UBER · 10-Q · 2026Q2 · Full report
Cloud Infrastructure Commitment
Uber Technologies, Inc · 2026-08-05 · Importance 60 · Surprise 42 · In source text
Uber entered into a five-year cloud infrastructure and technology services agreement with a major provider in March 2026. The agreement includes a total minimum spend commitment of $1.1 billion through March 2031, indicating substantial planned reliance on external network and cloud services. The commitment is primarily related to cloud infrastructure and technology services used in Uber’s ordinary course of business.
Key facts
- In March 2026, we entered into a five-year cloud infrastructure and technology services agreement with a major provider that includes a total minimum spend commitment of $1.1 billion through March 2031. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | -1.4% | In March 2026, we entered into a five-year cloud infrastructure and technology services agreement with a major provider that includes a… |