Filings monitor · UBER

What Uber Technologies, Inc's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook95 · importance in its document · 8-K exhibit · 4 Nov 2026
   For Q4 2026, Uber anticipates Gross Bookings of $63.25 billion to $65.25 billion, with 18% to 22% year-over-year growth on a constant-currency basis. The company forecasts Non-GAAP EPS of $0.95 to $0.99, representing 34% to 39% growth.…
2. Income Tax Rate Changes77 · importance in its document · 10-Q · 2026Q3
   Uber recorded an income tax benefit of $4.0 billion in the third quarter of 2026, with an effective tax rate of negative 154%, and a $4.3 billion benefit for the first nine months, with a negative 78% effective rate. The year-over-year…
3. Delivery Hero Acquisition71 · importance in its document · 10-Q · 2026Q3
   On July 16, 2026, Uber agreed to launch a voluntary public takeover offer for Delivery Hero at €41.50 per share, implying an equity value of $14.8 billion for 100% of the company. The offer requires acceptance by holders of at least 50%…
4. Liquidity and Debt Position64 · importance in its document · 8-K exhibit · 4 Nov 2026
   At September 30, 2026, unrestricted cash, cash equivalents, and short-term investments totaled $10.1 billion. Cash and cash equivalents were $9.558 billion and short-term investments were $510 million, compared with $7.105 billion and…
5. Investment Gains and Losses63 · importance in its document · 10-Q · 2026Q3
   Third-quarter gains and losses on debt and equity securities swung from a $476 million loss in 2025 to a $1.5 billion gain in 2026, primarily reflecting fair-value changes in equity investments. The quarter included losses of $354 million…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Income Tax Rate ChangesImportance 77
  Uber recorded an income tax benefit of $4.0 billion in the third quarter of 2026, with an effective tax rate of negative 154%, and a $4.3 billion benefit for the first nine months, with a negative 78% effective rate.…
• Delivery Hero AcquisitionImportance 71 · +1 more on this subject
  On July 16, 2026, Uber agreed to launch a voluntary public takeover offer for Delivery Hero at €41.50 per share, implying an equity value of $14.8 billion for 100% of the company. The offer requires acceptance by…
• Investment Gains and LossesImportance 63
  Third-quarter gains and losses on debt and equity securities swung from a $476 million loss in 2025 to a $1.5 billion gain in 2026, primarily reflecting fair-value changes in equity investments. The quarter included…
• UK VAT Assessment and DisputeImportance 59
  A UK legislative change effective January 2, 2026, barred Private Hire Operators from applying the VAT Order 1987 to supplies made on or after that date, and Uber UK ceased applying the order. HMRC assessments dispute…
• Gross Bookings GrowthImportance 59 · +1 more on this subject
  Third-quarter 2026 Gross Bookings increased 20% year over year on a constant-currency basis to $59.8 billion, as Trips rose 16% to 4.1 billion, MAPCs grew 14%, and monthly Trips per MAPC increased 2%. Mobility Gross…
• Segment Revenue PerformanceImportance 58 · +1 more on this subject
  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…
• UK Mobility Model TransitionImportance 58
  Effective January 2, 2026, Uber changed its Mobility business model in certain UK markets and is no longer responsible for providing the Mobility services there. The change shifted Driver payments from cost of revenue…
• Senior Notes IssuanceImportance 58 · +1 more on this subject
  On September 15, 2026, Uber issued €4.5 billion of Euro-denominated Senior Notes in five tranches, with maturities from September 2029 through September 2046. Net proceeds were approximately €4.5 billion, equivalent to…
• Share Repurchase ProgramImportance 49
  Uber repurchased $4.3 billion of common stock in the first nine months of 2026, compared with $4.6 billion in the same 2025 period. The 2026 repurchases were partly funded alongside $9.1 billion of debt issuance and…
• Australia Payroll Tax RulingImportance 47
  On November 3, 2026, the High Court of Australia ruled against Uber in its challenge to New South Wales payroll tax assessments covering July 2014 through June 2020. Uber evaluated the ruling’s impact on other relevant…
• Research and Development ExpenseImportance 46
  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,…
• Operating Expense TrendsImportance 34
  Third-quarter operations and support expense increased 19% to $2.1 billion, including a $114 million increase in employee compensation; nine-month expense rose 16%, including $277 million of additional compensation.…

8-K filings last 12 months

• Other officer change · Results, no stated guidance change4 Nov 2026 · 8-K Items 2.02, 5.02 · Routine · rule score 15
  “On November 4, 2026, the Company announced that Jill Hazelbaker, President and Chief Corporate Affairs Officer, will step down from her role on November 30, 2026, for an external opportunity.”
  Read from the attached exhibit: Guidance and Outlook · Liquidity and Debt Position · Restructuring Charges
• New debt7 Aug 2026 · 8-K Items 1.01, 2.03 · Flagged · rule score 50
  “On August 6, 2026, Uber Technologies, Inc. (the “Company”) entered into a Term Loan Credit Agreement (the “Term Loan Credit Agreement”), among the Company, as borrower, the lenders party thereto and Morgan Stanley Senior Funding, Inc., as…”
• Results, no stated guidance change5 Aug 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance / Outlook · Free Cash Flow and Buybacks · Net Income and Investment Revaluation
• Deal agreement · New debt16 Jul 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 40
  “On July 16, 2026, Uber Technologies, Inc. (the “Company” or “Uber”) entered into a Business Combination Agreement (the “BCA”), by and among, the Company, Uber International Technologies II Corporation, a Delaware corporation and a…”
  Read from the attached exhibit: Delivery Hero Acquisition · Liquidity and Debt Position · Germany Investment Commitment
• Other officer change11 May 2026 · 8-K Item 5.02 · Routine · rule score 15
  “Ms. Krishnamurthy will serve as an advisor to the Company through a transition period.”
• Results, no stated guidance change6 May 2026 · 8-K Item 2.02 · Routine · rule score 10
• CFO exit · Guidance reaffirmed4 Feb 2026 · 8-K Items 2.02, 5.02 · Flagged · rule score 55
  “On February 4, 2026, Uber Technologies, Inc. (the “Company”) announced that Prashanth Mahendra-Rajah, Chief Financial Officer, will step down from his role on February 16, 2026.”

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Capital Return Program · Delivery Hero Acquisition · UK Mobility Model Transition

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.