Q1 2023 Earnings
Business model change impact on Cost of Revenue
$ in Millions
Non-GAAP Cost of Revenue
Delivery business model change impact*
Mobility business model change impact*
Three Months Ended
Mar 31, '22
Jun 30, '22
Sep 30, '22
Dec 31, '22
Mar 31, '23
$4,025
$5,153
$5.168
$5,307
$5,259
$740
$942
$1,010
$1,116
$1,123
$160
$831
$804
$896
$847
Non-GAAP Cost of Revenue (% of Gross Bookings)
15.2%
17.7%
17.7%
17.3%
16.7%
Non-GAAP Cost of Revenue (excl. business model change impacts, % of Gross Bookings)
11.8%
11.6%
11.5%
10.7%
10.5%
Uber
Q1 2023 Earnings
Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue.
Note 2: Mobility business model change in the UK resulted in the classification of certain Mobility payments and incentives as Cost of Revenue.
Note 3: The impacts to Cost of Revenue due to business model changes shown here only reflect the portion that impacted Cost of Revenue for the Delivery and Mobility segments. Delivery and Mobility business model changes also resulted in
impacts to other financial statement line items but are not shown here.
30View entire presentation