UBER · 8-K · 20261104PR000039
Revenue Performance and Mix
Uber Technologies, Inc · 2026-11-04 · Importance 45 · Surprise 30 · No source text
Q3 2026 revenue rose 10% year over year to $14.766 billion, including an 8-percentage-point negative impact on reported growth from business-model changes. Mobility revenue declined 2% to $7.520 billion, while Delivery revenue increased 23% to $5.488 billion and Freight revenue increased 34% to $1.758 billion. Gross Bookings rose 20% to $59.819 billion, with Mobility up 18% to $29.512 billion, Delivery up 22% to $28.539 billion, and Freight up 35% to $1.768 billion.
Key facts
- Q3 2026 Gross Bookings grew 20% year-over-year to $59.8 billion, including 20% growth on a constant-currency basis. source
- Q3 2026 revenue grew 10% year-over-year to $14.8 billion, including 10% growth on a constant-currency basis. source
- Business model changes reduced Q3 2026 total revenue year-over-year growth by 8 percentage points on both reported and constant-currency bases. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +9.2% | Q3 2026 revenue grew 10% year-over-year to $14.8 billion, including 10% growth on a constant-currency basis. |