Every material Form 8-K Uber has filed with the SEC since January 12, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Uber Technologies, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting Gross Bookings of $59.8 billion and revenue of $14.8 billion. The company also announced that Jill Hazelbaker, President and Chief Corporate Affairs Officer, will step down on November 30, 2026. For shareholders, the results demonstrate continued top-line growth and expanding profitability, alongside guidance for the fourth quarter.
Gross Bookings grew 20% year-over-year to $59.8 billion for the third quarter of 2026.
GAAP Income from operations was $1.4 billion, while Non-GAAP Operating Income reached $2.3 billion.
GAAP Diluted EPS was $0.25 and Non-GAAP EPS was $0.88.
Jill Hazelbaker, President and Chief Corporate Affairs Officer, is stepping down on November 30, 2026.
On September 15, 2026, Uber completed a registered public offering of five series of senior unsecured notes totaling €4.5 billion, issued under its Form S-3 registration statement. The company intends to use the net proceeds for general corporate purposes, and the filing does not state the net proceeds amount.
Notes priced at 3.750% due 2029 (€750 million), 4.125% due 2032 (€1.0 billion), 4.375% due 2034 (€1.0 billion), 4.750% due 2038 (€1.0 billion) and 5.250% due 2046 (€750 million)
Goldman Sachs & Co. LLC, Morgan Stanley & Co. International plc, Deutsche Bank AG, London Branch, Merrill Lynch International and BNP PARIBAS are named as representatives of the underwriters
Notes were issued under a base indenture dated September 9, 2024 and a Third Supplemental Indenture dated September 15, 2026, with U.S. Bank Trust Company, National Association as trustee
Proceeds are intended for general corporate purposes
Uber entered into a new $7.7 billion revolving credit agreement that replaces its existing facility, and a term loan credit agreement that will help finance its voluntary takeover offer for Delivery Hero SE. The filing also reduces the commitments under the company's bridge credit facility by €4 billion and amends that bridge agreement. The new debt arrangements add financing commitments for the Delivery Hero deal, but the filing states that no revolver borrowings have been drawn.
Revolving credit agreement provides $7.7 billion in commitments, maturing August 6, 2031, with about $324 million of letters of credit transferred from the existing facility and no borrowings drawn.
Term loan commitments in two tranches mature 18 months (Tranche A) and three years (Tranche B) after closing, and proceeds are for the Delivery Hero offer and related costs.
Term loan commitments reduced the bridge credit agreement commitments by €4 billion; Amendment No. 1 raised a cross-default threshold from $300 million to $500 million.
Both new agreements require an EBITDA-to-interest expense ratio of at least 3.00 to 1.00 and include events of default tied to debt defaults above $500 million.
Uber reported second-quarter 2026 results on August 5, 2026. Revenue rose 12% year-over-year to $14.2 billion, and Gross Bookings rose 24% to $58.0 billion. GAAP diluted EPS was $1.17, helped by a $1.6 billion pre-tax benefit from revaluations of equity investments, while Non-GAAP EPS was $0.81, up 35%.
Revenue grew 12% year-over-year to $14.2 billion; Gross Bookings grew 24% to $58.0 billion
GAAP diluted EPS was $1.17 versus $0.63 a year earlier; net income included a $1.6 billion pre-tax benefit from equity investment revaluations
Non-GAAP Operating Income rose 40% to $2.1 billion; free cash flow was $2.8 billion in the quarter
Outlook for Q3 2026: Non-GAAP EPS of $0.84 to $0.88 and Gross Bookings of $58.25 billion to $60.25 billion
Uber entered a business combination agreement to make a voluntary cash takeover offer of €41.50 per Delivery Hero share, valuing Delivery Hero at $14.8 billion, or $13.7 billion after adjusting for Uber's prior stake purchases. The deal is expected to close in the second half of 2027 and is funded mainly by existing cash and debt, including a €14.2 billion bridge loan commitment that would add significant borrowing for shareholders to weigh.
Offer price is €41.50 per Delivery Hero share in cash; implied equity value is $14.8 billion, or $13.7 billion adjusted for Uber's prior stake purchases.
Uber signed a bridge credit agreement with senior unsecured commitments of €14.2 billion, maturing 364 days after closing, with Morgan Stanley Senior Funding as administrative agent.
Delivery Hero agreed to sell businesses in 14 markets to SSW Partners for approximately $1.6 billion; Uber will not acquire control of those businesses.
Prosus has irrevocably committed to tender its shares, which would bring Uber's total economic interest to about 53%; closing is expected in the second half of 2027.
Uber said Chief People Officer Nikki Krishnamurthy has stepped down and will advise the company through a transition period. Jill Hazelbaker, currently Chief Marketing Officer and SVP, Communications & Public Policy, takes a new role as President & Chief Corporate Affairs Officer effective immediately, taking on Krishnamurthy's former duties and oversight of Safety Operations.
Nikki Krishnamurthy, Chief People Officer, has stepped down and will serve as an advisor through a transition period
Uber reported first-quarter 2026 results, with revenue up 14% year-over-year to $13.2 billion and Non-GAAP EPS up 44% to $0.72. GAAP diluted EPS fell to $0.13 from $0.83 because of a $1.5 billion pre-tax net headwind from revaluations of its equity investments, and the company also gave Q2 2026 Gross Bookings and Non-GAAP EPS outlook ranges.
Revenue rose 14% year-over-year to $13.2 billion; Gross Bookings rose 25% to $53.7 billion.
GAAP net income attributable to Uber was $263 million, or $0.13 diluted EPS, versus $0.83 a year earlier, including a $1.5 billion pre-tax headwind from equity investment revaluations.
Non-GAAP Operating Income rose 42% to $1.9 billion, and Non-GAAP EPS rose 44% to $0.72.
For Q2 2026, Uber expects Gross Bookings of $56.25 billion to $57.75 billion and Non-GAAP EPS of $0.78 to $0.82.
Uber agreed with Mubadala Investment Company to acquire Getir's delivery portfolio in Türkiye, in phases, subject to regulatory approval and other closing conditions. The filing says the deal is an investment in Türkiye, and it adds a food delivery business that generated over $1 billion in gross bookings in 2025.
Uber will pay $335 million in cash, on a cash and debt free basis, for 100% of Getir's food delivery business, expected to close in the second half of 2026.
Getir's food delivery business generated over $1 billion in gross bookings in 2025, up more than 50% from the prior year on a constant currency basis.
Uber will invest $100 million for a 15% stake in Getir's grocery, retail and water delivery business.
The remainder of the grocery, retail and water delivery portfolio is expected to close in the next few years, subject to operating and financial performance conditions.
Uber reported fourth-quarter 2025 revenue of $14.4 billion, up 20% year over year, and GAAP income from operations of $1.8 billion, up 130%. GAAP net income fell 96% to $296 million because of a $1.6 billion pre-tax headwind from revaluations of equity investments. CFO Prashanth Mahendra-Rajah will step down on February 16, 2026, and Balaji Krishnamurthy will succeed him as CFO.
Q4 2025 Gross Bookings were $54.1 billion, up 22% year over year, and free cash flow was $2.8 billion.
GAAP net income was $296 million, or $0.14 diluted EPS, versus $6.9 billion a year earlier, which included a $6.4 billion tax valuation release.
Q1 2026 outlook: Gross Bookings of $52.0 billion to $53.5 billion and non-GAAP EPS of $0.65 to $0.72.
Krishnamurthy's CFO pay includes a $600,000 base salary, RSU awards of $9,375,000, option awards of $3,125,000 and a one-time RSU award of $5,000,000.
Uber said that starting in the first quarter of 2026 it will report Non-GAAP Operating Income, Non-GAAP Net Income and Non-GAAP EPS in place of Adjusted EBITDA, and will switch its segment performance measure to Segment Operating Income. The filing says the change does not restate previously reported GAAP revenue, income from operations, net income or EPS, so it changes how results are presented rather than the reported results themselves.
Non-GAAP Operating Income for the quarter ended September 30, 2025 was $1,675 million, compared with GAAP income from operations of $1,113 million.
Non-GAAP EPS for the quarter ended September 30, 2025 was $0.65, compared with GAAP diluted EPS of $3.11.
The new measures take effect in the first quarter of 2026. Interest income will be shown separately starting with the 10-K for the fiscal year ending December 31, 2025.
The filing provides recast figures for the seven quarters ended September 30, 2025.
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