New York, February 15, 2026, 14:54 EST — Market closed
- Uber is set to roll out delivery services in Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania, according to a report.
- The stock closed out Friday roughly 1.7% lower.
- Investors are tracking rollout expenses, delivery pace, and the upcoming CFO transition set for Feb. 16.
Uber Technologies Inc (UBER.N) has set its sights on expanding its delivery service across seven additional European countries this year, the Financial Times said on Sunday. The tech giant is chasing an extra $1 billion in gross bookings over the next three years—counting all orders before any fees and payouts are subtracted. “It’s time to raise the bar, shake things up and deliver better value across the category,” Uber’s global head of delivery, Susan Anderson, told the FT. (Reuters)
Here’s why it’s on the radar: delivery sits at the heart of Uber’s growth plans, right there with ride-hailing. That said, breaking into new markets often lights up the expense ledger. Investors don’t have much patience for expansion that erodes margins.
One more to watch this week: Uber’s Chief Financial Officer Prashanth Mahendra-Rajah will exit on Feb. 16, with Balaji Krishnamurthy stepping in, according to an SEC filing. (SEC)
Investors are left to figure out if Uber’s Europe expansion is really just about grabbing more users and orders, or if the company is getting ready to ramp up fee competition and service standards. It’s usually the incentives and marketing spend that reveal the real story—not the roster of countries in the press release.
Uber announced Feb. 9 that it’s reached a deal with Mubadala Investment Company to buy Getir’s delivery business in Türkiye, pending regulatory sign-off and other final steps. “Uber is committed to investing in Türkiye for the long term,” CEO Dara Khosrowshahi said. (Uber Investor Relations)
Uber’s delivery ambitions face a crowded landscape in Europe. The Financial Times reports the company will square off with Wolt, which is owned by DoorDash, along with Deliveroo and Just Eat Takeaway. (Financial Times)
But delivery rarely goes in a straight line. A botched rollout or a price war could ramp up discounting and slam margins, even with more orders coming in.
Once markets open, traders are looking for any specifics on launch timing and initial traction. They’re also watching to see if Uber can grow without relying heavily on discounts. Updates on approval timelines and next moves for the Türkiye deal are in focus, too.
With U.S. equity markets shuttered Monday for Washington’s Birthday, traders won’t get a shot at digesting the weekend report until things pick up again Tuesday. (nyse.com)
