UBER
Uber Technologies, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Uber Technologies, Inc..
Coverage
Uber's Rule of 40 Score Did Not Move. The Stock Fell 5% and the Market Cap Is Now 1.1x Waymo.
Uber's Q2: revenue $14.2B, bookings $58.0B, free cash flow $2.8B and TTM FCF past $10B for the first time. The R40 score went 31.8 to 31.9. The stock fell 5%.
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.
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.
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.
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.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2026 Q2 | 2026-06-30 | 2026-08-05 | Details → |
| 2026 Q1 | 2026-03-31 | 2026-05-06 | Details → |
| 2025 Q4 | 2025-12-31 | 2026-02-04 | Details → |
| 2025 Q3 | 2025-09-30 | 2025-11-04 | Details → |
| 2025 Q2 | 2025-06-30 | 2025-08-06 | Details → |
| 2025 Q1 | 2025-03-31 | 2025-05-06 | Details → |
| 2024 Q4 | 2024-12-31 | 2025-02-05 | Details → |
| 2024 Q3 | 2024-09-30 | 2024-11-05 | Details → |
| 2024 Q2 | 2024-06-30 | 2024-08-06 | Details → |
| 2024 Q1 | 2024-03-31 | 2024-05-08 | Details → |
| 2023 Q4 | 2023-12-31 | 2024-02-07 | Details → |
| 2023 Q3 | 2023-09-30 | 2023-11-07 | Details → |
| 2023 Q2 | 2023-06-30 | 2023-08-01 | Details → |
Company History
Founded in San Francisco by Travis Kalanick and Garrett Camp as 'UberCab,' launching a black-car ride request service.
Travis Kalanick resigns as CEO in June following a string of scandals over workplace culture, regulatory battles, and executive misconduct; Dara Khosrowshahi, formerly of Expedia, is named CEO in August.
Uber goes public on May 10, 2019, pricing shares at $45 and listing on the NYSE under ticker UBER; the stock closes below its offer price on its debut day.
Uber narrows losses sharply as Mobility and Delivery bookings recover post-pandemic, setting up the 2023 turn to sustained profitability.
Uber reports its first GAAP operating profit and first quarter with free cash flow above $1 billion in Q2 2023, marking the formal end of the company's cash-burn era.
Uber expands its 'everybody in the ecosystem' AV strategy, deepening partnerships with Waymo and adding Nuro/Lucid, Momenta, WeRide and other self-driving partners, committing roughly $10 billion in aggregate as investor and platform partner rather than building its own robotaxi.
Full-year 2025 free cash flow reaches $9.8 billion (+42% YoY) on $52.0 billion revenue; management targets robotaxi service across 10+ countries by the end of 2026 as the advertising business crosses a $2 billion annualized run-rate.
