Uber is investing heavily in the deployment of its Robotaxi service, raising hopes that it can catch up and even surpass competitors.

“META-OLD PLAYERS” IN THE CAR SHARING FIELD $Uber Technologies(UBER.US)$ Recent activity spectrum is reshaping the competitive landscape through a series of cross-sector collaborations.

Earlier this month, Uber announced a tie-up with a high-end electric car maker $Lucid Group(LCID.US)$ Autonomous driving technology company Nuroda has partnered with three companies to create a team of high-end robotaxies. In order to capture the global market, Uber is introducing similar services in Asia and the Middle East to Chinese self-driving companies such as Carrot Sprint, Uber Smart Car, and WTA. This makes it seem like Uber is taking the autonomous driving development program to form an eco-alliance with the leading companies in the Industry.

These collaborations may be $Uber Technologies(UBER.US)$ With the new profit pattern and investment opportunities, other share prices have reached a new high of $97 this year and jumped as high as 60% in the year, can this upswing continue? Share this week's chance to celebrate.

Transforming a multi-platform from Online Car-hailing Operators

Originally an Online Car-Hailing Operator, Uber has evolved into a multi-platform platform including Online Car-Hailing, Delivery Services, the Three Core Business of Freight Services, and ancillary businesses such as the Uber One Membership and Advertising Platform.

The Outbound Business is Uber's mainstay business, leading the way in most markets with 74% growth in the North American region alone. The Business connects passengers and drivers through a mobile platform, provides execution solutions, and enables users to connect directly via microphones through continuous technology to secure fixed market locations, rather than launching a microemail mini-program for users in HAIWAIZHONGGUO.

The delivery service is at the heart of Uber EATS, expanding from food and beverage takeout to instant delivery of all categories, including a nationwide package service.

The Freight Business is divided into two Sectors of Platform Combination Services and Self-Driving Trucks, which are similar to the Online Car-Hailing Platform for Freight.

For investors, Uber's strategic value lies in: Gaining users through high-frequency traffic to deliver business lifeline, and automating the end-to-end freight logistics market. Other eco-cooperation will serve as a focal point for tech companies like Waymo or Convory Logistics Platform. Next, our Business Division looks at how Uber evolves:

Online Car-hailing Services: Supporting Business

Looking at Order Indicators for Online Car-hailing, 2025Q1 reached $21.182 billion, up from the previous quarter, and an increase of 13% year-on-year.

In terms of revenue, Online Car-hailing revenue in Q1 2025Q1 amounted to USD 6.496 billion, a year-over-year increase of 15%, and adjusted net profit of USD 1.753 billion in the second half, an increase of 19% year-on-year.

Online Car-hailing revenue growth is showing a steady trend, such as Order Volume Indicators. The business has entered a stable profitable phase, thanks to the recovery in travel in 2022, driven by the outbreak of the pandemic and the strong momentum of the US Dollar, showing a strong increase in net profit, and a smaller relative difference. We can then focus on the profitability and growth rate changes to assess the health of the Business.

Delivery Business: Stable Profit

In Q1 2025, Distribution Business Revenue was $3.777 billion, a year-over-year increase of 18%, and adjusted net profit of $0.763 billion, a year-on-year increase of 45%.

The increase in delivery revenue is mainly due to a 15% increase in total courier bookings, which is due to the increase in delivery volume, as well as the advertising revenue.

Freight Business: Start Without Color

In Q1 2025, Freight Business Revenue was US$1.26 billion, up 2% YoY. Decrease in freight revenue mainly due to the challenges of the freight market week led to lower revenue per unit, leading to a 2% decrease in gross bookings for freight.

From the perspective of net profit after adjustment, the freight business is not visible and the fundamentals remain flat, and the balance of the business will not be able to keep pace with the balance.

From “Growth Priority” to “Profit Priority”

Combined Business saw 2025Q1 gross revenue of $11.5 billion, a year-on-year growth of 14% after adjusted net profit of $1.774 billion, a new all-time high for the quarter.

Since 2023, Uber's revenue growth base remains between 14%-20%, with net profit growth steady. This means that Uber has realigned its Business and Cost Structure from the beginning of the strategic shift from growth leader to profit leader, so that we can not continue to pay attention to the growth and profit margin of the company.

New Strategic Focus: Robotaxi Collaboration

For Uber, ride-hailing services are a factor that mirrors the other share price movements. Market hub Uber's leading location for Online Car-hailing is Waymo. $Tesla(TSLA.US)$ Challenges such as autonomous driving companies can trigger a pullback in the share price at a moment's notice.

On the contrary, Uber's progress in Robotaxi will be the driving force behind the share price rise. Compared to the CSI Leading Technology Index's Tesla and Waymo, Uber has strong data network and platform operating experience, choice of solutions with proven capabilities, fast access to different technology routes, no different legal systems, different types of robotaxi to operate, and operational low cost, high efficiency Market.

Uber has been bringing in new partners almost every month over the past five months, including last week's announcement of a joint investment of $0.3 billion+ in Lucid and Nuro, which is expected to bring 0.02 million L4 class Robotaxi to operations globally.

This series of actions by Uber, which officially opens a new round of driverless commercialization, is also a key piece of information worth watching for investors. Next, Uber will release its 2025Q2 results on August 9, and we can focus on its expectations and progress in the Robotaxi partnership.

Technical analysis

Referring to the daily chart and the EMA12 and 50-day averages, Uber is currently in an uptrend.

The share price hit a new high of $97 on July 9, followed by a continuous pullback, combined with the Gold Dividing Line, the share gains a bright support position at 23.6% Reverse Position. The short term can be referenced by the EMA50 Average and 23.6% Reverse Position as the Key Resistance (Reference Price $89), Upward Target Price Target Price can be referenced to the pre-term high.

Noteworthy is that the forward RSI Indicator is running at 50, in the uptrend, 40-50 to 50 in the uptrend, the range in the 40-50 range can act as a dive in the support position. MACD Range can act as a dipping in the support position or MACD Indicators are losing ground due to the fork stage, the Cylindric value is lost It has a good idea. Moreover, any Technical Indicator is not a variable and can be used in practice.

More technical analysis courses, which mooers can take note of >>Gold Dividing Line: Use the Golden Point Spot, Tentacle Trend Mystery

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