So overall, we feel great about the growth. And then sort of more specifically, if we think about what happened in third quarter, I would tell you that it was on the trip side, we had good growth internationally, LATAM and APAC, and we also had a great European summer travel that really helped out on trips.

Nov 4, 2025 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2025-11-04 | transcript 856491f4-50a3-40fa-b7b4-24d51e481847 | chars 39171-39479 | segment 40

So if any of you are looking to get out of the office, please reach out to Deepa and we can see what space we have. If you do join us, my only request is you travel by Uber.

May 8, 2024 / receipt, needs a key / Prashant, other | earnings call 2024-05-08 | transcript 62042325-efd9-430b-b806-cc1a7088d12c | chars 32982-33155 | segment 34

We have more people coming in. At the same time, we're augmenting that base platform with a number of new initiatives that we've got in place. Newer products. This is our U4B enterprise business that's actually showing nice strength early in the year. Reserve for folks who are willing to pay more for better reliability for those travel locations, for example. Low-cost product. as well, and then taxis and two-wheelers and three-wheelers.

Feb 7, 2024 / receipt, needs a key / Dara Khashashahi, CEO | earnings call 2024-02-07 | transcript 1248ebc5-ce7e-4dc6-831e-1e6b82ba0551 | chars 4656-5096 | segment 4

And then if you look more broadly, like, we had a very, very strong summer. augmented by travel. As you know, travel has been absolutely booming, leisure travel, and Uber has a very high penetration of all the travel consumer.

Nov 7, 2023 / receipt, needs a key / Dara Khashashahi, CEO | earnings call 2023-11-07 | transcript 42bb125c-f477-4deb-b5a2-ce6fe4e3a7f7 | chars 5019-5245 | segment 5

And then as far as Uber One goes, I'd say one area that we're quite excited about, in addition to now expanding into 15 markets, is the introduction of Uber Cash for our mobility business. You know, we think that Uber Cash is a better product for the consumer. One, the discount that we offer is higher because it creates more incrementality for the consumer out there. But it also allows the consumer to essentially earn cash on rides, but then spend it across the platform. They can spend that cash on mobility, delivery. If they earn on a business trip, for example, they can spend the money on a personal trip, which is pretty cool. So it's a very, very flexible way of spending. And we think it's a win-win. It's a win for the consumer because they can spend across the platform versus apply their discount just to, let's say, that mobility trip. And it's a win for Uber because what we observe is that it drives increased incrementality as far as a membership benefit goes.

Aug 1, 2023 / receipt, needs a key / Nelson Che, CFO | earnings call 2023-08-01 | transcript 08eaf7cd-2552-4bc0-8cac-8c76b631e240 | chars 15328-16307 | segment 14

Second was, you know, this to some extent is from my previous experiences, You look at tour operators in the UK that are providing, for example, coach transport to airports, et cetera. Travel is a very important ecosystem for us, both in terms of pickups and drop-offs. And we have a very significant audience of international travelers and UK travelers. And we said, hey, why can't we go after this tour operator market? And essentially, we are building up services that we think rival traditional tour operators. with what I will call the Uber delight.

Aug 1, 2023 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2023-08-01 | transcript 08eaf7cd-2552-4bc0-8cac-8c76b631e240 | chars 20501-21055 | segment 19

And frankly, early on in our experimentation with travel and the tour operator market, we're a little worried that would these additional products on the app distract the user from the mainline use case from, you know, I'm going to get from point A to B, I'm going to go to pancreas, et cetera, just get me there. And what we're seeing more recently is that with the power of machine learning, we can offer the right product to the consumer at the right time. So when we know it's your morning commute on a Tuesday morning, we don't offer you the Eurostar. But when we think that you might be open to, new and different ways of using Uber. And we want to be your kind of operating system for everyday life, not just for you to go to work, but to be that travel companion as well. We will extend those services, offer those services.

Aug 1, 2023 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2023-08-01 | transcript 08eaf7cd-2552-4bc0-8cac-8c76b631e240 | chars 21272-22104 | segment 20

Cities are reopening, travel is booming, and more broadly, a continued shift of consumer spending from retail back to services.

Nov 1, 2022 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2022-11-01 | transcript 7aabf426-ac46-4501-ab19-ac30b26085f7 | chars 3044-3171 | segment 3

Uber for Business, our managed business, has doubled on a year-on-year basis as well. So companies are starting to travel as well. So the recovery is pretty broad.

Aug 2, 2022 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2022-08-02 | transcript 18744fbc-2012-485f-8353-0fcc370b462e | chars 17099-17262 | segment 17

On Uber for Business, nice growth there. Any sense you can give us on some of the funnel of activity you're seeing broadly around Uber for Business and how that might be able to capitalize on either a return to work or return to business travel as you look out over the next 12 to 18 months?

Aug 2, 2022 / receipt, needs a key / Eric Sheridan, other | earnings call 2022-08-02 | transcript 18744fbc-2012-485f-8353-0fcc370b462e | chars 21320-21611 | segment 22

So our adding new use cases such as car rental or travel bookings or adding new supply areas like taxi, they're just natural growth areas for us.

May 4, 2022 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2022-05-04 | transcript 69e0c44b-64ba-4260-ad10-c704a8b836d7 | chars 22435-22580 | segment 22

We talk about travel continuing to be weak, although even travel in France Airport trips are looking like they're bouncing back. We'll be watching this closely.

Aug 6, 2020 / receipt, needs a key / Dara Khosrowshahi, CEO | earnings call 2020-08-06 | transcript 16d1fa60-1993-46e8-bd98-741dfadc6cf5 | chars 33069-33229 | segment 33

Expands TAM, platform, capabilities

ir_statement / Sep 16, 2026 / receipt

Pursue selective M&A

ir_statement / Sep 16, 2026 / receipt