Uber: Financial Performance Analysis Report

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SWOT Analysis for Uber

Strengths
  • Uber has the world’s largest rider-sharing technology
  • Largest customer base of >100 million monthly users in 93 countries with >5 million drivers
  • Market share is over 65%
  • Strong brand recognition in over 50 countries; valuation is $75 billion
  • Low fixed investment with low operation costs
  • Ease of access to cities and regions via virtual technology only
  • Dynamic pricing strategy (Mind Tools Content Team, 2021).
  • Adaptive nature
  • Low pricing strategy
Weaknesses
  • Substantial losses due to driver incentives and bonuses and low pricing strategy
  • Overdependence on third-party workforce not directly controlled by the company
Opportunities
  • Utilizing digitalization and globalization opportunities
  • Driverless technology and other automation services are emerging
  • Ability to expand through acquisitions
  • Diversity of offerings
Threats
  • Increasing competitors- Bolt and Ola have taken over 40% market share
  • Ease of penetration of new and old competitors via technology
  • Economic uncertainties

Long-Term Prize for Uber

The long-term prize is given by:

Formula

Therefore, using this formula, the long-term prize for the company in 2021 FY is;

(17.46 billion x 7.8 billion)/ (10.1 billion x 330 million) = $41.12 billion

Where;

  • $17.46 billion= Uber revenue in 2021
  • 7.8 billion= Global population in 2021
  • $10.1 billion= Uber US revenue 2021
  • 330 million= US population 2021

So, the long-term prize for the company is $41.12 billion. If one compares this figure with the total revenues of $17.46 billion, it is evident that the method the company is using is profitable. It is worth noting here that the company is using an outlook method rather than a comparable approach because it uses forecasts and views of the industry rather than comparing with other companies and sectors.

Business Model Health

Uber’s business model can be said to be healthy for various reasons. First, it has the largest technology for rider-sharing in the world, which has helped it achieve more than 65% of the global market share (Straders, 2019). Secondly, it has strong brand recognition in over 50 countries with a value of about $75 billion. Third, based on the long-term price, it is evident that the model will earn over $41 billion, which is about three times its current revenue of $17 billion (Straders, 2019). Moreover, various technologies are evolving and aim to improve the sector, and the company will continue to tap into these opportunities to improve its financial health (Straders, 2019). Therefore, it is suggested that prospectus investors consider Uber one of the best options where they should invest their money and expect value on a short-term and long-term basis.

For Uber, autonomous cars are likely to increase the revenues and profits as well as the general performance and growth. Since the technology will eliminate human drivers, the revenues previously earned by drivers will divert to the company, which will also have an opportunity to reduce prices for its customers. As technology continues to improve through innovations and inventions, it is expected that the use of autonomous cars will be a long-term venture. As Uber’s CMO, I would rate myself 8/10 or Garde A- on how well positioned the company is going forwards to take advantage of market opportunities

Takeaways

Looking at the case of Uber, it is evident that the excess incentives given to drivers, who are the service suppliers, do not favor the company’s financial performance. The comparison shows that with excess driver incentives, the company makes a revenue of -$1, which means it undergoes loss (Securities and Exchange Commission, 2021a). On the contrary, the drivers who receive the excess incentives of $1 receive $11. On the contrary, without offering drivers the excess incentives, the company makes a revenue of $2 while the drivers receive $8 in earnings (Securities and Exchange Commission, 2021b). Therefore, it is recommended that the company stick with the first scenario, which involves avoiding the excess incentives offered to the drivers. This scenario is reasonable because the company and the drivers will receive earnings, and none will undergo losses (Colia, Higgins & Boston, 2018). It is a win-win situation that is fair to both parties because the company will make $2 while the drivers will receive $8.

Nevertheless, other stakeholders are involved directly or indirectly in the Uber business. First, service consumers are directly involved and affected by the business process. They are the sole providers of the funds that the drivers and the company earn. If the company decides to use the excess driver incentives scenario, it will also need to make a profit, which implies raising the prices of trips. As a result, consumers will feel the effect as they will have to pay more, which can make them consider other means of transport, including rival companies such as Bolt (Straders, 2019). In this case, competitors are also positively affected by the situation.

Finally, it is suggested that the company continue using the outlook method because it appears to be continuously improving its financial and business health. Some of the identified strategies and marketing tactics used by the company include early adopter advocacy, customer loyalty, reviews and referrals, and stunts.

References

Colia, M., Higgins, T., & Boston, W. (2018). . Web.

Mind Tools Content Team. (2021). . Web.

Securities and Exchange Commission (2021a). Form 10-K: Uber Technologies, Inc. PDF

Securities and Exchange Commission (2021b). Form S-1: Uber Technologies, Inc. PDF

Straders, A. (2019). The Street. Web.

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