Slide 1: Uber Announces Results for First Quarter 2026
Uber Announces Results for First Quarter 2026 Trips grew 20% year-over-year and Gross Bookings grew 21% year-over-year on a constant currency basis Record GAAP Income from operations of $1.9 billion; Non-GAAP Operating Income of $1.9 billion, up 42% year-over-year GAAP Diluted EPS of $0.13; Non-GAAP
Slide 2: Financial and Operational Highlights for First Quarter 2026
Financial and Operational Highlights for First Quarter 2026 Three Months Ended March 31, % Change (In millions, except percentages) 2025 2026 % Change (Constant Currency (1)) Monthly Active Platform Consumers (“MAPCs”) 170 199 17 % Trips 3,036 3,643 20 % Gross Bookings $ 42,818 $ 53,720 25 % 21 % Re
Slide 3: Non-GAAP Operating Income and Segment Operating Income (Loss)
Non-GAAP Operating Income and Segment Operating Income (Loss) Three Months Ended March 31, (In millions, except percentages) 2025 2026 % Change Segment Operating Income (Loss): Mobility $ 1,587 $ 2,029 28 % Delivery 671 961 43 % Freight (25) (30) (20)% Corporate G&A and Platform R&D (1) (907) (1,077
Slide 4: Webcast and conference call information
Webcast and conference call information A live audio webcast of our first quarter ended March 31, 2026 earnings release call will be available at https://investor.uber.com/, along with the earnings press release and slide presentation. The call begins on May 6, 2026 at 5:00 AM (PT) / 8:00 AM (ET). T
Slide 5: Non-GAAP financial measures and contacts
For more information on these non-GAAP financial measures, please see the sections titled “Definitions of Non-GAAP Measures” and “Reconciliations of Non-GAAP Measures” included at the end of this release. In regards to forward looking non-GAAP guidance, we are not able to reconcile the forward-looki
Slide 6: Condensed Consolidated Balance Sheets
UBER TECHNOLOGIES, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (In millions) (Unaudited) As of December 31, 2025 As of March 31, 2026 Assets Cash and cash equivalents $ 7,105 $ 5,558 Short-term investments 528 533 Restricted cash and cash equivalents 631 680 Accounts receivable, net 3,827 3,895 Prepa
Slide 7: Condensed Consolidated Statements of Operations
UBER TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (In millions, except share amounts which are reflected in thousands, and per share amounts) (Unaudited) Three Months Ended March 31, 2025 2026 Revenue $ 11,533 $ 13,203 Costs and expenses Cost of revenue, exclusive of depreciati
Slide 8: Condensed Consolidated Statements of Cash Flows
UBER TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (In millions) (Unaudited) Three Months Ended March 31, 2025 2026 Cash flows from operating activities Net income including non-controlling interests $ 1,774 $ 282 Adjustments to reconcile net income to net cash provided by opera
Slide 9: Definitions of Non-GAAP Measures
Driver incentives) and Freight revenue. Gross Bookings do not include tips earned by Drivers. Gross Bookings are an indication of the scale of our current platform, which ultimately impacts revenue. Monthly Active Platform Consumers (“MAPCs”). We define MAPCs as the number of unique consumers who co
Slide 10: Income tax effects and Non-GAAP EPS
• Income tax effects. Primarily include the income tax effects of the adjustments excluded from Non-GAAP Net Income and exclude other income tax benefits or expenses that are unpredictable, in both magnitude and timing, and not indicative of the tax associated with our ongoing operating performance.
Slide 11: Adjusted EBITDA limitations
have to be replaced in the future, and Adjusted EBITDA does not reflect all cash capital expenditure requirements for such replacements or for new capital expenditure requirements; • Adjusted EBITDA excludes stock-based compensation expense, which has been, and will continue to be for the foreseeabl
Slide 12: GAAP Diluted EPS to Non-GAAP EPS; Adjusted EBITDA reconciliation
GAAP Diluted EPS (2) $ 0.83 $ 0.13 Non-GAAP EPS (2) $ 0.50 $ 0.72 (1) Income tax effects include the impact of a stock loss and capitalized research and development expenses in Q1 2025 and the deferred U.S. tax impact related to our equity securities in Q1 2026. (2) Per share amounts are calculated