Uber Technologies Inc

UBER: XNYS (USA)

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Uber Earnings: Food Delivery Is Strong, but Autonomous Vehicles’ Impact on Ride-Hailing Looms Large

Mark Giarelli

Aug 5, 2026

Uber's second-quarter operating performance was in line with our expectations, with gross bookings narrowly beating management’s forecast by 2%. We view the third-quarter outlook as slightly soft, with decelerating top-line growth and margin expansion.

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Uber Technologies Inc

Uber Earnings: Food Delivery Is Strong, but Autonomous Vehicles’ Impact on Ride-Hailing Looms Large

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