Uber's third quarter 2026 Gross Bookings grew 20% to $59.8B as autonomous fleet scaling accelerates

Uber reported third quarter 2026 revenue that slightly exceeded analyst expectations, though Non-GAAP EPS missed the mark. Growth was underpinned by record consumer engagement, with quarterly trips reaching 4.1 billion, a 16% increase year-over-year.

Key Highlights

• Gross Bookings reached $59.8 billion, up 20% year-over-year on a constant currency basis, meeting the high end of internal guidance.
• Monthly Active Platform Consumers (MAPCs) increased 14% to 215 million, while monthly trips per consumer expanded 2%.
• The company accelerated its autonomous vehicle roadmap, projecting 700 fully driverless vehicles on the platform by year-end 2026 and over 2,000 in 2027.
• Profitability margins expanded as Non-GAAP Operating Income reached a record 3.9% of Gross Bookings, yielding $2.5 billion in free cash flow.