Pony.ai and Uber Expand Partnership to Deploy Over 2,000 Robotaxis in Europe
Pony.ai and Uber Expand Partnership to Deploy Over 2,000 Robotaxis in Europe PR Newswire SAN FRANCISCO and GUANGZH

Uber Technologies, Inc. is a leading technology corporation that conceptualizes and deploys its proprietary software applications across a broad global footprint, spanning ...
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Est. EPS $0.86 · Revenue $14.69B · 21 analysts
Est. EPS $0.97 · Revenue $15.65B · 20 analysts
Est. EPS $3.35 · Revenue $57.86B · 28 analysts
Est. EPS $0.94 · Revenue $15.39B · 9 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $52.0B | +18.3% | +7.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $10.1B | +2.0% | +810.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +39.8% | +0.9% | -0.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +10.7% | +68.1% | +0.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +19.3% | -13.8% | +746.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $9.8B | +41.6% | +22.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.8% | +19.7% | +13.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 44.7% | -15.8% | +7.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.14x | +6.4% | -21.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $61.8B | +20.6% | +9.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.73 vs 5.36 | -11.7% | 1.17 vs 0.86 | +36.2% |
| Revenue Surprise | $52.0B vs $52.0B | -0.0% | $14.2B vs $14.7B | -3.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 16, 2026 | Krishnamurthy Balaji (A) | officer: Chief Financial Officer | Restricted Stock Units | D | 566 | — |
| Aug 16, 2026 | Krishnamurthy Balaji (A) | officer: Chief Financial Officer | Common Stock | A | 607 | — |
| Aug 16, 2026 | Krishnamurthy Balaji (A) | officer: Chief Financial Officer | Common Stock | D | 281 | $75.95 |
| Aug 16, 2026 | Krishnamurthy Balaji (A) | officer: Chief Financial Officer | Common Stock | A | 1,158 | — |
| Aug 16, 2026 | Krishnamurthy Balaji (A) | officer: Chief Financial Officer | Common Stock | D | 439 | $75.95 |
Operator: Hello, and welcome to Uber's Q2 2026 Earnings Conference Call. [Operator Instructions] I would now like to turn the conference over to Alax Wang, Head of Investor Relations. You may begin. Alaxandar Wang: Thank you, Sarah. Thank you for joining us today, and welcome to Uber's Second Quarter 2026 Earnings Presentation. On the call today, we have Uber's CEO, Dara Khosrowshahi; and CFO, Balaji Krishnamurthy. During today's call, we will present both GAAP and non-GAAP financial measures. Additional disclosures regarding these non-GAAP measures, including a reconciliation of GAAP to non-GAAP measures, are included in the press release, supplemental slides and our filings with the SEC, each of which is posted to investor.uber.com. Certain statements in this presentation and on this call are forward-looking statements. You should not place undue reliance on forward-looking statements. Actual results may differ materially from these forward-looking statements, and we do not undertake any obligation to update any forward-looking statements we make today, except as required by law. For more information about factors that may cause actual results to differ materially from forward-looking statements, please refer to the press release we issued today as well as risks and uncertainties described in our most recent Form 10-K and in other filings made with the SEC. We published our quarterly earnings press release, prepared remarks and supplemental slides to our Investor Relations website earlier today. We ask you to review those documents if you haven't already. We will open the call to questions following brief opening remarks from Dara. With that, let me hand it over to Dara. Dara Khosrowshahi: Thanks, Alax. So Q2 was another outstanding quarter for Uber with record audience and engagement, driving durable growth, expanding margins and recording cash -- and record cash generation. Gross bookings grew 22% year-on-year to more than $58 billion, above the high end of our guidance and marking our fourth consecutive quarter above 20% growth. Just as importantly, that growth translated into significant operating leverage with non-GAAP EPS growing 35% year-over-year and trailing 12-month free cash flow exceeding $10 billion for the first time in our history. Those results give us the ability to continue investing from a position of strength across our priorities. Our recently announced agreement to acquire Delivery Hero is a great example. The combination is going to expand our reach to nearly 100 markets and extend the proven strategy that has underpinned our growth for years by roughly doubling the number of markets where we can offer the full power of our platform across mobility and delivery. By bringing our technology and Uber One to millions more people, we believe this deal will create significant long-term shareholder value. We also continue to invest behind one of the largest opportunities in Uber's history, autonomous vehicles. Over the past …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Dara Khosrowshahi | Chief Executive Officer & Director | USD 4,476,540 | Male | 1970 | Active |
Balaji Krishnamurthy | Chief Financial Officer | USD 3,701,576 | Male | 1985 | Active |
Andrew G. Macdonald | President & Chief Operating Officer | USD 3,260,987 | Male | 1985 | Active |
Derek Anthony West | Senior Vice President, Chief Legal Officer & Corporate Secretary | USD 2,875,486 | Male | 1966 | Active |
Jill Hazelbaker | President & Chief Corporate Affairs Officer | USD 2,369,988 | Female | 1982 | Active |
Prashanth Mahendra-Rajah | Senior Finance Advisor | USD 2,036,497 | Male | 1970 | Active |
Garrett Camp | Co-Founder, Board Observer & Product Advisor | USD 18,033 | Male | 1979 | Active |
Madhusudan Kannan | Chief Business Officer | — | Male | 1974 | Active |
Alaxandar Wang | Head of Investor Relations | — | Male | — | Active |
Praveen Neppalli Naga | Chief Technology Officer | — | Male | — | Active |
Prabhjeet Singh | President of Uber India South Asia | — | — | — | Active |
Glen Ceremony | Chief Accounting Officer & Global Corporation Controller | — | Male | 1967 | Active |
Pony.ai and Uber Expand Partnership to Deploy Over 2,000 Robotaxis in Europe PR Newswire SAN FRANCISCO and GUANGZH

Chinese autonomous driving firm Pony.ai announced on Friday plans to deploy more than 2,000 robotaxis in Europe under an expanded partnership with Uber.

Pony.ai and Uber plan to roll out 2,000 robotaxis across Europe. The two companies also agreed to work together in the Middle East.

When looking at absolute financial size, Uber Technologies generates a significantly larger volume of total revenue, while Shopify currently demonstrates a much faster rate of percentage growth over time. Both companies display overall upward trajectories with occasional quarter-over-quarter seasonal declines in their historical data, although Shopify consistently records distinctly higher year-over-year percentage increases across the measured time frame.

Expanded partnership builds on the partnership in Zagreb and targets four additional cities in Europe. SAN FRANCISCO and GUANGZHOU, China, Aug. 13, 2026 /PRNewswire/ -- Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), a global leader in the large-scale commercialization of autonomous driving technology, and Uber Technologies, Inc. ("Uber") (NYSE: UBER), today announced an expansion of their strategic partnership, with plans to collaborate on the deployment of more than 2,000 Pony.ai Robotaxis across Europe.
