Uber Reports Q3 2026 Earnings & Announces Departure of Corporate Affairs Chief Jill Hazelbaker

Overview of Filing

On November 4, 2026, Uber Technologies, Inc. ($UBER) filed a Form 8-K disclosing two primary matters:

1. Item 2.02 – Results of Operations and Financial Condition: Financial results for the third quarter ended September 30, 2026.
2. Item 5.02 – Departure of Directors or Certain Officers: The planned resignation of Jill Hazelbaker, President and Chief Corporate Affairs Officer.

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Executive Leadership Changes (Item 5.02)

• Officer: Jill Hazelbaker
• Current Role: President and Chief Corporate Affairs Officer
• Effective Date: November 30, 2026
• Reason: Stepping down to pursue an external opportunity.
• Context: Ms. Hazelbaker has been a central executive leadership figure at Uber since the early tenure of CEO Dara Khosrowshahi, overseeing policy, communications, and corporate affairs.

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Q3 2026 Financial Highlights (Item 2.02 / Exhibit 99.1)

• Gross Bookings: $59.8 billion, up 20% YoY (20% on constant currency).
  • Mobility: $29.5 billion (+18% YoY)
  • Delivery: $28.5 billion (+22% YoY)
  • Freight: $1.8 billion (+35% YoY)
• Revenue: $14.8 billion, up 10% YoY (impacted by an 8 percentage-point headwind from business model changes).
• Profitability:
  • GAAP Operating Income: $1.45 billion (+30% YoY).
  • Adjusted EBITDA: $2.96 billion (+31% YoY); margin expanded to 5.0% of Gross Bookings.
  • Non-GAAP Operating Income: $2.30 billion (+38% YoY); margin of 3.9%.
  • GAAP Net Income: $512 million (EPS $0.25), which includes a $476 million pre-tax unrealized loss on equity investments.
  • Non-GAAP EPS: $0.88 (+35% YoY).
• Cash Generation: Operating cash flow of $2.64 billion and free cash flow of $2.54 billion.

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Guidance for Q4 2026

• Gross Bookings: $63.25 billion to $65.25 billion (18% to 22% YoY constant-currency growth).
• Non-GAAP EPS: $0.95 to $0.99 (34% to 39% YoY growth).
• Adjusted EBITDA: $3.13 billion to $3.23 billion.