Uber (UBER): FY26 Q2 earnings call, Aug 5, 2026
On its Aug 5, 2026 earnings call (FY26 Q2), Uber said 14 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
27 words · 14 settled yes · our count agreed on 27 of 27- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| Delivery 10+ times | Yes | 28 | 28 | ✓ | 74%transcripts from the transcript model | Hear it 2:25, Delivery 10+ times | – |
| Quarter 15+ times | Yes | 19 | 19 | ✓ | 37%transcripts from the transcript model | Hear it 0:27, Quarter 15+ times | – |
| Mobility 10+ times | Yes | 14 | 14 | ✓ | 73%transcripts from the transcript model | Hear it 2:41, Mobility 10+ times | – |
| Lucid | Yes | 10 | 11 | ✓ | 75%n=4+tx from settlement history blended with transcripts | Hear it 5:21, Lucid | – |
| Regulator / Regulatory / Regulation | Yes | 7 | 8 | ✓ | 61%n=5+tx from settlement history blended with transcripts | Hear it 18:32, Regulator / Regulatory / Regulation | – |
| Delivery Hero | Yes | 5 | 7 | ✓ | 14%transcripts from the transcript model | Hear it 2:25, Delivery Hero | – |
| Drone | Yes | 5 | 5 | ✓ | 14%transcripts from the transcript model | Hear it 7:39, Drone | – |
| Waymo | Yes | 4 | 5 | ✓ | 93%n=5+tx from settlement history blended with transcripts | Hear it 16:55, Waymo | – |
| Innovation | Yes | 3 | 3 | ✓ | 68%n=3+tx from settlement history blended with transcripts | Hear it 10:39, Innovation | – |
| Nvidia | Yes | 2 | 2 | ✓ | 74%transcripts from the transcript model | Hear it 3:30, Nvidia | – |
| Zoox | Yes | 2 | 2 | ✓ | 36%transcripts from the transcript model | Hear it 3:37, Zoox | – |
| World Cup | Yes | 2 | 2 | ✓ | 14%transcripts from the transcript model | Hear it 8:59, World Cup | – |
| Safety | Yes | 1 | 1 | ✓ | 73%n=3+tx from settlement history blended with transcripts | Hear it 19:59, Safety | – |
| Expansion | Yes | 0 | 1 | ✓ | 83%n=3+tx from settlement history blended with transcripts | – | |
| Grocery | No | 0 | 0 | ✓ | 87%transcripts from the transcript model | – | |
| Europe | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – | |
| Freight | No | 0 | 0 | ✓ | 51%n=5+tx from settlement history blended with transcripts | – | |
| Hybrid | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – | |
| Waabi | No | 0 | 0 | ✓ | 42%n=2+tx from settlement history blended with transcripts | – | |
| Avride | No | 0 | 0 | ✓ | 42%n=2+tx from settlement history blended with transcripts | – | |
| Lyft | No | 0 | 0 | ✓ | 37%n=5+tx from settlement history blended with transcripts | – | |
| DoorDash | No | 0 | 0 | ✓ | 33%n=2+tx from settlement history blended with transcripts | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 18%transcripts from the transcript model | – | |
| Lowe’s | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – | |
| Oil / Gas / Gasoline | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – | |
| Uber Copter | No | 0 | 0 | ✓ | 10%n=3+tx from settlement history blended with transcripts | – | |
| Market Share | No | 0 | 0 | ✓ | 9%n=5+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
28 matches for “Delivery”; 5 quoted, at least 25 words apart.
…the ability to continue investing from a position of strength across our priorities. Our recently announced agreement to acquire Delivery Hero is a great example.
…we can offer the full power of our platform across mobility and delivery. By bringing our technology and Uber One to millions more people, we…
…Maybe, Dara, a double-pronged one on autonomous and one on mobility and delivery. Just you've made a lot of progress with different partnerships and there's…
…or progress sign points you're focused on your mobility strategy and your delivery strategy in AV just to ensure you're going down the right path?
…obviously the economics of the service that we're looking at. On the delivery side, we're also partnered with a number of partners, whether it's Serve…
Where the listed words were said
…down to the kind of economics that can be sustainable with drone delivery. With AVs, it's a really cool experience, it's safe, et cetera, but…
…Sarah. Thank you for joining us today and welcome to Uber's second quarter 2026 earnings presentation. On the call today, we have Uber's CEO, Dara…
…much for taking the questions. Two, if I could. On the U.S. mobility acceleration, can you unpack a little bit some of the drivers of…
…to be live in 15 cities by year-end. We've got a Nuro Lucid launch coming in the Bay. We've got Zoox coming in Vegas. We've…
…extent be more deliberate. It's way below where it is at AI. Regulations are a consideration there. We have time to develop the partnerships with…
…quarter, and largely that was a function of our market purchases of Delivery Hero stock. We deployed about $4 billion of capital in the second…
…our space that is affecting those trip volumes. As it relates to Waymo, listen, Waymo is a very important partner of ours, and we continue…
…for example, meaningfully outpaced the rest of the country. Secondly, our product innovation velocity that we've talked about on both premium products and on affordable…
…will follow a similar path. Just in the last week, we've seen NVIDIA release its Alpha Mayo open weight model, and our partners at Wayve…
…the question on U.S. mobility. Dara will take the second one. The World Cup definitely was a benefit, but it was as expected to a…
…are real. There are concerns about job loss, there are concerns about safety, there are concerns about congestion. While AVs have been incredible in the…
Agents: this page as TSV at /api/v1/appearances/uber:2026-08-05:earnings_call · words: /api/v1/brief?appearance=uber:2026-08-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP