Uber Technologies

Uber runs a platform that connects consumers with drivers, couriers, restaurants, stores and freight carriers. It has three segments: Mobility (rides), Delivery (food, grocery and retail) and Freight. In Q3 2026, it had 215 million monthly active platform consumers, who took 4.1 billion trips. Gross Bookings were $59.8 billion and revenue was $14.8 billion.

Uber also works with autonomous vehicle companies, which offer driverless rides on its app. It expects about 700 fully driverless vehicles on Uber by the end of 2026 and more than 2,000 in 2027. It trades on the NYSE.

The market fears that driverless cars will reduce the value of Uber's network. The belief is that companies with their own robotaxis, such as Waymo or Tesla, can offer rides without Uber and take its most profitable trips. Large purchases add to the doubt. In July 2026, Uber offered about $14.8 billion for Delivery Hero, and in October 2026 it agreed to buy ezCater for about $2.3 billion.

Total debt rose to $15.8 billion. For the gap to close, four things must be true. Gross Bookings must keep growing near 20% a year; they grew 20% in Q3 2026 at constant currency. Profit per booking must keep rising; non-GAAP operating income reached a record 3.9% of Gross Bookings in Q3 2026.

Driverless partners must add trips on Uber's app and not take them away. The Delivery Hero deal must close on acceptable terms, as planned in the second half of 2027, without large forced sales. The Q4 2026 report, expected in early February 2027, gives the next test. Proof about driverless cars comes over several years, so the gap can close slowly through 2027 and 2028.

1. Feb 4, 2027 · est.Pending

   Q4 2026 results: bookings and profitGross Bookings within the $63.25 billion to $65.25 billion guidance and non-GAAP EPS of $0.95 or more pass; slower bookings growth or lower margins fail.
2. 2027 · est.Pending

   Driverless trips on UberMore than 2,000 driverless vehicles on Uber in 2027 with rising trips per vehicle pass; large robotaxi services that grow without Uber and take its trips fail.
3. 2027 · est.Pending

   Delivery Hero deal closingA closing in the second half of 2027 with merger clearances and few forced sales passes; a failed offer or large forced sales fail.

Every passed and failed checkpoint across all picks

• November 4, 2026Uber reported Q3 2026 results. Gross Bookings grew 20% to $59.8 billion, and trips grew 16% to 4.1 billion. Revenue grew 10% to $14.8 billion. Non-GAAP operating income grew 38% to $2.3 billion, and non-GAAP EPS grew 35% to $0.88. Free cash flow was $2.5 billion. For Q4 2026, Uber expects Gross Bookings of $63.25 billion to $65.25 billion and non-GAAP EPS of $0.95 to $0.99.
• November 4, 2026Uber said that Jill Hazelbaker, President and Chief Corporate Affairs Officer, will step down on November 30, 2026.
• October 5, 2026Uber agreed to buy ezCater, a US platform for catering and workplace meals, for about $2.3 billion in cash.

Last earnings

November 4, 2026 (8-K on sec.gov)

Next earnings

Expected about February 4, 2027. The company has not confirmed the date.

• 10-QQuarterly report for the period ended Sep 30, 2026Filed November 4, 2026 · uber-20260930
• 8-KEarnings release and Change of directors or officersFiled November 4, 2026 · uber-20261104
• 8-KOther company newsFiled September 15, 2026 · Read it on sec.gov
• 8-KNew material agreement and End of a material agreementFiled August 7, 2026 · Read it on sec.gov
• 10-QQuarterly report for the period ended Jun 30, 2026Filed August 5, 2026 · uber-20260630
• 8-KEarnings releaseFiled August 5, 2026 · uber-20260805
• 8-KNew material agreement and New debt or financial obligationFiled July 16, 2026 · Read it on sec.gov
• 8-KChange of directors or officersFiled May 11, 2026 · Read it on sec.gov
• 8-KShareholder vote resultsFiled May 8, 2026 · Read it on sec.gov
• 10-QQuarterly report for the period ended Mar 31, 2026Filed May 6, 2026 · uber-20260331

Every filing on SEC EDGAR (CIK 1543151)

• Robotaxi companies can offer rides on their own apps. If they do not use Uber's network, Uber can lose its most profitable city trips and its pricing power.
• The Delivery Hero offer is large and needs merger clearances in many countries. Regulators can require sales of businesses, or the deal can fail. Uber also holds total return swaps on Delivery Hero stock, so a lower Delivery Hero price lowers Uber's reported profit.
• Rules on the status of drivers and couriers can change. If they must become employees, or if minimum pay rules spread, costs can rise.
• Total debt rose to $15.8 billion at September 30, 2026 from $10.6 billion at December 31, 2025, and the Delivery Hero offer will add more. Higher debt reduces the cash for buybacks.
• GAAP profit moves a lot with the value of Uber's equity stakes. In Q3 2026, revaluations caused a loss of $476 million before tax.

Uber's total debt principal was $15.787 billion at September 30, 2026, up from $10.600 billion at December 31, 2025. In September 2026, it issued €4.5 billion of euro notes due 2029 to 2046. Read more

Uber Technologies does not pay a dividend.

Source: company filings and market data, read on November 9, 2026. The ex-dividend date is the first day a buyer no longer gets the next payment.