UBER · 8-K · 20260805PR000027

Segment Offering Growth

Uber Technologies, Inc · 2026-08-05 · Importance 59 · Surprise 48

Delivery was Uber’s fastest-growing major offering in Q2 2026, with Gross Bookings up 26% year over year to $27.5 billion and revenue up 28% to $5.2 billion. Mobility Gross Bookings grew 22% to $29.0 billion, although Mobility revenue increased only 1% to $7.4 billion. Freight Gross Bookings rose 25% to $1.6 billion and Freight revenue increased 26% to $1.6 billion. On a constant-currency basis, Delivery, Mobility, and Freight Gross Bookings grew 25%, 20%, and 25%, respectively.