Companies · UBER
Uber Technologies
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Latest analysis
Updated Nov 4, 2026
Uber Q3 2026: Gross Bookings surge 20% to $59.8B as Delivery and Freight accelerate; $14.8B Delivery Hero bid dominates capital allocation narrative
Uber's Q3 2026 results demonstrate broad platform momentum — Gross Bookings grew 20% year-over-year on a constant-currency basis to $59.8 billion, with Delivery up 23% and Freight up 35%, while Mobility Segment Operating Income expanded 27% despite a $1.1 billion UK revenue headwind from a mandatory business model change. The quarter is defined less by operating performance, which remains strong, than by two transformative capital deployment decisions: the pending $14.8 billion all-cash takeover offer for Delivery Hero and the $2.3 billion agreement to acquire ezCater. Simultaneously, three completed bolt-on acquisitions — SpotHero ($617 million), Getir food delivery ($361 million), and Blacklane ($554 million) — signal an accelerating M&A posture funded by $7.6 billion in year-to-date free cash flow and a newly expanded $7.7 billion revolving credit facility.
Tone: bullishRevenue
$52B
UBER 10-K · FY 2025
Employees
34,000
Revenue growth YoY
+18%
Founded
2009
Profile
UBER 10-K Item 1 · Feb 13, 2026Uber Technologies is a global technology platform connecting consumers with ride services, food and grocery delivery, and freight logistics across more than 70 countries. Its three reportable segments — Mobility, Delivery, and Freight — operate on a shared network and technology infrastructure. The platform serves hundreds of millions of consumers, drivers, merchants, shippers, and carriers in more than 15,000 cities worldwide.
Read filing description ↓ Collapse description ↑
Uber Technologies, Inc. is a technology platform that uses a massive network, leading technology, operational excellence and product expertise to power movement from point A to point B. We develop and operate proprietary technology applications supporting a variety of offerings on our platform. We connect consumers ('Riders') with independent providers of ride services ('Mobility Drivers') for ridesharing services, and connect Riders and other consumers ('Eaters') with restaurants, grocers and other stores (collectively, 'Merchants') with delivery service providers ('Couriers') for meal preparation, grocery and other delivery services. We also connect consumers with public transportation networks. We use this same network, technology, operational excellence and product expertise to connect shippers ('Shippers') with carriers ('Carriers') in the freight industry by providing Carriers with the ability to book a shipment, transportation management and other logistics services. Uber is also developing technologies designed to provide new solutions to solve everyday problems. Our technology is available in over 70 countries around the world, principally in the United States and Canada, Latin America, Europe (excluding Russia), the Middle East, Africa, and Asia Pacific (excluding China and Southeast Asia). As of December 31, 2025, we had three operating and reportable segments: Mobility, Delivery and Freight. Mobility, Delivery and Freight platform offerings each address large, fragmented markets.
Primary products
- Mobility (ridesharing, carsharing, micromobility, rentals, public transit, taxis)
- Uber Eats
- Uber Direct
- Delivery-as-a-Service
- Freight (managed transportation and logistics)
- Uber One (membership program)
Business segments
End markets
Geographies
Named competitors
“We believe our global leadership position—and the vast amount of marketplace data that comes along with it—means that we have the best technical and data platform to innovate faster than other companies with similar products.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue grew 18% year-over-year to $52.0 billion in 2025, primarily attributable to an increase in Gross Bookings of 19% driven by higher Mobility and Delivery Trip volumes.
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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.