Earnings call briefThird-quarter 2026
Uber Technologies says it will announce AV fleet financing deals
Uber Technologies said its long-run plan is third-party capital for AV fleets, with vehicles on its own balance sheet early on.
GetSignal Uber Technologies UBER
Uber Technologies said on its third-quarter call that it will have announcements on infrastructure and vehicle financing for its AV fleets. Chief Executive Officer Dara Khosrowshahi said the company will take AV vehicles onto its balance sheet early on, because their residual value is not yet established.
Chief Financial Officer Balaji Krishnamurthy said the company's long-run plan is for AV fleets to be financed by third-party capital, not Uber's balance sheet.
Quotes from the call
“...our long run expectation is that this should be financed by third party capital, not by Uber's balance sheet.”
“...in the early days, we are gonna take these vehicles on our balance sheets.”
Key facts from the call
- Long-run AV fleet financing plan
- Third-party capital, not Uber's balance sheet
- Early-days AV vehicles
- On Uber's balance sheet, as AV residual value is not yet established
Source: Uber Technologies' third-quarter 2026 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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