Revenue distribution by industry (2025):

• Ridesharing: 55%
• Food delivery (Uber Eats): 35%
• Freight and other services: 10%

TOP 3 markets and their percentage shares (2025):

• USA: 45%
• Europe: 25%
• Latin America: 15%

Uber Technologies, Inc. generates the majority of its revenue from the ridesharing business, followed by food delivery through Uber Eats. The US market remains the strongest revenue driver, followed by Europe and Latin America. These markets are crucial for the company's growth and profitability. Diversification into different services and geographic markets helps Uber hedge against market fluctuations.

Production Sites: No specific production sites

Uber Technologies, Inc. is primarily a technology company that offers services in the field of passenger transportation, food delivery, and freight. Uber does not produce physical products in the traditional sense, but offers platforms and apps that connect drivers and customers.

The "production" of Uber refers to the development and maintenance of their software and platforms, which mainly takes place in their offices and development centers worldwide. These centers are located in various cities, including San Francisco, Amsterdam, and Bangalore, where Uber has its technical and operational teams.

Uber relies on independent drivers who use their own vehicles to provide services, which means that there are no traditional production sites as in a manufacturing company.

Revenue Growth: 18% (2024, estimated) Market Share in Ride-Sharing: 68% in the USA (2024)

Uber Technologies, Inc. is pursuing a multi-pronged growth strategy focusing on diversifying its services and expanding into new markets. A key part of this strategy is strengthening and expanding the Uber Eats business, which has significantly contributed to revenue growth in recent years.

In addition, Uber is heavily investing in the development of autonomous vehicles and technologies to reduce operating costs and increase efficiency in the long term. This initiative is supported by partnerships with leading technology companies and investments in research and development.

Another focus is on geographical expansion, particularly in emerging markets in Asia and Latin America, where the potential for ride-sharing services has not been fully tapped. Uber also plans to expand its presence in the field of mobility solutions, including integrating public transportation into their platform.

Main raw materials: Vehicles, fuel, technology components

Countries of origin: USA, Japan, South Korea, China

Uber Technologies, Inc. is primarily a service company that does not produce physical products. Nevertheless, the operation is heavily dependent on certain raw materials and materials, especially vehicles and fuels.

The vehicles used by the drivers often come from large automobile manufacturers in the USA, Japan, and South Korea. These countries are known for their automobile production and supply a large part of the vehicles used worldwide for Uber's fleet.

Fuels are traded globally, with the USA, Saudi Arabia, and Russia being among the largest producers. Uber is dependent on global oil prices, as they affect the operating costs for drivers.

Technology components, such as software and hardware for the app and the platform, could come from China and the USA, as these countries are leading in technology production.

Since Uber does not produce its own vehicles but relies on the drivers' vehicles, the import dependencies are rather indirect and affect the supply chains of the automotive industry.

Market share in the ride-hailing sector: 68% (2025, estimated)
Market share in the food delivery service: 25% (2025, estimated)
R&D expenses: 2.5 billion USD (2024)

Uber Technologies, Inc. has a significant competitive advantage in the ride-hailing sector, as the company holds an estimated market share of 68%. This strong market position is supported by a global presence and an established brand that is considered synonymous with ride-hailing services in many countries.

Competition is more intense in the food delivery sector, but with a market share of 25%, Uber Eats remains a significant player. The continuous investments in research and development, amounting to about 2.5 billion USD in 2024, enable Uber to develop innovative technologies and services that further strengthen its competitive advantage.

In addition, Uber benefits from economies of scale and a diversified platform that includes both ride-hailing services and delivery services. This provides synergies and a broader customer base, further solidifying its competitive advantage.

Institutional investor share: approx. 72% (2025, estimated based on historical data)

Insider purchases/sales: No significant insider purchases, but insider sales amounting to approx. 50 million USD (2025, estimated)

The institutional investor share in Uber Technologies, Inc. remains high, indicating the continued trust of major investment firms in the company. This is typical for large publicly traded companies with a stable market position.

In 2025, there were no significant insider purchases, suggesting that executives may not anticipate significant price increases. The insider sales could be attributed to profit-taking or diversification strategies by the executives.

Market share of Uber Technologies, Inc.: 32% (estimated for 2025)

Main competitors and their market shares:

1. Uber Technologies, Inc.: 32%
2. Lyft, Inc.: 18%
3. DiDi Global Inc.: 15%
4. Grab Holdings Inc.: 10%
5. Bolt Technology OÜ: 8%
6. Ola Cabs: 7%
7. Gett: 5%
8. BlaBlaCar: 3%
9. Via Transportation, Inc.: 2%

Moat of Uber Technologies, Inc.:

Uber has a significant moat due to its strong brand awareness, extensive global presence, and large user base. These factors enable Uber to leverage economies of scale and achieve high market penetration. Additionally, Uber continuously invests in technology and innovation to enhance its platform and offer new services.

Compared to its competitors, Uber has the advantage of broader geographic coverage and a diversified service portfolio ranging from ridesharing to food delivery and freight transportation. This diversification provides Uber with a certain level of stability and resilience against market fluctuations.

However, some competitors, such as DiDi and Grab, have strong positions in their home markets and can also build significant moats through local adaptations and partnerships. In certain regions, these companies may even have a stronger moat than Uber, especially if they can leverage cultural and regulatory advantages.

Overall, Uber remains a dominant player with a robust moat strengthened by continuous innovation and expansion.

Revenue Growth: 18% (2024) Net Income: Positive since 2023 Market Share in the Ride-Hailing Sector: 68% (2024)

Uber Technologies, Inc. has made significant progress in recent years, especially through diversifying its services and expanding into new markets. In 2024, the company was able to achieve a revenue growth of 18%, attributed to increased demand for mobility solutions and the expansion of its delivery services.

Since 2023, Uber has been reporting positive net income for the first time, marking a turning point in the company's history. This development indicates that Uber has optimized its cost structure and operates more efficiently. Furthermore, Uber has expanded its market share in the ride-hailing sector to 68%, highlighting its leading position in the industry.

The strategic focus on sustainable mobility solutions and investments in autonomous vehicles could provide further long-term growth potential. Given these positive developments and the strong market position, the stock of Uber Technologies, Inc. could represent an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend: None (as of 2025)

Uber Technologies, Inc. currently does not pay any dividends to its shareholders. The company has focused in the past on reinvesting its profits into the growth and expansion of its business rather than distributing dividends.

As Uber continues to expand into new markets and invest in technologies, it is unlikely that the company will introduce a dividend policy in the near future. Therefore, investors should rather focus on the potential for stock price gains and the long-term growth of the company.