Investor Update
Mobility
Driver growth will come from both traditional base and new
pools of supply
Uber is the platform of choice
in a growing gig economy
Uber + Taxi = Better Together
Driver Platform Preference¹
us
Brazil
UK Mexico
Uber
Competitor
New York City
San Francisco
Los Angeles
Paris
London
Rome
Rio de Janeiro
Cancun
2.5x
Growth in active taxis²
(~5% of overall driver base)
•
1. Preference among multi-apping drivers for Uber vs. main competitor as of Q4'23
Uber | Investor Update
2. Average monthly in Q4'23 vs. Q4'21
3. As of Q4'23
Fleet partnerships add
high-quality and highly
engaged supply
18% of global
supply hours
come from
Fleets³
Compared to non-Fleet supply:
More supply hours per vehicle
• Higher rate of accepted dispatches
•
Lower driver cancellation rate
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