UBER · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
Uber Technologies, Inc · 2026-11-04 · Importance 48 · Surprise 40 · No source text
Revenue increased 10% year over year to $14.8 billion in the third quarter of 2026 and increased 12% to $42.2 billion in the first nine months. Gross Bookings rose 20% and 23%, respectively, primarily on higher Trip volumes. UK Mobility business model changes reduced revenue by $1.1 billion in the quarter and $3.2 billion year to date because driver payments became a reduction of revenue rather than cost of revenue.
Key facts
- Q3 2026 revenue was $14.8 billion, up 10% year over year; UK Mobility business model changes reduced revenue by $1.1 billion. source
- Revenue for the nine months ended September 30, 2026 was $42.160 billion, up $4.5 billion or 12% year over year; UK Mobility model changes reduced revenue by $3.2 billion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +30.5% | Revenue for the nine months ended September 30, 2026 was $42.160 billion, up $4.5 billion or 12% year over year; UK Mobility model changes… |
| revenue | negative | realized | -21.7% | Revenue for the nine months ended September 30, 2026 was $42.160 billion, up $4.5 billion or 12% year over year; UK Mobility model changes… |
| revenue | positive | realized | +8.8% | Q3 2026 revenue was $14.8 billion, up 10% year over year; UK Mobility business model changes reduced revenue by $1.1 billion. |
| revenue | negative | realized | -7.5% | Q3 2026 revenue was $14.8 billion, up 10% year over year; UK Mobility business model changes reduced revenue by $1.1 billion. |