UBER · 8-K · 20260805PR000027
Operating Expense Trends
Uber Technologies, Inc · 2026-08-05 · Importance 57 · Surprise 38 · In source text
Second-quarter sales and marketing expense increased 25% year over year to $1.5 billion, compared with 12% revenue growth. Research and development expense increased 24% to $1.0 billion, including investment in mapping, payment technologies and internal technology infrastructure. General and administrative expense increased 40% to $935 million, while operations and support expense increased 16% to $805 million. Corporate G&A and Platform R&D expense increased 18% to $1.1 billion on a non-GAAP segment basis, reducing the benefit from higher Mobility and Delivery operating income.
Key facts
- Segment Operating Income (Loss) in Q2 2026: Mobility $2,215 million, Delivery $1,055 million, Freight $(24) million, Corporate G&A and Platform R&D $(1,103) million source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | — | Segment Operating Income (Loss) in Q2 2026: Mobility $2,215 million, Delivery $1,055 million, Freight $(24) million, Corporate G&A and… |
| operating_income | positive | realized | — | Segment Operating Income (Loss) in Q2 2026: Mobility $2,215 million, Delivery $1,055 million, Freight $(24) million, Corporate G&A and… |
| operating_income | negative | realized | — | Segment Operating Income (Loss) in Q2 2026: Mobility $2,215 million, Delivery $1,055 million, Freight $(24) million, Corporate G&A and… |
| operating_income | negative | realized | — | Segment Operating Income (Loss) in Q2 2026: Mobility $2,215 million, Delivery $1,055 million, Freight $(24) million, Corporate G&A and… |