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Uber10-K: Market share loss

Uber Freight faces competition from established brokers like C.H. Robinson and XPO.

What happened

Uber's Freight division is trying to disrupt a market with well-established, global players such as C.H. Robinson, Total Quality Logistics, and XPO. This requires significant investment in technology and logistics networks to gain market share from incumbents.

Source

SEC EDGARFeb 13, 2026

Annual report (Form 10-K)

Uber 10-K for FY2025

Filing excerpt

Our Freight offering competes with global and North American freight brokers and managed transportation providers such as C.H. Robinson, Total Quality Logistics, RXO, XPO, Echo Global Logistics, and DHL.

sec.gov/Archives/edgar/data/1543151/000154315126000015/uber-20251231.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 13, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1543151
Accession number
0001543151-26-000015
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Competitors

  • C.H. Robinson
  • Total Quality Logistics
  • RXO
  • XPO
  • Echo Global Logistics
  • DHL

Regions named

  • North America
  • Europe

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/0abc2a75-8432-46d7-8d66-43c7c938ee03 returns this record as JSON. POST /v1/companies/enrich returns every signal for uber.com.

{
  "signal_id": "0abc2a75-8432-46d7-8d66-43c7c938ee03",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-02-17T06:28:52.126+00:00",
  "company": {
    "name": "Uber",
    "domain": "uber.com"
  },
  "data": {
    "detail": "Uber's Freight division is trying to disrupt a market with well-established, global players such as C.H. Robinson, Total Quality Logistics, and XPO. This requires significant investment in technology and logistics networks to gain market share from incumbents.",
    "summary": "Uber Freight faces competition from established brokers like C.H. Robinson and XPO.",
    "excerpts": "Our Freight offering competes with global and North American freight brokers and managed transportation providers such as C.H. Robinson, Total Quality Logistics, RXO, XPO, Echo Global Logistics, and DHL.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1543151/000154315126000015/uber-20251231.htm",
    "filing_date": "2026-02-13",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "regions_mentioned": [
      "North America",
      "Europe"
    ],
    "competitors_mentioned": [
      "C.H. Robinson",
      "Total Quality Logistics",
      "RXO",
      "XPO",
      "Echo Global Logistics",
      "DHL"
    ]
  }
}

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