Uber Technologies (UBER)
NYSE:UBER
Want to see UBER full AI Analyst Report?
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.8Last Year’s EPS
0.63Same Quarter Last Year
Strong Buy
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth (gross bookings +21%), accelerating Mobility and Delivery growth (20% and 23% YoY respectively), substantial EPS improvement (+44% non-GAAP EPS YoY), record $3B buybacks, major membership and AV milestones, and concrete insurance and AI productivity tailwinds. Management acknowledged investment-driven near-term costs, competitive intensity in some markets, and multi-faceted AV scaling risks that will take time and capital to resolve. Overall, the positives—robust growth, improving profitability, large membership gains, meaningful capital returns and early AV/AI progress—outweigh the discussed challenges and execution risks.Company Guidance
Strong Top-Line Growth
Gross bookings increased 21% year-over-year, driven by broad-based growth across Mobility and Delivery.
Mobility and Delivery Momentum
Mobility gross bookings accelerated to 20% YoY with record margins; Delivery grew 23% YoY led by grocery and retail, and Freight returned to growth for the first time in nearly two years.
Profitability and EPS Expansion
Non-GAAP EPS rose 44% YoY—more than twice the rate of bookings growth—driven by disciplined cost management and operating leverage.
Cash Generation and Capital Returns
Generated strong free cash flow and returned a record $3.0 billion to shareholders through buybacks in the quarter.
Audience and Engagement Gains
Platform audience grew 17% YoY; Uber One membership surpassed 50 million and is growing ~50% YoY, now accounting for over 50% of bookings with members spending 3x more than non-members.
Autonomous Vehicle (AV) Progress
AV Mobility trips grew more than 10x YoY; Uber has 30+ autonomous partners, launched Uber Autonomous Solutions, and remains on track to be live in up to 15 cities by year-end.
Cross-Platform and Product Innovation
Nearly $15 billion run-rate Delivery gross bookings originate from the Mobility app, new features unveiled at GO-GET (e.g., One Search, Cart Assistant, hotel bookings with 700k hotels) aim to deepen cross-platform engagement and monetize travel.
Geographic and Suburban Expansion
Sparse/suburban markets are showing strong results—trip growth ~2x faster than core urban markets; Australia Delivery reaccelerated to ~30% growth; company launched in 7 new markets (including Finland, where it reached #1 on the App Store).
Insurance Cost Improvements Expected
Company expects 'hundreds of millions' of annual savings in the insurance line in 2026 via policy, tech improvements, better auto renewals and risk transfer to third-party carriers; L.A. trip growth trends improved materially vs prior periods.
AI Investment Yielding Productivity Gains
Increased AI investment after stronger-than-expected model impact; reported productivity improvements (e.g., ~10% of code commits assisted by agents), enabling faster feature development and personalization initiatives.
UBER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UBER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $72.95 | $79.17 | +8.53% |
Feb 04, 2026 | $77.93 | $73.92 | -5.15% |
Nov 04, 2025 | $99.72 | $94.67 | -5.06% |
Aug 06, 2025 | $89.39 | $89.22 | -0.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Uber Technologies (UBER) report earnings?
Uber Technologies (UBER) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Uber Technologies (UBER) earnings time?
Uber Technologies (UBER) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UBER EPS forecast?
UBER EPS forecast for the fiscal quarter 2026 (Q2) is 0.8.
