Uber says it has more riders wanting trips than it has drivers to take them. In its third-quarter results on 4 November 2026, the company said demand from riders "has remained healthy, but supply growth has not kept pace", with higher fuel prices and fewer available drivers holding back growth in several countries. Uber named India and Brazil, and said Canada is "meaningfully undersupplied" after tighter immigration. On the results call, it said there is some pressure in the US too. Uber did not name the UK as one of the markets short of drivers. Its UK mentions were about Uber Eats adding Tesco stores and Wayve's supervised self-driving rides in London. Uber says it is responding with spending on finding new drivers, keeping existing ones and bringing back drivers who have stopped. On the results call, chief executive Dara Khosrowshahi said Uber is cutting back on rider promotions and using that money for driver incentives, targeted at busy times such as Halloween. He said this "does mean sometimes higher prices for riders". Mobility trips grew 16% compared with a year earlier, which Uber said was 1 to 2 percentage points below what it expected, and it said things improved in October.