Want to see UBER full AI Analyst Report?
Gross Bookings by Segment
Measures the total value of transactions on the platform for each segment before fees and adjustments, indicating customer demand, pricing trends, and the scale of marketplace activity that can convert into future revenue.Mobility has meaningfully accelerated and now rivals or exceeds Delivery in recent quarters, signaling a structural shift toward higher‑frequency, higher‑utilization rides driven by U.S. product wins and strong first‑time user growth; Delivery remains a large, steadily growing franchise with incremental upside from the Delivery Hero deal but faces near‑term comparability and competitive pressures. Freight remains immaterial to total bookings. Watch reported revenue margins—bookings growth outpaces revenue due to a U.K. accounting change and deliberate investments—and AV scaling and M&A timing for their profit and cash implications.
Date | Mobility | Delivery | Freight |
|---|---|---|---|
Jun 30, 2026 | $28.99B | $27.46B | $1.57B |
Mar 31, 2026 | $26.39B | $25.99B | $1.33B |
Dec 31, 2025 | $27.44B | $25.43B | $1.27B |
Sep 30, 2025 | $25.11B | $23.32B | $1.31B |
Jun 30, 2025 | $23.76B | $21.73B | $1.26B |
Mar 31, 2025 | $21.18B | $20.38B | $1.26B |
Dec 31, 2024 | $22.80B | $20.13B | $1.27B |
Sep 30, 2024 | $21.00B | $18.66B | $1.31B |
Jun 30, 2024 | $20.55B | $18.13B | $1.27B |
Mar 31, 2024 | $18.67B | $17.70B | $1.28B |