Overview

• Uber’s shares have climbed more than 60% year-to-date, reaching an all-time high as investors embrace its growth trajectory.
• The ride-hailing giant has secured over 20 autonomous vehicle partnerships globally, including an expanded collaboration with Waymo into Philadelphia.
• Bloomberg Second Measure data show Q2 gross bookings accelerated 1.4% quarter-over-quarter, with mobility up 1.5%, delivery up 0.9%, and average ride prices rising 8.4%.
• The “No Tax on Tips” provision of the federal “One Big Beautiful Bill” is projected to deliver up to $1 billion in tax savings for Uber’s 1099 drivers, supporting driver supply.
• Uber is contesting an FTC lawsuit that alleges deceptive billing practices in its Uber One subscription program.