UBER · Earnings call · 2026Q3T · Full report

Guidance and Outlook

Uber Technologies, Inc · 2026-11-04 · Importance 68 · Surprise 56

Management maintained its outlook for 18% to 22% growth, describing it as steady with the prior couple of quarters, and said demand remained strong despite supply constraints. For Q4, management expects non-GAAP EPS growth of 37% year over year at the midpoint, while noting that seasonal mobility supply investments may affect take rate but are not expected to materially change margin trajectory. The company said its priorities entering Q4 are improving mobility supply, building on Delivery momentum, and delivering AV milestones while continuing to grow profitably.

Key facts

• Uber’s Q4 2026 non-GAAP EPS outlook implied 37% year-over-year growth at the midpoint.
• Uber expects approximately 700 fully driverless vehicles on its network by year-end 2026 and more than 2,000 by the end of 2027.
• Uber maintained its growth outlook at 18% to 22%, unchanged from the previous couple of quarters.