UBER
Reimagining The Way The World Moves
Pitch Deck 2025
The Problem
Inefficient Transportation
Traditional transportation systems are fragmented, inefficient, and fail to utilize available resources effectively.
Limited Accessibility
Millions of people lack convenient access to reliable transportation options in urban and suburban areas.
Economic Opportunity Gap
Individuals seeking flexible income opportunities face significant barriers to entry in the gig economy.
Our Solution
Rides
Connecting riders with drivers through our revolutionary platform for seamless urban mobility.
Eats
Transforming food delivery with on-demand access to local restaurants and quick commerce.
Delivery
Enabling same-day delivery services for businesses and individuals across cities.
The Uber Platform
A unified ecosystem that leverages technology to connect people with transportation, food, and delivery services in 10,000+ cities worldwide.
Business Model
Multi-sided Platform
Connecting consumers, drivers, restaurants, and businesses through our technology platform.
Revenue Streams
Service fees, Uber One membership, advertising, and enterprise solutions.
Network Effects
Each new user increases platform value, creating a virtuous cycle of growth.
Thank You
Moving the world, together.
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Reimagining Urban Mobility
Connecting people and opportunities at the tap of a button
Investor Presentation | 2025
Global Mobility
Transforming how the world moves with on-demand transportation in 10,000+ cities.
Food & Essentials
Connecting restaurants and retailers with customers through our delivery network.
Platform Technology
Leveraging AI and data science to optimize matching, routing, and pricing in real-time.
Challenges in Urban Mobility
Before Uber, getting around cities was inefficient, expensive, and often frustrating
Wasted Time
People spend an average of 54 hours per year stuck in traffic, with unpredictable wait times for traditional transportation options.
Traditional transportation systems leave many people stranded or waiting
Economic Inefficiency
Car ownership costs the average American $9,000+ per year, yet personal vehicles sit unused 95% of the time. Meanwhile, millions lack flexible earning opportunities.
Limited Access
Over 25% of urban populations live in transportation deserts with inadequate service, while others face discrimination or safety concerns with existing options.
Market Pain Points:
- Fragmented transportation networks
- Unpredictable pricing and availability
- Underutilized vehicle capacity
- Limited income opportunities in the gig economy
- Growing urban populations with mobility needs
The Opportunity
These challenges represent a $7+ trillion market opportunity to transform how people and goods move in urban environments.
The Uber Platform
A revolutionary ecosystem connecting riders, drivers, and businesses through technology
Mobility
- On-demand rides in 10,000+ cities globally
- Multiple service tiers from economy to luxury
- Scheduled rides and reservations
- Shared rides reducing emissions and costs
Delivery
- Restaurant delivery from 800,000+ partners
- Grocery and retail partnerships for essentials
- Same-day package delivery services
- Subscription services for frequent users
Enterprise
- Corporate travel and expense management
- Business meal solutions for teams
- Freight and logistics services
- Custom solutions for large organizations
Our Technology Advantage
Proprietary algorithms and AI-driven systems power our platform to create efficient matches between supply and demand in real-time.
Dynamic Pricing
Optimizes supply and demand in real-time
Intelligent Routing
Minimizes travel time and maximizes efficiency
Machine Learning
Continuously improves the platform with usage data
Key Solution Benefits
Accessibility
Transportation for everyone, everywhere
Flexibility
Options tailored to user needs
Efficiency
Optimized matching and routing
Opportunity
Flexible earning for millions
Transforming Industries Through Technology
Uber's platform approach has created the largest mobility network in the world, connecting:
Monthly Active Platform Consumers
Active Drivers & Couriers
Cities Worldwide
Annual Gross Bookings
Massive Global Opportunity
Uber addresses multi-trillion dollar markets across mobility, delivery, and logistics
Total Addressable Market
Global transportation spend
Global food service market
Ground freight transportation (US & EU)
Global retail and grocery spend
Combined Opportunity
4.3+ Trillion
Market Growth Vectors
Global Urbanization
68% of the world population will live in urban areas by 2050, up from 55% today
E-commerce & Delivery Growth
Online food delivery market expected to reach $320B by 2029, growing at 11.5% CAGR
Mobility-as-a-Service Expansion
Global MaaS market projected to grow at 16.4% CAGR, reaching $774B by 2030
Gig Economy Growth
52% of US workforce expected to participate in the gig economy by 2027
Current Market Penetration
Mobility
Market penetration in key markets
Delivery
Share of addressable delivery market
Significant room for growth across all segments
Growing User Base
131M+
Monthly Active Platform Consumers
Expanding Service
10,000+
Cities with Uber Services
Growing Driver Network
4.7M+
Active Drivers & Couriers
Market Validation & Competitive Position
Uber has established itself as the global leader in the mobility and delivery markets:
- Leading market share in key metropolitan areas across North America, Europe, and Latin America
- Strong network effects creating high barriers to entry for competitors
- Unique multi-vertical platform approach increasing customer lifetime value and retention
#1
Global Ridesharing Platform
How We Generate Revenue
Our multi-sided platform creates value for all participants in the Uber ecosystem
Revenue Streams
Mobility Service Fees
Variable commission on each ride (typically 20-25% of the fare)
75% of revenue
Delivery Service Fees
Commission from restaurants (15-30%) and delivery fees from consumers
50% of revenue
Subscription Services
Uber One memberships providing discounts and perks across services
15% of revenue (fastest growing)
Enterprise Solutions
Uber for Business, freight, and B2B services
10% of revenue (high growth potential)
Financial Metrics
Gross Bookings
15.6B
+28% YoY
Revenue
$31.8B
+33% YoY
Adjusted EBITDA
$5.1B
+112% YoY
Free Cash Flow
$3.4B
+179% YoY
Key Financial Achievements:
- Achieved profitability on an adjusted EBITDA basis
- Consistent positive free cash flow generation
- Strong operating leverage driving margin expansion
Unit Economics
Average cost to acquire a new platform user
Gross profit generated by average user over their lifetime
Value created per dollar spent on acquisition
Revenue as percentage of gross bookings
Platform Dynamics
- Strong network effects - more users attract more drivers & merchants
- Low marginal cost to serve additional users
- Scalable technology infrastructure
Growth Levers
- Geographic expansion into new markets
- Cross-selling between mobility and delivery
- New verticals and service offerings
Competitive Moat
- Global brand recognition & trust
- Proprietary data & AI algorithms
- Multi-vertical ecosystem creates stickiness
Path to Long-Term Profitability
Our business model is designed to deliver sustainable growth and expanding profitability:
Economies of Scale
Fixed costs spread across growing transaction volume
Technology Efficiencies
AI-driven improvements in matching and routing
Cross-Platform Synergies
Shared infrastructure across mobility and delivery
Higher-Margin Services
Growing advertising, subscriptions, and enterprise offerings
Our Competitive Advantage
How Uber stands out in the global mobility and delivery ecosystem
Competitive Landscape
Global Ridesharing
U.S. market share by gross bookings
Food Delivery
U.S. market share by gross bookings
Geographic Presence
10,000+
Cities
71
Countries
6
Continents
Largest global footprint in the industry
Key Differentiators
Global Scale
Largest mobility platform with presence in more markets than any competitor, creating strong network effects
Multi-vertical Platform
Unique integration of rides, food delivery, and freight under a single platform creates cross-selling opportunities and higher retention
Technology Leadership
Industry-leading AI and machine learning capabilities for matching, routing, and dynamic pricing
Financial Strength
Strong balance sheet with $5.6B in cash and positive free cash flow generation, enabling investment in growth and innovation
Competitive Comparison
| Capability | Uber | Lyft | DoorDash | Didi |
|---|---|---|---|---|
| Global Presence | ||||
| Multi-vertical Offerings | ||||
| Enterprise Solutions | ||||
| Subscription Offering | ||||
| Positive Cash Flow |
Brand Strength
Uber has become synonymous with on-demand transportation globally, with 95% brand recognition in our operating markets.
Customer Loyalty
Industry-leading retention rates with 79% of users remaining active after 12 months, compared to 65% industry average.
Network Effects
Each new user increases platform value for all participants, creating a virtuous cycle of growth difficult for competitors to replicate.
4.7M+
Drivers
Strategic Competitive Response
Our strategy to maintain competitive advantage and market leadership:
Continue Platform Expansion
Add new verticals and services to create additional value for users
Deepen Technology Moat
Invest in AI and machine learning to enhance efficiency and user experience
Strategic Partnerships
Collaborate with complementary businesses to expand offerings
Focus on Profitability
Maintain pricing discipline and operational efficiency
Our Growth Story
Uber's exponential growth and proven success across global markets
Key Performance Metrics
Monthly Active Platform Consumers
131M+Gross Bookings
15.6BTrips Completed
8.3BGlobal Cities
10,000+Revenue Growth
2024 Revenue: $31.8 Billion (+33% YoY)
Financial Milestones
Adjusted EBITDA
$5.1BFirst achieved positive adjusted EBITDA in Q3 2021, now consistently profitable with 112% YoY growth
Free Cash Flow
$3.4BGenerated $3.4B in free cash flow in 2024, a 179% increase YoY, demonstrating strong financial health
Cash Position
$5.6BStrong balance sheet with $5.6B in cash and cash equivalents as of Q4 2024
Driver Growth
4.7M+
Active Drivers & Couriers
Growing driver base enabling expanded capacity and reduced wait times across all markets.
Customer Satisfaction
4.8/5
Average Rating
Industry-leading customer satisfaction with improvements in driver quality, wait times, and app experience.
Growth Trajectory
29%
CAGR (5-Year)
Five-year compound annual growth rate of 29%, outpacing industry average of 17%.
Geographic Expansion
Key Growth Markets
Latin America
+46% YoY growth
APAC
+38% YoY growth
Europe
+29% YoY growth
Middle East
+34% YoY growth
Recent Expansions
- Added 1,200+ new cities in 2024
- Entered 6 new countries in 2024
- Launch of Uber Eats in 500+ new cities
Global Platform
Over 2 billion people have used Uber's platform globally since our founding, with continued strong user acquisition.
Strategic Achievements
Uber One Growth
Membership program reached 15M+ subscribers, driving higher frequency and retention
Enterprise Expansion
Uber for Business grew 45% YoY, now serving 170,000+ organizations globally
New Verticals
Successful launch of grocery and retail delivery, now available in 3,000+ cities
Technology Leadership
Advanced AI implementation reduced matching time by 35% and improved ETA accuracy by 28%
World-Class Leadership
The experienced team driving Uber's global vision and execution
Dara Khosrowshahi
Chief Executive Officer
Leading Uber since 2017, Dara has successfully transformed the company's culture and business strategy, driving profitability while expanding into new markets and verticals.
Prior Experience
- CEO of Expedia Group (2005-2017)
- Senior roles at IAC/InterActiveCorp
Key Achievements
- Led Uber to profitability for the first time
- Diversified business with Uber Eats expansion
Nelson Chai
Chief Financial Officer
- Former CEO of CIT Bank and The Warranty Group
- Architected Uber's financial turnaround
- 25+ years of financial leadership experience
Jill Hazelbaker
SVP, Marketing & Public Affairs
- Former SVP at Google and Snapchat
- Led Uber's brand transformation initiatives
- Oversees communications and policy globally
Tony West
Chief Legal Officer
- Former Associate Attorney General of the U.S.
- General Counsel of PepsiCo (2014-2017)
- Leads legal, compliance, and security teams
Nikki Krishnamurthy
Chief People Officer
- Former CHRO at Expedia Group
- Led workplace culture transformation
- 20+ years of HR leadership experience
Andrew Macdonald
SVP, Mobility & Business Ops
- With Uber since 2012
- Led Uber's global expansion into 400+ cities
- Oversees global rides business and operations
Sundeep Jain
Chief Product Officer
- Former SVP of Product at Snapchat
- 12+ years at Google in product leadership
- Driving Uber's product innovation and roadmap
Team Experience & Expertise
Technology Leadership
Deep experience from leading tech companies including Google, Snapchat, and Expedia
Cross-Industry Expertise
Diverse backgrounds spanning technology, finance, public service, and consumer products
Global Perspective
Leaders with experience operating across international markets and diverse regulatory environments
Scaling Experience
Proven track record of scaling businesses through rapid growth phases and market expansion
Regulatory Expertise
Team includes former government officials and policy experts navigating complex regulatory landscapes
Innovation Focus
Leadership committed to technological innovation and market disruption
29,300+
Global Employees
Financial Highlights
Strong revenue growth with improving profitability and operational efficiency
Revenue Growth
Key Financial Metrics
Gross Bookings
15.6B
+28% YoY
Trips
8.3B
+23% YoY
Take Rate
27.5%
+0.8 pts YoY
MAUs
131M
+24% YoY
Profitability Trends
Balance Sheet
Strong balance sheet supporting growth investments
Segment Performance
All segments growing with improving margins
Unit Economics
LTV:CAC ratio of 42:1 driving strong returns
Operating Expenses
Operating expenses as % of revenue decreased 5.2 percentage points YoY
Financial Projections
Revenue Growth (USD Billions)
Adjusted EBITDA Margin
Projecting 15% CAGR through 2027 with expanding profit margins
Financial Strategy & Outlook
Operational Efficiency
Continued focus on optimizing operations and leveraging scale to improve margins
Strategic Investments
Targeted investments in technology, new markets, and service offerings to drive growth
Capital Allocation
Balanced approach between growth investments, debt reduction, and potential share repurchases
Long-term Value Creation
Focus on sustainable growth and profitability to deliver long-term shareholder value
We expect to maintain strong top-line growth while continuing to improve profitability and free cash flow generation, enabling both reinvestment in the business and potential return of capital to shareholders.
The Opportunity
Join us in building the future of urban mobility and logistics
Funding Details
Raising $750 Million
Strategic growth investment to accelerate our platform expansion and technological innovation
Pre-Money Valuation: 25 Billion
Reflecting our market leadership, strong growth, and improving profitability metrics
Investment Timeline
Closing expected by Q3 2025 with staged capital deployment over 18 months
Investor Profile
Seeking strategic partners with expertise in technology, global markets, and sustainable transportation
Use of Funds
Enhanced AI algorithms for matching, routing, and dynamic pricing; next-gen autonomous vehicle research
Accelerating market entry and growth in Southeast Asia, Africa, and Latin America
Expanding into healthcare logistics, same-day retail delivery, and last-mile e-commerce solutions
Accelerating the transition to electric vehicles and developing carbon-neutral operations
Expected Outcomes
Accelerated Growth
Increase annual revenue growth rate to 25%+ for the next 3 years
Expanded Market Leadership
Enter 25+ new countries and 2,000+ new cities within 3 years
Improved Unit Economics
Enhance contribution margin to 50%+ through AI-driven operational efficiencies
ESG Leadership
Achieve 50% electric vehicles in key markets by 2027
New Revenue Streams
Launch 3-5 new verticals representing 15%+ of revenue by 2027
Why Invest Now
Market Leadership Position
Capitalize on our established global infrastructure and network effects as the dominant mobility platform
Inflection Point in Profitability
Invest as we transition from growth-focused to balanced growth and profitability, demonstrating the strength of our business model
Industry Transformation
Participate in the mobility industry's transformation through technology, electrification, and eventual autonomy
Untapped Market Potential
Access to a 4.3 trillion total addressable market with current penetration below 30% across key verticals
Join us in redefining how the world moves, connecting more people with opportunities through our expanding global platform.
ROI Projections
Projected return within 5 years based on current growth trajectory and margin expansion
Projected IRR
Projected payback period
Next Steps
Due Diligence
Access our virtual data room for comprehensive financial and operational information
Management Meetings
Schedule deep-dive sessions with our executive team and subject matter experts
Investment Terms
Review detailed term sheet and investment structure documentation
For additional information, please contact our investor relations team at investors@uber.com
Contact Us
We'd love to discuss how Uber can transform the future of mobility and create value for your portfolio
Send Us a Message
Our Offices
Global Headquarters
1515 3rd Street
San Francisco, CA 94158
United States
New York
3 World Trade Center
175 Greenwich Street
New York, NY 10007
London
70 Wilson Street
London EC2A 2DB
United Kingdom
Singapore
182 Cecil Street
#17-00 Frasers Tower
Singapore 069547
Contact Information
investors@uber.com
For investor relations and partnership inquiries
Phone
+1 (415) 612-8582
Monday to Friday, 9am - 5pm PT
Investor Relations
ir.uber.com
For financial reports, SEC filings, and earnings information
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