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Ignore the EPS Miss: UBER Bull Case in Deliveries & Uber One

Ignore the EPS Miss: UBER Bull Case in Deliveries & Uber One

Schwab Network · Schwab Network

February 4, 20268m 55s

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Show Notes

Uber Technologies (UBER) showed strong growth in trips and deliveries, though the company missed on EPS. Jamie Meyers tells investors to ignore the headline figure and look at Uber's long-term potential. While noting headwinds in transportation slowdowns, Jamie believes Uber is "still doing well" everywhere else. David Clement sees the company's "most interesting" potential in Uber One, especially as Americans use ride-share and delivery services more.


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