Uber: The Hidden Edge In Its Robotaxi Strategy

Uber's transformation into a high-margin, multi-service platform is driving robust free cash flow, strong earnings growth, and an aggressive $20 billion buyback program. The company's unique aggregator model in robotaxis, leveraging partnerships instead of owning fleets, positions Uber as the leading demand platform with capital-light scalability. Q2 results showcased record profitability, expanding margins, and impressive guidance, with both Mobility and Delivery segments delivering double-digit growth and rising user engagement.