Investor Update
Delivery
Key Takeaways
ā
Delivering
accelerating top
line and substantial
margin expansion
There is still ample
opportunity in our
core business. We
are early in capturing
both the consumer
and merchant
opportunity
We continue to
make broad-based
gains in our
competitive
positions. As a
global Delivery
player, we are
winning on the
breadth and quality
of our offering
We have the levers
in place to
compound growth.
Investments in new
use cases,
membership, and
consumer
experience will drive
consumer and
engagement growth
Our Delivery
platform unlocks
growth and margin
opportunities. Both
our Uber Direct and
Advertising
businesses are
showing substantial
growth with margin
opportunity ahead
Uber | Investor Update
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