UBER · Earnings call · 2026Q3T · Full report
Segment Revenue Performance
Uber Technologies, Inc · 2026-11-04 · Importance 58 · Surprise 56 · No source text
Uber’s grocery and retail business reached a $15 billion annualized run rate and grew 40% year over year. U.S. Delivery organic growth accelerated for the second consecutive quarter, with core restaurant business also accelerating and U.S. merchant additions up about 12% year over year. Uber One members accounted for 70% of Delivery gross bookings, while advertising and merchant-funded promotions exceeded $10 billion on a year-over-year basis.
Key facts
- Uber’s grocery and retail business had a $15 billion run rate and grew 40% year over year.
- Uber Delivery gross bookings grew 23% year over year in Q3 2026.
- Uber U.S. Delivery organic growth accelerated for the second consecutive quarter.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +29.0% | Uber’s grocery and retail business had a $15 billion run rate and grew 40% year over year. |