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Uber Technologies (UBER) guidance and outlook

Uber Technologies (UBER) gave its guidance on Nov 4, 2026: EPS $0.95–$0.99 for Q4 2026; EPS +34% to +39% for Q4 2026; EBITDA $3.1B–$3.2B for Q4 2026. Uber Technologies' 10-Q filed Nov 4, 2026 makes 19 forward-looking statements, 2 of them new and 3 no longer said since the filing before.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 4, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 4, 2026

• To comply with Proposition 22, we have incurred and expect to incur additional expenses, including expenses associated with a guaranteed minimum earnings floor for Drivers, insurance for injury protection and subsidies for health care.
• We would expect revenue to fluctuate on an absolute dollar basis for the foreseeable future based upon factors such as Trip volume, Driver supply, macroeconomic conditions, global travel activities and management pricing and promotional activities.
• We expect that cost of revenue, exclusive of depreciation and amortization, will fluctuate on an absolute dollar basis for the foreseeable future primarily driven by Trip volume changes on the platform.
• We would expect operations and support expenses to vary from period to period on an absolute dollar basis, but decrease as a percentage of revenue as we become more efficient in supporting platform users.
• We would expect sales and marketing expenses to vary from period to period on an absolute dollar basis and as a percentage of revenue due to timing of marketing campaigns.
• We would expect research and development expenses to increase on an absolute dollar basis and vary from period to period as a percentage of revenue as we continue to invest in research and development activities relating to ongoing improvements to and maintenance of our platform offerings and other research and development programs.
• We would expect general and administrative expenses to increase on an absolute dollar basis for the foreseeable future as our business continues to grow, but decrease as a percentage of revenue as we achieve improved fixed cost leverage and efficiencies in our internal support functions.
• In making that assessment, we consider both positive and negative evidence related to the likelihood of realization of the deferred tax assets to determine, based on the weight of all available evidence, whether it is more-likely-than-not that some or all of the deferred tax assets will be realized.
• Based on all available positive and negative evidence, we continue to maintain a valuation allowance against the California R&D credits, as we believe it is not more-likely-than-not to be realized, as we expect R&D tax credit generation to exceed our ability to use these credits in future periods.
• We will continue to monitor the need for a valuation allowance against our deferred tax assets on a quarterly basis.
• Under this guidance, we are required to determine a combined effective tax rate for all entities located in a jurisdiction.
• We expect the provisions effective in 2026 to have an insignificant impact on our tax obligations for 2026.

Uber Technologies' latest quarter

Questions

Did Uber Technologies raise or lower its guidance?

Uber Technologies (UBER) gave its guidance on Nov 4, 2026: EPS $0.95–$0.99 for Q4 2026; EPS +34% to +39% for Q4 2026; EBITDA $3.1B–$3.2B for Q4 2026.

What does Uber Technologies expect?

We intend to use the net proceeds for general corporate purposes. We anticipate that part of these offtake commitments will transition to third-party financing structures over time.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.