UBER · 10-Q · 2026Q2 · Full report

Delivery Market Expansion

Uber Technologies, Inc · 2026-08-05 · Importance 65 · Surprise 48

Delivery continued to be Uber’s fastest-growing major segment in the second quarter of 2026. Delivery Gross Bookings increased 26% year-over-year, driven by higher Trip volumes, while Delivery revenue increased 28% to $5.2 billion. Delivery advertising revenue increased by $182 million in the quarter, indicating expanding merchant and advertiser monetization. For the first six months, Delivery Gross Bookings grew 27% and revenue increased 31%.

Key facts