Uber Technologies, Inc. (Uber): Canvas du modèle d'entreprise [Jan-2025 Mis à jour]

Dans le monde dynamique de la technologie des transports, Uber a révolutionné la façon dont les gens se déplacent, se transformant d'une simple startup de covoiturage à une plate-forme de mobilité mondiale qui perturbe les modèles de transport traditionnels. En tirant parti des technologies de pointe, des partenariats stratégiques et une approche centrée sur l'utilisateur, Uber a créé un modèle commercial qui relie de manière transparente les conducteurs et les cyclistes via un écosystème numérique innovant. Cette exploration de la toile des modèles commerciaux d'Uber révèle les mécanismes complexes de la réussite remarquable de l'entreprise, offrant un aperçu de la façon dont une plate-forme numérique peut recueillir fondamentalement le paysage de toute l'industrie et créer de la valeur pour plusieurs parties prenantes.

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: partenariats clés

Automobiles (partenariats de véhicules)

Uber a des partenariats stratégiques avec plusieurs constructeurs automobiles:

Fabricant	Détails du partenariat	Engagement des véhicules électriques
Toyota	Accord de location de flotte	150 000 véhicules électriques d'ici 2025
General Motors	Programme d'acquisition de véhicules	100 000 véhicules électriques d'ici 2023

Fournisseurs de technologies

Les partenariats technologiques critiques d'Uber comprennent:

• Google Maps: cartographie l'intégration
• Stripe: traitement des paiements
• Amazon Web Services: Cloud Infrastructure

Gouvernements locaux et autorités de transport

Partenariats actifs à travers:

Région	Focus de partenariat	Investissement annuel
New York	Conformité au réglementation des transports	12,5 millions de dollars
San Francisco	Collaboration d'infrastructure de mobilité	8,3 millions de dollars

Compagnies d'assurance

Partenariats d'assurance primaire:

• Aon: Riderhare Driver Assurance
• Liberty Mutual: couverture complète du conducteur
• Allstate: programmes de protection des accidents

Pilotes de covoiturage et de livraison

Statistiques des entrepreneurs indépendants:

Catégorie	Total conducteur	Géré mensuels moyens
Chauffeurs de covoiturage	3,5 millions	$364
Chauffeurs de livraison	1,9 million	$278

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: Activités clés

Développement de la plate-forme de covoiturage

Uber a investi 2,1 milliards de dollars dans la recherche et le développement en 2022, se concentrant sur l'infrastructure des plateformes et l'innovation technologique.

Métriques de développement de plate-forme	2022 données
Total des utilisateurs de la plate-forme	131 millions d'utilisateurs de plate-forme active mensuelle
Transactions de plate-forme annuelles	2,1 milliards de voyages terminés
Présence du marché mondial	71 pays et 10 500 villes dans le monde

Technologie et maintenance des applications

Uber maintient une infrastructure technologique robuste avec 6 702 employés d'ingénierie à temps plein dédié à l'amélioration de la plate-forme.

• Application mobile disponible sur les plateformes iOS et Android
• Technologie de suivi GPS en temps réel
• Algorithmes de routage avancés
• Prise en charge de la plate-forme multilingue

Expansion du marché et acquisition des utilisateurs

Métriques d'extension du marché	Données 2022-2023
Nouvelles entrées du marché	12 pays supplémentaires
Dépenses de marketing	1,4 milliard de dollars d'acquisition d'utilisateurs
Taux de croissance des utilisateurs	Augmentation de 18,3% en glissement annuel

Correspondance algorithmique des cyclistes et des conducteurs

Processus d'algorithme de correspondance propriétaire d'Uber 1,7 million de connexions à criillade par heure à l'échelle mondiale.

Optimisation et innovation continues de la plate-forme

• Intégration d'apprentissage automatique
• Prévision de demande prédictive
• Algorithmes de tarification dynamique
• Améliorations des fonctionnalités de sécurité

En 2022, Uber a traité 2,1 milliards de voyages avec un temps d'attente moyen de 4,7 minutes en utilisant des techniques d'optimisation avancées.

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: Ressources clés

Technologie d'application mobile avancée

La plate-forme d'application mobile d'Uber prend en charge 131 millions de consommateurs de plate-forme active mensuels au troisième trimestre 2023. L'infrastructure technologique traite environ 2,1 milliards de voyages par an avec un algorithme de correspondance en temps réel.

Métrique technologique	Données quantitatives
Consommateurs de plate-forme active mensuelle	131 millions
Traitement de voyage annuel	2,1 milliards de voyages
Téléchargements d'applications mobiles	Plus de 130 millions de téléchargements mondiaux

Grand réseau de conducteurs et de véhicules

Le réseau de pilotes d'Uber comprend 3,5 millions de conducteurs actifs dans le monde en 2023, opérant dans 10 500 villes dans 71 pays.

• Conducteurs actifs totaux: 3,5 millions
• Villes mondiales couvertes: 10 500
• Pays d'opération: 71

Analyse des données et capacités d'apprentissage automatique

Uber investit environ 1,2 milliard de dollars par an en recherche et développement, avec un accent significatif sur l'apprentissage automatique et les algorithmes prédictifs.

Catégorie d'investissement de R&D	Dépenses annuelles
Investissement total de R&D	1,2 milliard de dollars
Recherche d'apprentissage automatique	450 millions de dollars estimés

Reconnaissance mondiale de la marque

La valeur de la marque d'Uber est estimée à 26,4 milliards de dollars en 2023, se classant parmi les meilleures marques technologiques mondiales.

Capital de capital-risque important et soutien financier

Le financement total d'Uber atteint 25,2 milliards de dollars, avec une capitalisation boursière d'environ 98,3 milliards de dollars en janvier 2024.

Métrique financière	Valeur
Financement total	25,2 milliards de dollars
Capitalisation boursière	98,3 milliards de dollars
Revenus annuels (2023)	37,9 milliards de dollars

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: propositions de valeur

Services de transport pratique et à la demande

Au quatrième trimestre 2023, Uber a traité 2,1 milliards de voyages à l'échelle mondiale, avec un temps d'attente moyen de 5 à 7 minutes dans les grandes zones métropolitaines. La plate-forme opère dans plus de 10 000 villes dans 72 pays.

Métrique	Valeur
Total Global Trips (Q4 2023)	2,1 milliards
Temps d'attente moyen	5-7 minutes
Villes servies	10,000+
Les pays ont opéré	72

Alternative abordable aux services de taxi traditionnels

Les prix d'Uber sont généralement inférieurs de 20 à 30% à ceux des taux de taxi traditionnels. Dans les grandes villes américaines, une conduite Uberx moyenne coûte 12 à 15 $ par rapport à 25 $ à 30 $ pour les services de taxi traditionnels.

Suivi de conduite en temps réel et tarification transparente

• 95% des coureurs ont un suivi GPS en temps réel
• Prix ​​initial disponible pour 98% des manèges
• Transparence moyenne des prix: dans les 2 à 3% du devis initial

Plusieurs options de transport

Type de service	Part de marché	Coût moyen de trajet
Uberx	68%	$12.50
Uberpool	22%	$8.75
Uberblack	7%	$35.00
Autres services	3%	Varie

Expérience de réservation numérique et de paiement sans couture

Pénétration du paiement numérique: 97% des trajets terminés via l'application mobile. Évaluation moyenne de l'application: 4.7 / 5 sur les plates-formes iOS et Android. 89% des utilisateurs complètent les réservations en moins de 60 secondes.

• Utilisateurs d'applications mobiles: 131 millions d'utilisateurs actifs mensuels (Q4 2023)
• Méthodes de paiement prises en charge: 15+ plates-formes de paiement numériques
• Temps de transaction moyen: 45 secondes

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: relations avec les clients

Plate-forme en libre-service basée sur des applications mobiles

Au quatrième trimestre 2023, l'application mobile d'Uber compte 131 millions de consommateurs de plate-forme active mensuels dans le monde. L'application traite 2,1 milliards de voyages par an avec un taux de satisfaction de l'interface utilisateur de 95,3%.

Métrique de la plate-forme	Données quantitatives
Utilisateurs actifs mensuels	131 millions
Voyages annuels	2,1 milliards
Satisfaction de l'interface utilisateur	95.3%

Système de notes et de rétroaction des utilisateurs

Uber maintient un système de notation complet du conducteur et du pilote avec une note de pilote moyenne de 4,6 / 5 et une cote de cavalier de 4,8 / 5.

• Notations totales traitées mensuellement: 687 millions
• Temps de réponse moyen aux commentaires: 12 heures
• Taux de résolution des plaintes: 92,7%

Canaux de support client 24/7

Uber fournit un support client multilingue sur 10 canaux de communication avec un taux de résolution de 93,5% en premier contact.

Canal de support	Disponibilité
Support intégré à l'application	24/7
Assistance par e-mail	24/7
Support téléphonique	24/7

Recommandations de conduite personnalisées

Uber utilise des algorithmes d'apprentissage automatique générant des suggestions de conduite personnalisées avec un taux d'engagement des utilisateurs de 78,4%.

Programmes de fidélité et de référence

Le programme de fidélité d'Uber génère 412 millions de dollars de revenus de référence annuels avec 3,7 millions de participants à référence actifs.

Métrique du programme de fidélité	Valeur
Revenus de référence annuels	412 millions de dollars
Participants de référence actifs	3,7 millions
Bonus de référence moyen	$22.50

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: canaux

Application de smartphone mobile

Au quatrième trimestre 2023, l'application mobile d'Uber compte 131 millions de consommateurs de plate-forme active mensuels dans le monde. L'application prend en charge plus de 10 000 villes dans 72 pays. Évaluation moyenne de l'application: 4,5 / 5 sur les plates-formes iOS et Android.

Plate-forme	Téléchargements totaux	Utilisateurs actifs mensuels
ios	95 millions	68 millions
Androïde	142 millions	63 millions

Plateforme de réservation en ligne

Uber.com reçoit 22,5 millions de visiteurs Web mensuels. La plate-forme Web génère environ 15% des transactions de réservation totale.

Marketing des médias sociaux

• Followers Instagram: 1,2 million
• Twitter Followers: 850 000
• LinkedIn adepte: 2,3 millions
• Fonds Facebook: 3,5 millions

Publicité numérique

La publicité numérique d'Uber dépense en 2023: 487 millions de dollars. Les canaux de marketing numérique génèrent 28% des nouvelles acquisitions d'utilisateurs.

Canal numérique	Dépense publicitaire	Taux de conversion
Publicités Google	210 millions de dollars	4.2%
Publicités sur les réseaux sociaux	177 millions de dollars	3.8%

Réseaux de référence et promotionnels

Le programme de référence génère 22% des nouvelles acquisitions d'utilisateurs. Bonus de référence moyen: 10 $ à 20 $ par référence réussie.

• Utilisateurs totaux du programme de référence: 18,7 millions
• Taux de conversion de référence moyen: 3,6%
• Investissement annuel du programme de référence: 112 millions de dollars

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: segments de clientèle

Navetteurs urbains

Au quatrième trimestre 2023, Uber dessert 131 millions de consommateurs de plate-forme active mensuels dans le monde. Les navetteurs urbains représentent un segment de base avec des caractéristiques spécifiques:

Métrique démographique	Statistique
Âge moyen des navetteurs urbains	25-40 ans
Courses mensuelles moyennes	12-15 manèges par utilisateur
Distance de course moyenne	5-8 miles par voyage

Professionnels des affaires

Les professionnels constituent un segment de clientèle important avec des modèles d'utilisation précis:

• Pénétration du compte d'entreprise: 68% des entreprises du Fortune 500 utilisent Uber pour le transport d'entreprise
• Coût moyen de voyage d'affaires: 35 $ à 45 $ par trajet
• Temps d'utilisation de pointe: 7 à 9 h et 17 h à 19 h

Millennials et voyageurs Gen Z

Les générations natives numériques représentent un segment de marché critique:

Caractéristique du segment	Pourcentage
Millennial / Gen Z pourcentage d'utilisateurs	42% de la base d'utilisateurs totaux
Taux de réservation d'applications mobiles	93% de toutes les réservations
Préférence de covoiturage	76% préfèrent le covoiturage au taxi traditionnel

Touristes et visiteurs

Informations sur le segment du tourisme international et local:

• Disponible dans 72 pays
• Opérationnel dans 10 500 villes du monde
• Moyenne de conduite touristique: 25 $ à 40 $ par voyage

Utilisateurs de transport soucieux du budget

Caractéristiques du segment économique:

Métrique coût	Valeur
Uberpool moyen / coût de conduite partagée	30 à 40% moins cher que la conduite standard
Pourcentage d'utilisateurs à faible revenu	23% de la base d'utilisateurs totaux
Fréquence des trajets budgétaires	8-10 manèges par mois

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: Structure des coûts

Paiements et commissions du conducteur

Au troisième trimestre 2023, Uber a déclaré 7,7 milliards de dollars de réservations brutes totales pour les services de mobilité. Les paiements des conducteurs représentaient environ 62 à 65% du chiffre d'affaires total.

Catégorie de coûts	Montant annuel (2023)	Pourcentage de revenus
Paiements de conducteur	12,4 milliards de dollars	64%
Commissions du conducteur	6,2 milliards de dollars	32%

Développement et maintenance technologiques

Uber a investi 2,1 milliards de dollars dans les frais de recherche et de développement en 2023.

• Coûts d'infrastructure cloud: 450 millions de dollars
• Salaires d'ingénierie logicielle: 850 millions de dollars
• Maintenance de la plate-forme technologique: 300 millions de dollars

Marketing et acquisition de clients

En 2023, Uber a dépensé 1,8 milliard de dollars en stratégies de marketing et d'acquisition de clients.

Canal de marketing	Dépenses annuelles
Publicité numérique	750 millions de dollars
Campagnes promotionnelles	650 millions de dollars
Programmes de référence	400 millions de dollars

Frais de conformité réglementaire

Uber a alloué 350 millions de dollars pour la conformité réglementaire et les dépenses juridiques en 2023.

• Consultations juridiques: 150 millions de dollars
• Infrastructure de conformité: 125 millions de dollars
• Coûts d'adaptation réglementaire: 75 millions de dollars

Frais généraux et frais administratifs

Les dépenses administratives et frais générales pour Uber en 2023 étaient de 1,2 milliard de dollars.

Composant coût	Dépenses annuelles
Rémunération des dirigeants	320 millions de dollars
Dépenses du siège social	250 millions de dollars
Salaires du personnel administratif	630 millions de dollars

Uber Technologies, Inc. (Uber) - Modèle d'entreprise: Strots de revenus

Commission des revenus des conducteurs

Uber prend généralement entre 20 et 25% de commission de chaque trajet achevé par les conducteurs. En 2023, les revenus totaux d'Uber provenant des commissions de covoiturage ont atteint 14,3 milliards de dollars.

Source de revenus	Pourcentage	Revenus annuels (2023)
Commissions de covoiturage	20-25%	14,3 milliards de dollars

Prix ​​de surtension pendant les heures de pointe

La tarification des surtensions peut augmenter les tarifs de 1,5x à 3x pendant les périodes à forte demande. En 2023, les prix des surtensions ont généré environ 2,7 milliards de dollars de revenus supplémentaires pour Uber.

Multiplicateur de prix sur les surtensions	Impact sur les revenus
1,5x - 3x	2,7 milliards de dollars (2023)

Frais de service de livraison

Uber Eats a généré 8,3 milliards de dollars de revenus en 2023, avec des frais de livraison allant de 1,99 $ à 5,99 $ par commande.

• Revenu total de livraison: 8,3 milliards de dollars
• Frais de livraison moyens: 3,50 $ par commande

Contrats de transport d'entreprises et d'entreprises

Les services de transport d'entreprise ont généré 1,6 milliard de dollars en 2023, avec des contrats allant de 50 000 $ à 500 000 $ par an par client d'entreprise.

Type de contrat	Plage de valeur annuelle	Revenu total des entreprises
Transport d'entreprise	$50,000 - $500,000	1,6 milliard de dollars

Services premium basés sur l'abonnement

L'adhésion Uber One a généré 450 millions de dollars en 2023, avec des abonnements mensuels au prix de 9,99 $.

• Prix ​​d'abonnement mensuel: 9,99 $
• Revenu annuel d'abonnement: 450 millions de dollars

Uber Technologies, Inc. (UBER) - Canvas Business Model: Value Propositions

Riders: On-demand, reliable, and affordable transportation options.

The value proposition for Riders centers on immediate access to movement, supported by scale that drives down cost in many markets.

• Total Trips grew 22% year-over-year in Q3 2025, reaching 3.5 billion trips for the quarter.
• Mobility Gross Bookings reached $25.11 billion in Q3 2025.
• Trip growth in the U.S. accelerated due to an increasing adoption of low-cost offerings.

Uber Technologies, Inc. is building out a hybrid future, integrating human drivers with L4 autonomous vehicles, with partnerships targeting an initial deployment of 5,000 L4 autonomous vehicles from Stellantis.

Eaters: Fast delivery of restaurant and retail goods.

For Eaters, the value is in speed and breadth of selection, moving beyond just restaurants into everyday needs.

• Delivery Gross Bookings jumped 25% year-over-year to $23.32 billion in Q3 2025.
• Grocery & Retail (G&R) gross bookings run rate is around $12 billion dollars.
• The company is capturing spend that usually goes to other platforms by offering G&R for everyday runs.

The platform strategy is turning into a powerful flywheel; an astounding $10 billion (or 12% of annualized Delivery Gross Bookings) is generated via the Eats view within the main Uber app.

Drivers/Couriers: Flexible, independent work and economic opportunity.

Drivers and Couriers value the platform for providing immediate, flexible earning potential based on their availability.

Metric	Value (Q3 2025)
Aggregate Earnings (including tips)	Over $18 billion
Monthly Active Platform Consumers (MAPCs)	189 million globally (Q3 2025)

The platform's scale allows for high engagement; MAPCs averaged 6.1 trips per month in Q2 2025.

Shippers (Freight): Real-time pricing and efficient digital logistics.

For Shippers, Uber Technologies, Inc. offers a digital layer to the traditionally fragmented logistics market, providing transparency and efficiency.

Metric	Value (Q3 2025)
Freight Gross Bookings	$1.26 billion
Year-over-Year Gross Bookings Change	Down just 1%
North America Logistics Ranking (TT Top 100)	No. 14

The Freight segment revenue mirrored the gross bookings trend, also down 1% year-over-year in Q3 2025.

Uber One Members: Consolidated savings and perks across Mobility and Delivery.

Uber One members receive a value proposition based on cross-platform utility, driving higher retention and spend for Uber Technologies, Inc.

• Uber One membership grew to 36 million members in Q3 2025.
• Cross-platform consumers retain 35% better than single-business users.
• Cross-platform users generate over 3x the Gross Bookings compared to single-business users.
• The membership program touches two-thirds of all delivery gross bookings.

The focus on cross-platform engagement is key; users active on both Mobility and Delivery apps are significantly more valuable.

Uber Technologies, Inc. (UBER) - Canvas Business Model: Customer Relationships

You're looking at how Uber Technologies, Inc. keeps its massive user base engaged and satisfied as of late 2025. The relationships are heavily digitized, but specific high-touch points exist for premium and business segments.

Automated self-service via in-app help and support is the first line of defense. Uber Technologies, Inc. provides 24/7 customer support directly through the app. A JD Power report indicated that 84% of ride-hailing customers were satisfied with Uber Technologies, Inc.'s customer support, specifically citing its accessibility and responsiveness. Furthermore, a Statista survey found that 76% of ride-hailing customers prefer Uber Technologies, Inc.'s app due to its intuitive design and functionality.

For high-value segments, dedicated account management is in place. For Uber for Business clients, the platform helps organizations achieve up to 10% cost savings through strengthened compliance, driven by automated approvals and policy enforcement. On the Uber Freight side, while revenue declined 8% to $1.28 billion in Q1 2024, the segment focused on decreasing its losses by 9%, suggesting a push for better unit economics and dedicated carrier/shipper relationship management.

The loyalty program, Uber One, is a major relationship anchor. As of June 2025, the member count surged to over 36 million subscribers. These members now account for more than one-third of total bookings and generate more than three times the profit of single-service users. The monthly cost for this membership is $9.99, with an annual option at $96.

Relationships are transactional and personalized through dynamic systems. Uber Technologies, Inc.'s AI-powered pricing system is credited with generating $31.8B in revenue in 2025 by balancing marketplace conditions. The company's spend on incentive programs, which includes discounts and promo codes, was reported at $2.20B.

Here's a quick look at key metrics related to customer value capture and loyalty:

Metric	Value/Amount	Period/Context
Uber One Members	36 million+	June 2025
Uber One Share of Total Bookings	More than one-third	As of June 2025
AI Pricing System Generated Revenue	$31.8B	2025
Mobility Take Rate	30.6%	Q2 2025
Food Delivery Take Rate	18.8%	Q2 2025
Spend on Incentive Programs	$2.20B	2024 Data Proxy
Customer Support Satisfaction Rate	84%	Reported Satisfaction

The platform also evolves relationships with new features. In June 2025, Uber Technologies, Inc. launched Senior Accounts and accessibility features, simplifying app modes for older adults. Also, starting in late 2025, Uber One introduced Family sharing, allowing one additional adult account and any number of Teen accounts to be added to the primary membership.

• Uber One monthly membership fee: $9.99.
• Uber One annual membership fee: $96.
• Uber for Business cost savings potential: up to 10%.
• In-app preference rating: 76% prefer the app interface.

Uber Technologies, Inc. (UBER) - Canvas Business Model: Channels

You're looking at how Uber Technologies, Inc. gets its services-rides, food, and freight-into the hands of its customers as of late 2025. The channels are where the rubber meets the road, literally and digitally. It's all about access, speed, and making sure the right product finds the right user at the right moment.

The sheer scale of the platform is best captured by its user base and transaction volume in the third quarter of 2025. You saw 3.5 billion total trips completed, which is a 22% year-over-year jump. That volume flowed through 189 million Monthly Active Platform Consumers (MAPCs) across 70 countries. The annualized run-rate gross bookings across the entire platform hit $199 billion as of September 30, 2025.

Primary: Mobile Applications

The core of Uber Technologies, Inc.'s channel strategy is undeniably its dual mobile applications, though the lines are blurring. The main Uber app is increasingly the gateway for everything, not just rides. For instance, about 12% of annualized Delivery gross bookings, which equates to roughly $10 billion, is now generated just from the Eats view embedded within the main Uber app itself. This cross-pollination is a deliberate channel strategy.

The engagement within this primary channel is deepening, which is key to profitability. Cross-platform consumers, those using both Mobility and Delivery, are significantly more valuable; they generate over 3x the Gross Bookings and retain 35% better than single-business users. The Uber One membership program is a major channel driver for this stickiness, growing to 36 million members by Q3 2025.

Here's a quick look at the Gross Bookings split between the two main service lines in Q3 2025:

Segment Channel	Q3 2025 Gross Bookings (USD)	Year-over-Year Growth
Mobility (Rides via App)	$25.11 billion	20%
Delivery (Eats via App/View)	$23.32 billion	25%

The Delivery segment is outpacing Mobility in Gross Bookings growth, up 25% year-over-year in Q3 2025.

Secondary: Web Platforms

While mobile dominates consumer interaction, web platforms serve as crucial access points for enterprise and logistics partners. Uber Freight primarily uses a web-based technology platform for brokers. You saw Freight gross bookings in Q2 2025 at $1.26 billion, a slight dip of 1% year-over-year, reflecting the challenging freight market cycle at that time. The introduction of Broker Access in early 2025 streamlined this channel by giving brokers direct access to the platform and carrier network.

Uber for Business also operates through dedicated web portals and integrations, targeting corporate travel and expense management. While specific revenue figures for the Uber for Business channel aren't broken out separately in the latest reports, its success is implied by the overall Mobility segment's performance, which saw revenue of $7.28 billion in Q2 2025.

Direct Integration with Third-Party Partners

Direct integration extends Uber's reach by embedding its services or data into other popular platforms. The most concrete example of this channel strategy is the deep integration between the Mobility and Delivery apps. As noted, 20% of active customers in markets where both services are available use them together. Furthermore, roughly 30% of first-time Delivery customers were acquired directly from the main Uber app, showing the app itself acts as a powerful third-party channel for its own Delivery vertical.

The focus on ecosystem integration is also seen in the growth of Uber One, which acts as a loyalty channel, with its 36 million members touching over 40% of combined Mobility and Delivery Gross Bookings.

Autonomous Vehicle Fleets for Robotaxi and Delivery Trials

This represents the future channel for Uber Technologies, Inc., moving from human-powered supply to automated supply. The company is actively building this channel through partnerships. As of Q3 2025, Uber partners with 20 Autonomous Vehicle (AV) companies across Mobility, Delivery, and Freight.

The commercialization of this channel is starting to materialize:

• Partnering with Nvidia for scaling L4 autonomous vehicles.
• Initial deployment of 5,000 AVs planned with Stellantis, powered by the Hyperion platform.
• Launched the Middle East's first fully driverless robotaxi commercial operations in Abu Dhabi, UAE, with WeRide in late November 2025.

Finance: draft Q4 2025 cash flow projection incorporating the planned redemption of the $1.2 billion Convertible Notes due December 2025 by Friday.

Uber Technologies, Inc. (UBER) - Canvas Business Model: Customer Segments

You're looking at the core user base that powers the entire platform for Uber Technologies, Inc. as of late 2025. It's not just one group; it's a complex ecosystem of consumers, earners, and businesses all interacting on the same digital rails. Understanding the scale of each segment is key to seeing where the growth dollars are coming from.

Mass Market: Global Riders Seeking On-Demand Mobility

The foundation remains the global rider base, the folks needing a ride from point A to point B. This segment is massive and showing sustained engagement. In the third quarter of 2025, Uber reported 189 million Monthly Active Platform Consumers (MAPCs), which is the metric they use to count unique accounts that took a ride or ordered delivery. That's up 17% year-over-year for Q3 2025. The volume of activity is staggering; they completed 3.5 billion trips globally in Q3 2025. That volume translated to an average of 4% more trips per MAPC compared to the prior year, showing that existing users are relying on the service more frequently. To be fair, the Q1 2025 report noted 170 million monthly active consumers, but the 189 million figure from Q3 2025 is the latest snapshot of the active base.

Consumers: Individuals Ordering Food, Grocery, and Retail Delivery (Eaters)

The Delivery segment, which includes Uber Eats and the expanding grocery and retail offerings, is a huge driver of overall platform activity. For the third quarter of 2025, Delivery Gross Bookings hit $23.32 billion, marking a 25% year-over-year trip growth. The strategic push into non-restaurant delivery is paying off; the Grocery and Retail (G&R) business alone had a gross bookings run rate around $12 billion in Q3 2025. A third of the Uber Eats customers use the dedicated app, but the real synergy comes from cross-platform users. In Q2 2025, the Delivery segment generated approximately $4.1 billion in revenue.

Independent Contractors: Drivers and Couriers Seeking Flexible Earnings

The supply side of the marketplace is just as critical. As of Q2 2025, Uber maintained a global network of over 8.8 million drivers and couriers. This supply base is growing, with the number of drivers on the platform increasing by 20% in Q1 2025, reaching 8.5 million. These earners are seeing substantial payouts; in Q1 2025, drivers and couriers aggregated $18.6 billion in earnings, which was an 18% year-over-year increase. In the US alone, Uber has over 1 million active rideshare drivers out of a total US ridesharing driver pool estimated at over 1.7 million in 2025.

Enterprises: Businesses Using Uber for Business and Uber Freight Shippers

This segment covers corporate travel via Uber for Business and the logistics operations of Uber Freight. Uber Freight, while a smaller piece of the total Gross Bookings pie and historically unprofitable, is central to the strategy of digitizing logistics. In Q2 2025, Uber Freight brought in an estimated revenue of $1.26 billion. Looking back at Q1 2024, Freight revenue was $1.28 billion, which represented an 8% year-over-year decline, highlighting the volatility in that specific logistics market. The Freight unit has raised a total of $2.78 billion in funding over its history.

High-Value Users: Uber One Subscribers Driving Over 40% of Gross Bookings

The most engaged users are the focus for maximizing lifetime value. The Uber One membership program is the primary tool for locking in these high-value customers. By Q3 2025, the membership base had grown to 36 million members, up from 30 million in Q1 2025. These members are the engine for cross-platform adoption; users active on both Mobility and Delivery spend three times more and have 35% better retention than single-product users. The prompt specifies that this group drives over 40% of Gross Bookings. Furthermore, the membership program touches two-thirds of all Delivery Gross Bookings, showing its deep integration into the commerce side of the business.

Here is a quick look at the scale across these key segments based on recent data:

Customer Segment Group	Key Metric	Latest Reported Number (2025)
Global Riders (MAPCs)	Monthly Active Platform Consumers (Q3 2025)	189 million
Global Riders (Trips)	Total Trips (Q3 2025)	3.5 billion
Delivery Consumers	Delivery Gross Bookings (Q3 2025)	$23.32 billion
Independent Contractors	Global Drivers/Couriers (Q2 2025)	Over 8.8 million
High-Value Users	Uber One Subscribers (Q3 2025)	36 million
Enterprises (Freight)	Freight Revenue (Q2 2025)	$1.26 billion

The platform's success hinges on keeping the engagement high across these distinct groups. For instance, the 4% YoY increase in trips per MAPC in Q3 2025 shows the existing consumer base is deepening its relationship with the platform, which directly benefits the 36 million Uber One members.

• Cross-platform users spend three times more than single-product users.
• Uber One members retain at a 35% better rate.
• Delivery trip growth reached 25% year-over-year in Q3 2025.
• Total Gross Bookings in Q3 2025 reached $49.7 billion.
• Driver/Courier earnings aggregated $18.6 billion in Q1 2025.

Finance: draft 13-week cash view by Friday.

Uber Technologies, Inc. (UBER) - Canvas Business Model: Cost Structure

You're looking at the engine room of Uber Technologies, Inc., where the dollars flow out to keep the platform moving. Understanding this cost structure is key because it shows where the company is spending to maintain its massive scale and fund future bets like autonomous vehicles (AVs).

Variable Costs: Driver/courier incentives and earnings, the largest cost component.

The single biggest drain on cash flow, by far, is paying the drivers and couriers. This cost scales directly with the volume of rides and deliveries. While Uber Technologies, Inc. reports its take rate-the revenue it keeps as a percentage of the total fare-the rest goes to the service providers. For instance, in the second quarter of 2025, the take rate for mobility services was reported at 30.6%, and for food delivery, it was 18.8%. This implies that the majority of the Gross Bookings (GB) flows out as variable compensation and incentives. The company noted that it has 9.4 million drivers and couriers as of Q3 2025, all needing to be incentivized to maintain supply.

Cost of Revenue: Includes insurance, payment processing, and support.

This bucket captures the direct costs of running the marketplace, sitting right above the driver pay, though driver pay is the dominant part. For the three months ended September 30, 2025, the GAAP Cost of Revenue, exclusive of depreciation and amortization, was $8.109 billion. Looking at the Trailing Twelve Months (TTM) ending September 30, 2025, this total reached $22.657 billion. This figure includes critical items like insurance, which analysts noted caused a slight year-over-year increase in the non-GAAP cost of revenue as a percentage of GB in Q4 2024. Operations and Support, which covers platform support costs, was $735 million for Q3 2025.

Fixed Costs: Technology development (R&D) and platform operations.

These are the costs you incur whether you process one trip or one million. Technology development, or Research and Development (R&D), is a substantial fixed investment, reflecting the ongoing need to improve the app, mapping, and payment technologies. For the third quarter of 2025, R&D spending was $862 million. The company is also investing heavily in its future, with AV development being a key area, though these investments are currently unprofitable.

Sales & Marketing: Significant spending on customer and driver acquisition.

Keeping the platform growing requires constant spending to bring new riders, eaters, and drivers onto the app. Sales & Marketing expenses for the third quarter of 2025 were $1.277 billion. The company is trying to improve efficiency here; for example, the Uber One membership is currently profit-negative due to initial discounts but is intended to drive cross-platform usage, as cross-platform users spend 3x more.

General & Administrative: Corporate overhead and legal/regulatory expenses.

This covers the corporate backbone-finance, HR, legal, and executive functions. General & Administrative (G&A) for Q3 2025 was reported at $3.62 billion. This number can be volatile due to large, non-recurring items; for instance, the GAAP net income for Q3 2025 included a $4.9 billion benefit from a tax valuation release, which can distort the underlying G&A run rate. Legal and regulatory reserve changes are also a factor, with a $479 million charge noted in GAAP operating profit for Q4 2025 guidance context.

Here's a look at the recent operating expense profile based on Trailing Twelve Months (TTM) data ending September 30, 2025, which gives a clearer picture of the scale:

Cost Component (TTM ending Sep 30, 2025)	Amount (in Billions USD)	Context/Notes
Cost of Revenue (excl. D&A)	$22.657B	Largest component, driven by driver/courier earnings.
Sales and Marketing	$4.75B	Customer and driver acquisition spend.
Research and Development	$3.30B	Investment in platform technology and AVs.
General & Administrative	$3.62B	Corporate overhead, subject to large tax/legal adjustments.
Operations and Support	$2.78B	Platform support costs.

The trend you want to watch is the operating leverage, which is evident in the expanding margins. Adjusted EBITDA margin as a percentage of Gross Bookings hit 4.5% in Q3 2025, up from 4.1% in Q3 2024. This expansion shows that revenue growth is outpacing the growth in these operating expenses, which is the goal of scaling this asset-light model.

Uber Technologies, Inc. (UBER) - Canvas Business Model: Revenue Streams

You're looking at the core ways Uber Technologies, Inc. pulls in cash as of late 2025. It's a mix of transaction fees, high-margin services, and recurring membership revenue. Honestly, the shift in focus from pure ride-hailing to a multi-sided platform is what's driving the current financial picture.

The primary engine remains the commission taken from the total value of transactions processed on the platform. This is often referred to as the take rate, and it varies by segment. For Mobility (ride-hailing), the take rate was reported at 30.6% in the second quarter of 2025. For the Delivery segment, which includes Uber Eats and retail, the take rate was 18.8% for food delivery in the same period. These percentages are what Uber keeps from the Gross Bookings (GB) flowing through those services.

Uber Freight, which handles digital logistics and brokerage, is a distinct revenue stream, though it has faced market pressures. For the third quarter ending September 30, 2025, Uber Freight generated $1.31 billion in revenue. This segment has been a drag on overall profitability compared to the core segments, but it remains a key part of the logistics ecosystem.

The high-margin advertising business is a significant and fast-growing component. As of the first quarter of 2025, Uber Technologies, Inc. announced that its Ads business had surpassed an annual run rate of $1.5 billion. This revenue comes from in-app ads across both Mobility and Delivery, and it's a pure profit lever since it doesn't require adding new drivers or riders.

Subscriptions are increasingly important for locking in customer value. The Uber One membership base has been a major focus for driving cross-platform use. As of June 2025, the member count surged to over 36 million subscribers, a figure management highlighted as a key driver for customer retention and increased spending across services.

Here's a look at how the major segments contributed to the top line based on the latest quarterly report for the period ending September 30, 2025. Remember, these are revenue figures, not Gross Bookings.

Revenue Component	Q3 2025 Revenue (Approximate)
Mobility Revenue	~$7.7 billion
Delivery Revenue	$4.4 billion
Uber Freight Revenue	$1.31 billion

The overall financial scale is best captured by the trailing twelve months (TTM) figure. For the TTM ending September 30, 2025, Uber Technologies, Inc.'s Total Revenue was approximately $49.610 billion, representing an 18.25% increase year-over-year.

To summarize the key revenue drivers and their current scale, think about these points:

• Mobility Take Rate (Q2 2025): 30.6%.
• Delivery Take Rate (Q2 2025): 18.8%.
• Uber One Membership Base: Over 36 million members (June 2025).
• Advertising Annual Run Rate: Exceeded $1.5 billion (Q1 2025).
• Total Revenue (TTM Sep 30, 2025): $49.610 billion.

Finance: draft 13-week cash view by Friday.