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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Doug Anmuth | JPMorgan | 14 (0%) |
| Brian Nowak | Morgan Stanley | 13 (0%) |
| Justin Post | Bank of America | 10 (10%) |
| Eric Sheridan | Goldman Sachs | 9 (0%) |
| John Colantuoni | Jefferies | 8 (0%) |
| Nikhil Devnani | Bernstein | 8 (25%) |
| Michael Morton | MoffettNathanson | 7 (14%) |
| Mark Mahaney | Evercore ISI | 6 (0%) |
| Ross Sandler | Barclays | 4 (0%) |
| Ron Josey | Citigroup | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 14 (0%) |
| Morgan Stanley | 1 | 13 (0%) |
| Bank of America | 1 | 10 (10%) |
| Goldman Sachs | 1 |
| 9 (0%) |
| Jefferies | 1 | 8 (0%) |
| Bernstein | 1 | 8 (25%) |
| MoffettNathanson | 1 | 7 (14%) |
| Evercore ISI | 1 | 6 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $11.96B | +20.4% | $3.21 | +386.4% | 6.4% | 57.6% | $1.71B |
| FY2025 Q1 | $11.53B | +13.8% | $0.83 | +359.4% | 10.6% | 15.4% | $2.25B |
| FY2025 Q2 | $12.65B | +18.2% | $0.63 | +34.0% | 11.5% | 10.7% | $2.48B |
| FY2025 Q3 | $13.47B | +20.4% | $3.11 | +159.2% | 8.3% | 49.2% | $2.23B |
| FY2025 Q4 | $14.37B | +20.1% | $0.14 | -95.6% | 12.3% | 2.1% | $2.81B |
| FY2026 Q1 | $13.20B | +14.5% | $0.13 | -84.3% | 14.6% | 2.0% | $2.29B |
| FY2026 Q2 | $14.19B | +12.2% | $1.17 | +85.7% | 14.6% | 16.9% | $2.79B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Uber delivered broad-based growth with gross bookings up 21% year-over-year and non-GAAP EPS increasing 44% as insurance cost savings drove US mobility acceleration and Uber One membership surpassed 50 million. Autonomous vehicle partnerships scaled rapidly and AI-driven engineering productivity enhanced product innovation, while suburban and sparse market expansion globally extended the growth runway. Top-line and profitability came in at or above the high end of Q1 guidance, though competitive intensity in international delivery markets remained a factor to monitor.
Innovation & R&D | Competitive Dynamics | Demand | Capex Investment | Pricing | Margin | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 2 | 2 | 1 | 2 | 1 | 1 |
| 2025Q1 | 5 | 5 | 4 | 4 | 3 | 3 | 4 | |
| 2025Q2 | 5 | 3 | 4 | 2 | 2 | 1 | ||
| 2025Q3 | 4 | 2 | 3 | 2 | 1 | 2 | 2 | 2 |
| 2025Q4 | 6 | 3 | 1 | 3 | 1 | 1 | 3 | |
| 2026Q1 | 5 | 7 | 3 | 3 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 5 | 5 | 5 | 4 | 6 | 5 |
| Competitive Dynamics | 4 | 5 | 3 | 2 | 3 | 7 |
| Demand | 2 | 4 | 4 | 3 | 1 | 3 |
| Capex Investment | 2 | 2 | 2 | 3 | 3 | |
| Pricing | 1 | 4 | 2 | 1 | 1 | 2 |
| Margin | 2 | 3 | 1 | 2 | 1 | 1 |
| Revenue Growth | 1 | 3 | 2 | 3 | ||
| Geographic Expansion | 1 | 4 | 2 | 2 |
What UBER and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Robotaxi rides are growing exponentially with commercial fleets from Waymo, Tesla, Uber, WeRide and Zoox, and many others are expected to scale from thousands of vehicles in 2025 to millions over the next decade, creating a market poised to generate hundreds of billions of dollars of revenue.”
Uber named among commercial robotaxi fleets scaling on NVIDIA-powered autonomous platforms.
“Uber was 4.7% of sales for Q3.”
Darden uses Uber for first-party delivery at Olive Garden, where Uber-fulfilled delivery reached 4.7% of Olive Garden sales in the quarter, supported by delivery marketing.
“our same-day delivery service offered through Instacart, Uber Eats and DoorDash continue to grow at a faster pace than our overall digital sales.”
Uber Eats is one of Costco's same-day delivery partners, a channel growing faster than overall digital sales, a positive read-through for Uber's delivery volume.
“we were excited to announce a new strategic partnership with Uber to accelerate our shared autonomous vehicle goals.”
Rivian's new robotaxi partnership with Uber is designed to leverage Uber's marketplace density for future Level 4 R2 deployments.
“we expanded our partnership with Uber to provide a minimum of 35,000 robotaxis, up from 20,000 previously announced”
Lucid expanded its Uber robotaxi commitment to at least 35,000 vehicles with Uber raising its investment to $500 million, a scaled demand read-through for Uber.
“They primarily use Uber as a discount platform and DoorDash as a premium faster order time, faster delivery time platform.”
Chipotle characterizes Uber (Uber Eats) as the discount-oriented delivery platform relative to DoorDash, a read-through on consumer usage of the two aggregators.
“We recently announced that Zoox will be available through the Uber app in Las Vegas and in Los Angeles in the future.”
Amazon's Zoox robotaxi will be distributed through the Uber app, an Uber partnership read-through for autonomous-vehicle marketplace access.
“what you are seeing in Europe, particularly Northern Europe, with Uber becoming a little more aggressive”
An analyst flags Uber becoming more aggressive in Northern Europe delivery, framing Uber as DoorDash's key competitor there.
“just last week became the exclusive hotel partner for Uber. Uber will also be in our Expedia app, making travelers' trips more seamless.”
Expedia became the exclusive hotel partner powering Uber's hotel bookings, with Uber also integrated into the Expedia app, expanding Expedia's B2B reach.
“The early results from our new relationship with DoorDash and Uber Eats have exceeded what we originally planned.”
Kroger's new delivery relationship with Uber Eats has beaten plan, extending reach with incremental, profitable orders, a positive read-through for Uber.
“as well as through third-party partners, DoorDash and Uber Eats”
Uber Eats is a third-party delivery partner enabling Dollar General's delivery reach, a driver of incremental basket size and repeat visits.
“an incremental level of competitive intensity from both DoorDash and Prosus as they have expanded into the market, we've held our own quite well.”
Prosus is cited alongside DoorDash as intensifying Delivery competition in Europe.
“an incremental level of competitive intensity from both DoorDash and Prosus as they have expanded into the market, we've held our own quite well.”
Uber cites DoorDash's expansion into Europe as raising competitive intensity in Delivery; neutral read-through on DoorDash's international push.
“We talked about a new relationship that we're building with Hertz on the fleet management side.”
Hertz is named as a new Uber fleet-management partner for the AV ecosystem.
“We're really happy to work with Santander that has been incredibly innovative in this field on a global basis.”
Santander is Uber's AV fleet-financing partner; management praises its innovation, a positive read-through on Santander's mobility-financing push.
“on insurance, for example, we talked about a relationship with Marsh and Apollo as well to build out insurance.”
Apollo Global is named as a partner in Uber's AV insurance build-out, a modest read-through on Apollo's involvement in AV risk financing.
“on insurance, for example, we talked about a relationship with Marsh and Apollo as well to build out insurance.”
Marsh is named as a partner helping Uber build out AV insurance, a modest read-through on Marsh's role in the autonomous-vehicle insurance ecosystem.
“our partnerships are very, very broad from Zoox to a Nuro/Lucid to Pony and WeRide and Baidu as well in international markets.”
Amazon's Zoox is one of Uber's named AV partners across markets; neutral read-through on Zoox's commercialization via Uber's network.
“significantly more than that going into next year with partners like Nuro, like NVIDIA, like Zoox as well.”
NVIDIA named among Uber's expanding roster of autonomous-vehicle partners for 2026 deployments.
“We certainly see Waymo moving very quickly as we are moving very quickly.”
Uber frames Alphabet's Waymo as a fast-moving AV player in a market it views as not winner-take-all; neutral read-through on Waymo's autonomous progress.
“We're very happy to have a relationship with Expedia. Their inventory is second to none. So now we've got 700,000 hotels available on Uber as we speak.”
Uber's new hotel-booking feature runs on Expedia's inventory (700,000 hotels), a positive read-through for Expedia's supply-distribution reach.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
UBER Uber | 8 | +14.5% | |
| ADSK Autodesk | 10 | +19.8% | |
| AI C3.ai, Inc. | 1 | -46.1% | |
| APP Applovin Corp | 9 | +59.0% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 10 | +24.8% | |
| CRM Salesforce, Inc. | 9 | +12.1% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| FIG Figma, Inc. | 9 | +46.1% | |
| INTU Intuit | 9 | +17.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| SNOW Snowflake Inc. | 9 | +30.1% | |
| SOUN SoundHound AI, Inc. | 8 | +51.7% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| U Unity Software Inc. | 9 | +16.8% | |
| WDAY Workday, Inc. | 7 | +14.5% |