UBER · 8-K · 20261104PR000039

Operating Expense Trends

Uber Technologies, Inc · 2026-11-04 · Importance 39 · Surprise 38 · From source text

Q3 research and development expense increased 48% year over year, from $862 million to $1.273 billion. Sales and marketing rose 22% to $1.563 billion, while operations and support increased 19% to $875 million. General and administrative expense declined 12% to $1.047 billion. Corporate G&A and Platform R&D combined increased to $1.082 billion of segment operating loss from $960 million a year earlier.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
operating_incomenegativerealized-2.9%Uber’s Q3 2026 research and development expense was $1.273 billion, compared with $862 million in Q3 2025.
operating_incomenegativerealized-2.0%Uber’s Q3 2026 sales and marketing expense was $1.563 billion, compared with $1.277 billion in Q3 2025.
operating_incomenegativerealized-1.0%Uber’s Q3 2026 operations and support expense was $875 million, compared with $735 million in Q3 2025.
operating_incomepositiverealized+1.0%Uber’s Q3 2026 general and administrative expense was $1.047 billion, compared with $1.183 billion in Q3 2025.