$UBER Tape Reports
Per Ticker.id: $UBER Tape Reports — 181 podcast mentions across 26 podcasts (30 days), latest 2026-08-27 00:00 UTC.
Incredible thing with Palantir is that all this growth, which is pretty much unheard of for a company of this size, did not come with any margin compression. It didn't take any major marketing expenses or anything else that they really needed to invest in to scale the business dramatically to accelerate this growth and profit margins expanded alongside their top line growth metrics, which is of course an explosive recipe for shareholder value creation. And so back in 2023, when growth slowed down pretty materially, the company was barely breaking even with a net profit margin of, you know, just about 3 to 4%, which is pretty modest. Today though, net profit margins are 60% or almost there. And so you have this double engine of incredible growth on the top line, Paired with this incredible margin profile and a huge, I mean, a tremendous amount of operating leverage. I think that's the biggest swing in margin profitability that I've seen from revenue scaling from maybe any company besides Uber, which is one of our favorites.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Stig Brodersen: Well, there's not one episode where we don't have to talk about the margin inflection of Uber, but it's actually quite impressive, especially when you think about modeling these companies, right? We always think about, well, 5 years out, where do I see the margin? And you want to have those companies that surprise you to the upside on exactly that metric, right? We just did an episode on all of our winners, one thing that we saw with many of them is that the margin goals that we set for 3 or 4 years' time, they basically hit next quarter. They just completely changed how they think about CapEx spending and all of that. And also, that's, as you said, a recipe for just success. And Palantir showed both of that to an incredible extent. And one thing you can do for especially software companies is look at the so-called Rule of 40. That's often used again for software companies, but also some other companies. Where you technically can say, well, you can generate high margins, right? We are not talking about, let's say, Dell or these infrastructure companies. So what you basically do with this is you add up a company's growth rate, the top line, the revenue, and the profit margin. So let's say you have a company that has 20% top line growth and a 20% margin. That gives you 40 in total. So, you know, this would be a company that's hitting the rule of 40, and that's considered a pretty healthy company and growth at a good margin. Now for Palantir, that number is not 40%, it's 155%. 65% in profit margins and 90% top line growth. And if you believe Karp and, you know, the guidance, this will get even better in the next quarters. And I cannot say it enough, this is an insane number if you look at it the first time. And that's also the case because Palantir only goes for big customers with significant upsell potential, which is, as I mentioned before, But the overall customer count of only 1,000 seems quite low. I mean, Palantir's average deal size is in the millions, and just this quarter they closed 220 deals of at least $1 million. Close to 100 of those was at least $5 million, and more than 70 deals were at least $10 million.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Jim, you have to remember, Salesforce is first and foremost in the data business. We're helping our customers to build data lakes, to integrate their data, federate their data, harmonize their data. You may remember, Jim, we bought Informatica last year. That data foundation is critical not only to Anthropic but to every single one of our customers. And then We are in the applications business too, in sales and service and marketing and commerce and analytics, Tableau, that you know so well. But those applications are not just applications anymore. They're also semantic foundations for these AI models. These AI models need this level of intelligence, security, the controls for users we call user models, sharing models. And then we put the agent model on top of that. And then this new UI, where you mentioned it, Claude Force, it can bring all of that together and release all this trapped value that enterprises have had in their systems. All can get revealed in this next generation AI user interface. And that is going to take the investment that all these companies have made. Yes, you met— you mentioned FIFA, Deutsche Telekom, Army, Athena Health, Uber, all the ones that we closed. This, this quarter or this year. Let me tell you what's going to happen, Jim. By putting CloudForce on top of these systems, they get another level of value, another level of capability. They can build all kinds of next generation applications that were just never possible before.
Marc Benioff — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Claude.ai/fool. Hey everyone, just a quick reminder, if you want to have your question, uh, answered on air, go ahead and email us at podcasts@fool.com. That's podcasts with an S. Uh, also I've put the email in the show description if you need it there. Uh, 3 reminders as always. Number 1, keep it short. 2, keep it foolish. And can't, uh, give any personalized advice, so try to make it some sort of personal— impersonal question related to like stocks or something like that. Today's question comes from Carolus Shimkus. I hope I pronounced that name right. If I didn't, I apologize. This is actually a question kind of related to what we were talking about with, you know, legal settlements and stuff like that. So the question is, hey guys, you've just talked about Uber's potential in autonomous food delivery, but they are faced with, you know, a possible $825 million fine in Europe for GDPR rules violations. Could this stop some of that progress? And how should investors look at these types of fines for hyperscalers that might be faced with something similar in the future? We, you know, we just had this long discussion about Meta at the top and their social media related, uh, sort of infractions with the law and settlements and stuff like that. So it does kind of bring all this together because we have these massive, massive companies seeing massive fines. Is it really going to slow down progress? We kind of said not really at Meta. What about Uber?
Tyler Crowe — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26Fines are speed bumps, not road closed signs. Now, this is a huge speed bump, I agree. It's $1 billion or so. But I don't think this will impact their long-term ambitions. If you read the fine print on this one, it's how they— maybe they used automation to discipline employees or to filter— I'm sorry, not employees, drivers, so contractors. This might be a reminder of why Uber would like to see the autonomous happen. The bigger issue in delivery for Uber is the the amount of competition that's out there and the issues trying to make autonomous a reality. I think, I mean, this is a very, very big annoyance for them. I don't mean to whistle past a billion dollars, but this is not going to change their outlook.
Lou Whitman — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26Yeah, I think Lou's right on that. I mean, so this is an €825 million fine. That's about $966 million based on today's exchange rate. I mean, Uber just reported, you know, profits of over a billion dollars. In recent quarters. So this is not a capital-destroying event. And I think we've seen for many years now tech giants will view these types of regulatory battles as an expensive but unavoidable cost of doing business. I mean, you can go back to the, you know, $562 million antitrust fine against Microsoft back in 2013. Meta's historic FTC settlement in 2019 didn't break their ad business. I think it's more about the fact that obviously there will be maybe some tightening of compliance protocols. But this GDPR penalty actually highlights, as Lou alluded to, the exact reason why Uber is pushing so hard into autonomous vehicle infrastructure, because the cause of this fine was that Uber was letting automated algorithms essentially suspend or permanently deactivate human drivers without any human oversight. And obviously that, that cuts off the, the workers' income instantly. And when your business model relies on managing millions of gig workers across the globe, as Uber does, you're often exposed to, you know, labor disputes, these types of lawsuits. Privacy liabilities. So I think the thing for investors to watch, you know, it's not what European regulators do. It's really whether Uber is able to scale their self-driving partnerships fast enough to move towards their hybrid autonomy goals on target. That's what I'm watching, uh, in the mid to long term for Uber.
Rachel Warren — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26And this isn't just specific to Uber. It's kind of thinking again about these very large companies, the idea of behavior change, because obviously these fines are supposed to be to change behavior at a lot of these companies. And again, when when you have companies that are hundreds of billions of dollars or trillions of dollars, are these the type of things that are going to actually incent behavior change? Obviously, like we were saying, the monetary fine for Meta up at the top here on their settlement may not necessarily do it, but it seems like some of the enforced behavior changes of how they operate their business might actually be a little bit more of a solution here. So it would be interesting to see if companies like Uber and others start to face similar things, how are penalties going to be put in place to actually incent change. Something we can definitely follow as investors as we come up here. But that's all the time we have for today. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against. Don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provide for informational For educational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to producer Dan Boyd and the rest of The Motley Fool team. For Lou, Rachel, and myself, thanks for listening! We'll chat again soon.
Tyler Crowe — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26Yeah, people are comparing it to Uber and what I think was then a $6 trillion TAM, or WeWork at $3 billion. But these are large, these are large numbers. They're the entire— the economy, right?
Carl Quintanilla — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26