Uber Reports First-Quarter 2026 Earnings

Uber Technologies Inc. posted first-quarter 2026 earnings, with CEO Dara Khosrowshahi commenting on the company's mobility and autonomous services. Khosrowshahi spoke on Wednesday.

Khosrowshahi said the sector wasn’t a “winner-take-all” market. “We certainly see Waymo moving very quickly as we are moving very quickly,” he said. Uber is expanding self-driving services in over 15 markets by the end of 2026.

’s Zoox. U.S. mobility business actually accelerated more than the overall business. Benzinga reported that the ride-hailing giant posted strong first-quarter 2026 earnings even as competition from autonomous operators increases.

The CEO’s comments come as Uber continues to integrate self-driving technology across its platform. Khosrowshahi said competition from companies such as Waymo has not slowed Uber’s growth and that multiple companies can succeed in the market.

The executive emphasized that multiple players can succeed simultaneously in what he described as a vast addressable market. Uber’s partnerships span key technology and robotics firms. ’s Zoox are expected to support the rollout across more than a dozen markets before the end of the year.

Khosrowshahi’s remarks on Wednesday reinforced the company’s view that autonomous driving will create broad industry gains rather than consolidate around a single winner. He cited the parallel rapid progress of Uber and Waymo as evidence of that dynamic.

Benzinga reported that the CEO’s optimism about a trillion-dollar total addressable market aligns with Uber’s decision to accelerate self-driving deployments while its core mobility business continues to outperform the company’s overall results.