Investor Update
Mobility
Mobility is firing on all cylinders
Supply
+75%
+56%
Drivers¹
Vehicles¹
Demand
+39% +13%
Consumers¹
Trips Per
Consumer¹
New geographies:
“Unlock” markets now delivering $3B Gross
Bookings annual run rate²
Expanding use cases:
15% - 30% of Trips on non-UberX products¹
Low cost products:
Moto + Auto account for 13% of consumer first Trips
and 19% of Vehicle first Trips.³ UberX Share
successfully launched in 13 countries
Cost reduction:
Driving down costs like support and payments to
improve leverage ~70bps as a % of Gross
Bookings4
Uber | Investor Update
1. Average monthly in Q4'23 vs. Q4'21
2.Q4'23 Gross Bookings annual run rate from Argentina, Germany, Italy, Japan, South Korea, & Spain
3. As of Q4'23
4. Q4'23 vs. Q4'21
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