Uber Results Presentation Deck
Delivery outgrowing competition at much larger scale
Uber's Delivery is the largest and fastest growing
food delivery business globally (ex-China)*
40
30
20
10
Uber
M1
Delivery reached a $35B annualized
Gross Bookings run-rate
M14
Q3 2020 Earnings
Delivery $10B
Nov'18
M28
Mobility
Delivery $30B
May'20
Delivery $35B
Aug 20
M42
Mobility $10B
Sep'15
Delivery
M56
Mobility $35B
Sep'17
Mobility $30B
Mar'17
M70
40
30
20
10
2016
2017
2018
Uber Delivery
Just Eat Takeaway
2019
2020
Grubhub
Delivery Hero
*Note: Based on publicly available information of online food delivery competitors and internal estimates. 2020 Gross Bookings annualized from reported Gross Bookings/Gross Food Sales/Gross Merchandise Value for
Uber, Grubhub and Delivery Hero respectively, and for Just Eat Takeaway based on consensus estimates updated post the company's latest update on October 13, 2020
+135% YoY
~+70% YOY
~+50% YOY
~+70% YOY
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