From The Motley Fool · The Motley Fool Team · · 50s
Uber's 3 Long-Term Investor Takeaways
Uber reports $10.4B cash flow for autonomous vehicle expansion and driver supply fixes.
In brief
Uber reports $10.4B cash flow for autonomous vehicle expansion and driver supply fixes. Uber's trailing 12-month free cash flow reached $10.4 billion, with plans for 700 driverless vehicles by year-end and 23% growth in delivery gross bookings. Originally reported by The Motley Fool.
Cash Flow Report
Uber reported $10.4 billion trailing 12-month free cash flow on its third-quarter 2026 earnings call.
“On its third-quarter 2026 earnings call, held on Nov. 4, 2026, Uber ( UBER +4.91% ) reported $10.4 billion in trailing 12-month free cash flow”
Autonomous Vehicle Plan
Uber expects 700 fully driverless vehicles on its network by year-end with 2,000 in 2027.
“Uber anticipating 700 AVs on its network by year-end, and growing to 2,000 in 2027”
Driver Supply Fix
Management reallocated marketplace incentives to restore driver capacity ahead of holiday season.
“We are making targeted supply investments. So this is focused on driver acquisition, retention, and engagement”
Delivery Growth
Delivery gross bookings grew 23% year over year in the quarter.
“Delivery gross bookings grew 23% year over year in the quarter”
M&A Pause
Uber is pausing buyouts to focus on integrating recent expansion agreements.
“We are going to shift to, I would say, more of the top two, and we are going to pull back on M&A”
The one thing
Uber's trailing 12-month free cash flow reached $10.4 billion, with plans for 700 driverless vehicles by year-end and 23% growth in delivery gross bookings.
