Uber Investor Presentation Deck
Profitable markets demonstrate
long-term potential
Delivery Gross Bookings and Adjusted EBITDA margins Q4'20
profitable markets cohort vs. investment markets cohort
Gross Bookings
$2.5B
~+100% YoY
Profitable markets Investment markets
Q4'19
$7.5B
~+150% YoY
Q4'20
Adjusted EBITDA margin (% of GB)
-5%
4%
Profitable markets
Q4'19
-11%
Investment markets
Q4'20
-3%
Note: Profitable markets include the 15 markets that were Delivery EBITDA profitable in Q4'20, and investment markets represent the rest of Delivery's existing footprint.
Gross Bookings and Adjusted EBITDA exclude exited markets.
Delivery made significant
progress towards EBITDA
breakeven in 2020. Market
level trends demonstrate a
strong investment case, with
the 15 profitable markets in
Q4'20 generating over $100
million in Delivery EBITDA
(4%+ of GB), while growing
100% YoY.
Investment markets
improved EBITDA margins by
a similar magnitude YoY, while
delivering 150% YoY growth.View entire presentation