Earnings summaries and quarterly performance for Uber Technologies.
Executive leadership at Uber Technologies.
Dara Khosrowshahi
Detailed
Chief Executive Officer
CEO
JH
Jill Hazelbaker
Detailed
Chief Marketing Officer and Senior Vice President, Public Affairs
MM
Mac Macdonald
Detailed
President and Chief Operating Officer
NK
Nikki Krishnamurthy
Detailed
Senior Vice President and Chief People Officer
PM
Prashanth Mahendra-Rajah
Detailed
Chief Financial Officer
TW
Tony West
Detailed
Senior Vice President, Chief Legal Officer and Corporate Secretary
Board of directors at Uber Technologies.
AW
Alexander Wynaendts
Detailed
Director
AG
Amanda Ginsberg
Detailed
Director
DT
David Trujillo
Detailed
Director
JT
John Thain
Detailed
Director
NA
Nikesh Arora
Detailed
Director
RA
Revathi Advaithi
Detailed
Director
RE
Robert Eckert
Detailed
Director
RS
Ronald Sugar
Detailed
Independent Chairperson of the Board
TA
Turqi Alnowaiser
Detailed
Director
UB
Ursula Burns
Detailed
Director
Research analysts who have asked questions during Uber Technologies earnings calls.
Brian Nowak
Morgan Stanley
6 questions for UBER
Also covers: ABNB, AMZN, BKNG +8 more
DA
Douglas Anmuth
JPMorgan Chase & Co.
6 questions for UBER
Also covers: ABNB, AMZN, BKNG +17 more
Eric Sheridan
Goldman Sachs
6 questions for UBER
Also covers: ABNB, ACVA, AMZN +42 more
JP
Justin Post
Bank of America Corporation
6 questions for UBER
Also covers: ABNB, AMZN, BKNG +8 more
Nikhil Devnani
Bernstein
5 questions for UBER
Also covers: CART, DASH, EBAY +2 more
RS
Ross Sandler
Barclays
5 questions for UBER
Also covers: AMZN, CART, DASH +13 more
Michael Morton
MoffettNathanson
3 questions for UBER
Also covers: AMZN, CART, CHWY +5 more
RJ
Ronald Josey
Citigroup Inc.
3 questions for UBER
Also covers: ABNB, ACVA, AMZN +18 more
BB
Benjamin Black
Deutsche Bank AG
2 questions for UBER
Also covers: APP, BMBL, COMP +10 more
John Colantuoni
Jefferies
2 questions for UBER
Also covers: ABNB, ACVA, BKNG +9 more
Mark Mahaney
Evercore ISI
2 questions for UBER
Also covers: ABNB, AMZN, BKNG +22 more
Kenneth Gawrelski
Wells Fargo & Company
1 question for UBER
Also covers: ABNB, BKNG, CART +12 more
Shweta Khajuria
Wolfe Research, LLC
1 question for UBER
Also covers: BMBL, CART, CHWY +14 more
Recent press releases and 8-K filings for UBER.
Torq raises $140M Series D at $1.2B valuation
UBER
New Projects/Investments
- Torq closed a $140 million Series D round led by Merlin Ventures, bringing total funding to $332 million and valuing the company at $1.2 billion.
- Proceeds will accelerate the global rollout of its end-to-end Torq AI SOC platform, which automates alert triage and threat response via agent-based AI.
- In 2025, Torq achieved rapid Fortune-100 adoption of its self-service AI agents and, with Merlin’s government relationships, is expanding into the US federal and public-sector markets.
2 days ago
Uber updates non-GAAP metrics and segment reporting
UBER
Accounting Changes
- New non-GAAP metrics: Beginning in Q1 2026, Uber will replace Adjusted EBITDA with Non-GAAP Operating Income, Non-GAAP Net Income, and Non-GAAP EPS, now including depreciation, amortization (excluding acquired intangibles), and stock-based compensation.
- Segment reporting change: Starting in Q1 2026, the company will shift its segment performance measure from Segment Adjusted EBITDA to Segment Operating Income, excluding non-cash items deemed non-indicative of ongoing performance.
- Presentation update: In its FY2025 Form 10-K, Uber will reclassify interest income from “Other income (expense), net” to a separate line item on the consolidated statements of operations.
3 days ago
Uber to trial Baidu’s Apollo Go robotaxis in London
UBER
New Projects/Investments
- Baidu will partner with Uber and Lyft to pilot its Apollo Go RT6 robotaxis in London in H1 2026, pending UK regulatory approval.
- Lyft plans initial testing with a few dozen all-electric RT6 vehicles via the Lyft and FreeNow ecosystem, scaling to hundreds, while Uber will integrate Apollo Go RT6 vehicles into its platform during the trial.
- The UK government aims to permit small-scale robotaxi pilots in spring 2026 under the Automated Vehicles Act, aligned with the City of London’s ‘Vision Zero’ goal to eliminate serious road injuries and fatalities by 2041.
- Baidu reports completing over 17 million shared rides across 22 cities and accumulating more than 240 million km of autonomous driving, including 140 million km in fully driverless mode.
Dec 22, 2025, 5:08 AM
Uber launches autonomous robotaxi rides in Dubai
UBER
Product Launch
New Projects/Investments
- Uber and WeRide partner with Dubai RTA to launch Robotaxi rides in select Umm Suqeim and Jumeirah zones via the ‘Autonomous’ option on the Uber app
- Trial includes onboard specialists, laying groundwork for a fully driverless commercial service in early 2026
- Initiative supports Dubai’s Self-Driving Transport Strategy targeting 25% autonomous journeys by 2030, following 153 million total trips and 28% shared mobility growth in 2024
- WeRide operates ~150 AVs in the Middle East, including over 100 Robotaxis, leveraging its L2–L4 WeRide One platform
Dec 12, 2025, 9:00 AM
Uber CFO outlines growth momentum and investment focus at UBS 2025 Global Tech & AI Conference
UBER
Revenue Acceleration/Inflection
New Projects/Investments
- Uber grew 21% YoY in gross bookings in Q3 2025, reaching a $50 billion run rate, driven by broad-based strength across products and regions.
- Penetration of adults using Uber or Eats in the top 10 markets remains at ~15%, with only 20% using both services, indicating significant room for user growth globally.
- The “Bending the Insurance Cost Curve” initiative has cut U.S. insurance cost growth to mid-single digits, enabling the reinvestment of hundreds of millions into lower mobility pricing in 2026.
- Delivery has accelerated for over a year, supported by a 50% YoY increase in merchant-funded offers, expansion in grocery/retail (now a $12 billion run rate), and ongoing product quality improvements.
- Uber plans to offer robotaxis in 10+ cities by end-2026 through partnerships with AV providers (e.g., Waymo), leveraging its platform to drive high vehicle utilization.
Dec 3, 2025, 3:55 PM
Uber outlines growth drivers and investment strategies at UBS Global Technology and AI Conference
UBER
Revenue Acceleration/Inflection
New Projects/Investments
- Uber’s gross bookings grew 21% year-over-year in Q3, reaching a $50 billion annual run rate, driven by broad-based increases in supply, merchant additions, and new use cases across mobility and delivery.
- Penetration stands at 15% of adults in Uber’s top 10 markets and 20% cross-product adoption, highlighting a significant runway for user growth and frequency expansion over the next several years.
- US insurance cost reductions—from technology-enabled safety programs, state policy reforms (e.g., California liability cuts), and moderating industry premiums—will free up hundreds of millions to reinvest in lowered rider pricing in 2026, targeting higher trip volumes.
- Delivery is in its eighth consecutive quarter of accelerating growth, with merchant-funded offers up 50% YoY, expanding grocery/retail partnerships, and a current run rate of $12 billion.
- Strategic investments include enhancing cross-platform utilization, launching new consumer segments (e.g., Seniors), and rolling out robotaxi services in 10+ cities by end-2026 through high-utilization AV partnerships (e.g., Waymo in Phoenix, Austin, Atlanta).
Dec 3, 2025, 3:55 PM
Uber outlines growth drivers and strategy at UBS 2025 Tech & AI Conference
UBER
Revenue Acceleration/Inflection
New Projects/Investments
- Mobility and delivery gross bookings grew 21% in Q3, reaching a $50 billion run rate, driven by 21% growth in driver/courier supply and 12% more merchants year-over-year.
- Global penetration remains low: only 15% of adults in Uber’s top 10 markets use the platform and just 20% use both rides and delivery, indicating a multi-year runway for high-teens growth, including in the U.S. where penetration also sits at 15%.
- U.S. insurance headwinds have eased from low-20% cost increases to mid-single digits, freeing up hundreds of millions for 2026 fare reductions expected to boost trip volumes.
- Delivery growth has accelerated for seven consecutive quarters, supported by product enhancements, merchant-funded offers up 50%+ YoY, and expansion of grocery/retail partnerships to a $12 billion annual run rate.
- Uber plans to offer autonomous vehicle rides in 10+ cities by end-2026, leveraging its platform to maximize AV utilization and ensure seamless user experiences through partnerships with Waymo and others.
Dec 3, 2025, 3:55 PM
Uber launches Avride robotaxi service in Dallas
UBER
Product Launch
New Projects/Investments
- Uber has launched an Avride robotaxi service in Dallas, covering a nine-square-mile area including Downtown, Uptown, Turtle Creek, and Deep Ellum.
- The service integrates autonomous vehicles into UberX, Uber Comfort, and Uber Comfort Electric rides at no additional cost, with an onboard safety specialist during the initial rollout.
- Following the announcement, Uber’s stock rose by 2% in premarket trading, while Nebius Group NV (Avride’s parent) saw a 1.4% increase.
- This launch aligns with Uber’s strategy of partnering with autonomous-vehicle firms like Waymo and Pony.AI rather than developing in-house self-driving technology, as it aims to scale toward fully driverless rides.
Dec 3, 2025, 1:16 PM
Uber launches fully driverless robotaxis in Abu Dhabi
UBER
Product Launch
New Projects/Investments
- Fully autonomous WeRide robotaxis now operate on Yas Island, Abu Dhabi, marking the first deployment outside the US and China, available via the Uber app’s “Autonomous” option for UberX and Uber Comfort rides.
- Uber oversees fleet operations (cleaning, maintenance, charging) and rider support across the 12-square-mile service area, while WeRide handles vehicle testing and sensor calibration.
- The service uses WeRide’s GXR model equipped with over 20 sensors on Geely’s Farizon SuperVan platform; an initial pilot with safety operators began in December 2024.
- The partnership, launched in September 2024, aims to expand fully driverless operations to Dubai and 15 additional cities over the next five years as part of Uber’s strategy to scale autonomous vehicle offerings.
Nov 26, 2025, 7:33 AM
Uber Technologies expands Uber Freight partnership with Better Trucks
UBER
New Projects/Investments
- Uber Freight made a strategic investment in Better Trucks to enhance its asset-light, end-to-end logistics offering with expanded last-mile capabilities.
- Integration with Better Trucks’ connected technology, sortation centers, and geocoding solutions enables direct delivery from fulfillment centers to consumer doorsteps.
- The partnership extends Uber Freight’s network to cover ~68% of the U.S. population, driving operational efficiency and cost savings as a supply chain orchestrator.
- Positioned ahead of the peak holiday season, the collaboration aims to improve cost, first-attempt delivery success, and consumer satisfaction.
Nov 13, 2025, 12:00 PM
Quarterly earnings call transcripts for Uber Technologies.
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