Uber Technologies, Inc (UBER)

Uber Technologies, Inc. is a technology platform that uses a large network, proprietary technology, operational expertise and product know-how to power movement from point A to point B. It develops and operates proprietary applications that connect consumers with independent providers of ride services for ridesharing, connect consumers with restaurants, grocers and other merchants and with couriers for meal, grocery and other deliveries, and connect shippers with carriers in the freight industry. It also connects consumers with public transportation networks and is developing new technologies to solve everyday problems. Its core technologies include marketplace systems (demand prediction, matching and dispatching, and pricing), routing and payments.

The company has three operating and reportable segments: Mobility, Delivery and Freight. Mobility connects consumers with transportation modalities such as ridesharing, carsharing, micromobility, rentals, public transit and taxis, and also includes financial partnership products and advertising. Delivery, built around the Uber Eats app, lets consumers order from restaurants and from grocery, alcohol, convenience and other retailers for pick-up or delivery. It also includes Uber Direct, a white-label Delivery-as-a-Service offering for retailers and restaurants, and advertising. Freight runs a digital marketplace and managed transportation and logistics network where shippers tender shipments and carriers book them with upfront pricing, with real-time pricing, capacity and tracking tools. Uber One is a cross-platform membership program with discounts, cash back and priority service, available in over 30 countries and reaching 46 million members at December 31, 2025. Uber also sells marketplace-centric advertising, including Journey Ads, to brands and merchants.

The network includes hundreds of millions of drivers, consumers, merchants, shippers and carriers. The technology is available in over 70 countries and more than 15,000 cities, principally in the U.S. and Canada, Latin America, Europe (excluding Russia), the Middle East, Africa, and Asia Pacific (excluding China and Southeast Asia). Customers include riders and eaters, merchants, and shippers ranging from small and medium-sized businesses to global enterprises. Freight operations are principally in North America and Europe. Drivers and couriers are independent providers who earn income on the platform. In the fourth quarter of 2025, about 58% of first-time Delivery consumers were new to the platform, and consumers using both Mobility and Delivery generated over three times the Gross Bookings of single-offering users. Results are seasonal, with higher Gross Bookings in the fourth quarter and lower in the first.

Uber competes globally in fragmented markets with low barriers to entry. In Mobility, competitors include personal vehicle use, taxis, public transportation, ridesharing companies such as Bolt, Didi, Lyft and Ola, and autonomous vehicle developers such as Waymo, Zoox and Tesla. In Delivery, rivals include DoorDash, Instacart, Gopuff, Rappi, Delivery Hero, Just Eat Takeaway and Amazon. In Freight, they include C.H. Robinson, Total Quality Logistics, RXO, XPO, Echo Global Logistics and DHL. The company protects its intellectual property through copyright, trademark, patent and trade secret laws and contracts, invests in research and development and acquisitions, and operates under complex transportation, privacy, payments, competition and labor regulations. It uses regional on-the-ground operations teams and had about 34,000 employees at December 31, 2025. The text does not state its headquarters location.