Uber Technologies, Inc — Form 10-Q
Filed August 5, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 28/100
What the filing says
Uber and Google LLC executed a Fourth Amendment to their Google Maps Master Agreement (originally dated July 13, 2020, amended August 21, 2023) effective April 18–19, 2026. The amendment revises API entitlements (maximum API calls per billable transaction) in Appendix B, updates pricing in Appendix A, extends the term through Years 4–5 with new pricing, modifies reporting requirements, and removes South Korea from the Prohibited Territory definition for Navigation Service (except when Google launches it there). Specific dollar amounts, pricing terms, and revised API call limits are redacted [***] in the public filing.
Why this rating
Google Maps is critical operational infrastructure for Uber's mobility business, but this routine amendment—term extension, pricing adjustment, API refinement—is standard vendor relationship management. Redacted financial terms prevent impact assessment; no material business disruption or strategic shift disclosed.
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