Most investors perceive Uber as an "old" tech stock that everyone already knows. But Q3 2025 market data tells a completely different story: Uber is going through an inflection point that most of the market is missing.
What Changed?
While competitors (Lyft, DoorDash) stagnate or lose momentum, Uber is accelerating across all segments:
+22%
Trip Growth YoY
16.8%
EBITDA Margin (+170 bps)
$41B
Gross Bookings (Q3)
75%
US Mobility Market Share
But the most powerful part of the story isn't in current numbers – it's in what's coming.