We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Navigating the Robotaxi Revolution: Uber, Lyft, EPS Preview
Rideshare Wars: Uber & Lyft EPS Preview
Zacks Rank #3 (Hold) stock Uber Technologies ((UBER - Free Report) ) and Zacks Rank #4 (Sell) stock Lyft ((LYFT - Free Report) ) dominate the American rideshare market. Together, UBER and LYFT have become ubiquitous with ride-sharing, with customers often using ‘Uber’ or ‘Lyft’ as a verb. Currently, Uber dominates the ride-share market, owning roughly three quarters of the ride-share market, and has expanded into the food delivery business (Uber Eats) to compete with DoorDash ((DASH - Free Report) ). Meanwhile, Lyft mainly focuses on ridesharing but has expanded into bike and scooter rentals.
UBER & LYFT Important Earnings Information
UBER EPS Info:
UBER Earnings Date: UBER will report earnings on Wednesday, August 6th, before the market opens.
· Earnings Per Share (EPS):The Zacks Consensus Estimate for EPS is set at $0.62, which would represent a significant increase of over 31% compared to the $0.47 reported in the same quarter last year.
· Revenue:Analysts are forecasting revenue of approximately $12.46 billion, suggesting a year-over-year increase of over 16% from the $10.7 billion in Q2 2024.
· Gross Bookings:The company's own guidance for the quarter projects Gross Bookings in the range of $45.75 billion to $47.25 billion, which would indicate a strong growth of 16-20% on a constant-currency basis.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 7.8%
· UBER Earnings Surprise History:Uber has surpassed Zacks Consensus Analyst Estimates in four of the past five quarters. Over the past four quarters, UBER has gained momentum and has smashed Wall Street estimates by an average of 212.26%.
Image Source: Zacks Investment Research
LYFT EPS Info:
· LYFT Earnings Date: Lyft will report earnings after the market close on Wednesday, August 6th.
· Earnings Per Share (EPS): Zacks Consensus Estimates predict EPS of $0.27. This compares favorably to the $0.03 reported in the same quarter last year. Wall Street’s wide range of estimates suggests a variety of opinions on the company's profitability.
· Revenue:The consensus revenue forecast is approximately $1.61 billion. If achieved, this would represent a notable year-over-year increase from the $1.44 billion reported in Q2 2024.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 14.2%
· LYFT Earnings Surprise History: LYFT has beaten Zacks Consensus Analyst Estimates in eight of the past nine quarters. Over the past four quarters, LYFT has beat estimates by an average of 24.19%.
Image Source: Zacks Investment Research
Uber/Lyft Stock Performance
UBER has performed far better than LYFT in 2025, gaining 44.1% compared to LYFT’s 5.6%.
Image Source: Zacks Investment Research
The Big Question: Will the Rideshare Incumbents Benefit from the Robotaxi Revolution?
The robotaxi revolution is here, with Alphabet’s ((GOOGL - Free Report) ) ‘Waymo’ already operating its fully autonomous ride-hailing services in five cities. Meanwhile, Tesla ((TSLA - Free Report) ) has launched a limited robotaxi rollout in Austin, Texas, with plans to extend it to the Bay Area and possibly Arizona. Depending on who you ask, robotaxis are either a threat or an opportunity for the two ride-sharing incumbents.
Uber Robotaxi Plan: Rather than building the robotaxis themselves, Uber is forging partnerships with robotaxi leaders like Waymo and Baidu ((BIDU - Free Report) ). Additionally, Uber has inked partnerships with Lucid ((LCID - Free Report) ) and Nuro to deploy 20,0000 new robotaxis by 2032. Finally, Uber has a partnership with Serve ((SERV - Free Report) ), using its small autonomous robots to deliver food for its Uber Eats service.
Lyft Robotaxi Plan: Like Uber,Lyft is going for an ‘asset light’ model to save money on building its own robotaxis. Lyft has a partnership with Mobileye ((MBLY - Free Report) ) to provide autonomous ride-hailing services.
Other things to watch:
A primary driver for Lyft will be to see if the company can maintain the profitability achieved in Q1 with its ‘growth with discipline’ strategy. Additionally, investors will want to know how the company’s European expansion is going thus far. Given UBER’s more aggressive approach in the robotaxi market, the primary focus will be on how the robotaxi revolution is impacting the business.
Bottom Line
Uber and Lyft will each report earnings this week. Investors will be focused on how each company is navigating the emergence of robotaxi vehicles.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Navigating the Robotaxi Revolution: Uber, Lyft, EPS Preview
Rideshare Wars: Uber & Lyft EPS Preview
Zacks Rank #3 (Hold) stock Uber Technologies ((UBER - Free Report) ) and Zacks Rank #4 (Sell) stock Lyft ((LYFT - Free Report) ) dominate the American rideshare market. Together, UBER and LYFT have become ubiquitous with ride-sharing, with customers often using ‘Uber’ or ‘Lyft’ as a verb. Currently, Uber dominates the ride-share market, owning roughly three quarters of the ride-share market, and has expanded into the food delivery business (Uber Eats) to compete with DoorDash ((DASH - Free Report) ). Meanwhile, Lyft mainly focuses on ridesharing but has expanded into bike and scooter rentals.
UBER & LYFT Important Earnings Information
UBER EPS Info:
UBER Earnings Date: UBER will report earnings on Wednesday, August 6th, before the market opens.
· Earnings Per Share (EPS):The Zacks Consensus Estimate for EPS is set at $0.62, which would represent a significant increase of over 31% compared to the $0.47 reported in the same quarter last year.
· Revenue:Analysts are forecasting revenue of approximately $12.46 billion, suggesting a year-over-year increase of over 16% from the $10.7 billion in Q2 2024.
· Gross Bookings:The company's own guidance for the quarter projects Gross Bookings in the range of $45.75 billion to $47.25 billion, which would indicate a strong growth of 16-20% on a constant-currency basis.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 7.8%
· UBER Earnings Surprise History:Uber has surpassed Zacks Consensus Analyst Estimates in four of the past five quarters. Over the past four quarters, UBER has gained momentum and has smashed Wall Street estimates by an average of 212.26%.
Image Source: Zacks Investment Research
LYFT EPS Info:
· LYFT Earnings Date: Lyft will report earnings after the market close on Wednesday, August 6th.
· Earnings Per Share (EPS): Zacks Consensus Estimates predict EPS of $0.27. This compares favorably to the $0.03 reported in the same quarter last year. Wall Street’s wide range of estimates suggests a variety of opinions on the company's profitability.
· Revenue:The consensus revenue forecast is approximately $1.61 billion. If achieved, this would represent a notable year-over-year increase from the $1.44 billion reported in Q2 2024.
Image Source: Zacks Investment Research
· Implied Earnings Move (based on options): +/- 14.2%
· LYFT Earnings Surprise History: LYFT has beaten Zacks Consensus Analyst Estimates in eight of the past nine quarters. Over the past four quarters, LYFT has beat estimates by an average of 24.19%.
Image Source: Zacks Investment Research
Uber/Lyft Stock Performance
UBER has performed far better than LYFT in 2025, gaining 44.1% compared to LYFT’s 5.6%.
Image Source: Zacks Investment Research
The Big Question: Will the Rideshare Incumbents Benefit from the Robotaxi Revolution?
The robotaxi revolution is here, with Alphabet’s ((GOOGL - Free Report) ) ‘Waymo’ already operating its fully autonomous ride-hailing services in five cities. Meanwhile, Tesla ((TSLA - Free Report) ) has launched a limited robotaxi rollout in Austin, Texas, with plans to extend it to the Bay Area and possibly Arizona. Depending on who you ask, robotaxis are either a threat or an opportunity for the two ride-sharing incumbents.
Uber Robotaxi Plan: Rather than building the robotaxis themselves, Uber is forging partnerships with robotaxi leaders like Waymo and Baidu ((BIDU - Free Report) ). Additionally, Uber has inked partnerships with Lucid ((LCID - Free Report) ) and Nuro to deploy 20,0000 new robotaxis by 2032. Finally, Uber has a partnership with Serve ((SERV - Free Report) ), using its small autonomous robots to deliver food for its Uber Eats service.
Lyft Robotaxi Plan: Like Uber,Lyft is going for an ‘asset light’ model to save money on building its own robotaxis. Lyft has a partnership with Mobileye ((MBLY - Free Report) ) to provide autonomous ride-hailing services.
Other things to watch:
A primary driver for Lyft will be to see if the company can maintain the profitability achieved in Q1 with its ‘growth with discipline’ strategy. Additionally, investors will want to know how the company’s European expansion is going thus far. Given UBER’s more aggressive approach in the robotaxi market, the primary focus will be on how the robotaxi revolution is impacting the business.
Bottom Line
Uber and Lyft will each report earnings this week. Investors will be focused on how each company is navigating the emergence of robotaxi vehicles.