计算机行业点评报告：优步（UBER.O）：业务与生态构筑协同效应

Investment Rating - The report maintains a "Recommended" investment rating for Uber, indicating a positive outlook for the company's performance in the industry [4]. Core Insights - Uber's revenue growth is driven by the synergistic development of its ride-hailing and delivery businesses, with a notable increase in both sectors [3][5]. - The company reported a second-quarter revenue of $12.651 billion, representing an 18.23% year-over-year growth, and an adjusted EBITDA of $2.1 billion, up 35% [2][4]. - The total order volume increased by 17% to $46.8 billion, with delivery orders reaching $18.13 billion, a 20% increase, and mobility orders at $20.55 billion, an 18% increase [4]. Summary by Sections Revenue Growth - Uber's delivery business saw a total order volume of $21.73 billion in the second quarter, growing 20% year-over-year, significantly outpacing traditional ride-hailing services [5]. - The growth in delivery is attributed to the success of the Uber One membership program, which has enhanced user engagement and profitability [5]. Mobility Business Performance - The core ride-hailing business achieved a total order volume of $23.76 billion, with a year-over-year growth of 18% [5]. - The number of trips taken increased by 19%, indicating strong user engagement and platform activity [5]. User Engagement and Shareholder Returns - Monthly active platform users (MAPCs) grew by 15% to a record 180 million [4]. - Uber announced a new $20 billion stock buyback authorization, bringing the total buyback capacity to approximately $23 billion [4]. Future Outlook - The report emphasizes Uber's dual-engine growth strategy in mobility and delivery, along with advancements in autonomous driving technology, which are expected to reshape the global smart transportation ecosystem [8].