, 2020
- Uber Technologies Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 04, 2020
- Uber Technologies Inc at Goldman Sachs Technology & Internet Conference TranscriptFeb 12, 2020
- Q4 2019 Uber Technologies Inc Earnings Call TranscriptFeb 06, 2020R$39.57 (-0.47%)Earnings
- Uber Technologies Inc at Barclays Global Technology, Media and Telecommunications Conference TranscriptDec 11, 2019
- Uber Technologies Inc at RBC Capital Markets Technology, Internet, Media and Telecommunications Conference TranscriptNov 20, 2019
- Q3 2019 Uber Technologies Inc Earnings Call TranscriptNov 04, 2019Earnings
- Q2 2019 Uber Technologies Inc Earnings Call TranscriptAug 08, 2019Earnings
- Q1 2019 Uber Technologies Inc Earnings Call TranscriptMay 30, 2019Earnings
Uber Technologies Inc at Evercore TMT Conference Transcript
Good afternoon. I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Spencer Tan and I co-cover Uber. And we're thrilled to have Andrew Macdonald, SVP, Mobility and Business Operations, also a 10-year vet of Uber. There are not too many 10-year vets of Uber. So this guy knows the stories, the ups and downs. Hey, what start-ups don't have ups and downs? We were talking about the Super Pumped book, which I thought was great. I didn't watch the series. I read the book. But I just -- this is a fascinating company.
By the way, it's one of our top picks in mega cap. We talked about a ship between easy money and hard money longs. Hard money, those that need free cash flow support. Well, guess what company has had a free cash flow tipping point? And it's -- and that's Uber. Nobody would have thought that a few years ago when they went public with record losses, but things can change, things can scale.
So anyway, that's where we are. I'm going to go through 30
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