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AI brief of an SEC Form 8-K · Uber (UBER)

Uber to replace Adjusted EBITDA with Non-GAAP Operating Income, Net Income and EPS

Neutral Impact 3 of 5 other Written later

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.

Key points

  • 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.

The filing

CompanyUber (UBER)
Form8-K, current report
Filed with the SECJan 12, 2026, 7:04 AM ET
Accession number0001543151-26-000005

Items reported: 8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 12, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.