Back to top

Image: Bigstock

Don't Overlook Uber (UBER) International Revenue Trends While Assessing the Stock

Read MoreHide Full Article

Have you looked into how Uber Technologies (UBER - Free Report) performed internationally during the quarter ending June 2025? Considering the widespread global presence of this ride-hailing company, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.

In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.

Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.

While delving into UBER's performance for the past quarter, we observed some fascinating trends in the revenue from its foreign segments that are commonly modeled and observed by analysts on Wall Street.

For the quarter, the company's total revenue amounted to $12.65 billion, experiencing an increase of 18.2% year over year. Next, we'll explore the breakdown of UBER's international revenue to understand the importance of its overseas business operations.

Decoding UBER's International Revenue Trends

During the quarter, Latin America contributed $789 million in revenue, making up 6.2% of the total revenue. When compared to the consensus estimate of $782.35 million, this meant a surprise of +0.85%. Looking back, Latin America contributed $717 million, or 6.2%, in the previous quarter, and $679 million, or 6.4%, in the same quarter of the previous year.

Of the total revenue, $3.9 billion came from Europe, Middle East and Africa during the last fiscal quarter, accounting for 30.8%. This represented a surprise of +13.34% as analysts had expected the region to contribute $3.44 billion to the total revenue. In comparison, the region contributed $3.32 billion, or 28.8%, and $2.99 billion, or 27.9%, to total revenue in the previous and year-ago quarters, respectively.

Asia Pacific generated $1.4 billion in revenues for the company in the last quarter, constituting 11.1% of the total. This represented a surprise of -2.49% compared to the $1.44 billion projected by Wall Street analysts. Comparatively, in the previous quarter, Asia Pacific accounted for $1.28 billion (11.1%), and in the year-ago quarter, it contributed $1.21 billion (11.3%) to the total revenue.

Revenue Forecasts for the International Markets

The current fiscal quarter's total revenue for Uber, as projected by Wall Street analysts, is expected to reach $13.2 billion, reflecting an increase of 18% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Latin America is anticipated to contribute 6.2% or $819.24 million, Europe, Middle East and Africa 27.2% or $3.59 billion and Asia Pacific 11.4% or $1.51 billion.

For the full year, the company is projected to achieve a total revenue of $51.31 billion, which signifies a rise of 16.7% from the last year. The share of this revenue from various regions is expected to be: Latin America at 6.3% ($3.25 billion), Europe, Middle East and Africa at 28.3% ($14.5 billion), and Asia Pacific at 11.5% ($5.89 billion).

Key Takeaways

The dependency of Uber on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

At Zacks, we place significant importance on a company's evolving earnings outlook. This is based on empirical evidence demonstrating its strong influence on a stock's short-term price movements. Invariably, there exists a positive relationship -- an upward revision in earnings estimates is typically mirrored by a rise in the stock price.

The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.

At the moment, Uber has a Zacks Rank #3 (Hold), signifying that its performance may align with the overall market trend in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Review of Uber Technologies' Recent Stock Market Performance

The stock has witnessed a decline of 6.1% over the past month versus the Zacks S&P 500 composite's an increase of 2.7%. In the same interval, the Zacks Computer and Technology sector, to which Uber belongs, has registered an increase of 6.3%. Over the past three months, the company's shares saw a decrease of 2.4%, while the S&P 500 increased by 13.2%. In comparison, the sector experienced an increase of 24.3% during this timeframe.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Uber Technologies, Inc. (UBER) - free report >>

Published in