Uber Results Presentation Deck
Business Model Change Impact on Revenue
$ in Millions
Mobility
Gross Bookings
Revenue
Reported Take Rate
Business Model Change Impact*
Impact on Take Rate
Delivery
Gross Bookings
Revenue
Reported Take Rate
Business Model Change Impact*
Impact on Take Rate
Uber
Q2 2023 Earnings
Jun 30, '22
$13,364
$3,553
26.6%
$983
7.4%
Jun 30, '22
$13,876
$2,688
19,4%
$711
5.1%
Sep 30, '22
$13,684
$3,822
27.9%
$1,053
7.7%
Sep 30, '22
$13,684
$2,770
20.2%
$683
5.0%
Three Months Ended
Dec 31, '22
$14,894
$4,136
27.8%
$1,189
8.0%
Three Months Ended
Dec 31, '22
$14.315
$2,931
20.5%
$686
4.8%
Mar 31, ¹23
$14,981
$4,330
28.9%
$1,126
7.5%
Mar 31, 23
$15,026
$3,093
20,6%
$652
4.3%
Jun 30, '23
$16,728
$4,894
29.3%
$1,360
8.1%
Jun 30, '23
$15,595
$3,057
19.6%
$504
3.2%
Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue and Sales & Marketing costs as Contra 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 due to business model changes shown here only reflect the net portion that impacted 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.
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