Uber Technologies Inc
uber.comWhat Do They Do?
Connects riders with independent drivers for rides, people ordering meals and goods with merchants and couriers, and shippers with carriers for freight services.
10-K for FY2025, filed Feb 13, 2026Uber Technologies, Inc. (“Uber,” the “Company,” “we,” “our,” or “us”) is a technology platform that uses a massive network, leading…View ↗
Our Mobility offering connects consumers with a wide range of transportation modalities, such as ridesharing, carsharing, micromobility…View ↗
Our Delivery offering allows consumers to search for and discover the best of local commerce—from restaurants to grocery, alcohol…View ↗
We believe that Freight is revolutionizing the logistics industry. Freight powers a managed transportation and logistics network and…View ↗
How Do They Make Money?
Drivers and merchants pay platform fees, while riders and delivery customers may also pay service fees, typically collected shortly after a completed trip or delivery. Shippers pay for freight brokerage and transportation management as shipments move; bills are generally due within 30 to 45 days for brokerage and 30 to 60 days for transportation management.
10-K for FY2025, filed Feb 13, 2026We derive our Mobility revenue from service fees paid by Drivers for use of the platform and related service to connect with Riders and…View ↗
Depending on the market where the trip is completed, the service fee is either a fixed percentage of the end-user fare or the difference…View ↗
We derive our Delivery revenue from service fees paid by Couriers and Merchants for use of the platform and related service to successfully…View ↗
In the majority of transactions, the service fee paid by Merchants is a fixed percentage of the meal price. The service fee paid by…View ↗
Brokerage revenue represents the gross amount of fees charged to Shippers for brokerage services provided to Shippers. Costs incurred with…View ↗
Our Transportation Management services can include shipment planning, freight optimization, carrier assignment, load management, freight…View ↗
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10-K for FY2025, filed Feb 13, 2026
FY2025 revenue by reportable segment ↗
$52B
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10-K for FY2025, filed Feb 13, 2026
$52B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Mobility
Usage-based
10-K for FY2025, filed Feb 13, 2026 |
57%
FY2022: 44%
|
Mobility, FY2025
$29.7B Sources
|
Usage-based |
|
Delivery
Usage-based
10-K for FY2025, filed Feb 13, 2026 |
33%
FY2022: 34%
|
Delivery, FY2025
$17.2B Sources
|
Usage-based |
|
Freight
Usage-based
10-K for FY2025, filed Feb 13, 2026 |
9.8%
FY2022: 22%
|
Freight, FY2025
$5.1B Sources
|
Usage-based |
Who Are Their Customers?
Riders and people ordering meals or goods use Uber's platform to connect with independent drivers, couriers and merchants; shippers book freight and logistics through the platform and independent carriers. Merchants and brands also buy advertising on Uber's apps.
10-K for FY2025, filed Feb 13, 2026Uber Technologies, Inc. (“Uber,” the “Company,” “we,” “our,” or “us”) is a technology platform that uses a massive network, leading…View ↗
We believe that Freight is revolutionizing the logistics industry. Freight powers a managed transportation and logistics network and…View ↗
We are also utilizing our data and scale to offer marketplace-centric advertising to connect merchants and brands with our platform network…View ↗
We derive the majority of our advertising revenue from sponsored listing fees paid by Merchants and brands in exchange for advertising on…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 19 cents of every revenue dollar as net income in FY2025 and turned 19 cents into free cash flow.
10-K for FY2025, filed Feb 13, 2026
$5.6BView ↗
10-K for FY2025, filed Feb 13, 2026
$10.1BView ↗
10-K for FY2025, filed Feb 13, 2026
$9.8BView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 5, 2026
Open tableView ↗
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Aug 7, 2026
Uber arranged term-loan commitments to help fund its Delivery Hero offer
The proceeds are intended to finance the offer, related transactions, Delivery Hero debt refinancing and transaction costs.
Sources
8-K, filed Aug 7, 2026
On August 6, 2026, Uber Technologies, Inc. (the “Company”) entered into a Term Loan Credit Agreement (the “Term Loan Credit Agreement”)…View ↗
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Aug 5, 2026
Uber issued third-quarter bookings and earnings guidance
It forecast Gross Bookings of $58.25 billion to $60.25 billion and non-GAAP EPS of $0.84 to $0.88.
Sources
8-K, filed Aug 5, 2026
Gross Bookings of $58.25 billion to $60.25 billion, representing growth of 18% to 22% YoY on a constant-currency basis. Our outlook assumes…View ↗
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Jul 16, 2026
Uber agreed to make a takeover offer for Delivery Hero
If completed, Delivery Hero would become a majority-owned indirect subsidiary; completion depends on regulatory approvals and the minimum tender condition.
Sources
8-K, filed Jul 16, 2026
On July 16, 2026, Uber Technologies, Inc. (the “Company” or “Uber”) entered into a Business Combination Agreement (the “BCA”), by and…View ↗
Growing. Revenue grew 3.0x in 4 years, from $17.5B in FY2021 to $52B in FY2025, about 31% a year.
Who Do They Compete With?
Competes with Bolt, Didi, Lyft, Ola, Alphabet, Amazon, Tesla, DoorDash, Instacart, Gopuff, Rappi, Delivery Hero, Just Eat Takeaway, C.H. Robinson, Total Quality Logistics, RXO, XPO, Echo Global Logistics, and DHL
10-K for FY2025, filed Feb 13, 2026Mobility. Our Mobility offering competes with personal vehicle ownership and usage, which accounts for the majority of passenger miles in…View ↗
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