view
bookings growth
revenue growth
continued compression
Uber bookings-to-revenue conversion path with segment take-rate gate and business-model-change wedge
Gross Bookings
upstream volume engine
Mobility
take-rate gate
business-model-change wedge
Delivery
steady take rate
Freight
pass-through
Consolidated
revenue
Re-acceleration
toward ~20%
Compression
low-double-digits
FCF
tracks revenue
active conversion path
dormant / alternate path
business-model-change wedge