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Revenue by Segment
Shows how much money each business line (e.g., Rides, Delivery, Freight) actually recognizes as revenue, revealing which segments drive growth, contribute to margins, and how diversified the company’s income sources are.Mobility and Delivery are the clear growth engines into 2026 while Freight has largely normalized after the 2021–22 spike and Other is immaterial; importantly, management says gross bookings grew faster than reported revenue because a U.K. accounting change and deliberate investments compressed take‑rates (~500bps), yet mobility operating margin improved to ~7.6%, implying real demand scale rather than weakness. The Delivery Hero deal and rising cross‑platform adoption should amplify Delivery upside, while AV commitments offer long‑term cost leverage but add near‑term capital and regulatory risk.
Date | Other | Mobility | Delivery | Freight |
|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $7.36B | $5.25B | $1.58B |
Mar 31, 2026 | $0.00 | $6.80B | $5.07B | $1.34B |
Dec 31, 2025 | $0.00 | $8.20B | $4.89B | $1.27B |
Sep 30, 2025 | $0.00 | $7.68B | $4.48B | $1.31B |
Jun 30, 2025 | $0.00 | $7.29B | $4.10B | $1.26B |
Mar 31, 2025 | $0.00 | $6.50B | $3.78B | $1.26B |
Dec 31, 2024 | $0.00 | $6.91B | $3.77B | $1.27B |
Sep 30, 2024 | $0.00 | $6.41B | $3.47B | $1.31B |
Jun 30, 2024 | $0.00 | $6.13B | $3.29B | $1.27B |
Mar 31, 2024 | $0.00 | $5.63B | $3.21B | $1.28B |