Mobility (ride-hailing)
Largest business. Q2 2026 Gross Bookings rose 22% in constant currency, with Mobility revenue up only 1% as business-model changes weighed on reported revenue.
The numbers
What it is
Uber's ride-hailing marketplace connects riders with drivers across its global markets. It is the main source of Uber's Gross Bookings and profit, and its trip volume drives the Delivery and membership businesses.
Why it matters to the stock. Mobility generates most of Uber's segment operating income. Traders watch its Gross Bookings growth against its take rate, since revenue growth can diverge from bookings when business-model changes shift revenue recognition.
News
Uber launches Uber Electric in Australia and sets Eats emissions goals
On September 23 Uber announced an electrification push: Uber Electric is launching in Australia and is available in more than 140 cities, and the company is providing $800 million in resources to help drivers go electric.
Uber Q2 2026: Gross Bookings up 24% to $58.0B, Q3 profit guide below Street
Uber reported second-quarter 2026 results on August 5.
Uber Q1 2026 Gross Bookings rise 25% to $53.7B; Q2 guidance $56.25B-$57.75B
Uber reported first-quarter 2026 Gross Bookings of $53.7 billion, up 25% (21% in constant currency), above its own $52.0 billion to $53.5 billion guidance range.
Uber agrees to acquire Berlin chauffeur platform Blacklane, terms not disclosed
Uber agreed to acquire Blacklane, the Berlin-based private chauffeur platform that operates in more than 500 cities across over 60 countries.
Uber reports Q4 2025 results and guides Q1 2026 Gross Bookings to $52.0B-$53.5B
Uber reported fourth-quarter 2025 revenue of $14.37 billion, up 20%, and Gross Bookings of $54.14 billion, up 22%.