UBER — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-08-05

• (In millions, except percentages and per share amounts)20252026% Change

• Net income attributable to Uber Technologies, Inc.$1,355 $2,394 77 %

• Trips increased to 3.9 billion in the second quarter of 2026, up 18% year-over-year, driven by MAPCs growth of 16% YoY and monthly Trips per MAPC growth of 2% YoY.

• Unrestricted cash, cash equivalents, and short-term investments were $5.4 billion at the end of the second quarter.

• •Other, net, which consists primarily of gains (losses) from fair value adjustments relating to total return swaps and 2028 Exchangeable Senior Notes.

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• Net income attributable to Uber Technologies, Inc.$1,776 $263 (85)%

• In the first quarter of 2026, our MAPCs were 199 million, growing 17% compared to the same period in 2025.

• Mobility Segment Operating Income was $2.0 billion, up $442 million compared to the same period in 2025. Delivery Segment Operating Income was $961 million, up $290 million compared to the same period in 2025.

• We ended the quarter with $6.1 billion in unrestricted cash, cash equivalents, and short-term investments. Subsequent to quarter end, on April 16, 2026, we completed the acquisition of SpotHero, Inc., a leading digital parking aggregator, for total cash consideration of approximately $600 million. F…

• Net income attributable to Uber Technologies, Inc.$1,776 $263

Text added vs the prior filing · source: 10-Q · 2026-08-05

• Other examples of judicial decisions include a decision by the French Supreme Court that a driver for a third-party meal delivery

• that offer their own delivery and/or take-away, meal kit delivery services, grocery delivery services, and traditional grocers.

• increase in the foreseeable future, and we may not maintain profitability.

• The number of Drivers and merchants on our platform could decline or fluctuate as a result of a number of factors, including

• including Careem, Postmates and Cornershop, have or will continue to use their own brands and/or operate their own apps in parallel with our brand and apps, and any damage or reputational harm to their brands could adversely impact our brand and reputation.

Text removed vs the prior filing · source: 10-Q · 2026-05-06

• Other examples of judicial decisions include a decision by the French Supreme Court that a driver for a third-party meal delivery service was under a “subordinate relationship” of the service, indicating an employment relationship, decisions by the French Supreme Court in 2020 and 2023 that reclassi…

• As of March 31, 2026, we had an accumulated deficit of $10.4 billion. We will need to generate and sustain increased revenue

• The number of Drivers and merchants on our platform could decline or fluctuate as a result of a number of factors, including Drivers ceasing to provide their services through our platform, passage or enforcement of local laws limiting our products and offerings, the low switching costs between compe…

• Since our inception, we have experienced rapid growth in the United States and internationally. This expansion increases the

• complexity of our business and has placed, and will continue to place, significant strain on our management, personnel, operations, systems, technical performance, financial resources, and internal financial control and reporting functions. We may not be able to manage our growth effectively, which …