Uber Technologies Inc

UBER: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Uber Earnings: Flywheel Is Strong, but We Still Acknowledge a World Where Autonomy Disrupts Uber

Mark Giarelli

May 6, 2026

Uber's first quarter was strong, beating management’s gross bookings forecast by 2% and effectively meeting analyst expectations for net revenue per FactSet. Revenue would have been higher if not for an accounting change. Uber One added 4 million memberships in the quarter, reaching 50 million.

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Uber Technologies Inc

Uber Earnings: Flywheel Is Strong, but We Still Acknowledge a World Where Autonomy Disrupts Uber

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