UBER · 10-Q · 2026Q2 · Full report
Market Demand Trends
Uber Technologies, Inc · 2026-08-05 · Importance 64 · Surprise 56
Uber’s platform demand remained strong in the second quarter of 2026, with Trips reaching 3.9 billion, up 18% year-over-year. Monthly Active Platform Consumers increased 16% and monthly Trips per MAPC rose 2%, indicating both user expansion and higher engagement. Overall Gross Bookings increased 22% on a constant-currency basis to $58.0 billion, driven primarily by higher Trip volumes. Mobility, Delivery, and Freight Gross Bookings grew 20%, 25%, and 25%, respectively, on a constant-currency basis.