Investor Update
Mobility
Even in our most mature markets, we are growing consumers
at a strong pace - with lots of runway left
Matching the higher penetration rates in our portfolio is a tens-of-billions of Gross Bookings opportunity
Monthly consumer penetration
Average monthly consumers¹ / Total population 18+
20%
10%
@UK penetration,
US would add
~$13B annual GB
@Mexico penetration,
India would add
~$11B annual GB
Reserve helps us unlock
suburban consumers:
40%
of Reserve Trips are
non-airport
L75%
of these originate
in the suburbs
0%
Australia
Brazil
UK
Canada
us
Mexico
France
Spain
India
Germany
Q4'23 penetration
Q4'21 penetration
Uber | Investor Update
1. Consumers who took at least one Mobility Trip in a given month
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