)
Edge5 Sep 2025
Where to? The Story of Uber
Uber's journey from rule-breaking disruptor to disciplined dual-app giant, now shaping the future of mobility, delivery, and autonomy.
Deliveroo (ROO) investor relations material
Deliveroo H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary7 Aug, 2025
Executive summary
Achieved 9% year-on-year GTV growth and 46% increase in adjusted EBITDA to £96m, with positive free cash flow for the third consecutive half and orders up 8%.
Growth accelerated to 10% in Q2, driven by improved retention, frequency, and consumer engagement.
Restaurant and grocery verticals accelerated, with grocery now 18% of group GTV; retail and advertising businesses continued to scale.
Shareholders approved the DoorDash acquisition, with completion expected in Q4 2025 pending regulatory approval.
Operations in Hong Kong discontinued in March 2025; all results presented on a continuing operations basis.
Financial highlights
H1 2025 GTV reached £3,789m (+9% YoY), revenue £1,047m (+8% YoY), and gross profit £394m (+7% YoY).
Adjusted EBITDA was £96m (+46% YoY), margin expanded to 2.5% of GTV (up 60bps), and free cash flow was £46m.
Net cash at £624m after £90m in share buybacks; no debt outstanding.
Gross margin dropped 20bps to 10.4% due to take rate dilution and digital services tax.
Marketing and overheads as % of GTV improved by 80bps, with spend down year-on-year.
Outlook and guidance
Full-year 2025 GTV growth expected at the top end of high single digits in constant currency.
Adjusted EBITDA guidance narrowed to the upper half of £170m–£190m, with H2 investments weighted toward restaurant growth.
Medium-term targets: mid-teens percentage GTV growth per annum and adjusted EBITDA margin of 4%+ from 2026.
Assess impact of QSR/grocery mix on take rate.
Elaborate on the nature of H2 investments.
How will DoorDash partnership affect stakeholders?
How did auto order acceptance reduce order defects?
How will UAE differ from Hong Kong market?
Assess sustainability of UK order growth.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Deliveroo earnings date
H2 202512 Mar, 2026
LIVEat 09:00
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Deliveroo plc operates an online food delivery platform. It enables customers to get access to a range of meals, which are delivered by the company's riders at a convenient time and location desired by the customers. The company serves restaurants, as well as famous local eateries. The company offers their selection of restaurants to customers through its website or mobile applications. The company generate revenue by charging restaurants a service fee per order, based on various factors such as restaurants' selected subscription tier and other non-order related services.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage