美洲互联网：共享出行与配送行业 2025 年第四季度前瞻 —— 行业争议与预期分析-Americas Technology_ Internet_ Ridesharing & Delivery Q4'25 Preview_ Analyzing the Industry Debates & Estimates

22 January 2026 | 4:11PM EST Equity Research AMERICAS TECHNOLOGY: INTERNET Ridesharing & Delivery Q4'25 Preview: Analyzing the Industry Debates & Estimates In previewing the upcoming earnings season for the Mobility/Delivery Internet sub-sector, we expect reported results to come in broadly inline with investor expectations, with a relatively healthy consumer backdrop across all industry work and conversations. Within this note, we take the opportunity to update our UCAN Rideshare Industry model and US Food ...