Hubert Horan: Can Uber Ever Deliver? Part Twenty: Will the “Train Wreck” Uber/Lyft IPOs Finally Change the Public Narrative About Ridesharing?
A post-mortem of the Uber and Lyft IPOs.
Read more...Category Archives: Uber
We’ve Endured Years of Bragging From Trump—What Would an American Trade ‘Victory’ Look Like?
Will Trump declare a win if his trade representative fails to negotiate a viable long-term solution with Beijing?
Read more...Hubert Horan: Can Uber Ever Deliver? Part Eighteen: Lyft’s IPO Prospectus Tells Investors That It Has No Idea How Ridesharing Could Ever Be Profitable
Lyft’s prospectus doesn’t even pretend that the company might become profitable, let alone justify a $20-25 billion valuation.
Read more...Hubert Horan: Can Uber Ever Deliver? Part Seventeen: Uber’s 2018 Results Still Show Huge Losses and Slowing Growth as IPO Approaches
It is hard to see how Uber’s IPO story will hold up to scrutiny, particularly at a planned valuation of $120 billion.
Read more...Our New York Magazine Article: “Uber Is Headed for a Crash”
A clinical look at Uber’s economics and prospects.
Read more...Uber Releases Ugly 3Q 2018 Results: Losses Widen to $1.1 Billion, Growth Slows
It”s getting hard to believe Uber’s story.
Read more...New Study: Median Uber Driver Earnings $9.73/Hour After Conservative Assumption for Costs
More on the dismal economics of being an Uber driver.
Read more...Widely-Reported Study on Uber, Lyft Driver Economics Misses Fundamental Deterioration
Once again, some Uber and Lyft data that ought to generate more questions instead gets a free pass from the press.
Read more...Hubert Horan’s Quick Take on Uber’s Second Quarter Results
Uber’s latest financial report confirms Hubert Horan’s predictions.
Read more...Hubert Horan: Can Uber Ever Deliver? Part Sixteen: Is Morningstar’s Horrendously Bad Uber Analysis a Preview of Uber’s IPO Propsectus?
Why a Morningstar report on Uber’s IPO prospects does not begin to add up.
Read more...Hubert Horan: Can Uber Ever Deliver? Part Fifteen: Uber’s Q1 Results – Reporters Show They Aren’t Up to Reading Financials
What was the real story in Uber’s first quarter results?
Read more...Hubert Horan: Can Uber Ever Deliver? Part Fourteen: The New Yorker Lays Out the Template for Pro-Uber Propaganda
Dissecting the New Yorker’s fawning profile of new Uber CEO Dara Khosrowshahi.
Read more...Can Uber Ever Deliver? Part Thirteen: Even After 4Q Cost Cuts, Uber Lost $4.5 Billion in 2017
How the business press got the story on Uber’s latest financial report wrong.
Read more...Can Uber Ever Deliver? Part Twelve: Brad Stone and Bloomberg Continue To Get the Uber Story Badly Wrong
How Brad Stone’s piece about “bad boy” Travis Kalanick is yet another effort to tell the most pro-Uber story possible at this point in time.
Read more...Can Uber Ever Deliver? Part Eleven: Annual Uber Losses Now Approaching $5 Billion
Uber’s ever-widening losses confirms Hubert Horan’s thesis that Uber has no credible path to profit absent a radical downsizing.
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