Uber

Execution and incentives. Dara Khosrowshahi has overseen a credible turnaround to sustained GAAP profitability and double‑digit free cash flow margins, won investment‑grade ratings across agencies, and reoriented capital allocation toward durable compounding and buybacks.

The 2026 proxy details goal setting and achievement across gross bookings, EBITDA, membership and AV deployments, indicating a balanced scorecard with financial and strategic KPIs. The team communicates with useful unit‑economic disclosure, including membership mix and ads penetration.

Risks include ongoing legal and regulatory navigation and the need to continue balancing growth with SBC discipline, but execution quality has been strong.