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Just reported
Q3 2026 results
From Uber Technologies's results release of 4 ноября 2026 г.; its quarterly report has since been filed.
Revenue
Actual
14,77B $
+9,6 % y/y
+4,1 % q/qGuided
—
No guide given
EPS, GAAP
Actual
0,25 $
-92 % y/y
-79 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
1,45B $
+30 % y/y
-23 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- EPS, adjusted0,95 $ – 0,99 $First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Uber Technologies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
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Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Mobility: rides and other local transportation58 %
- Delivery: meals, groceries and other local goods32 %
- Freight: shipment booking and logistics services10 %
Доли выручки — это оценки за three months ended June 30, 2026, high confidence, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
Uber rides
The app lets people request rides from drivers and, in some places, find options such as taxis, car rentals, bikes, scooters and public transport.
Uber Eats
An app for ordering meals, groceries, alcohol, convenience items and other goods for delivery or pickup.
Uber Direct
A delivery service that lets retailers and restaurants arrange deliveries for orders made through their own sales channels.
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Uber Freight
A service that helps businesses arrange shipments with carriers, including booking, pricing and shipment tracking.
Uber One
A paid membership with benefits across rides, food delivery, groceries and retail orders.
Uber advertising
Advertising services that let brands and merchants place ads in Uber and Uber Eats apps and around the ride or ordering experience.
Кто покупает6
- People requesting rides through the Uber app; they pay for rides through the app, subject to local payment options.
- People ordering meals, groceries and other goods through Uber Eats; they pay for orders in the app or choose pickup where available.
- Drivers and couriers who use Uber’s apps to find work; the company says it generally earns platform fees from drivers and merchants.
Показать ещё 3
- Restaurants, grocers and other retailers that receive orders through Uber Eats or arrange deliveries through Uber Direct; merchants pay fees for use of the service.
- Businesses shipping goods that use Uber Freight to arrange and track transportation.
- Brands and merchants that pay for advertising placements and campaign reporting through Uber’s advertising services.
На чём держится и что может это сломать
От чего зависит бизнес
- 1The services depend on enough drivers, couriers, merchants, shippers and carriers participating in each local market for customers to find rides, orders and shipment capacity.
- 2Uber’s operating model depends on drivers and couriers being treated as independent providers in many places; worker-classification laws and decisions can change its costs and how the services operate.
- 3The business depends on mobile apps, internet and payment services, and third-party technology providers, including providers that host parts of its platform.
- 4Local transportation, employment, food and alcohol, privacy, payment and competition rules affect where and how Uber can operate.
Что может пойти не так
- 1If drivers are legally treated as employees or another worker category rather than independent contractors, Uber may face higher pay, benefits, tax and other costs; the latest quarterly report also describes ongoing legal and government challenges to driver classification.
- 2Ride, delivery and freight services compete with established companies and alternatives such as personal vehicles, taxis, public transport and merchants’ own delivery. Uber says it may use lower prices, driver incentives and customer discounts to compete, and may have difficulty attracting or retaining enough participants in its marketplaces.
- 3Rules for transportation, worker status, payments, privacy and competition differ across jurisdictions and can change. Restrictions, required licenses, investigations or changes to how Uber may price or operate could disrupt services or add costs.
Полная финансовая отчётность →
О компании Uber Technologies, Inc.
Uber connects people seeking rides with drivers, and connects people ordering meals, groceries and other goods with local businesses and couriers. Its freight business connects companies shipping goods with carriers and provides shipment booking and tracking tools. In the second quarter of 2026, it reported 3.9 billion completed rides and delivery orders (three months ended June 30, 2026, high confidence) and $58.0 billion in Gross Bookings, the total value of rides, orders and freight activity before Uber’s revenue share (three months ended June 30, 2026, high confidence). Uber is also working with vehicle and technology companies on services using self-driving vehicles.
- Штаб-квартира
- San Francisco, California
- Год основания
- 2009 (high confidence)
- Сотрудников
- Approximately 34,000 (December 31, 2025, high confidence)
- Торгуется на
- NYSE
- Конец финансового года
- December 31
Построено по собственной отчётности Uber Technologies, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.