$UBER · Uber Technologies, Inc
Uber filed its Q3 FY2026 10-Q. Revenue grew 9.6% YoY to $14.77B, net income attributable to Uber was $512M (down from $6.63B a year ago, which included a large one-time tax benefit), and operating margin was 9.8%. The company changed its segment performance measure from Segment Adjusted EBITDA to Segment Operating Income, with prior periods recast.
- Revenue rose 9.6% YoY to $14.77B in Q3 FY2026.
- Net income attributable to Uber was $512M, down from $6.63B a year earlier.
- Operating margin was 9.8% for the quarter.
- Delivery revenue grew to $5.49B from $4.48B; Mobility revenue dipped to $7.52B from $7.68B.
- Segment performance measure changed from Segment Adjusted EBITDA to Segment Operating Income.
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Uber's core profitability is solidifying, but the sharp YoY net-income drop (from a one-time tax benefit) and Mobility revenue decline warrant investor attention.
Uber's Delivery segment growth outpaced Mobility, reflecting continued strength in food/grocery delivery relative to ride-hailing.
The filing flags litigation and regulatory risk around driver/courier classification, plus competitive pressure from rivals' incentives and promotions.