Financial research concept

Delivery Revenue

Delivery Revenue measures GAAP revenue attributed to Uber's Delivery segment.

By Lee BaileyPublished Sep 23, 2026
Research context

See what supports this page, how current it is, and where comparable or historical context is available.

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 Revenue measures GAAP revenue attributed to Uber's Delivery segment.

Uber reported $17.248 billion of Delivery revenue in 2025, up 25% from 2024.

Why it matters

Delivery revenue connects gross-booking growth with service fees, end-user fees, and advertising monetization.

Investor caution

Delivery revenue presentation depends on principal-versus-agent judgments and includes advertising revenue, so it is not directly comparable with gross bookings or a simple commission percentage.

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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