UBER · 10-Q · 2026Q3 · Full report

Research and Development Expense

Uber Technologies, Inc · 2026-11-04 · Importance 46 · Surprise 56 · Matches filing data

Research and development expense increased 48% year over year to $1.3 billion in the third quarter of 2026. The increase included $255 million of additional employee compensation, including stock-based compensation, and $130 million of additional network costs. For the first nine months, expense increased 30% to $3.3 billion, including $531 million of additional compensation and $173 million of additional network costs; the network-cost increase primarily reflected a July 1 change in allocation methodology.

Key facts

• Q3 2026 Research and Development expenses increased $411 million or 48%, including a $255 million increase in employee compensation and a $130 million increase in network costs. source
• Nine-month 2026 Research and Development expenses increased $750 million or 30%, including a $531 million increase in employee compensation and a $173 million increase in network costs. source

Impact estimates