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Uber Technologies Inc. (UBER) earnings date & stock reaction

Uber Technologies Inc. · Platform

Uber Technologies Inc. earnings date & time

Next earningsTue, November 3 around 8:00 AM ET, before the openscheduled

Schedule

Korea time (KST)
Tue, November 3
Reporting pattern
12 of last 12 before open
Typical move
±5.4% · 12-report avg

What the market expects

Consensus EPS

$0.97Coming in above this counts as a beat

Year-ago quarter
$3.11→-68.8%
Guided EPS
$1.17→$0.86-26.5%
Full earnings calendarFrom an earnings calendar
Latest reportApr–Jun 2026 results· August 5, 2026 reported
EPS consensus $0.83 → $1.17 ▲ +40.2% beatRev $12.7B → $14.2B +12% YoY
Post-earnings price move
Next-day move
-5.3%
After 5 days
+9.1%
Price around earnings
Around this report
Sector peer Strategy Inc Common Stock Class A -4.6% next day (7/30)A same-industry peer, Strategy Inc Common Stock Class A, reported within the 10 days before this one (6d earlier). How the market took it (next-day move -4.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.
Earnings callSolid gross bookings growth and expansion of autonomous ecosystem
“Gross bookings were 22% year-over-year to more than $58 billion, above the high end of our guidance and marking our fourth consecutive quarter above 20% growth.”
· Dara Khosrowshahi, CEO
“Non-GAAP EPS grew 35% year-over-year and trailing 12-month free cash flow exceeding $10 billion for the first time in our history.”
· Balaji Krishnamurthy, CFO
Positives
  • ▲Strong Bookings and Earnings Growth
    • Gross bookings reached $58 billion this quarter, up 22% vs last year.
    • Adjusted EBITDA grew 33% vs last year to $2.8 billion.
  • ▲Improved Cash Flow and EPS
    • Non-GAAP EPS was $0.81, up 35% vs last year.
    • Trailing 12-month free cash flow exceeded $10 billion for the first time.
  • ▲Expansion of User Base and Engagement
    • Monthly Active Platform Consumers (MAPCs) grew 16% vs last year to 208 million.
    • Total trips increased 18% vs last year to 3.9 billion.
Concerns
  • ▼Intensifying Competition in Brazil
    • Increased competition in food delivery in Brazil has impacted mobility trip volume growth.
    • Rising costs to secure delivery supply are shifting resources from mobility to delivery.
  • ▼Deceleration in Revenue Growth
    • Revenue grew 12% vs last year to $14.2 billion, significantly trailing the 22% gross bookings growth.
    • Business model changes negatively impacted total revenue growth by 8 percentage points.
  • ▼Regulatory and Operational Risks in AV
    • Autonomous vehicles are facing technical and regulatory challenges in real-world environments like school zones.
    • The company must balance innovation speed with the need for sustainable regulation.
Based on the Aug 5, 2026 earnings-call transcript. Quotes are verbatim.

Uber Technologies Inc. (UBER) rose the day after earnings in 4 of its last 12 reports (33%), moving ±5.4% on average. It has fallen despite beating the consensus estimate 6 times.

Up next day
4/12
33%
Fell despite growth
5/12
Good earnings ignored
Price when beating
-2.3%
avg over 8 beats
Price when missing
+0.3%
avg over 4 misses
Avg earnings move
±5.4%
typical swing on earnings
Biggest single move
+10.9%
'24.8 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 6 of the last 7 times. The number alone doesn't move it.

What really matters here
How fast the steady subscription-style revenue is growing
In finance terms: ARR · RPO (recurring revenue · backlog)
Growth · revenue (YoY by quarter, latest right)
+14%
25-05(Mar qtr)
+18%
25-08(Jun qtr)
+20%
25-11(Sep qtr)
+20%
26-02(Dec qtr)
+14%
26-05(Mar qtr)
+12%
26-08(Jun qtr)
Holding steady · Growth is holding around +12%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 7 of 10 times
Median beat +65%. 6 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 8 beats (25%)
Reaction is erratic and hard to predict
Avg -2.3% on a beat, +0.3% on a miss

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
6xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth5/12

6/8 beats fell next day · watches ARR · RPO (recurring revenue · backlog)

Next-day reaction
  • Jun 2026 report-5.3%
  • Mar 2026 report+8.5%
  • Dec 2025 report-5.2%
  • Sep 2025 report-5.1%
  • Jun 2025 report-0.2%
  • Mar 2025 report-2.5%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-05
Next-day move
-5.3%
After 5 days +9.1%
EPS consensus $0.83 → $1.17 ▲ +40.2% beatRev $12.7B → $14.2B +12% YoY
Beat by +40.2% but stock -5.3%
Price around earnings
Around this report
Sector peer Strategy Inc Common Stock Class A -4.6% next day (7/30)A same-industry peer, Strategy Inc Common Stock Class A, reported within the 10 days before this one (6d earlier). How the market took it (next-day move -4.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Earnings trend · last 12 quarters

EPS$1.17YoY +86%
'23.11'26.8
Revenue$14.2BYoY +12%
'23.11'26.8

Earnings history and price reaction

Uber Technologies Inc. across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-05+40.2%-5.3%+9.1%
3/20262026-05-06-81.7%+8.5%+4.7%
12/20252026-02-04-81.9%-5.2%-5.7%
9/20252025-11-04+350.7%†-5.1%-5.6%
6/20252025-08-06+1.1%-0.2%+2.6%
3/20252025-05-07+65.0%-2.5%+6.9%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Uber Technologies Inc. earnings date?

The next Uber Technologies Inc. (UBER) earnings report is expected Tue, November 3 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Uber Technologies Inc.'s next earnings?

Analysts expect EPS of about $0.97 for Uber Technologies Inc. (UBER). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Uber Technologies Inc. (UBER) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 4 of them (33%). The average move on earnings day was ±5.4%.

Does Uber Technologies Inc. react more to the earnings numbers or to guidance?

In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Uber Technologies Inc. stock fall even when earnings are good?

Yes. In 5 of the last 12 reports, Uber Technologies Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Uber Technologies Inc. stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.