Uber Technologies, Inc.

Overview

• Technology platform that connects riders with mobility drivers, eaters with restaurants and couriers, consumers with shippers and carriers, and users with public transportation networks.
• Operates globally across more than 70 countries and over 15,000 cities (as of 12/31/2025).

Segments (as of 12/31/2025)

• Mobility
  • Connects consumers with ridesharing, carsharing, micromobility, rentals, taxis, and public transit.
  • Includes related activities such as financial partnerships and advertising.
• Delivery
  • Enables consumers to order food and other items from local merchants (restaurants, groceries, alcohol, convenience and other retailers) for delivery or pickup.
  • Includes Uber Direct (white-label Delivery-as-a-Service) and advertising.
• Freight
  • Digital marketplace connecting shippers with carriers for on-demand, end-to-end transportation and logistics services.
  • Provides real-time pricing and booking, with primary operations in North America and Europe.

Platform scale and capabilities

• Network: hundreds of millions of drivers, riders, merchants, shippers, and carriers; trip data improves matching and operations.
• Global footprint: available in over 70 countries and active in more than 15,000 cities (as of 12/31/2025).
• Technology: proprietary marketplace, routing, and payments systems; core components include demand prediction, matching/dispatching, and pricing.
• Operations: regional, market-specific teams support city launches, regulatory engagement, and local user experiences.

Key metrics and customer / membership details

• Uber One membership: 46 million members (as of 12/31/2025). Uber One offers cross-platform discounts, cash back, special pricing, and other perks across Mobility, Delivery, and Grocery/Retail.
• Uber One availability: available in over 30 countries.
• Cross-platform usage (three months ended 12/31/2025):
  • 58% of first-time Delivery customers were new to the Uber platform.
  • Consumers who used both Mobility and Delivery generated more than three times the Gross Bookings compared with consumers who used a single offering.
  • Approximately 20% (one in five) of eligible consumers are active monthly across both Mobility and Delivery.
• Global reach metrics:
  • Platform available in over 70 countries.
  • Network active in more than 15,000 cities worldwide.

Advertising

• Advertising division launched in October 2022.
• Key offering: Uber Journey Ads, plus cross-platform advertising formats across the Uber and Uber Eats apps and beyond.
• Provides reporting and analysis to help brands optimize campaigns.

Core value proposition

• Provides a unified, data- and technology-driven platform to move people, meals, groceries, and freight by connecting demand with supply across Mobility, Delivery, and Freight.
• Uses a global network, advanced marketplace technologies, and on-the-ground operations to improve reliability, earnings opportunities for drivers and couriers, and engagement for merchants and shippers.
• Employs cross-platform benefits—membership, advertising, and platform synergies—to deepen user engagement and increase network liquidity and scale.

Regulatory and competitive context

• Regulatory environment is complex and evolving, with Transportation Network Company (TNC) rules and worker classification considerations affecting Mobility, Delivery, and Freight in many jurisdictions.
• Competitive landscape:
  • Mobility: Bolt, Didi, Lyft, Ola, traditional taxis, and emerging autonomous-vehicle initiatives.
  • Delivery: DoorDash, Instacart, Gopuff, Rappi, Delivery Hero, Just Eat Takeaway, Amazon, and traditional retailers with in-house delivery.
  • Freight: traditional freight brokers and managed transportation providers such as C.H. Robinson, XPO, RXO, and DHL.