Uber: 3 Key Takeaways for Long-Term Investors

Uber reported $10.4 billion in trailing 12-month free cash flow and outlined three strategic priorities: financing autonomous vehicle expansion through third-party capital (700 AVs by year-end, 2,000 in 2027), addressing driver supply deficits through targeted marketplace investments, and pausing M&A to focus on integrating recent deals while prioritizing organic growth and share buybacks. The company continues to grow with 215 million monthly active users (up 14% YoY) and 55 million Uber One members.