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

Uber Q4 revenue rises 20% to $14.4 billion; CFO to step down Feb. 16

Mixed Impact 4 of 5 leadership Written later

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.

Key points

  • 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.

The filing

CompanyUber (UBER)
Form8-K, current report
Filed with the SECFeb 4, 2026, 6:56 AM ET
Accession number0001543151-26-000011

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

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 February 04, 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.