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.
2 matches for “Motional”; 2 quoted, at least 25 words apart.
…Zoox to launch on Uber in Las Vegas later this month, with Motional moving up to fully driverless operations soon thereafter. We expect approximately 700…
…in a number of international markets. We expect to launch Zoox and Motional, as we mentioned, in Vegas this year. Then next year, we expect…
Where the listed words were said
…is on driving consistent growth while maintaining strong profitability of the business. Delivery had another excellent quarter, with gross bookings up 23% year-over-year and organic…
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…
…non-GAAP EPS and record trailing 12-month free cash flow of $10.4 billion. Mobility continued to see healthy growth, but came in below our expectations as…
…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…
Both for Waymo and Tesla, their trips per vehicle per day in the new markets that they have launched this year is in the low…
…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…
…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…
…our philosophy as always, which is that we want to drive margin expansion for the total company on a year-on-year basis. Ideally, we want to…
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