UBER News
R40 coverage and dated third-party headlines for Uber Technologies, Inc. (UBER).
R40 Coverage
Uber's CEO Bought $10 Million of Stock and Directly Owns 53,868 Fewer Shares Than in May 2022
Khosrowshahi bought 141,000 shares for $10,005,952. That leaves him holding 1,367,100 directly, against the 1,420,968 he held after his May 2022 purchase.
Uber Has Been Fined €1.13B by the Dutch Regulator—and 73% Landed This Week.
The Dutch regulator fined Uber €825M for algorithmic driver suspensions without human review — the second-largest GDPR penalty, 35 days of its free cash flow.
Amazon and Uber Both Promised a Million Drone Deliveries This Week. Amazon Means a Year, Uber Means a Day.
Amazon projects a million Prime Air deliveries in 2026 — about 2,700 a day. Uber and Zipline target a million a day by 2029, 365 times Amazon's whole year.
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 Jumped 5.5 Points. Most of It Was an Accounting Change.
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.