Uber Technologies, Inc
UBERQ2 2025(UBER Q1 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$2.6B
AI Revenue (Q)
$403.7M
Total Revenue (Q)
$11.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 total revenue: $11,533M. Segment revenue: Mobility $6,496M, Delivery $3,777M, Freight $1,260M. Segment Adjusted EBITDA: Mobility $1,753M, Delivery $763M, Freight -$7M. No AI-specific revenue breakout. Advertising continues growing (Delivery EBITDA growth of $235M QoQ vs year-ago suggests continued advertising contribution). Autonomous vehicle partnerships (Waymo) expanding but still very small portion of rides. Maintaining 3.5% estimate. $11,533M x 3.5% = ~$404M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $11,533M for Three Months Ended March 31, 2025
10-Q Q1 FY2025, Condensed Consolidated Statements of Operations
Mobility $6,496M, Delivery $3,777M, Freight $1,260M segment revenue
10-Q Q1 FY2025, Note 8 Segment Information
AI Products Identified (Ring 1)
ML-powered matching/dispatchdynamic/surge pricing algorithmsAI-powered advertising platformautonomous vehicle platform partnershipsfraud 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 optimizationchatbot customer supportgenerative AI features
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix