Uber Tops 50 Million Members and Expands Fleet

Uber Technologies expanded its Uber One subscriber base past 50 million members, up 50% year over year. Speaking at the Communacopia conference on 11 September 2026, CEO Dara Khosrowshahi stated that members generate roughly half of company bookings and spend three times more than non-members. In some regions, membership penetration approaches 60% of gross bookings, and subscribers are twice as likely to use multiple services.

Uber reported top-line revenue growth above 20% in each of the past four quarters alongside expanding margins. The platform is focusing on less densely populated sparse markets, where eligible population adoption sits around 10% compared to 50% in core areas. Khosrowshahi said these markets are expanding 1.5 times faster than core locations, supported by a barbell pricing structure of high-margin offerings funding lower-cost rides.

Uber has secured access to over 120,000 autonomous-vehicle-ready cars across nine current partners, including Waymo, Zoox, and WeRide, with expectations to reach 15 partners by year-end. Following a partnership with WeRide in Madrid, Uber plans to roll out driverless operations with multiple partners in the United States next year before scaling in 2028 and 2029. Khosrowshahi estimated Uber provides a 30% utilization edge over single operators.

Uber also addressed an internal restructuring impacting about 10% of its full-time workforce to streamline layers and speed decisions. Concurrently, grocery and retail delivery volume reached $15 billion, expanding by more than 40%. The company is reinvesting savings from operational efficiencies and lower insurance expenses into consumer pricing and growth initiatives.