Uber Technologies, Inc
UBERQ2 2023(UBER Q1 FY2023)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$1.5B
AI Revenue (Q)
$310.1M
Total Revenue (Q)
$12.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 total revenue: $8,823M (Mobility revenue dominant). Segment descriptions now explicitly include 'advertising' as part of both Mobility and Delivery segments. Segment Adjusted EBITDA: Mobility $1,060M, Delivery $288M, Freight -$23M. No AI revenue figure is disclosed. The advertising business (which uses AI for targeting) is growing but is bundled into segment revenue without separate disclosure. AI/ML continues to power matching, pricing, and fraud detection. Maintaining 2.5% estimate. $8,823M x 2.5% = ~$221M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $8,823M for Three Months Ended March 31, 2023
10-Q Q1 FY2023, Condensed Consolidated Statements of Operations
Mobility also includes activity related to our financial partnerships products and advertising
10-Q Q1 FY2023, Note 10 Segment Information
Delivery also includes advertising
10-Q Q1 FY2023, Note 10 Segment Information
AI Products Identified (Ring 1)
ML-powered matching/dispatchdynamic/surge pricing algorithmsAI-powered advertising targetingfraud detection ML
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
ETA predictiondemand forecastingsafety scoringroute optimization
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix