You might also like
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 .
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
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. |
-
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?
-
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?
-
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?
-
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?
-
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?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
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 |
|---|---|---|
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.
- Uber filed an 8-K on June 6, 2025 reporting the creation of a commercial paper program with an aggregate limit of $2 billion for issuing short-term, unsecured notes with maturities up to 397 days.
- The net proceeds are intended for general corporate purposes, and no notes are currently outstanding under the program.
- The filing includes forward-looking statements that reflect current assumptions and related risks affecting future performance.
- The document was executed by CEO Dara Khosrowshahi in accordance with regulatory requirements.
- Uber intends to privately place $1.0 billion principal amount of 0.0% Exchangeable Senior Notes due 2028, with an option for an additional $150 million in a private placement to qualified institutional buyers.
- The Notes will be exchangeable into cash or into units of Aurora Innovation, Inc. Class A common stock at an initial rate of 117.6471 units per $1,000 (approximately $8.50 per share).
- Net proceeds are estimated at approximately $1.1259 billion if the additional option is fully exercised, with funds earmarked for general corporate purposes.
- Growth Strategy: Uber is on track to achieve mid- to high-teens gross bookings growth, mid-30s to 40% EBITDA margins, and over 90% free cash flow conversion, reinforcing its long-term targets.
- Delivery Strength: The Delivery business continues to show consistent top-line growth through strong order transaction increases, enhanced membership programs, and expanded merchant-funded offers, including an evolving grocery/retail segment.
- Mobility & AV Focus: In Mobility, Uber is leveraging lower pricing strategies amid easing insurance cost pressures and expanding its autonomous vehicle operations with partners like Waymo, including a significant ramp-up in Austin and a launch in Atlanta.
- AV Investment Rationale: The company is monetizing part of its Aurora stake to fund further investments in the AV ecosystem while retaining a considerable long-term interest, signaling confidence in future autonomous initiatives.
- Strong financial performance: Revenue of $11.5 billion, income from operations of $1.2 billion, net income of $1.8 billion, with adjusted EBITDA of $1.9 billion (up 35% YoY) and free cash flow of $2.3 billion.
- Robust operational growth: Trips increased by 18% to 3.0 billion and gross bookings grew 14% (18% on a constant currency basis), with monthly active users rising by 14%.
- Accelerated AV initiatives: Nearly 100 Waymo vehicles in Austin showing exceptional utilization and expansion plans.
- Improved delivery margins: Strengthened through advertising, membership growth (now at 30 million members with over 60% penetration), and merchant-funded offers driving profitability.
- Uber Technologies entered into an agreement to acquire an 85% controlling stake in Trendyol GO for approximately $700 million in cash.
- The acquisition is slated to close in the second half of 2025 and is subject to regulatory approval.
- Trendyol GO achieved strong performance in 2024, completing over 200 million orders and generating $2 billion in gross bookings.