Slide 1: Uber Technologies, Inc. Q2 2026 Earnings Supplemental Data
Uber Technologies, Inc. August 5, 2026 Q2 2026 Earnings Supplemental Data
Slide 2: Non-GAAP Financial Measures Disclosure
Non-GAAP Financial Measures Disclosure To supplement our financial information, which is our performance by excluding certain items that may measures and evaluating these non-GAAP financial prepared and presented in accordance with generally not be indicative of our recurring core business measures
Slide 3: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements offerings, our ability to attract drivers, consumers and regarding our future business expectations, which involve other partners to our platform, our brand and reputation, risks and uncertainties. Actual results may di
Slide 4: Platform and Business Highlights
Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Q2 2026 Earnings 4
Slide 5: Delivery Hero expands Uber's local commerce platform
Delivery Hero expands Uber’s local commerce platform while accelerating cross-platform engagement Gross Bookings Cross-Platform Total Markets Markets $236B Delivery Mobility Freight Pre Deal 34 79 $65B 56% Post Deal 58 99 22% 50M+ new eligible 2019 (IPO) 2025¹ cross-platform users + Q2 2026 Earnings
Slide 6: World Cup showcased the power of Uber's platform
World Cup showcased the power of Uber’s platform across Mobility and Delivery 8M+ tourists took rides in host cities | ~$300M of World Cup savings¹ Travel & Venue Experience Game Day Offers Travel Pass International Benefits Specialized Pickup Deal Drops Cross-Platform Offers Q2 2026 Earnings 1. Inc
Slide 7: Uber One continues to deepen platform engagement
Uber One continues to deepen platform engagement Member Days Delivery Global Reach Delivery Mobility 400K ~40% Participating merchants ~50% increase YoY of eligible¹ 35+ Partners members are active across both Mobility and Delivery ~70% increase in merchant ~110% increase in non funded offers YoY Ub
Slide 8: Building infrastructure to commercialize autonomous mobility at global scale
Uber is building the infrastructure to commercialize autonomous mobility at global scale 2026 Deployment Partners Hardware Platform London, UK Munich, DE Self-Driving Technology Las Vegas, NV Zagreb, HR Bay Area, CA Atlanta, GA Zurich, CH Tokyo, JP Dallas, TX Madrid, ES Dubai, UAE Los Angeles, CA Ab
Slide 9: Financial and Operational Highlights
Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Q2 2026 Earnings 9
Slide 10: Operating Metrics
Operating Metrics Figures in Millions, excluding Monthly Trips / MAPC MAPCs % Growth YoY 180 189 202 199 208 +16% 15% 17% 18% 17% 16% MAPCs Growth YoY Monthly Trips / MAPC % Growth YoY 6.1 6.2 6.2 6.1 6.2 +2% Frequency Growth YoY 2% 4% 3% 3% 2% 3,751 3,867 +18% 3,512 3,643 3,268 Trips % Growth YoY 1
Slide 11: Gross Bookings
Gross Bookings $ in Millions $58,022 $54,140 $53,720 $49,740 $46,756 +22% Gross Bookings Constant Currency Growth YoY Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 17% 21% 22% 25% 24% % Growth YoY 18% 21% 22% 21% 22% % Constant Currency Growth YoY Note 1: We define Gross Bookings as the total dollar value
Slide 12: Revenue
Revenue $ in Millions $14,366 $14,191 $13,467 $13,203 $12,651 +11% Revenue Constant Currency Growth YoY Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 18% 20% 20% 14% 12% % Growth YoY 18% 19% 19% 10% 11% % Constant Currency Growth YoY Note 1: “% Constant Currency Growth YoY” is calculated by translating ou
Slide 13: Non-GAAP Operating Income
Non-GAAP Operating Income $ in Millions 3.5% 3.7% 3.5% 3.4% 3.3% $2,143 +40% $1,918 $1,883 $1,675 $1,534 Non-GAAP Operating Income Growth YoY Non-GAAP Operating Income as a % of Gross Bookings Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 50% 46% 46% 42% 40% % Growth YoY Note 1: We define Non-GAAP Operati
Slide 14: Non-GAAP EPS
Non-GAAP EPS $0.81 $0.71 $0.72 +35% $0.65 $0.60 Non-GAAP EPS Growth YoY Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 48% 28% 27% 44% 35% % Growth YoY Note 1: We define Non-GAAP EPS as Non-GAAP Net Income attributable to common stockholders divided by Non-GAAP weighted-average shares outstanding. Adjustme
Slide 15: Segment Details
Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Q2 2026 Earnings 15
Slide 16: Mobility Highlights
Mobility Highlights $ in Millions +20% $27,442 $28,988 $25,111 $26,394 $23,762 Gross Bookings % Constant Currency Growth YoY 18% 19% 19% 20% 20% Gross Bookings Constant 30.7% 30.6% 29.9% Currency Growth YoY 25.8% 25.4% $7,288 $7,682 $8,204 $7,363 $6,798 Revenue % Constant Currency Growth YoY 18% 18%
Slide 17: Delivery Highlights
Delivery Highlights $ in Millions +25% $25,992 $27,463 $25,431 Gross $21,734 $23,322 Bookings % Constant Currency Growth YoY 20% 24% 26% 23% 25% Gross Bookings Constant 19.5% Currency Growth YoY 19.2% 19.2% 19.1% 18.9% $4,892 $5,068 $5,245 Revenue $4,102 $4,477 % Constant Currency Growth YoY 23% 27%
Slide 18: Freight Highlights
Freight Highlights $ in Millions $1,583 $1,308 $1,270 $1,337 $1,261 Revenue % Constant Currency Growth YoY (1%) 0% (1%) 6% 25% Segment ($26) ($40) ($18) ($30) ($24) Operating Income Segment Operating Income: (1.4%) (1.5%) Segment Operating Income Margin (2.1%) (2.2%) as a % of Gross Bookings (3.1%)
Slide 19: Condensed Consolidated Financials
Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Q2 2026 Earnings 19
Slide 20: Condensed Consolidated Statements of Operations
Three Months Ended June 30, Six Months Ended June 30, Condensed 2025 2026 2025 2026 Consolidated Revenue $12,651 $14,191 $24,184 $27,394 Costs and expenses Statements of Cost of revenue, exclusive of depreciation and amortization shown separately below 7,611 7,815 14,548 15,073 Operations and suppor
Slide 21: Condensed Consolidated Balance Sheets
Condensed As of December 31, As of June 30, 2025 2026 Consolidated Assets Cash and cash equivalents $7,105 $4,870 Balance Sheets Short-term investments Restricted cash and cash equivalents 528 631 521 661 (Unaudited) Accounts receivable, net Prepaid expenses and other current assets 3,827 1,902 4,29
Slide 22: Condensed Consolidated Balance Sheets (Continued)
Continued: Condensed As of December 31, As of June 30, 2025 2026 Consolidated Liabilities, redeemable non-controlling interests and equity Accounts payable $1,013 $1,366 Balance Sheets Short-term insurance reserves 3,387 3,758 Operating lease liabilities, current 169 178 (Unaudited) Short-term debt
Slide 23: Condensed Consolidated Statements of Cash Flows
Three Months Ended June 30, Six Months Ended June 30, Condensed 2025 2026 2025 2026 Consolidated Cash flows from operating activities Net income including non-controlling interests $1,350 $2,416 $3,124 $2,698 Statements of Adjustments to reconcile net income to net cash provided by operating activit
Slide 24: Condensed Consolidated Statements of Cash Flows (Continued)
Continued: Three Months Ended June 30, Six Months Ended June 30, Condensed 2025 2026 2025 2026 Consolidated Cash flows from investing activities Purchases of property and equipment ($89) ($70) ($163) ($135) Statements of Purchases of non-marketable equity securities (12) (175) (191) (507) Purchases
Slide 25: Non-GAAP Reconciliations
Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Q2 2026 Earnings 25
Slide 26: Non-GAAP Operating Income Reconciliation (Unaudited)
Non-GAAP Operating Income Reconciliation (Unaudited) $ in Millions Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 Mobility $1,729 $1,864 $2,027 $2,029 $2,215 Delivery 766 811 905 961 1,055 Freight (26) (40) (18) (30) (24) Corporate G&A and Platform R&D (935) (960) (9
Slide 27: Non-GAAP Net Income and EPS Reconciliations (Unaudited)
Non-GAAP Net Income and EPS Reconciliations (Unaudited) $ in Millions, except share amounts, which are in thousands, and per share amounts Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 Non-GAAP Net Income $1,280 $1,389 $1,496 $1,493 $1,652 Add (deduct): Adjustments
Slide 28: Adjusted EBITDA Reconciliation (Unaudited)
Adjusted EBITDA Reconciliation (Unaudited) $ in Millions Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 Adjusted EBITDA $2,119 $2,256 $2,487 $2,481 $2,819 Add (deduct): Legal, non-income tax, and regulatory reserve changes and settlements - (479) (57) 129 (141) Goodw
Slide 29: Non-GAAP Costs and Operating Expenses Reconciliations
Non-GAAP Costs and Operating Expenses Reconciliations (Unaudited) $ in Millions Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 Revenue $12,651 $13,467 $14,366 $13,203 $14,191 GAAP Cost of Revenue, excluding D&A 7,611 8,109 8,681 7,258 7,815 Legal, non-income tax, and
Slide 30: Non-GAAP Costs and Operating Expenses Reconciliations (Continued)
Continued: Non-GAAP Costs and Operating Expenses Reconciliations (Unaudited) $ in Millions Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 GAAP Research and development $840 $862 $885 $951 $1,043 Acquisition, financing, and divestitures - - (1) (1) (1) Goodwill and as
Slide 31: Free Cash Flow Reconciliation (Unaudited)
Free Cash Flow Reconciliation (Unaudited) $ in Millions Three Months Ended Jun 30, ‘25 Sept 30, ‘25 Dec 31, ‘25 Mar 31, ‘26 Jun 30, ‘26 Free Cash Flow reconciliation: Net cash provided by operating activities 2,564 2,328 2,883 2,351 2,862 Purchases of property and equipment (89) (98) (75) (65) (70)