Quarterly guidance

Growth outlook
18% to 22% growth range.
Q4 non-GAAP EPS growth
37% year-on-year growth at the midpoint.

Annual guidance

Annual guidance
No specific annual guidance provided beyond the growth and EPS outlooks mentioned.

Outlook

Mobility Supply
Management is making targeted investments in driver acquisition and retention to address seasonal and year-over-year supply pressures.
Autonomous Vehicles
The company aims to scale to tens of thousands of vehicles in 2028 and beyond, focusing on utilization and economics.
Capital Allocation
Priorities remain organic growth, AV ecosystem investment, and opportunistic stock buybacks, with a pause on further M&A to focus on integration.
Grocery and Retail
The business is at a $15 billion run rate and growing 40% year-over-year, with a focus on selection and affordability.
AI Agents
The company is experimenting with AI assistants but views current transaction volumes as very early and limited.