Financial Performance - Uber's Q3 2025 revenue reached $13467 million, a 19% increase year-over-year in constant currency[61],[62] - Adjusted EBITDA for Q3 2025 was $2256 million, representing a 33% increase year-over-year[64],[67] - Gross Bookings grew by 21% year-over-year in constant currency, reaching $49740 million in Q3 2025[55],[57],[58] Segment Highlights - Mobility Gross Bookings saw a 19% year-over-year increase in constant currency, reaching $25111 million[71],[73] - Delivery Gross Bookings experienced a 24% year-over-year increase in constant currency, totaling $23322 million[76],[81] - Freight revenue remained relatively flat year-over-year, with $1308 million in Q3 2025[84] Operational Metrics - Monthly Active Platform Consumers (MAPCs) increased by 17% year-over-year[49] - Total Trips grew by 22% year-over-year[50] - Monthly Platform Frequency increased by 27% after Grocery & Retail (G&R) integration, reaching 61 trips[43] Strategic Initiatives - Grocery & Retail (G&R) expands Delivery's addressable market by ~$2 trillion[21] - G&R is driving Delivery audience growth, with 7% of first-time Delivery users acquired through G&R[39] - G&R is generating ~$12 billion Gross Bookings run-rate[44],[45]
Uber(UBER) - 2025 Q3 - Earnings Call Presentation