Financial research concept

Delivery Gross Bookings Growth

Delivery Gross Bookings Growth measures the year-over-year change in Delivery Gross Bookings.

By Lee BaileyPublished Sep 23, 2026
Research context

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Research date
Sep 23, 2026Use the dated article and cited sources for the definition, examples, and stated limitations.
Operating-model context
15 connected conceptsPart of the reviewed Mobility & Delivery Marketplace Economics; issuer definitions remain distinct where disclosed.
Company examples
1 reviewed companyRelationships reflect supported examples, not a normalized cross-company KPI ranking.
  1. Why it matters
  2. Investor caution
  3. Part of the Mobility & Delivery Marketplace Economics
  4. See It in Company Research
  5. Continue Research

Delivery Gross Bookings Growth measures the year-over-year change in Delivery Gross Bookings.

Uber reported 22% year-over-year Delivery Gross Bookings growth in 2025 on a constant-currency basis.

Why it matters

This growth rate shows marketplace transaction expansion in Delivery before revenue and profitability effects.

Investor caution

Delivery gross-booking growth can reflect order volume, mix, price, and currency and should not be read as a pure order-growth measure.

Source:

Part of the Mobility & Delivery Marketplace Economics

Connect active consumers and trips with Mobility and Delivery gross bookings, segment revenue, and adjusted EBITDA to understand marketplace scale, monetization, and profitability.

How the model fits together
  • Platform consumers and trip frequency: Monthly Active Platform Consumers measure the breadth of active consumer adoption, while Trips measure completed Mobility rides and Delivery orders. Their growth rates separate consumer-base expansion and usage growth from changes in booking value, price, mix, and currency.
  • Mobility and Delivery transaction value and revenue: Mobility and Delivery Gross Bookings measure transaction value before Uber's revenue recognition, while segment revenue reflects principal-versus-agent accounting and other monetization including Delivery advertising. Total Gross Bookings add Freight to the platform total, so gross bookings are not GAAP revenue and revenue divided by gross bookings is not a standardized take rate.
  • Segment and platform adjusted profitability: Mobility and Delivery Adjusted EBITDA show issuer-defined segment profitability, while consolidated Adjusted EBITDA also includes Freight and subtracts Corporate G&A and Platform R&D that are not directly attributable to reportable segments. The measures are non-GAAP and should not be summed without those shared-cost and Freight adjustments.

See It in Company Research

These companies are examples of how the concept is reported or discussed in public filings. Definitions can differ by issuer; these links open company research rather than a normalized metric comparison.

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