Delivery (Uber Eats)
Fastest-growing large segment. Q2 2026 Gross Bookings rose 26% in constant currency, and segment operating income rose 38%.
The numbers
What it is
Uber Eats delivers restaurant meals, groceries and retail orders from partner merchants, using couriers on a platform model. Uber Direct sells the same delivery network to third-party merchants.
Why it matters to the stock. Delivery is now a third of revenue and a growing share of profit. Traders track its growth rate and margin because it is the segment most likely to keep compounding faster than Mobility.
News
Uber to buy ezCater for $2.3 billion in cash to expand into catering
Uber agreed to acquire ezCater, a US corporate catering platform, for $2.3 billion in cash, subject to regulatory approval and expected to close in the coming months.
Uber launches Uber Electric in Australia and sets Eats emissions goals
On September 23 Uber announced an electrification push: Uber Electric is launching in Australia and is available in more than 140 cities, and the company is providing $800 million in resources to help drivers go electric.
Uber cuts about 10% of staff and removes management layers
In a memo published September 2, CEO Dara Khosrowshahi said Uber is cutting about 10% of its team and flattening management.
Uber and Zipline partner on drone delivery through Uber Eats in the US
Uber agreed a strategic partnership with drone operator Zipline to bring autonomous drone delivery to Uber Eats customers across the US, and Uber is making an undisclosed strategic investment in Zipline.
Uber Q2 2026: Gross Bookings up 24% to $58.0B, Q3 profit guide below Street
Uber reported second-quarter 2026 results on August 5.
Uber agrees to buy Delivery Hero for €41.50 a share in cash
Uber and Delivery Hero entered a business combination agreement under which Uber's bidder entity will offer €41.50 in cash per share, valuing Delivery Hero at about €13.0 billion fully diluted.
GameStop joins Uber Eats to deliver games, consoles and collectibles
GameStop stores across the US can now take orders through the Uber Eats app for video games, consoles, accessories and collectibles.
Uber lifts Delivery Hero stake to 19.5%, becoming its largest shareholder
Delivery Hero said Uber's direct holding rose from about 7% to 19.5% of issued capital, making Uber the largest shareholder ahead of Prosus.
Uber Q1 2026 Gross Bookings rise 25% to $53.7B; Q2 guidance $56.25B-$57.75B
Uber reported first-quarter 2026 Gross Bookings of $53.7 billion, up 25% (21% in constant currency), above its own $52.0 billion to $53.5 billion guidance range.
Ahold Delhaize USA expands Uber Eats grocery deal to nearly 2,000 Northeast and Mid-Atlantic stores
Ahold Delhaize USA brands Food Lion, Giant, The GIANT Company, Hannaford and Stop & Shop are now on the Uber Eats marketplace in the Northeast and Mid-Atlantic, covering nearly 2,000 stores.
Ace Hardware joins Uber Eats with more than 3,700 U.S. stores live at launch
Uber and Ace Hardware announced a partnership that puts more than 3,700 Ace locations on the Uber Eats app across all 50 states.
Uber agrees to buy Getir's food delivery business for $335M and takes 15% of the rest
Uber disclosed in an 8-K filed February 9, 2026 that it will buy 100% of Getir's food delivery business in Türkiye for $335 million in cash, on a cash-and-debt-free basis.
Uber reports Q4 2025 results and guides Q1 2026 Gross Bookings to $52.0B-$53.5B
Uber reported fourth-quarter 2025 revenue of $14.37 billion, up 20%, and Gross Bookings of $54.14 billion, up 22%.