Uber Results Presentation Deck
Delivery business model change impact
on Cost of Revenue
$ in Millions
Non-GAAP Cost of Revenue
Delivery business model change impact*
Non-GAAP Cost of Revenue (% of Gross Bookings)
Cost of Revenue (excl. Delivery business model change impacts, % of Gross Bookings)
Uber
Q3 2021 Earnings
Sep 30 '20
$1,281
$122
8.7%
7.9%
Dec 31 '20
$1,428
$176
8.3%
7.3%
Three Months Ended
Mar 31 '21
$1,699
$390
8.7%
6.7%
Jun 30 '21
$2,093
$560
9.6%
7.0%
Sep 30 '21
$2,333
$697
10.1%
7.1%
Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue.
*The amounts shown only reflect the portion that impacted Cost of Revenue for Delivery segment. Delivery business model changes also resulted in impacts to Contra Revenue but are not shown here.
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