Uber Investor Day Presentation Deck
Delivery
...as US Delivery outpaced category growth in H2 2021
QoQ billings growth
Solidified urban CP1¹ while driving suburban share gains
Category
Uber Delivery
2.5%
Uber I Investor Day 2022
Q2
1.1%
.02%
Q3
3.9%
5.0%
Q4
6.6%
~34%
US category position¹
Q4 '21
+1.7ppt
US category position
Jan '21 vs. Dec '21
1. Category position ("CP") percentages are internal estimates based on our billings and estimated billings for other food delivery platforms as of the last week of each quarter.
Billings represents the sum of the amounts billed to the consumer, as listed on the receipt after discounts and credits. "CP1" represents markets in which Uber has a category leading
position while "CP2" represents markets in which Uber is second in lead relative to other platforms.
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