Can Uber Make an “Everything” App?
5/6/202622 min
Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Uber’s Q1 2026 results
- Can Uber make an “everything” app?
- Disney’s momentum and challenges
- Novo Nordisk’s GLP-1 conundrum Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
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Transcript preview
First 90 secondsTravis Hoium· Host0:00
[upbeat music] Earning season is in full swing, and we have good news for investors today. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium. I'm joined today by Lou Whiteman and Rachel Warren, and this is one of those days during earning season where there is just a flood of earnings. So we got some interesting announcements. We're gonna talk today about Uber, Disney, and Novo Nordisk. Let's start with Uber, Lou. Disruption has been on the market's mind in 2026, and that has impacted a lot of software related stocks. Uh, uh, 'cause Uber is maybe in the crossfire a little bit here, but shares were down about 12% over the past year. There's worries that Waymo is gonna take market share. Tesla's potentially expanding, although we don't know how quickly that's gonna happen. But Uber's really taking an interesting strategy here, not only moving into autonomy overall, but also becoming more than a ride sharing company. They've got more retailers. They recently announced hotels on the app, and their earnings were pretty good. I mean, they're still growing at 20-ish percent and just compounding that year over year. So when you look at their earnings and the strategy shift that they're going through right now, what do you, what do you think?
Lou Whiteman· Guest1:12
I mean, look, I love what they're doing. I think the core business looks great. I mean, this whole idea of like... And, you know, if we were talking about beforehand, this everything app that they're creating moving around, I'll take the under on that, Travis. I find the one- You don't think that they can-- that, that Uber is gonna be the one-stop shop