Key Partners
- Drivers & couriers — 10.2M earned >$25B in Q2 (FACT remarks).
- Restaurants, grocery, and retail merchants on Delivery.
- AV software + OEM partners for autonomous supply (company narrative).
- Insurers / payment processors clearing Mobility & Delivery.
- Cities & regulators (licensing, worker classification).
- Freight shippers and carriers (B2B logistics).
Key Activities
- Marketplace matching, pricing, and ETA reliability.
- Grow MAPCs (208M) and trips/MAPC (FACT IR).
- Operate Uber One membership and Delivery categories.
- Run Mobility, Delivery, and Freight segment P&Ls.
- Safety, insurance reserves, and regulatory compliance.
- Invest in AV cities and cross-platform local commerce (remarks).
Key Resources
- 208M MAPCs; 3.867B Q2 trips (FACT IR).
- Driver/courier liquidity (10.2M earners in Q2 — FACT remarks).
- Merchant catalog for restaurants + grocery/retail.
- App, maps, payments, and risk/pricing models.
- Insurance reserves (short- + long-term on balance sheet).
- Cash generation — Q2 FCF $2.8B; TTM FCF >$10B (FACT).
Value Propositions
- On-demand Mobility rides with competitive ETAs.
- Uber Eats + grocery/retail Delivery to the door.
- Uber One — $9.99/mo or $96/yr US membership perks (FACT).
- Cross-platform convenience (ride + eat in one app).
- Uber for Business / Freight for workplace & shippers.
- AV optionality as autonomous supply scales (remarks).
Customer Relationships
- Self-serve rider/eater accounts and in-app support.
- Two-way ratings / safety tooling (product FACT).
- Uber One membership auto-renew relationship (FACT).
- Driver/courier earning apps and incentives.
- Merchant storefront tools on Delivery.
- Enterprise admin for Uber for Business / Freight.
Channels
- Primary — Uber / Uber Eats mobile apps + web.
- App stores and brand/performance marketing (S&M).
- uber.com Uber One signup surfaces (FACT).
- Driver and courier acquisition apps/campaigns.
- Merchant onboarding for restaurants & retail.
- Uber for Business and Freight B2B portals.
Customer Segments
- Riders / eaters — 208M MAPCs (FACT IR).
- Uber One members ($9.99/$96 US — FACT; no count invented).
- Drivers & couriers (10.2M earners Q2 — FACT remarks).
- Restaurants and grocery/retail merchants.
- Enterprises via Uber for Business.
- Shippers / carriers on Freight.
Cost Structure
- Cost of revenue ex-D&A $7.815B Q2’26 (FACT statements).
- Ops & support $805M; S&M $1.515B (FACT).
- R&D $1.043B; G&A $935M; D&A $188M (FACT).
- GAAP income from ops $1.890B (+30%) (FACT).
- Insurance reserves material on balance sheet (FACT).
- No invented Driver incentive tables or city P&Ls.
Revenue Streams
- Q2 revenue $14.191B on $58.022B Gross Bookings (FACT).
- Mobility revenue $7.363B; Delivery $5.245B; Freight $1.583B (FACT).
- Uber One US $9.99/mo or $96/yr (FACT Help).
- Non-GAAP Op Income $2.143B; Adj. EBITDA $2.819B (FACT).
- Q2 FCF $2.792B; TTM FCF >$10B (FACT).
- Q3’26 GB outlook $58.25–$60.25B (FACT guidance).