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Uber Technologies

UBERleader

Uber is the world's largest ridesharing and food delivery platform by gross bookings. After years of losses, Uber achieved GAAP profitability in 2023. Its asset-light marketplace model connects drivers and delivery couriers with consumers globally across 70+ countries.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($37.3B)

Données statiques (chargement des finances en temps réel…)

Mobility (Rides) (56%)
Delivery (Eats) (32%)
Freight (8%)
Advertising & Other (4%)

Composition des segments et principaux clients

Détails du produit

Uber Rides (Mobility)56%

Core ridesharing platform operating in 70+ countries. Includes UberX, Uber Comfort, Uber Black, and shared rides.

Uber Eats (Delivery)32%

Food and grocery delivery marketplace. #2 food delivery app in the US after DoorDash; #1 in many international markets.

Uber Freight8%

Digital freight brokerage connecting shippers with carriers. $1.3B+ in revenue.

Advertising4%

In-app advertising on the Uber platform — 1B+ trips per quarter creates massive impressions inventory.

Pipeline R&D

CommercialUber Autonomous (Waymo Partnership)
2025+ (expanding)

Waymo robotaxis available on Uber app in San Francisco and Phoenix. Uber acts as demand aggregator; no capital needed for AV fleet ownership.

DéveloppementUberX Share + AI Matching
2025

AI-driven carpooling optimization to improve utilization and reduce cost per trip for both drivers and riders.

Relations dans la chaîne d'approvisionnement

Partenaires

googl

Google Maps navigation API, Google Cloud infrastructure

Impact: Critical mapping and cloud dependency

Contexte macro et de marché

소비재 (경기민감)Actualités du secteur

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Prochains catalyseurs

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Uber Technologies par intelligence artificielle.

Informations sur l'entreprise

Siège social

San Francisco, California, USA

Fondée en

2009

Effectifs

32,600+

Site web

uber.com

Aperçu du secteur — 소비재 (경기민감)

Actualités du secteur

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Thèmes clés

  • •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
  • •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
  • •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅

Prochains catalyseurs

  • ◆Amazon·Tesla Q1 실적 (2026.04~05)
  • ◆중국 5.4월 소매판매 데이터