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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Doug Anmuth | JPMorgan | 12 | 0% |
| Brian Nowak | Morgan Stanley | 12 | 0% |
| Eric Sheridan | Goldman Sachs | 8 | 0% |
| Justin Post | Bank of America | 8 | 0% |
| Mike Morton | MoffettNathanson | 7 | 14% |
| Nikhil Devnani | Bernstein | 7 | 29% |
| John Colantuoni | Jefferies | 6 | 0% |
| Mark Mahaney | Evercore ISI | 4 | 0% |
| Ross Sandler | Barclays | 3 | 0% |
| Ron Josey | Citigroup | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 12 | 0% |
| Morgan Stanley | 1 | 12 | 0% |
| Bank of America | 1 | 8 | 0% |
| Goldman Sachs | 1 |
| 8 |
| 0% |
| Bernstein | 1 | 7 | 29% |
| MoffettNathanson | 1 | 7 | 14% |
| Jefferies | 1 | 6 | 0% |
| Evercore ISI | 1 | 4 | 0% |
Uber delivered broad-based growth with gross bookings up 21% year-over-year and non-GAAP EPS increasing 44% as insurance cost savings drove US mobility acceleration and Uber One membership surpassed 50 million. Autonomous vehicle partnerships scaled rapidly and AI-driven engineering productivity enhanced product innovation, while suburban and sparse market expansion globally extended the growth runway. Top-line and profitability came in at or above the high end of Q1 guidance, though competitive intensity in international delivery markets remained a factor to monitor.
Innovation & R&D | Competitive Dynamics | Demand | Capex Investment | Pricing | Margin | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 2 | 1 | 2 | 1 | 1 |
| 2025Q1 | 5 | 5 | 4 | 4 | 3 | 3 | 4 | |
| 2025Q2 | 5 | 3 | 4 | 2 | 2 | 1 | ||
| 2025Q3 | 4 | 2 | 3 | 2 | 1 | 2 | 2 | 2 |
| 2025Q4 | 6 | 3 | 1 | 3 | 1 | 1 | 3 | |
| 2026Q1 | 5 | 7 | 3 | 3 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 5 | 5 | 5 | 4 | 6 | 5 |
| Competitive Dynamics | 4 | 5 | 3 | 2 | 3 | 7 |
| Demand | 2 | 4 | 4 | 3 | 1 | 3 |
| Capex Investment | 2 | 2 | 2 | 3 | 3 | |
| Pricing | 1 | 4 | 2 | 1 | 1 | 2 |
| Margin | 2 | 3 | 1 | 2 | 1 | 1 |
| Revenue Growth | 1 | 3 | 2 | 3 | ||
| Geographic Expansion | 1 | 4 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
UBER Uber | 8 | +14.5% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| WDAY Workday, Inc. | 9 | +13.5% |