<\/p>\n
Fifty million is a number worth pausing on.<\/p>\n
That’s how many people now pay for Uber One, the company’s subscription program, and it says a lot about where Uber Technologies is headed.<\/p>\n
CEO Dara Khosrowshahi called it a “unique advantage” over competitors during the company’s first-quarter 2026 earnings call on May 6.\u00a0<\/p>\n
Uber One members spend three times as much as non-members, and retention rates are higher. <\/p>\n
Moreover, the program now drives more than 50% of total platform bookings, making it the backbone of the business rather than a loyalty perk.\u00a0<\/p>\n
Uber One is a key growth driver<\/p>\n
Uber One ended 2024 with 30 million members, representing a 20-million-member increase in 15 months.\u00a0<\/p>\n
Uber (UBER) has been stacking benefits into the program faster than most people realize.<\/p>\n
Members are exempt from delivery fees, earn credits on Mobility rides, and now receive 10% back in Uber credits on hotel bookings through a new partnership with Expedia.\u00a0Moreover, select hotels offer an additional 20% off, from a rotating list of 10,000 properties.<\/p>\n
Dara Khosrowshahi, CEO, Uber is bullish on long-term growth<\/p>\n
Leigh Vogel/Getty Images<\/p>\n
Khosrowshahi said on the call:<\/p>\n
“On a long weekend in New York City, that’s getting $100 back, which pays for your entire Uber One membership for the year.”<\/p>\n
The company also plans to expand membership perks globally, meaning benefits will now follow travelers beyond their home cities. <\/p>\n
Related: Uber rolls out a genius new perk customers will love<\/p>\n
That’s a big deal given that more than 1.5 billion trips occurred outside users’ home cities last year alone.<\/p>\n
Uber’s Q1 numbers show robust growth<\/p>\n
In Q1 2026, Uber reported total gross bookings of $204.4 billion on a last-twelve-months basis. <\/p>\n
For the full year 2025, total revenue came in at $52 billion, up 18.3% from the prior year.<\/p>\n
Breaking it down by segment for 2025: Mobility revenue stood at $29.7 billion, followed by delivery at $17.2 billion and freight at $5.1 billion.\u00a0<\/p>\n
Analysts estimateEBITDA margins expanding from 16.8% in 2025 to roughly 24.3% in 2030, with free cash flow projected at $17.7 billion, up from $9.8 billion last year.<\/p>\n
Non-GAAP earnings per share (EPS) rose44% year-over-year in Q1, more than double the rate of bookings growth. That kind of operating leverage is what long-term investors want to see.<\/p>\n
Uber also bought back a record $3 billion of its own stock during the quarter\u2014a signal that management believes the shares are undervalued.<\/p>\n
Autonomous vehicles, AI, and more<\/p>\n
Uber now has more than 30 autonomous vehicle (AV) partners across its Mobility and Delivery segments.\u00a0<\/p>\n
AV trips grew more than 10 times year-over-year in Q1.\u00a0Uber expects to be live in up to 15 cities by year-end, including U.S. deployments.<\/p>\n
Khosrowshahi also addressed a concern investors have raised: will AI-powered personal agents eventually route customers entirely around Uber’s app? <\/p>\n
More AI:Micron sits at the center of a red-hot chip rallyIBM CEO sends blunt message on AI and quantum computingAnthropic CEO makes shocking admission about AI<\/p>\n
His answer was measured but confident.<\/p>\n
“As long as we are building terrific core products, we think we will get more than our fair share of consumers coming direct,” he said, drawing a parallel to how travel metasearch ultimately benefited large, consolidated platforms like Expedia and Booking.com.<\/p>\n
Artificial intelligence is also reshaping how Uber operates internally. About 10% of code commits are now being built by autonomous AI agents.\u00a0<\/p>\n
The company upped its AI spending budget mid-year after acknowledging it had underestimated the technology’s impact.<\/p>\n
Wall Street is watching closely. Consensus estimates project Uber’s EPS to grow from $3.30 in 2026 to $6.87 by 2030, representing a compound annual growth rate of nearly 23%.<\/p>\n
With 50 million members locking in loyalty and spending habits, the foundation for that kind of growth looks increasingly solid.<\/p>\n
Related: Uber gives investors good news despite disappointing miss<\/p>\n
#Uber #hit #impressive #50M #milestone<\/p>\n","protected":false},"excerpt":{"rendered":"
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