Mobility, Delivery, and Freight All Grow! Uber (UBER.US) Q3 Gross Bookings Rise 20% for Fifth Consecutive Quarter, Operating Margin Hits Record High of 3.9%

Zhitong Finance APP has learned that Uber (UBER.US) released its fiscal 2026 third-quarter (ended September 30) financial results before the market opened on November 4. Gross Bookings for the quarter were $59.819 billion, up 20% year over year (also up 20% on a constant-currency basis), marking the fifth consecutive quarter of 20%+ growth and broadly in line with the market consensus of approximately $59.8 billion. Net revenue was $14.766 billion, up 10% year over year; changes in the business model had a negative impact of approximately 8 percentage points on revenue growth.