| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 5, 2026 | 6/12 | 1 high, 3 medium, 2 low flags | 0 | 0 | Call sheet → |
| Q1'26 | May 6, 2026 | 10/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 4, 2026 | 8/12 | 4 medium, 3 low flags | 4 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | We expect to see hundreds of millions of dollars of savings in our insurance line this year Fiscal-year 2026 insurance savings target has not concluded; this quarter's call references reinvestment of insurance savings driving California/LA growth but does not restate a dollar savings figure, so the original promise remains unverified on this call. |
| Q2'26 | Pending | On track to be live in up to 15 cities by end of year FY2026 has not ended. Current call reaffirms the same 15-city target while disclosing only 7 cities live today, so the pace implies a back-half-loaded ramp that hasn't been proven yet. |
| Q1'26 | Exceeded | AV partnerships expansion Reached 30+ partners, up from prior targets, with new ones like Zoox added |
| Q1'26 | Delivered | Investment in sparse market expansion Seeing 1.5-2x growth rates in less dense markets vs urban cores |
| Q1'26 | Exceeded | Continued Uber One growth Crossed 50 million members, maintained 50% growth, now over 50% of platform bookings |
| Q1'26 | Pending | 15 AV cities by year-end 2026 Reaffirmed but added 'up to' qualifier suggesting some execution risk |
| Q1'26 | Delivered | U.S. Mobility acceleration in 2026 Confirmed acceleration and even more confident than December/January guidance |
| Q1'26 | Delivered | Hundreds of millions in insurance cost savings in 2026 Management confirmed this is happening and flowing to leverage for first time since COVID |
| Q4'25 | Delivered | Sparse geography expansion would continue driving U.S. growth Confirmed 75% of profits from non-top markets growing 1.5x faster |
| Q4'25 | Missed | Delivery business would maintain acceleration momentum No growth update provided on $12B run rate despite prior quarter's emphasis |
| Q4'25 | Pending | Cross-platform usage would drive higher customer lifetime value Metrics improved but they changed measurement methodology making comparison difficult |
| Q4'25 | Exceeded | AV deployments would scale with multiple partners beyond Waymo Added NVIDIA, Stellantis, Waabi partnerships with specific vehicle commitments |
| Q4'25 | Delivered | Continue to pass insurance savings to customers through lower fares Explicitly committed to holding prices flat or better while expanding margins |
| Q4'25 | Delivered | Insurance cost savings of hundreds of millions would benefit 2026 Confirmed multiple legislation wins and tech improvements delivering expected savings |
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