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- Aggregate Legal Liabilities Increased to $1.8b (worsened) — Accrued legal, regulatory and non-income tax liabilities rose from $1.5B to $1.8B year-over-year, reflecting new disputes and assessments.
- UK Vat Legislative Change (new) — Effective January 2, 2026, Uber UK can no longer apply the VAT Order 1987 margin scheme, exposing it to higher VAT and potential HMRC challenges.
- Njdol Preliminary Assessment (unchanged) — New Jersey issued a preliminary assessment in December 2024, which Uber is now litigating.
Uber Q2 2026: Revenue +12.2% to $14.2B, net income +76.7% to $2.39B, but legal accruals jump
Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 6, 2025 · ~1 min read
Key Changes
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high
Aggregate legal, regulatory and non-income tax liabilities rose to $1.8B as of June 30, 2026, from a year earlier, driven by new UK VAT and NJDOL disputes.
Legal Proceedings verify on EDGAR → -
high
New Jersey Department of Labor issued a preliminary assessment in December 2024, which Uber is litigating before the Office of Administrative Law.
Legal Proceedings verify on EDGAR → -
medium
Share repurchases slowed to 6.9M shares in Q2 2026 from 16.4M a year earlier, with no buybacks in June 2026; remaining authorization stands at $15.7B.
MD&A: Buyback verify on EDGAR →
1 more material change behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify