UBER · 10-Q · 2026Q3 · Full report
Segment Revenue Performance
Uber Technologies, Inc · 2026-11-04 · Importance 58 · Surprise 56 · In source text
Third-quarter Mobility revenue was $7.7 billion, down 2%, as a $1.1 billion UK business-model impact more than offset 18% Gross Bookings growth; Mobility segment operating income rose 27% to $1.9 billion. Delivery revenue increased 23% to $5.5 billion, with operating income up 30% to $1.1 billion, driven by 22% Gross Bookings growth and $176 million of additional advertising revenue. Freight revenue rose 34% to $1.8 billion as Gross Bookings grew 35%, while its operating loss improved $7 million to $40 million.
Key facts
- Nine-month 2026 Delivery revenue increased $3.4 billion or 28%, and Delivery Segment Operating Income increased $825 million or 37%. source
- Q3 2026 Delivery revenue increased $1.0 billion or 23%, and Delivery Segment Operating Income increased $246 million or 30%. source
- Nine-month 2026 Mobility Gross Bookings increased 21%, while UK business model changes reduced Mobility revenue by $3.2 billion. source
- Q3 2026 Mobility revenue was negatively impacted by $1.1 billion from UK business model changes, partly offset by Mobility Gross Bookings growth of 18%. source
- Nine-month 2026 Delivery Gross Bookings increased 25%, driven by Trip volume growth, and advertising revenue increased $538 million. source
- Q3 2026 Freight revenue increased $450 million or 34%, and Freight Segment Operating Loss improved $7 million or 18%. source
- Q3 2026 Delivery Gross Bookings increased 22%, driven by Trip volume growth, and advertising revenue increased $176 million. source
- Nine-month 2026 Mobility revenue increased $215 million or 1%, and Mobility Segment Operating Income increased $1.4 billion or 28%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +9.5% | Nine-month 2026 Mobility revenue increased $215 million or 1%, and Mobility Segment Operating Income increased $1.4 billion or 28%. |
| revenue | positive | realized | +5.8% | Nine-month 2026 Freight revenue increased $849 million or 22%, and Freight Segment Operating Loss improved $4 million or 4%. |
| operating_income | positive | realized | +5.6% | Nine-month 2026 Delivery revenue increased $3.4 billion or 28%, and Delivery Segment Operating Income increased $825 million or 37%. |
| revenue | positive | realized | +3.6% | Nine-month 2026 Delivery Gross Bookings increased 25%, driven by Trip volume growth, and advertising revenue increased $538 million. |
| revenue | positive | realized | +1.5% | Nine-month 2026 Mobility revenue increased $215 million or 1%, and Mobility Segment Operating Income increased $1.4 billion or 28%. |
| operating_income | positive | realized | +0.0% | Nine-month 2026 Freight revenue increased $849 million or 22%, and Freight Segment Operating Loss improved $4 million or 4%. |