RaoscaffResearch
Prediction Series · Lock · Issue P-113
Prediction Series · P-113

Uber's Q2 floor — ≥$55bn bookings, locked at 93%.

93% probability Uber's Q2 2026 gross bookings land ≥$55bn — below its own $56.25–57.75bn guide (18–22% YoY cc) after a $53.7bn Q1. A cushioned guidance-floor on a structurally compounding metric. Resolves early Aug 2026.

Type · Prediction Lock · guidance-floor threshold Locked · 2026-06-25 · before the Q2 results Resolves · ~2026-08-05 · Uber Q2 2026 results (investor.uber.com) Scored · binary: Q2 2026 gross bookings ≥$55bn yes/no
Uber Q2 2026 gross bookings · our locked floor
≥ $55bn
gross bookings · vs $56.25–57.75bn guide

Uber guided Q2 2026 gross bookings to $56.25–57.75bn (18–22% YoY constant-currency) after Q1 bookings rose 25% to $53.7bn, ahead of the ~$52.8bn estimate. Our $55bn floor sits below the low end of that guide. Source: Uber Q2 2026 results, ~early Aug 2026 (investor.uber.com).

— 1 · The Locked Call

Uber Q2 2026 gross bookings land ≥$55bn — P = 0.93.

We lock a binary: Uber's Q2 2026 gross bookings land at or above $55 billion, per the company's results release. Confidence 93%.

— 2 · Why it's nail-able

Bookings compound every quarter and the floor sits below Uber's own guide.

Uber's gross bookings have grown every quarter on Mobility + Delivery scale; Q1 hit $53.7bn and Q2 is guided to $56.25–57.75bn. Our $55bn floor sits below that guide, leaving cushion for an FX swing or a demand wobble. Confidence 93%, not higher, for the tail of a sharp travel/discretionary pullback. Resolves against Uber's reported Q2 gross bookings.

Locked on 2026-06-25 — scored against Uber's reported Q2 2026 gross bookings.

RAOSCAFF locks P-113 on 2026-06-25, before the Q2 release. Scored against Uber's reported Q2 2026 gross bookings versus a $55bn floor.

Locked
2026-06-25 (commit timestamp on origin/main)
Resolves
~2026-08-05 — Uber Q2 2026 results
Source
Uber Q2 2026 results / 8-K (investor.uber.com)
Scored by
Binary: YES if Q2 2026 gross bookings ≥$55bn; NO otherwise

Floor sits below the company's own $56.25–57.75bn guide — a cushioned guidance-floor call.