UBER · Earnings call · 2026Q3T · Full report
Revenue Performance and Mix
Uber Technologies, Inc · 2026-11-04 · Importance 57 · Surprise 48 · In source text
Uber recorded its fifth consecutive quarter of gross bookings growth above 20% year over year in Q3 2026, while non-GAAP EPS grew 35%. Delivery gross bookings increased 23% year over year, and management said organic Delivery growth accelerated. The company had approximately 215 million monthly active platform consumers and approximately 55 million Uber One members during the quarter.
Key facts
- Over the prior five years, Uber doubled eligible-benefit-population penetration in its top 10 markets, but penetration remained 10%.
- Uber’s ad business and merchant-funded promotions grew to more than $10 billion on a year-on-year basis.
- Uber recorded its fifth consecutive quarter of gross bookings growth above 20% year over year in Q3 2026.
- Uber’s premium business grew 35% year over year and its U4B business grew almost 50% year over year.
- Uber reached 215 million monthly active platform consumers in Q3 2026, using Uber more frequently than ever.
- Uber One members accounted for 70% of Delivery gross bookings.
- Uber had approximately 55 million Uber One members in Q3 2026.
- Uber said its U4B audience includes about half of Fortune 500 companies.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Uber’s ad business and merchant-funded promotions grew to more than $10 billion on a year-on-year basis. |