优步Uber Technologies, Inc.（UBER）2025年第四季度及全年财报电话会纪要「NYSE」（英文版）（17页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:17 Copyright 2001-2026 FactSet CallStreet,LLC 04-Feb-2026 Uber Technologies,Inc.(UBER)Q4 2025 Earnings Call Uber Technologies,Inc.(UBER)Q4 2025 Earnings Call Corrected Transcript 04-Feb-2026 1-877-FACTSET 2 Copyright 2001-2026 FactSet CallStreet,LLC CO

2、RPORATE PARTICIPANTS Alaxandar Wang Senior Director,Investor Relations,Uber Technologies,Inc.Dara Khosrowshahi Chief Executive Officer&Director,Uber Technologies,Inc.Prashanth Mahendra-Rajah Chief Financial Officer,Uber Technologies,Inc.Balaji Krishnamurthy Incoming Chief Financial Officer,Uber Tech

3、nologies,Inc.OTHER PARTICIPANTS Justin Post Analyst,BofA Securities,Inc.Eric J.Sheridan Analyst,Goldman Sachs&Co.LLC Brian Nowak Analyst,Morgan Stanley&Co.LLC Mark Mahaney Analyst,Evercore ISI Doug Anmuth Analyst,JPMorgan Securities LLC Michael Morton Analyst,MoffettNathanson LLC John Colantuoni Ana

4、lyst,Jefferies LLC .MANAGEMENT DISCUSSION SECTION Operator:Thank you for standing by.My name is Greg,and I will be your conference operator today.At this time,I would like to welcome everyone to todays Uber Q4 and Full Year 2025 Earnings Conference Call.All lines have been placed on mute to prevent

5、any background noise.After the speakers remarks,there will be a question-and-answer session.Operator Instructions Thank you.Id now like to turn the call over to Alax Wong,Senior Director of Investor Relations.Alax?.Alaxandar Wang Senior Director,Investor Relations,Uber Technologies,Inc.Thank you,Gre

6、g.Thank you all for joining us today.And welcome to Ubers fourth quarter and full year 2025 earnings presentation.On the call today,we have Ubers CEO,Dara Khosrowshahi;CFO,Prashanth Mahendra-Rajah;and incoming CFO,Balaji Krishnamurthy.During todays call,we will present both GAAP and non-GAAP financi