UBER · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
Uber Technologies, Inc · 2026-08-05 · Importance 54 · Surprise 40 · No source text
Second-quarter 2026 revenue increased 12% year over year to $14.2 billion, while six-month revenue increased 13% to $27.4 billion. Gross Bookings increased 24% in the quarter and 25% for the six-month period, primarily because of higher Trip volumes. The UK Mobility business-model change reduced revenue by $1.1 billion in the quarter and $2.1 billion year to date because driver payments are now recorded as a reduction of revenue. Delivery and Freight provided the strongest reported growth, with second-quarter revenue increases of 28% to $5.2 billion and 26% to $1.6 billion, respectively.
Key facts
- Overall Gross Bookings in Q2 2026: $58.0 billion, up 22% on a constant currency basis versus Q2 2025 source
- Revenue in Q2 2026: $14.2 billion, up 12% year-over-year source
- Mobility segment revenue in Q2 2026: $7,363 million source
- Delivery segment revenue in Q2 2026: $5,245 million source
- Freight segment revenue in Q2 2026: $1,583 million source
- Mobility Gross Bookings in Q2 2026: $28,988 million source
- Net income attributable to Uber Technologies, Inc. in Q2 2026: $2.4 billion source
- Delivery Gross Bookings growth in Q2 2026: 25% year-over-year on a constant currency basis source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +16.9% | Net income attributable to Uber Technologies, Inc. in Q2 2026: $2.4 billion |
| revenue | positive | realized | — | Revenue in Q2 2026: $14.2 billion, up 12% year-over-year |
| revenue | positive | realized | — | Mobility segment revenue in Q2 2026: $7,363 million |
| revenue | positive | realized | — | Delivery segment revenue in Q2 2026: $5,245 million |
| revenue | positive | realized | — | Freight segment revenue in Q2 2026: $1,583 million |