Want to see UBER full AI Analyst Report?
Take Rate by Segment
Shows the percentage of gross bookings converted into Uber revenue for each segment, indicating how effectively the company monetizes volume and signaling shifts from pricing, promotions, or business mix.Mobility’s take rate, after a prolonged expansion, has dropped sharply most recently — management says much of that decline is optical (a U.K. business‑model/accounting shift) and intentional reinvestment to defend share, but it nevertheless highlights regional competitiveness and two‑wheeler cost pressure that can meaningfully compress reported margins. Delivery’s take rate stabilized after a 2023 dip and is slowly recovering, benefitting from scale and M&A; watch upcoming quarters to see how much of mobility’s weakness is temporary versus structural as AV commitments and buybacks influence capital allocation.
Date | Delivery | Mobility |
|---|---|---|
Jun 30, 2026 | 19.10 | 25.40 |
Mar 31, 2026 | 19.50 | 25.80 |
Dec 31, 2025 | 19.20 | 29.90 |
Sep 30, 2025 | 19.20 | 30.60 |
Jun 30, 2025 | 18.90 | 30.70 |
Mar 31, 2025 | 18.50 | 30.70 |
Dec 31, 2024 | 18.70 | 30.30 |
Sep 30, 2024 | 18.60 | 30.50 |
Jun 30, 2024 | 18.20 | 29.80 |
Mar 31, 2024 | 18.20 | 30.20 |