Uber Predicts Strong Q2 Bookings Despite Middle East Conflict Impact

Chinese coverage stresses that Uber’s core business remains healthy and that the Middle East conflict is a regional drag rather than a global threat to the company. The focus is on Uber’s confidence in second-quarter bookings and its ability to offset losses in conflict zones with growth elsewhere. This view expects Uber to keep expanding unless the conflict spreads or triggers a broader economic slowdown.

• •Uber forecasts strong second-quarter 2026 bookings even though the Middle East conflict is weighing on its operations there.
• •Uber is presenting the conflict’s impact as limited to certain markets rather than its global network.
• •Management is signaling that demand in North America, Europe, and Asia can compensate for weaker activity in the Middle East.
• •Investors are being told that Uber’s diversified geographic footprint helps cushion regional shocks.
• •Future guidance from Uber will depend on whether the Iran-related war disrupts more routes or fuel supplies.