Quotes that mention demand

“Strong execution led to rides acceleration in North America and helped us to deliver record Active Riders, Rides, and Gross Bookings as we surpassed $1 billion in trailing twelve-month cash generation for the fifth straight quarter”

“Uber continues to translate strong growth into expanding profitability, with Non-GAAP Operating Income margins reaching a record 3.9% of Gross Bookings and Non-GAAP EPS growing 35%”

“Our increased full-year outlook reflects strong first-half orders and financial performance, as well as confidence in the execution of our strategic priorities and our ability to sustain this momentum through the second half of fiscal 2027”

“We had another exceptional quarter and our pipeline of new business remains strong, showing the durability of our earnings growth.”

“Customer demand is strong, and we remain disciplined about investment, efficiency and profitable growth. That balance gives us the confidence to invest in our highest potential opportunities and raise full-year guidance again.”

“With record backlog of $8.2 billion and continued strength in recurring revenue, we are poised to deliver a strong 2026.”

“We delivered strong gross margin expansion and are raising the low end of our gross margin and earnings guidance, while managing through a dynamic consumer demand and input cost environment”

“Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter”

“Our outstanding revenue performance and expanded profitability in the third quarter reflect robust demand across our portfolio and consistent, disciplined execution”

“With our Q3 results and our order backlog at a record level, we are raising our financial outlook and plan to return at least 75% of free cash flow to shareholders in Q4.”

“Demand remains strong across our solutions portfolio despite historic industry price increases in the first half of FY’27. We are raising guidance significantly for the second half of the year to reflect our confidence in continued revenue momentum.”

“Our second quarter results exceeded our expectations. We saw broad based demand across the business as customers continued to engage in smaller projects”

“While the demand environment remains pressured at our Norwegian Cruise Line brand, we continue to execute on disciplined cost and sourcing initiatives, and have identified an additional $100 million of expected annualized run-rate savings primarily related to technology vendors”

“This performance to date and the visibility we have into our Q4 pipeline gives us confidence in raising the midpoint of our ARR guidance for the full year”

“With a record backlog and continued business momentum, we are now raising our 2026 outlook to 19% revenue growth, non-GAAP operating margin to 44.25%, non-GAAP EPS to $8.10, and operating cash flow to $2 billion at the midpoint.”

“We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution, including volume upside driven by higher factory yields and improved cycle times”

“Q2 was an outstanding quarter that highlights ServiceNow’s broad based demand, strong execution, and operating leverage”