Delivery Hero SE provides online food ordering, quick commerce, and delivery services. The company also offers advertising services. It operates in approximately 70 countries across Asia, the Middle East, Africa, Europe, and Latin America. Delivery Hero SE was founded in 2011 and is headquartered in Berlin, Germany.
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Uber Q2 2026 Earnings Call Transcript
Uber reported second quarter 2026 results with gross bookings up 22% year-over-year to more than $58 billion, above the high end of guidance and marking a fourth consecutive quarter above 20% growth. Non-GAAP EPS grew 35% year-over-year and trailing 12-month free cash flow exceeded $10 billion for the first time in the company's history. CEO Dara Khosrowshahi highlighted the recently announced agreement to acquire Delivery Hero, which will expand Uber's reach to nearly 100 markets, and discussed the company's ambition to become the world's leading commercialization platform for autonomous vehicles. CFO Balaji Krishnamurthy noted that Uber has bought back about $3.5 billion of stock this year and expects to rebuild share repurchase levels within months, not quarters, after deploying about $4 billion in the second quarter for Delivery Hero stock purchases. The company also discussed competitive dynamics in Brazil, regulatory considerations for autonomous vehicles, and the impact of AI on productivity and consumer experience.
Uber Technologies shares jump 9% after strong Q2 results and new takeover financing
Uber Technologies shares rose 9.0% in early August 2026 after the company reported second-quarter revenue of US$14,191 million and net income of US$2,394 million, while also arranging new unsecured term loan and revolving credit facilities to help finance its planned Delivery Hero takeover and broader corporate needs. The financing moves accompany expanding grocery partnerships and autonomous ride trials in London with Wayve, highlighting Uber's push to scale both delivery and autonomous mobility while managing balance sheet flexibility and lender requirements such as minimum interest coverage. The new credit facilities mainly affect balance sheet flexibility rather than the core investment thesis, but tighter debt covenants and AV trial performance could quickly change market perceptions.
Uber Stock Falls 4.8% as $10 Billion Robotaxi Bet Expands
Uber Technologies shares dropped 4.8% after the company issued third-quarter earnings guidance below Wall Street expectations and announced plans to invest more than $10 billion in autonomous-driving initiatives over the next several years. Management forecast adjusted earnings of $0.84 to $0.88 per share, missing the $0.89 consensus, while projecting gross bookings between $58.25 billion and $60.25 billion, roughly in line with the $59.21 billion estimate. The robotaxi strategy involves expanding partnerships with developers including Alphabet's Waymo in Austin and Atlanta, alongside fleet operations and vehicle commitments. The move follows a $14.8 billion deal to acquire Delivery Hero, adding to investor scrutiny of capital allocation. Second-quarter gross bookings rose 24% to $58.02 billion, beating expectations by nearly $1 billion, and revenue climbed 12% to $14.19 billion.
Uber to Acquire Delivery Hero in $14.8 Billion Deal
Uber Technologies announced it will acquire German delivery company Delivery Hero in a $14.8 billion deal. Uber already held a stake and will reach 53% ownership through a purchase from Prosus, followed by a voluntary tender offer for remaining shares. The acquisition roughly doubles the number of markets where Uber offers both delivery and rideshare, responding to DoorDash's international expansion. Motley Fool contributors noted the deal is more defensive than offensive, with Uber's delivery bookings already nearly even with mobility bookings, and highlighted the growing importance of Uber's advertising business layered on its platform.
Uber to Acquire Delivery Hero in $14.8 Billion Deal
Uber Technologies has agreed to acquire German food delivery platform Delivery Hero in a deal valued at $14.8 billion. Uber will pay €41.5 per share, equivalent to $47.61, and the transaction will double the number of markets where Uber offers both mobility and delivery services, according to CEO Dara Khosrowshahi. As part of the agreement, Delivery Hero will sell its Turkish platform Yemeksepeti and foodora in markets including Austria to New York-based investment firm SSW Partners, which will also acquire Delivery Hero businesses in a total of 14 markets for approximately $1.6 billion. Uber has committed to no workforce changes at Delivery Hero's Germany headquarters until 2029 and plans a nearly $2.3 billion investment in Germany over five years.
Eli Lilly to acquire AtaiBeckley for $2.8 billion in key deal this week
Eli Lilly has agreed to acquire psychedelic drugmaker AtaiBeckley for $6.75 per share in upfront cash, valuing the deal at approximately $2.8 billion, plus up to $2.50 per share in contingent value rights tied to clinical and regulatory milestones. In other notable deals this week, Dassault Systèmes is in discussions to acquire drug trial software maker ArisGlobal from Nordic Capital for about $2 billion, though talks are ongoing and may not result in a deal. ABB Ltd. agreed to acquire Rotork for £5.03 per share in cash, a 60% premium to the company's three-month average share price, valuing the company at about £4.1 billion. A consortium led by KKR and Energy Capital Partners raised its takeover proposal for Irish energy distributor DCC to £67.97 per share, valuing the company at £5.81 billion, or approximately $7.86 billion. Stripe and Advent International have reportedly made a joint offer to acquire PayPal for $60.50 per share, in a deal that would value the payments company at more than $53 billion, though PayPal's board views the bid as inadequate. Uber Technologies launched a public takeover offer for Germany's Delivery Hero, valuing the food delivery company at about $14.8 billion in equity value. Kimbell Royalty Partners agreed to acquire oil and gas royalty interests from affiliated sellers for approximately $215.4 million, consisting of $74.9 million in cash and 9.5 million newly issued common units. Zoetis announced an agreement to acquire VitalRADS, a Texas-based provider of veterinary imaging services.
US stock market extends losses, tech sell-off spreads and Netflix drops 7%
The US stock market extended its decline, with selling in artificial intelligence-related stocks that had led the year-to-date rally spreading across the broader market. All three major indexes fell, posting weekly losses. The Philadelphia Semiconductor Index recorded its steepest weekly drop in over a year, with a month-to-date decline of about 18%, though it remains up roughly 65% year-to-date. Among the mega-cap tech names known as the Magnificent Seven, all except Apple declined, with Meta falling 2.7% and Alphabet down 3.2%. In individual stocks, Netflix tumbled 7.3% after its earnings outlook missed market expectations, while Uber Technologies slipped 2.1% following the announcement of a tender offer for Delivery Hero.
Uber nears €12.5 billion deal to acquire Delivery Hero
Uber is set to take over Delivery Hero in a deal valuing the German food delivery company at about €12.5 billion, the Financial Times reported. Delivery Hero confirmed it was in advanced negotiations with Uber regarding a potential takeover offer on Tuesday. The deal could be announced as early as Thursday, with Uber paying roughly €41 per share, though terms and timing have not been finalized and could still change. Under the proposed deal, Delivery Hero will split off part of its business, selling its Turkish unit Yemeksepeti and several European operations to an investment firm, in an effort to limit geographic overlap with Uber and reduce potential antitrust scrutiny. Acquiring Delivery Hero, which has a market value of roughly €11.6 billion, would expand the Uber Eats food-delivery network in Europe, the Middle East, Asia and Latin America, but the deal could attract scrutiny from antitrust regulators due to overlap in the companies' operations.
Uber Technologies screens as undervalued on earnings despite automation risks
Uber Technologies stock appears undervalued on earnings, trading at a price-to-earnings ratio of 17.2 times, well below the transportation industry average of 41.7 times and the peer group average of 24.3 times. A fair P/E ratio implied by broader checks is 30.1 times, indicating a discount relative to the company's earnings profile, sector, size, and risk balance. The stock has returned 55.6% over five years but is down 21.8% over the past year, with regulatory and labor tensions around automation and driver earnings weighing on sentiment. Plans to expand the global delivery footprint, including the proposed Delivery Hero acquisition, could support revenue scale. The key question is whether current risks justify the discount or if Uber can sustain its platform economics to close the valuation gap.
Jefferies Reiterates Buy on Uber with $110 Price Target, Sees 48% Upside
Jefferies reiterated a Buy rating and $110 price target on Uber, implying 48% upside from the previous close of $74.26. The firm noted that Uber's second-quarter guidance suggests continued constant-currency bookings growth above 20% and roughly 60 basis points of sequential improvement in incremental margin. U.S. Mobility is expected to accelerate, helped by the FIFA World Cup, insurance cost relief, and newer ride modes. Jefferies also plans to listen for updates on smaller autonomous vehicle partnerships that could ease disintermediation worries tied to Alphabet's Waymo and Tesla, and flagged potential commentary on Uber increasing its stake in Delivery Hero as a market risk that might reduce cash for buybacks. Uber reports earnings on August 5.
Uber pauses most Europe Eats expansion as Delivery Hero pursuit continues
Uber has paused most of its planned Uber Eats expansion across Europe as it continues efforts to acquire rival Delivery Hero, the Financial Times reported. The company has shelved launches in five of the seven countries it had targeted for 2026, including Austria, Norway and Greece, just five months after announcing the expansion. Uber told the FT the decision followed the huge success of its launches in Finland and Denmark and said it is now focused on building momentum in existing markets. The pause comes as Uber continues to pursue Berlin-based Delivery Hero after its €10 billion takeover proposal was rejected in May, and any renewed bid is expected to face close scrutiny from EU antitrust regulators. The report said the expansion pause could also help ease potential regulatory concerns surrounding a future acquisition.
Germany's $125 Billion Deal Boom Puts M&A Back in Focus
Germany is experiencing a surge in dealmaking, with $125 billion of announced transactions involving German companies in the first half of the year, potentially the third-highest tally in two decades. Volkswagen has agreed to sell a stake in its Everllence marine engine business to Bain Capital for about 7.4 billion. Other major deals include Kone's 29.4 billion takeover of TK Elevator and Deutsche Borse's 5.3 billion acquisition of Allfunds. Further activity may be ahead, with UniCredit pursuing Commerzbank, Uber eyeing Delivery Hero, and Deutsche Telekom discussing a combination with T-Mobile US. Private equity firms are also active, with Triton buying Flender for about 3 billion and Stada reportedly considering a 6 billion acquisition of Cooper Consumer Health.
Delivery Hero shareholders approve all resolutions at 2026 AGM
Delivery Hero SE concluded its ordinary 2026 Annual General Meeting in Berlin with shareholders approving all proposed resolutions. Scott Ferguson was re-elected to the Supervisory Board until the 2027 AGM, and Roger Rabalais was re-elected as an independent member until the 2029 AGM, with the Board intending to re-appoint him as Chairman of the Audit Committee. Shareholders ratified a modernized Management Board Compensation System 2026 and appointed PricewaterhouseCoopers GmbH as the new auditor starting in the 2027 financial year, while KPMG AG was ratified for the current 2026 financial year. The AGM also formally approved discharges for all Management Board and Supervisory Board members who served during the 2025 financial year.
Social media users on Reddit believe Grab Holdings has the potential to increase tenfold in value. Grab is Southeast Asia's dominant super-app, offering ride-hailing, food delivery, grocery delivery, and financial services across markets including Singapore, Indonesia, and Malaysia. The company recently expanded into Taiwan by acquiring Delivery Hero's Foodpanda Taiwan subsidiary for $600 million in cash, and it entered North America by purchasing the US-based digital investing platform Stash. In the first quarter of 2026, Grab's revenue rose 23.4% year-over-year, and full-year guidance points to revenue growth of about 20% to 22%.