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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製品と売上

製品別売上シェア

売上内訳 ($37.3B)

静的データ（リアルタイム財務ロード中…）

Mobility (Rides) (56%)

Delivery (Eats) (32%)

Freight (8%)

Advertising & Other (4%)

セグメント構成と主要顧客

製品詳細

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.

R&Dパイプライン

商用化Uber 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.

開発UberX Share + AI Matching

2025

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

サプライチェーン関係

パートナー

googl

Google Maps navigation API, Google Cloud infrastructure

影響: Critical mapping and cloud dependency

マクロ・市場概況

소비재 (경기민감)セクターニュース

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%

次の主要イベント

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

AI分析

Uber TechnologiesのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

San Francisco, California, USA

設立

2009

従業員数

32,600+

ウェブサイト

uber.com

セクター概況 — 소비재 (경기민감)

セクターニュース