Uber Technologies
"Expanded its advertising business and launched new features for Uber Eats."
Business LinesMobility
Key Metrics
Gross Bookings, Monthly Active Platform Consumers (MAPCs)
Growth Driver
Advertising & New Verticals (Freight)
Advantage
Global Network Liquidity
Use Case Solved
On-Demand Transportation
Market Position
#1 in Global Ridesharing
Quantified Position
Largest segment by revenue
Delivery
Key Metrics
Gross Bookings, MAPCs
Growth Driver
Expansion into grocery and retail
Advantage
Leverages mobility network and brand
Use Case Solved
On-demand food and convenience delivery
Market Position
#2 in food delivery globally
Quantified Position
TBD
Freight
Key Metrics
Gross Bookings
Growth Driver
Digitizing the freight brokerage industry
Advantage
Technology platform for logistics
Use Case Solved
Connecting shippers and carriers
Market Position
Growing but smaller segment
Quantified Position
TBD
Fcf Yield Pct
3.9
Next Year Revenue Growth Pct
17
Subscription Revenue Pct
<5%
Marketing And Sales Pct
~10%
Capex Pct
~5%
Single Point Of Failure
A significant regulatory change reclassifying drivers.
Insider Ownership Pct
0.20%
Gross Margin Pct T T M
33.90%