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.
20 matches for “Growth”; 5 quoted, at least 25 words apart.
…another outstanding quarter for Uber, with record audience and engagement, driving durable growth, expanding margins, and record cash generation. Gross bookings were 22% year-over-year to…
…nearly 100 markets and extend the proven strategy that has underpinned our growth for years by roughly doubling the number of markets where we can…
…with discipline today while building the capabilities we believe will define Uber's next decade of growth. With that, operator, let's open it up for questions.
…significant amount of reinvestment. We are seeing a very clear inflection in growth. In L.A. and S.F., our trip growth, for example, meaningfully outpaced the…
…really good traction there. Uber Premium in particular, we saw 40% year-on-year growth. Uber Health is growing even faster. That's the second theme. Finally, sparse…
Where the listed words were said
…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?
…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…
…sidewalk robots. What I am increasingly optimistic about are the potential with drones. We've got, for example, partnerships with Flytrex. There are a number of…
…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…
…smart regulation and dialogue with our shareholders so you can actually enable innovation going forward, and we can drive AV regulation in a way that's…
…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