Uber
- Mar 6
- 26 min read
Company name: Uber
Ticker symbol: $UBER
Sector: Technology
Industry: Mobility App
Today, we dive into the mobility platform Uber. Once infamous for scandals and eye-watering cash burn, but the company has changed for the better. On the surface, Uber seems like a simple ride-hailing app. But behind that minimalist black-and-white logo hides a complex (and at times unsettling) story. Uber now facilitates over 30 million trips per day.
To prepare for this episode, we read Super Pumped by Mike Isaac and spoke with former Uber employees to get a boots-on-the-ground perspective. What makes this a particular interesting time to analyse Uber, is because the stock is down roughly 25% from its 2025 peak, even while fundamentals have improved.
Founded in 2008 by Travis Kalanick and Garrett Camp, Uber pursued growth at all costs, spending billions to build its network. Today, under CEO Dara Khosrowshahi, the focus has shifted decisively toward discipline and cash generation. Let’s break down how Uber actually makes money...
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