Subtext

Uber Technologies, Inc. UBER

SectorIndustrials
Transcripts21
Date range2020-05-07 – 2025-05-07
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-10+0+10+192020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +10.32020 Q2 · Overall: +10.92020 Q3 · Overall: +8.92020 Q4 · Overall: +6.82021 Q1 · Overall: +11.02021 Q2 · Overall: +11.02021 Q3 · Overall: +9.92021 Q4 · Overall: +14.52022 Q1 · Overall: +16.92022 Q2 · Overall: +13.52022 Q3 · Overall: +4.82022 Q4 · Overall: +8.92023 Q1 · Overall: +11.42023 Q2 · Overall: +9.52023 Q3 · Overall: +6.82023 Q4 · Overall: +12.42024 Q1 · Overall: +5.42024 Q2 · Overall: +9.42024 Q3 · Overall: +10.12024 Q4 · Overall: +6.62025 Q1 · Overall: +11.4
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-28-14+0+14+282020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q4 · CEO: +14.12021 Q2 · CEO: +16.12021 Q3 · CEO: +14.82021 Q4 · CEO: +24.02022 Q1 · CEO: +22.42022 Q2 · CEO: +20.42022 Q3 · CEO: +12.82022 Q4 · CEO: +15.62023 Q1 · CEO: +14.62023 Q4 · CEO: +14.92024 Q1 · CEO: +4.82024 Q3 · CEO: +14.32020 Q4 · CFO: +9.22021 Q1 · CFO: +18.32021 Q2 · CFO: +16.82021 Q3 · CFO: +11.62021 Q4 · CFO: +17.12022 Q1 · CFO: +18.82022 Q2 · CFO: +16.32022 Q3 · CFO: +16.12022 Q4 · CFO: +12.62023 Q1 · CFO: +11.72023 Q2 · CFO: +12.32023 Q3 · CFO: +8.52023 Q4 · CFO: +18.42024 Q1 · CFO: +21.72024 Q2 · CFO: +14.42024 Q3 · CFO: +12.22024 Q4 · CFO: +10.42025 Q1 · CFO: +16.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-14+0+14+292020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +8.72020 Q2 · Prepared remarks: +12.12020 Q3 · Prepared remarks: +12.82020 Q4 · Prepared remarks: +3.52021 Q1 · Prepared remarks: +21.22021 Q2 · Prepared remarks: +16.32021 Q3 · Prepared remarks: +17.92021 Q4 · Prepared remarks: +19.62022 Q1 · Prepared remarks: +24.82022 Q2 · Prepared remarks: +18.32022 Q3 · Prepared remarks: +13.02022 Q4 · Prepared remarks: +15.02023 Q1 · Prepared remarks: +8.82023 Q2 · Prepared remarks: +5.02023 Q3 · Prepared remarks: +10.52023 Q4 · Prepared remarks: +4.62024 Q1 · Prepared remarks: +16.12024 Q2 · Prepared remarks: +1.32024 Q3 · Prepared remarks: +7.62024 Q4 · Prepared remarks: +3.42025 Q1 · Prepared remarks: +13.82020 Q1 · Q&A responses: +14.32020 Q2 · Q&A responses: +12.22020 Q3 · Q&A responses: +9.72020 Q4 · Q&A responses: +12.42021 Q1 · Q&A responses: +13.62021 Q2 · Q&A responses: +14.72021 Q3 · Q&A responses: +7.82021 Q4 · Q&A responses: +19.62022 Q1 · Q&A responses: +19.42022 Q2 · Q&A responses: +17.82022 Q3 · Q&A responses: +10.12022 Q4 · Q&A responses: +11.52023 Q1 · Q&A responses: +12.92023 Q2 · Q&A responses: +11.52023 Q3 · Q&A responses: +7.72023 Q4 · Q&A responses: +15.42024 Q1 · Q&A responses: +11.22024 Q2 · Q&A responses: +15.32024 Q3 · Q&A responses: +13.42024 Q4 · Q&A responses: +10.42025 Q1 · Q&A responses: +15.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$-2.92$-0.30$2.322020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $-1.852020 Q2: $-2.562020 Q3: $-2.232020 Q4: $-1.572021 Q1: $-1.302021 Q2: $-0.982021 Q3: $-0.432021 Q4: $-0.662022 Q1: $-0.452022 Q2: $-1.682022 Q3: $-1.292022 Q4: $-0.222023 Q1: $0.082023 Q2: $0.492023 Q3: $0.882023 Q4: $1.162024 Q1: $1.552024 Q2: $1.482024 Q3: $1.96

Forward P/E

9.55212.53415.522020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32023 Q1: 387.522023 Q2: 84.222023 Q3: 54.572023 Q4: 53.422024 Q1: 50.572024 Q2: 47.522024 Q3: 37.55

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2020 Q3 tone ↓ -2.1 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -2.1 fwd EPS ↑ +0.66 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +4.6 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -8.7 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.7 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -7.0 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +4.0 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-07+11.4——View →
2024 Q42025-02-05+6.6——View →
2024 Q32024-10-31+10.1$1.9637.5View →
2024 Q22024-08-06+9.4$1.4847.5View →
2024 Q12024-05-08+5.4$1.5550.6View →
2023 Q42024-02-07+12.4$1.1653.4View →
2023 Q32023-11-07+6.8$0.8854.6View →
2023 Q22023-08-01+9.5$0.4984.2View →