Form 10-Q · Quarterly report
Uber 10-Q, filed Aug 5, 2026
- Filed
- CIK
- 0001543151
- Accession no.
- 0001543151-26-000032
Summary
Uber reported second-quarter 2026 revenue of $14.2 billion, up 12% year over year, and net income attributable to Uber of $2.4 billion, which included a $1.6 billion pre-tax unrealized gain on debt and equity securities. Uber also said driver classification continues to be challenged in courts and by government agencies in the United States and abroad, and that a January 2026 UK business-model change reduced revenue by $1.1 billion.
Key points
- Gross Bookings rose 22% on a constant-currency basis to $58.0 billion, trips rose 18% to 3.9 billion, and monthly active platform consumers rose 16% to 208 million.
- Net income included a $1.1 billion net unrealized gain on Uber's Delivery Hero investment and an $899 million net gain on its Aurora investment, partly offset by a $437 million net unrealized loss on its Didi investment.
- Uber said it does not expect expenses tied to Proposition 22 compliance, including minimum earnings, injury-protection insurance and health care subsidies, to have a material impact on its business, results of operations, financial position or cash flows.
- Uber said that if it were required to classify drivers as employees it would incur significant additional expenses and might not have adequate driver supply.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview We are 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 with providers of ride services, merchants as well as delivery service providers for meal preparation, grocery and other delivery services. Uber also connects consumers with public transportation networks. …
An excerpt of the text as filed with the SEC, cut for length.
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