Investor Update
Mobility
We still have plenty of headroom to increase consumers
across our key use cases
Airports is a $10B business, but we are still
<10% penetrated on global airport Trips
Uber for Business serves 170K orgs globally,
but we are still <10% penetrated in the SAM*
Global scale
fuels trial:
New consumers are
2x
more likely to take their first
trip to or from an airport²
Better
product-market fit:
~20%
of US airport drop off Trips
are now on Reserve³
Matching
Fortune 500
capture rates
and wallet share
globally = $12B5
Global Uber for
Business SAM
Uber | Investor Update
1. Uber airport consumers / total originating + departing airport passengers as reported by OAG
2. Share of total Mobility first Trips which are to/from an airport is 2x vs. share of total Mobility Trips which are to/from an airport
3. As of Q4'23
4. Serviceable addressable market is business spend across U4B-served use-cases in Travel, Eats, Health, Transit, Ops/Logistics
5. Account capture is % of enterprise and mid-market companies signed up for Uber for Business
Total Addressable
Spend Among
Existing Fortune 500
Accounts
Fortune 500
Uber Spend
Illustrative-only
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