Uber Technologies, Inc. (UBER) Earnings Call Transcripts

Uber Technologies, Inc.'s Latest Earnings Call - Q2 FY2026

In Q2 2026, Uber Technologies, Inc. reported strong financial results, with gross bookings increasing 22% year-over-year to over $58 billion, surpassing guidance. Non-GAAP EPS grew 35% year-over-year, and trailing 12-month free cash flow exceeded $10 billion for the first time. Management maintained a positive outlook, highlighting the acquisition of Delivery Hero as a significant growth catalyst and signaling continued investment in autonomous vehicles (AVs).

Reported metrics

Guidance from management

Management maintained a positive outlook for the remainder of the year, expecting continued growth in U.S. mobility and delivery segments, while emphasizing the importance of the Delivery Hero acquisition.

What management said

I think that the opportunity we have, especially in the U.S., is far, far broader than the markets where EVs operate today. Only 30% of our U.S. gross bookings and 25% of our profits are coming from the top 20 cities and the long tail of thousands of other cities and suburbs, they will remain a primary growth and profit engine for Uber for many years to come. So we are continuing to invest in both humans and in EVs. ...

Well, thank you, everyone, for joining the call. Thank you to the entire Uber team for another quarter of really, really strong execution and looking forward to all of the innovation in the industry and everything that we're going to build for you. So we'll talk to you next quarter. Thanks. .

What analysts pressed on

Analysts expressed concerns about the competitive environment in Brazil, particularly regarding mobility trip volumes affected by food delivery competition. Additionally, there were questions about the regulatory landscape impacting AV deployment.

Main topics on the call

• Record Gross Bookings — Uber's gross bookings grew 22% year-over-year to over $58 billion, exceeding the high end of guidance. CEO Dara Khosrowshahi stated, "this marks our fourth consecutive quarter above 20% growth," indicating strong momentu...
• Acquisition of Delivery Hero — The acquisition is expected to expand Uber's reach to nearly 100 markets and double the number of markets where it can offer its full platform. Khosrowshahi emphasized, "this deal will create significant long-term shareh...
• Investment in Autonomous Vehicles — Uber is investing heavily in autonomous vehicles, with a focus on becoming a leading commercialization platform. Khosrowshahi noted, "our ambition is straightforward, to become the world's leading commercialization platf...
• U.S. Mobility Growth Drivers — Management highlighted three key drivers for U.S. mobility growth: insurance savings reinvestment, product innovation, and SPARs market expansion. CFO Balaji Krishnamurthy stated, "the momentum that we're seeing in the U...

Read the full Uber Technologies, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 64 Uber Technologies, Inc. earnings call transcripts on record, spanning February 6, 2020 to August 5, 2026. Based on this history, Uber Technologies, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

UBER

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Ground Transportation

Calls on record

64

First call

February 6, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly