Uber Investor Presentation Deck
Delivery is following the Mobility playbook
Run-rate Gross Bookings^
($B)
Run-rate Gross Bookings*
($B)
50
40
30
20
10
0
M1
M10 M20
Mobility GBs
Delivery $10B
Nov'18
Delivery $30B
May 20
M30 M40
Delivery $40B
Nov 20
Delivery GBs
Mobility $30B
Sep'15
Mobility $10B
Sep'15
M50
M60 M70
Leveraged existing infrastructure brand, operations,
and technology to expand rapidly
50
40
30
20
10
0
1Q16
1Q17
Uber Delivery
Delivery Hero
1Q18
*Annualized Gross Bookings run-rate based on monthly gross bookings
^Annualized Gross Bookings run-rate based on quarterly Gross Bookings; 2020 Gross Bookings annualized from reported Gross Bookings/Gross Food Sales/Gross Merchandise Value/Gross Order Value.
Grubhub
DoorDash
1Q19
Q120
Just Eat Takeaway
And built the largest food delivery company in
the world, excluding ChinaView entire presentation