Uber Beats Estimates; Lyft Rider Base in Focus

The transcript discusses Uber's strong quarterly performance, highlighting improvements in EBITDA and market share in both mobility and delivery segments. It also covers Uber's price target, business model, and regulatory challenges. Additionally, the transcript evaluates Lyft's market position and its potential to compete with Uber.

What were the key financial metrics that showed improvement for Uber in the recent quarter?

What profitability milestone did Uber set for the current year?

How did the mobility segment perform in terms of growth compared to Lyft's expected growth?

Discuss the implications of Uber's international presence on its business compared to Lyft.

What factors contribute to the potential profitability of online marketplace businesses like Uber?

What challenges does Uber face regarding regulatory issues and their impact on costs?

In what ways is Lyft expected to differentiate itself in the ride-sharing market?