Uber Technologies, Inc. · UBER · Next earnings

Uber Technologies, Inc. reports Wednesday, Nov 4, 2026

UBER reports before market open with consensus EPS at $0.86 and revenue at $14.66B. Last quarter: Uber reports strong Q3 bookings and cash flow, with driver supply a constraint

Reports Before market open0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.86 Calendar consensus
Consensus revenue $14.66B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 0 days away

Where UBER left off: FY2026 Q3

Full report

Uber reports strong Q3 bookings and cash flow, with driver supply a constraint

EPS surprise — Reported — vs $0.86
Revenue surprise — Reported — vs $14.66B
Stock move +4.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its 18–22% growth outlook, according to the supplied analysis. No change to that outlook was reported.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Driver-supply constraints in key markets may limit Mobility growth.
  • Fuel costs, immigration, and regulatory conditions could affect driver availability and economics.
  • Autonomous-vehicle financing, fleet residual values, deployment approvals, and partner execution remain uncertain.
  • Competition in mobility, delivery, and grocery may pressure growth or margins.
  • The supplied analysis identifies open questions about the scalability of AI agents and the economics of grocery fulfillment.

Questions analysts left open

  • Fleet financing structure and expected returns on autonomous vehicles.
  • Durability of driver-supply improvements in Brazil, India, and Canada.
  • Economics of dark-store and grocery fulfillment operations.
  • Potential effect of a DoorDash–Instacart merger on Uber's grocery business.
  • Sustainability of Mobility profit margins amid supply investments.

Ask FN2 about UBER next report

Transcript, numbers and history already loaded

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the UBER recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent UBER quarters

All UBER earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.