Uber Technologies, Inc. operates as a technology platform that connects consumers with independent providers of ride services and delivery services . The company offers a range of services through its three main segments: Mobility, Delivery, and Freight . Uber's offerings include ridesharing services, meal and item delivery, and logistics services .
- Mobility - Connects consumers with drivers for ridesharing services using various vehicles, including cars, auto rickshaws, and taxis. Also involves activities related to financial partnerships and advertising .
- Delivery - Enables consumers to order meals and other items from local restaurants and stores for pickup or delivery. Includes Grocery & Retail services, covering grocery, alcohol, and convenience store deliveries, along with advertising services .
- Freight - Connects carriers with shippers, offering upfront pricing and logistics services .
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Name | Position | External Roles | Short Bio | |
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Dara Khosrowshahi Executive | CEO | Board Member at Aurora Innovation, Inc., Expedia Group, Inc., Grab Holdings Ltd. | Dara Khosrowshahi has been CEO of Uber since September 2017. Previously, he was CEO of Expedia Group and held senior roles at IAC/InterActiveCorp. | View Report → |
Jill Hazelbaker Executive | SVP, Marketing and Public Affairs | None | Jill Hazelbaker joined Uber in 2015 and has held various senior roles in communications, public policy, and marketing. | |
Nikki Krishnamurthy Executive | SVP, Chief People Officer | None | Nikki Krishnamurthy has been Chief People Officer at Uber since October 2018. She previously held HR leadership roles at Expedia and Washington Mutual. | |
Prashanth Mahendra-Rajah Executive | CFO | Board Member at The Goodyear Tire & Rubber Company | Prashanth Mahendra-Rajah became CFO of Uber in November 2023. He previously held CFO roles at Analog Devices, WABCO Holdings, and other companies. | |
Tony West Executive | SVP, Chief Legal Officer, Secretary | None | Tony West has been Uber's Chief Legal Officer since November 2017. He previously held senior legal roles at PepsiCo and the U.S. Department of Justice. | |
Alexander Wynaendts Board | Board Member | Chairman of Deutsche Bank AG; Board Member at Air France-KLM SA; Advisory Board Member for Salesforce.com (EMEA) | Alexander Wynaendts has been on Uber's Board since March 2021. He is the former CEO of Aegon NV and has extensive experience in financial services and international operations. | |
Amanda Ginsberg Board | Board Member | Board Member at ThredUp Inc. | Amanda Ginsberg has been on Uber's Board since February 2020. She is the former CEO of Match Group, Inc. and has extensive experience in consumer and digital companies. | |
David Trujillo Board | Board Member | Partner at TPG | David Trujillo has been on Uber's Board since mid-2017. He serves on the Nominating and Governance Committee and the Compensation Committee. | |
John Thain Board | Board Member | Chairman of Pine Island Capital Partners LLC; Supervisory Board Member at Deutsche Bank AG | John Thain has been on Uber's Board since October 2017. He is the former CEO of Merrill Lynch and has extensive experience in financial services and corporate governance. | |
Revathi Advaithi Board | Board Member | CEO of Flex Ltd.; Board Member at Flex Ltd. | Revathi Advaithi has been a member of Uber's Board since July 2020. She is the CEO of Flex Ltd. and has extensive experience in engineering and operations. | |
Robert Eckert Board | Board Member | Operating Partner at FFL Partners, LLC; Board Member at Amgen, Inc., Levi Strauss & Co., Quinn Company, Eyemart Express Holdings, LLC | Robert Eckert has been on Uber's Board since March 2020. He is the former Chairman and CEO of Mattel, Inc. and has extensive experience in consumer brands and private equity. | |
Ronald Sugar Board | Independent Chairperson of the Board | Board Member at Apple Inc., Amgen, Inc.; Adviser to Ares Management, Bain & Co., Temasek | Ronald Sugar has been the Independent Chairperson of Uber's Board since July 2018. He is the former Chairman and CEO of Northrop Grumman Corporation. | |
Turqi Alnowaiser Board | Board Member | Board Member at Lucid Group, Inc., Hapag-Lloyd AG | Turqi Alnowaiser joined Uber's Board in November 2023. He is Deputy Governor and Head of International Investments at the Public Investment Fund of Saudi Arabia. | |
Ursula Burns Board | Board Member | Co-founder of Integrum Holdings LP; Board Member at Endeavor Group Holdings, Inc., IHS Holdings Limited | Ursula Burns has been on Uber's Board since October 2017. She is the former Chairman and CEO of Xerox Corporation and co-founder of Integrum Holdings LP. |
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Given the significant increase in commercial insurance costs in the U.S. over the past two years, leading to higher prices and a slowdown in transaction growth due to consumer elasticity, how do you plan to mitigate these costs on your mobility business while maintaining growth and profitability?
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With the expansion of autonomous vehicle partnerships, particularly with Waymo in Phoenix and upcoming cities like Austin and Atlanta, how do you foresee the integration of AVs affecting your existing driver network, and what measures are you taking to ensure this transition doesn't negatively impact driver earnings and the overall supply-demand balance?
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You mentioned a disciplined approach to capital allocation with a high bar for M&A, as seen with the Foodpanda acquisition in Taiwan. How do you determine when an acquisition provides enough strategic and financial value versus pursuing partnerships, and could this cautious stance limit opportunities for growth in key markets or verticals?
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As you expand into less dense markets, which you noted could have been recognized earlier, what specific challenges do you anticipate in building both supply and demand in these areas, and how will you address potential operational complexities to ensure profitability outside major cities?
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Your advertising business has shown robust growth, particularly in delivery, but as you aim to increase ad loads, how do you balance monetization efforts with maintaining a high-quality user experience, and what risks do you foresee in scaling ads without impacting customer satisfaction and retention?
Research analysts who have asked questions during Uber Technologies earnings calls.
Brian Nowak
Morgan Stanley
4 questions for UBER
Eric Sheridan
Goldman Sachs
4 questions for UBER
Justin Post
Bank of America Corporation
4 questions for UBER
Douglas Anmuth
JPMorgan Chase & Co.
3 questions for UBER
Michael Morton
MoffettNathanson
3 questions for UBER
Nikhil Devnani
Bernstein
3 questions for UBER
Ross Sandler
Barclays
3 questions for UBER
Benjamin Black
Deutsche Bank AG
2 questions for UBER
Mark Mahaney
Evercore ISI
2 questions for UBER
Doug Anmuth
JPMorgan Chase & Co.
1 question for UBER
Kenneth Gawrelski
Wells Fargo & Company
1 question for UBER
Ronald Josey
Citigroup Inc.
1 question for UBER
Shweta Khajuria
Wolfe Research, LLC
1 question for UBER
Competitors mentioned in the company's latest 10K filing.
Company | Description |
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Competes with the company's Mobility offering for Drivers and riders in the ridesharing market. | |
Ola | Competes with the company's Mobility offering for Drivers and riders in the ridesharing market. |
Didi | Competes with the company's Mobility offering for Drivers and riders in the ridesharing market. |
Grab | Competes with the company's Mobility offering for Drivers and riders in the ridesharing market. |
Bolt | Competes with the company's Mobility offering for Drivers and riders in the ridesharing market. |
Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. | |
Deliveroo | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Glovo | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Instacart | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Gopuff | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Rappi | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
iFood | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Delivery Hero | Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. |
Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. | |
Competes with the company's Delivery offering in the meal, grocery, and other delivery space for Drivers, consumers, and merchants. | |
Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. | |
Total Quality Logistics | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. | |
Echo Global Logistics | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
Coyote | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
Transfix | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
DHL | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
NEXT Trucking | Competes with the company's Freight offering as a global and North American freight broker and managed transportation provider. |
Waymo | Developing autonomous vehicle technologies and has already introduced a commercialized ridehailing fleet of autonomous vehicles, potentially competing with the company's future autonomous vehicle offerings. |
Cruise Automation | Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. |
Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. | |
Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. | |
Zoox | Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. |
Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. | |
Nuro | Developing autonomous vehicle technologies, potentially competing with the company's future autonomous vehicle offerings. |
Notable M&A activity and strategic investments in the past 3 years.
Company | Year | Details |
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Foodpanda Taiwan | 2024 | Uber acquired Delivery Hero’s Foodpanda delivery business in Taiwan for $950 million in cash (cash and debt-free) with an additional investment of $300 million in Delivery Hero ordinary shares; the deal, aimed at leveraging Uber’s global expertise and Foodpanda’s strong local presence, is expected to contribute at least $150 million in annualized Delivery Adjusted EBITDA and close in the first half of 2025. |
Careem non-ridesharing business | 2023 | Uber entered into a deal with Emirates Telecommunication Group (e&), which injected $400 million into the Careem non-ridesharing segment (the Careem Super App) in exchange for a majority equity stake, enabling Uber to retain approximately 42% ownership while continuing to fully own its ridesharing business; the transaction, subject to regulatory approvals, was expected to close in Q4 2023 with the assets held for sale as of September 30, 2023. |
Recent press releases and 8-K filings for UBER.
- Avride secured up to $375 million in strategic funding and commercial commitments from Uber and Nebius to expand its autonomous vehicle and delivery robot operations.
- Uber’s investment is structured as a convertible note with an option to convert into equity, supporting growth to 500 autonomous cars and continued robot deployments upon meeting performance milestones.
- The partnership aims to launch Avride’s robotaxi service in Dallas by end of 2025, building on existing Uber Eats delivery robots in Jersey City, Austin, and Dallas.
- Parent company Nebius Group has achieved 106% revenue growth over the past year and a 500% surge in its stock price, underscoring its rising role in AI infrastructure investments.
- Guggenheim Securities initiates coverage with a Buy rating and $140 price target, implying 48% upside.
- Analyst highlights Uber’s industry-leading network, advanced technology, and brand equity, with its multi-platform network over 3× larger than the nearest gig-economy peer.
- Forecasts autonomous vehicles to account for 20% of U.S. rideshare by 2035, and anticipates double-digit growth in Uber’s delivery sector.
- Uber operates in over 70 countries with more than 180 million monthly active users, underscoring its global reach.
- Financial strengths include a 26.68% net margin, 30.5% 3-year revenue growth, and an average 7.2% annual gross margin decline.
- Serve’s third-generation autonomous sidewalk delivery robot secured the top spot in Fast Company’s “Next Big Things in Tech” list, Robotics and Automation category.
- The Gen3 robot operates nearly twice as fast, travels double the distance, runs six additional hours per day, and features emergency braking that stops 40% faster.
- Since production began in October 2024, Serve has deployed 1,000 Gen3 robots across major U.S. cities and targets 2,000 robots by end of 2025.
- Strategic partnerships include an October 2025 collaboration with DoorDash in Los Angeles and an existing multi-year agreement with Uber Eats to integrate delivery robots and boost revenues.
- Chinese intelligent driving suppliers are targeting 2026 as their first overseas market entry, but the global high-level intelligent driving market may absorb no more than five suppliers, intensifying industry consolidation risks.
- Key challenges include localization of user experience, stringent data compliance (e.g., GDPR), and aligning rapid R&D practices with international safety standards like ASPICE and ISO 26262.
- Light-asset cooperation with foreign partners can expedite regulatory certification, map data integration, and compliant data storage, leveraging providers such as HERE, TomTom, and AWS in Europe.
- Uber and Momenta have formed a strategic alliance to deploy Momenta’s Robotaxi services outside China and the U.S., with Munich as the inaugural test market set to launch next year.
- DoorDash and Serve Robotics announced a multi-year strategic partnership to roll out autonomous robot deliveries across the U.S.
- In Los Angeles, orders from participating merchants via the DoorDash app may now be delivered by Serve robots, expanding Serve’s delivery volume.
- The partnership integrates with DoorDash’s multi-modal logistics platform—comprising Dashers, drones, and robots—to enhance efficiency and reduce emissions.
- Serve Robotics has completed over 100,000 successful deliveries and holds contracts to deploy up to 2,000 robots across U.S. markets.
- Cypher Protocol launched its native CYPR token on Base network, securing listings on Binance Alpha, KuCoin, and Aerodrome Finance for immediate global liquidity.
- The Cypher Card, live for over three years, offers non-custodial crypto and stablecoin spending anywhere Visa is accepted, with support for 15+ blockchains.
- The platform has attracted 100,000+ users across 120+ countries and is backed by investors including Y Combinator, Samsung Next, and Coinbase Ventures.
- CYPR tokens are hard-capped at 1 billion, with 8.5% airdropped to early users and team/investor allocations locked then vested over four years to align incentives.
- Serve Robotics deployed its 1,000th third-generation sidewalk delivery robot, including 380 units in September, across U.S. communities.
- The company remains on track to reach 2,000 deployments by the end of 2025 to expand autonomous delivery services.
- Serve has completed hundreds of thousands of deliveries for enterprise partners such as Uber Eats and 7-Eleven under scalable multi-year contracts.
- Spun off from Uber in 2021, Serve Robotics develops AI-powered, low-emissions delivery robots and holds an agreement to deploy up to 2,000 units on the Uber Eats platform.
- Uber Eats has partnered with Aldi to enable grocery delivery from over 2,500 Aldi stores across the U.S., including acceptance of SNAP-EBT payments.
- The partnership offers weekly deals like “Fresh Days” with up to 50% off and a 40% discount on first Aldi orders via discount code “ALDIUBER25”, saving up to $25.
- Uber introduced a new Fresh Guarantee refund policy to boost customer trust in fresh grocery deliveries.
- The collaboration underscores Uber’s strategic expansion into grocery delivery and broader ambitions in autonomous vehicles, drone deliveries, and eVTOL services.
- On September 11, 2025, Uber completed a registered public offering of $1.0 billion 4.150% Senior Notes due 2031 and $1.25 billion 4.800% Senior Notes due 2035 under its Base Indenture as supplemented on that date.
- The offering was led by Goldman Sachs & Co. LLC, Barclays Capital Inc. and J.P. Morgan Securities LLC as representatives of the several underwriters.
- The Notes are senior unsecured obligations issued under an Indenture with U.S. Bank Trust Company, National Association as trustee.
- Uber intends to use net proceeds to repay its 0% Convertible Senior Notes due 2025 and to redeem its 7.50% Senior Notes due 2027 and 6.25% Senior Notes due 2028.
- Serve Robotics acquired Vayu Robotics to integrate end-to-end learned autonomy and AI foundation models, unlocking safer, faster navigation for last-mile delivery.
- Vayu’s multidisciplinary team joins Serve, and Vinod Khosla will join Serve’s Advisory Board to support its robotics strategy.
- The acquisition consideration includes 1,696,069 shares of Serve common stock upfront, a 560,000-share earnout, and warrants for 4,000,000 shares at $10.36 per share.
- Serve expects to accelerate its autonomy roadmap, expand simulation-powered training capabilities, and pursue new delivery use cases such as bike lanes and road margins.
- Following the transaction, Serve maintains a strong balance sheet with continued access to sufficient capital.