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 | |
|---|---|---|---|---|
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 |
|---|---|
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 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.
- Lior Ron, CEO and founder of Uber Freight, is transitioning to become chief operating officer at Waabi to spearhead its move to commercialize self-driving trucks.
- Waabi plans to launch fully autonomous trucks on public highways in the U.S. Southwest by year-end and expand coverage across North America within five years.
- Ron grew Uber Freight into a $5 billion revenue business; Uber will continue supporting Waabi financially and integrating its trucks into Uber Freight’s marketplace.
- Rebecca Tinucci will succeed Ron as head of Uber Freight following his departure.
- Uber’s Q2 revenue grew 18% year-over-year, while adjusted EBITDA rose 35% to $2.12 billion, surpassing estimates and underpinning a strong Q3 outlook.
- Monthly active platform users reached 180 million (up 15% y/y), with only 20% of annual users active monthly and just 20% cross-using mobility and delivery—highlighting ample runway for user growth.
- Announced a $20 billion share repurchase plan, signaling confidence in cash flows and capital returns.
- Raised Q3 guidance above Street forecasts, reinforcing momentum into the back half of 2025.
- Advancing its autonomous vehicle strategy with 20 AV partnerships (including Lucid and Nuro) and five planned deployments in H2 2025 as part of a 10-year transition.
- Uber and Dollar General Corporation will add more than 14,000 Dollar General and pOpshelf locations to the Uber Eats platform nationwide starting August 8, 2025.
- The partnership enables on-demand or scheduled delivery of affordable essentials, food, and on-trend items via the Uber Eats app.
- Uber Eats will offer a 40% off promotion (up to $10) on orders of $20 or more through September 30, 2025 (promo code 40GENERAL); Uber One members enjoy $0 delivery fees on eligible orders.
- Meta is expanding its AI capabilities with one of the largest data-center networks and is expected to be the largest GPU buyer over the next 18 months as it builds an AI frontier lab to compete with OpenAI.
- The Play AI acquisition underscores a fierce talent war in AI, with buyers seeking teams that combine research science, engineering and product expertise.
- Play AI’s focus on multimodal LLMs—incorporating video, audio and images—signals the rising importance of generative media models alongside text-based AI.
- Unlike Meta’s typical hires, this deal uniquely acquired both the Play AI team and its core models, advancing Meta’s vision for personal AI and multimodal capabilities.
- Uber is in preliminary talks to help fund Travis Kalanick’s acquisition of Pony AI’s U.S. unit, with Kalanick slated to run Pony AI while continuing to lead CloudKitchens.
- Pony AI targets growing its autonomous fleet to 1,000 vehicles by end of 2025, building on strategic partnerships with Uber and Tencent.
- The startup’s seventh-generation driving system cuts bill of materials costs by 70% and its robotaxi revenue doubled year-over-year in Q1 2025.
- Pony AI’s gross margin declined and net losses increased as total operating expenses rose 56.3% year-over-year in early 2025 due to heavy investments in production and technology.
- The potential deal marks Kalanick’s return to direct self-driving technology, in contrast to Uber CEO Dara Khosrowshahi’s partnership-focused AV strategy.
- NYC TLC finalized a 5% rideshare driver pay raise, down from an initially proposed 6.1%, with future increases tied to “industry dynamics” rather than automatic annual hikes.
- The new pay formula compensates drivers for passenger time, travel to pickups, and waiting time, aiming to curb lockout tactics used during low-demand periods.
- Uber and Lyft opposed the proposal, warning it would force fare increases; Lyft shares fell 3.3%, and Uber’s stock gave back most earlier gains.
- Analysts are divided on Uber’s outlook, with an average price target of $96.65 (+15.36% upside) versus a GuruFocus fair value of $76.71 (–8.44% downside).
- 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.