Uber (UBER): FY26 Q1 earnings call, May 6, 2026
On its May 6, 2026 earnings call (FY26 Q1), Uber said 9 of the 18 words Kalshi listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 9 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Delivery | Yes | 12 | 17 | ✓ | 97%n=4+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 5 | 6 | ✓ | 92%n=4+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 4 | 4 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Safety | Yes | 4 | 4 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – |
| Regulator / Regulatory / Regulation | Yes | 4 | 4 | ✓ | 38%n=4+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 3 | 3 | ✓ | 55%n=2+tx from settlement history blended with transcripts | – |
| Lucid | Yes | 1 | 1 | ✓ | 68%n=3+tx from settlement history blended with transcripts | – |
| Freight | Yes | 1 | 1 | ✓ | 39%n=4+tx from settlement history blended with transcripts | – |
| Lyft | Yes | 1 | 1 | ✓ | 21%n=4+tx from settlement history blended with transcripts | – |
| Waabi | No | 0 | 0 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Avride | No | 0 | 0 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – |
| Elite | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Nissan | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Oil / Gas / Gasoline | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Joby | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Uber Copter | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Driver Incentives | No | 0 | 0 | ✓ | 9%n=4+tx from settlement history blended with transcripts | – |
| Market Share | No | 0 | 1 | ✓ | 9%n=4+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Mobility”; 5 quoted, at least 25 words apart.
…17% alongside strong engagement. Our performance this quarter was balanced and broad-based. Mobility gross bookings accelerated to 20% with record margins. Delivery grew 23%, led…
…significant long-term value. We now have more than 30 autonomous partners across mobility and delivery and are scaling deployments globally. AV mobility trips grew more…
…San Francisco, and what gives you the confidence in continued further U.S. mobility acceleration in 2026? Also just following up on Go-Get last week, how…
…category for us to get into. Airports are about 15% of our mobility gross bookings, and 40% of, for example, our U.S. riders take trips…
…to see good leverage on our insurance cost line for the U.S. mobility business. As we've said before, our philosophy has been to return that…
Where the listed words were said
…rides that you can get, and same thing, reliability and selection and delivery. Those are kind of the core precepts. We think we provide the…
…We don't see this as being a winner-take-all market. We certainly see Waymo moving very quickly as we are moving very quickly. I'll remind you,…
…with a travel consumer, hotels was, of course, a very, very natural expansion for us. We're very happy to have a relationship with Expedia. Their…
…sure that these drivers are safe. Usually we introduce them with a safety driver, and then we'll take the safety driver out when our partners…
…fleet management side. We have teams going out and securing depots in markets that we think are reg-ready from a regulatory standpoint as well now.
…to 2026, driven by strong execution and a continued focus on product innovation. Despite a complex backdrop marked by war and weather, we delivered top…
…and our partnerships are very, very broad, from Zoox, to a Nuro, Lucid, to Pony and WeRide and Baidu as well in the international markets.…
…point, even Google Maps had kind of comparison shopping between Uber and Lyft, and it wasn't the same experience as coming direct to the app.…
Agents: this page as TSV at /api/v1/appearances/uber:2026-05-06:earnings_call · words: /api/v1/brief?appearance=uber:2026-05-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP