UBER News
R40 coverage and dated third-party headlines for Uber Technologies, Inc. (UBER).
R40 Coverage
Uber's Gross Margin Broke an Eleven-Quarter Band by 5.5 Points. Most of That Is an Accounting Change That Took Effect on Day One of the Quarter.
Eleven quarters inside a 1.2-point band, then 45.03%. The 10-Q says why: from January 2, UK driver payments are netted against revenue, not counted as cost.
Uber Heads Into Q2 2026 Earnings on August 5: Ads Scale, AV Bets Multiply, GAAP EPS Stays Noisy
Uber reports Q2 2026 results on August 5. The core story — record free cash flow, a fast-scaling advertising business, and a capital-light bet across roughly 30 autonomous-vehicle partners — is strong, even as GAAP EPS keeps swinging on non-cash equity-investment revaluations. Here's what to watch.
July 2026
Uber Announces Date of Second Quarter 2026 Results Conference Call
Uber confirms it will report Q2 2026 results on August 5, 2026, with a conference call at 5:00 a.m. PT / 8:00 a.m. ET.
June 2026
Khosrowshahi Bets on 'Everybody in the Ecosystem' for Robotaxis
CEO reiterates Uber's capital-light AV strategy of partnering broadly across self-driving companies rather than building its own robotaxi, aiming to power the largest share of autonomous rides globally.
March 2026
Uber's Advertising Business May Be Bigger Than Investors Think
Ad revenue crosses a $2 billion annualized run-rate, up over 50% YoY, and now exceeds the roughly 2% of gross bookings once seen as a ceiling for the segment.
February 2026
Uber Reports Q4 and Full-Year 2025 Results
Full-year revenue of $52.0B (+18%), free cash flow of $9.8B (+42%), and gross bookings of $193.5B; Q4 GAAP EPS of $0.14 held down by a $1.6B equity-revaluation headwind.