Uber Investor Presentation Deck
Technology is accelerating
industry transformation
Outsourcing logistics to 3PL¹
3PL growing at double digits & rapidly
taking share from private fleets
3PL Penetration of Total Freight Market²
12%
8%
4%
0%
2000
13%
CAGR
(2000-2018)
2003 2006 2009 2012 2015
1. 3rd-party logistics
2. Armstrong & Associates, Uber Analysis
3. Uber Freight Industry Survey of 71 shippers (Aug 2019)
2018
Tech accelerating consolidation
Shippers streamlining
vendors ³
Market Share of Top Providers
25%
2007
Remaining providers
4. Transport Topics, Armstrong & Associates, Uber Freight analysis
5. Logistics Management article by Evan Armstrong; early "adapters" are brokers that evolve to changing market conditions before the majority of other players
35%
2020E
Top 10 providers
Freight is benefiting
from market tailwinds
and leading the tech
transformation.
"Shippers now expect a
best-in-class digital
experience [...] Early 'adapters'
who build liquidity will reap
rewards in the form of
valuable freight platforms” 5
ARMSTRONG &
ASSOCIATES, INC.View entire presentation