Uber (UBER): FY26 Q3 earnings call, Nov 4, 2026
On its Nov 4, 2026 earnings call (FY26 Q3), Uber said 16 of the 29 words Kalshi and Polymarket listed; Parrot’s count agreed with all 29 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
29 words · 16 settled yes · our count agreed on 29 of 29- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Delivery | Yes | 25 | 25 | ✓ | 97%n=5+tx from settlement history blended with transcripts | – |
| Growth 10+ times | Yes | 19 | 19 | ✓ | 80%transcripts from the transcript model | – |
| Mobility 5+ times | Yes | 16 | 16 | ✓ | 83%transcripts from the transcript model | – |
| Delivery Hero | Yes | 7 | 7 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Uber Eats | Yes | 3 | 3 | ✓ | 52%transcripts from the transcript model | – |
| Waymo | Yes | 2 | 2 | ✓ | 91%n=6+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 2 | 2 | ✓ | 76%n=4+tx from settlement history blended with transcripts | – |
| Zoox | Yes | 2 | 2 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| DoorDash | Yes | 2 | 3 | ✓ | 24%n=3+tx from settlement history blended with transcripts | – |
| Iran / Middle East | Yes | 2 | 2 | ✓ | 14%n=1+tx from settlement history blended with transcripts | – |
| Autonomous | Yes | 1 | 1 | ✓ | 87%n=4+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 1 | 1 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 1 | 1 | ✓ | 77%n=4+tx from settlement history blended with transcripts | – |
| Waabi | Yes | 1 | 1 | ✓ | 38%n=3+tx from settlement history blended with transcripts | – |
| Avride | Yes | 1 | 1 | ✓ | 34%n=3+tx from settlement history blended with transcripts | – |
| Oil / Gas / Gasoline | Yes | 1 | 1 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
| Quarter 15+ times | No | 14 | 14 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| Lucid | No | 0 | 0 | ✓ | 79%n=5+tx from settlement history blended with transcripts | – |
| Safety | No | 0 | 0 | ✓ | 78%n=4+tx from settlement history blended with transcripts | – |
| Regulator / Regulatory / Regulation | No | 0 | 0 | ✓ | 76%n=6+tx from settlement history blended with transcripts | – |
| Drone | No | 0 | 0 | ✓ | 56%n=1+tx from settlement history blended with transcripts | – |
| Advertising | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Roadmap | No | 0 | 0 | ✓ | 45%transcripts from the transcript model | – |
| Robotaxi | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Freight | No | 0 | 0 | ✓ | 35%n=6+tx from settlement history blended with transcripts | – |
| Lyft | No | 0 | 0 | ✓ | 26%n=6+tx from settlement history blended with transcripts | – |
| Disruptive | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Lowe’s | No | 0 | 0 | ✓ | 11%n=1+tx from settlement history blended with transcripts | – |
| Market Share | No | 0 | 0 | ✓ | 9%n=6+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 Nov 4, 2026 18:26 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
19 matches for “Growth”; 5 quoted, at least 25 words apart.
Thanks, Alax. Q3 was another strong quarter of growth and expanding profitability for Uber, with record audience and engagement across our platform. We reached 215…
…12-month free cash flow of $10.4 billion. Mobility continued to see healthy growth, but came in below our expectations as a result of driver supply…
…we saw encouraging improvement in October. Our focus is on driving consistent growth while maintaining strong profitability of the business. Delivery had another excellent quarter,…
…early signs of supply improvement we saw in October, and supply hours growth globally accelerated in October, including notable improvements in Brazil and India. I…
…our priorities haven't changed. Our number one priority is to drive organic growth. Investment in the AV ecosystem, we talked about a $10 billion commitment…
Where the listed words were said
…million Uber One members, we're deepening consumer relationships across both mobility and delivery. Those direct consumer relationships are central to our approach to AI. We're…
…you saw in Q3 and into Q4. You talked about improving mobility growth, but I want to see if we can touch a little bit…
As we enter Q4, our priorities are clear: improve mobility supply, build on delivery's momentum, and deliver against our AV milestones, all while continuing to…
…them grow their businesses. We are very excited, as it relates to Delivery Hero, they have built a substantial quick commerce and dark store business.…
…Halloween. So we did just around 320 million trips on Uber and Uber Eats. The volumes coming from AI agents for Uber Eats were around…
…very excited. I mean, we got launches. Obviously, we're in market with Waymo already in the U.S. We're in market with WeRide and Baidu with…
…members are loving as well. Then we continue to invest in product innovation as well to make sure that our pick-pack is as accurate as…
…shifting from partnerships and testing to driverless commercial service. We're excited for Zoox to launch on Uber in Las Vegas later this month, with Motional…
…merchant partners, they want choice. They want to develop direct channels. They want plenty of partners, including us and DoorDash and Instacart, to work with.
…at the macro environment, with the escalation in the war in the Middle East, fuel cost impacts have been felt globally. Where it shows up…
…which is why next year, I think the focus is going to be more on organic, autonomous, and then, of course, buying back stock opportunistically.
…are going to be doing testing rides, vehicle operator testing rides with NVIDIA, with Rivian, hopefully with Waabi as well, and also Wayve outside of…
Agents: this page as TSV at /api/v1/appearances/uber:2026-11-04:earnings_call · words: /api/v1/brief?appearance=uber:2026-11-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP