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Uber Prints Cash But The Market Complains (Q4 Earnings Preview)
Uber has completed its pivot from growth to profitability. Revenues are up modestly, but EBITDA, net income, and FCF are scaling much faster, proving operating leverage is real. The market is now testing margin durability, not growth. After years of execution wins, Uber must show Mobility can grow volumes without renewed incentive pressure. At today's valuation, Uber is priced as a mature platform. If cash flow compounds and buybacks accelerate, even cooling growth can still drive a rerating.
