Uber announced that Balaji Krishnamurthy, its vice‑president of strategic finance and investor relations, will become chief financial officer effective February 16, 2026, replacing Prashanth Mahendra‑Rajah who will transition to a senior finance advisor role until July 1, 2026.
The announcement came alongside Uber’s Q4 2025 earnings release. The company reported revenue of $14.4 billion, beating the consensus estimate of $14.28 billion by $120 million, or 0.8%. The revenue gain was driven by strong performance in the Mobility and Delivery segments, which together added $1.2 billion in gross bookings compared with the prior quarter.
Earnings per share fell to $0.71, missing the consensus estimate of $0.79 by $0.08, or 10.1%. The miss was largely attributable to a $1.6 billion pre‑tax headwind from equity‑investment revaluations, a one‑time charge that reduced net income but did not affect operating cash flow. Despite the EPS miss, the company’s free cash flow rose to $9.8 billion, up 42% year‑over‑year, underscoring robust cash‑generating capacity.
Uber’s guidance for the first quarter of 2026 reflects a cautious outlook. Management projected gross bookings of $52.0 billion to $53.5 billion and adjusted EPS of $0.65 to $0.72, both below analyst consensus. The guidance signals management’s concern about near‑term macro conditions and the need to balance continued investment in autonomous‑vehicle initiatives with disciplined cost management.
Krishnamurthy’s appointment signals a continued emphasis on Uber’s autonomous‑vehicle strategy. He brings a deep AV background, having served on the board of Waabi and championed AV investments. CEO Dara Khosrowshahi noted that “AVs amplify the fundamental strengths of our platform” and that Krishnamurthy’s expertise will help allocate capital to high‑return AV partners.
The company’s share‑buyback program remains a key capital‑return strategy. Uber repurchased $1.9 billion of common stock in Q4 2025, exhausting its initial $7 billion authorization, and has an additional $20 billion program in place. The buyback activity demonstrates management’s confidence in the company’s long‑term cash‑flow generation.
Overall, Uber’s Q4 2025 results show strong revenue growth and cash‑flow strength, tempered by a one‑time charge that caused an EPS miss. The cautious Q1 2026 guidance reflects management’s focus on sustaining profitability while investing in autonomous‑vehicle technology.
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