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Uber10-K: Competitor named

Uber names 17 key competitors across Mobility, Delivery, and Freight segments

What happened

Uber operates in highly fragmented markets with low barriers to entry, facing intense competition from specialized and global players like Lyft, DoorDash, and C.H. Robinson. This pressure necessitates continuous innovation and operational efficiency to maintain market share across all business lines.

Source

SEC EDGARFeb 13, 2026

Annual report (Form 10-K)

Uber 10-K for FY2025

Filing excerpt

Our Mobility offering competes with other ridesharing companies for Drivers and Riders, including Bolt, Didi, Lyft, and Ola. There are also a number of companies developing and introducing autonomous vehicles and technologies that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), and Tesla.

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: Competitor named

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
Competitive intelligence
Signal category
Market

Topics and mentions

Technologies

  • autonomous vehicles

Competitors

  • Bolt
  • Didi
  • Lyft
  • Ola
  • Alphabet (Waymo)
  • Amazon (Zoox)
  • Tesla
  • DoorDash

Regions named

  • North America

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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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/9c414e8f-a868-4cb3-8b31-8a7e87f4afaf returns this record as JSON. POST /v1/companies/enrich returns every signal for uber.com.

{
  "signal_id": "9c414e8f-a868-4cb3-8b31-8a7e87f4afaf",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-02-17T06:28:52.126+00:00",
  "company": {
    "name": "Uber",
    "domain": "uber.com"
  },
  "data": {
    "detail": "Uber operates in highly fragmented markets with low barriers to entry, facing intense competition from specialized and global players like Lyft, DoorDash, and C.H. Robinson. This pressure necessitates continuous innovation and operational efficiency to maintain market share across all business lines.",
    "summary": "Uber names 17 key competitors across Mobility, Delivery, and Freight segments",
    "excerpts": "Our Mobility offering competes with other ridesharing companies for Drivers and Riders, including Bolt, Didi, Lyft, and Ola. There are also a number of companies developing and introducing autonomous vehicles and technologies that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), and Tesla.",
    "relevance": 0.9,
    "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": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "North America"
    ],
    "competitors_mentioned": [
      "Bolt",
      "Didi",
      "Lyft",
      "Ola",
      "Alphabet (Waymo)",
      "Amazon (Zoox)",
      "Tesla",
      "DoorDash"
    ],
    "technologies_mentioned": [
      "autonomous vehicles"
    ]
  }
}

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