From Nasdaq: 2025-05-05 14:35:00

Uber and Lyft will report first-quarter 2025 earnings this week. Lyft has almost all its revenue from ridesharing and holds a quarter of the US market, while Uber dominates with a 75% market share. Analysts predict flat EPS for Lyft and a swing to profit for Uber with strong gross bookings growth.

Traders anticipate a post-earnings move of +/- 7.8% for Uber and 15.6% for Lyft based on options prices. Uber has outperformed Lyft in price performance and benefits from its Uber Eats delivery service and robotaxi partnerships with key companies.

The key focus for ride-sharing earnings reports will be comments on robotaxis. Alphabet’s Waymo, which provides robotaxi rides, and Tesla’s upcoming Cybercab service showcase the growing trend. Uber and Lyft will need to adapt to the robotaxi revolution to stay competitive in the market.

After years of losses, Uber and Lyft reached profitability in 2023. Both companies have exceeded Wall Street expectations in recent quarters, with Lyft beating analyst estimates by an impressive margin. Uber has shown strong price strength and is emerging from a bullish technical pattern.

As Uber and Lyft prepare to release their first-quarter results, questions about future growth, robotaxi ambitions, and the evolving industry will be answered. Uber has positioned itself as a leader through its strong performance, Uber Eats business, and strategic partnerships.



Read more at Nasdaq: Uber vs. Lyft Earnings Preview: Robotaxi Ambitions in Focus