Uber Technologies, Inc. · UBER · Next earnings

Uber Technologies, Inc. reports Tuesday, Nov 3, 2026

UBER reports before market open with consensus EPS at $0.86 and revenue at $14.68B. Last quarter: Uber Q1 2026: Bookings Surge 21%, EPS Up 44% as AV and AI Investments Accelerate

Reports Before market open44 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.86 Calendar consensus
Consensus revenue $14.68B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 44 days away

Where UBER left off: FY2026 Q1

Full report

Uber Q1 2026: Bookings Surge 21%, EPS Up 44% as AV and AI Investments Accelerate

EPS surprise +3.9% Reported $0.72 vs $0.69
Revenue surprise -0.6% Reported $13.20B vs $13.28B
Stock move +8.5% Event window
Subsequent drift -8.8% Up to 20 sessions

Guidance sentiment was maintained in both Q4 FY2025 and Q1 FY2026, indicating no change in management's forward outlook stance. The company continues to project AV deployments in up to 15 cities by year-end, consistent with the prior quarter's target.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory scrutiny and safety-driver requirements may slow AV deployment timelines in target cities.
  • Intensifying competition from Waymo, Zoox, and Nuro in autonomous mobility could pressure market share and pricing.
  • Delivery competition from DoorDash, Prosus, and regional players may constrain margin expansion.
  • High AI investment spending with uncertain ROI and payback periods relative to headcount and productivity gains.
  • Potential volatility in insurance costs could reverse the pricing tailwinds currently benefiting trip growth.

Questions analysts left open

  • Details and timeline of insurance cost-savings impact on margins and sustainable trip growth.
  • Scaling bottlenecks and financing requirements for autonomous vehicle fleet expansion.
  • Level of AI spend relative to headcount reduction and measurable engineering productivity gains.
  • Competitive positioning in delivery against DoorDash, Prosus, and emerging regional players.
  • ROI and payback periods for new product initiatives including AV platform services and advertising.

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Recent UBER quarters

All UBER earnings
+8.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.