Uber S-1

Post by RhodesianHunter » Fri, Apr 12, 2019, 4:01 AM UTC

mypalmike wrote: post #417

nostrademons wrote: post #350

Earlier quoted context omitted.

Aliston is referring to a specific circumstance that screwed many employees during the dot-com boom. If you exercise your options , that creates a taxable event for the difference between your option strike price and the fair market value of the stock on date of exercise. If the stock price subsequently goes down a lot, you can end up with a tax bill greater than the market value of the stocks when the lock-up period…

Pigs get slaughtered. Trying to time your options on a volatile stock to avoid short-term capital gains is gambling. Same-day exercise + sell is what any financial advisor will recommend. RSU risk is worse because it is outside of your control, unless of course you don't have RSUs. You get taxed on the vest date. Withholding is often at the 25% minimum government rate. Assuming you're in a no-sell window, any downwar…

Post by RhodesianHunter » Fri, Apr 12, 2019, 4:06 AM UTC

femto113 wrote: post #412

lobotryas wrote: post #381

Earlier quoted context omitted.

Are you kidding? True AVs will make Uber/Luft even MORE profitable because they won’t have to pay out or worry about human drivers. AVs are the end game for these companies.

They will have to pay out and worry about the cars, so this is true only if the cost of buying and maintaining the AV is less than the cost of paying a driver, and I’ve seen no evidence yet that this is or ever will be the case.

Post by maximente » Fri, Apr 12, 2019, 4:08 AM UTC

xiphias2 wrote: post #106

mckenna wrote: post #79

Horrible numbers! They cannot get the unit economics to work. In order to make up for that fundamental flaw, they are trying to throw a number of things at the wall(UberEats/UberFrieght/SD/Bikes/etc) and see if something sticks. Each of those other bets seems poor, thus far. They better focus on getting their original business in shape(call a cab via an app). I would be curious to know if they tried to raise prices i…

The real problem that I see with using Über in South America is that the service is not improving. - The time estimations are way off - The app doesn't know one-way roads well, although they should have a lot of training data on the routes I go on - They allow drivers haggling for the price by forcing users to pay with cash instead of credit card. - The app doesn't know about the road tarifs sometimes, and the driver…

Post by thisisit » Fri, Apr 12, 2019, 4:11 AM UTC

chollida1 wrote: post #10

Note: - Expected to be teh largest IPO this year in the US. - 10th largest all time - trying to raise around $10B - 2018 Year Ended Revenue $11.27 billion - 2018 Year Ended Net Income $997 million - 2017 Year End lost $4.03 billion. - 10 billion trips in September 2018, up from 5 billion in September 2017 - Gross Bookings From Ridesharing $41.5 billion in 2018 - Revenue From Ridesharing Products $9.2 Billion in 2018…

Post by verma7 » Fri, Apr 12, 2019, 4:17 AM UTC

cavisne wrote: post #444

sfifs wrote: post #400

Earlier quoted context omitted.

> no VC will fund their rapid growth (small offerings will still find a niche, assuming they don't get gobbled up And yet Grab and Didi drove Uber out of South East Asia and China, Ola is giving Uber a run for its money in India and now GoJek in turn is challenging Grab. In my recent trip to Tokyo we were mostly advised to take regular cabs Vs Uber in contrast to a year ago. That's literally half the world where they…

They did not get "out competed" in china, a country where competition has nothing to do with success. Likewise in Russia. Grab is the only company to out compete Uber so far.