Uber Technologies, Inc
UBERQ3 2024(UBER Q2 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.8B
AI Revenue (Q)
$335.6M
Total Revenue (Q)
$11.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 total revenue: $10,700M. Segment revenue: Mobility $6,134M, Delivery $3,293M, Freight $1,273M. Segment Adjusted EBITDA: Mobility $1,567M, Delivery $588M, Freight -$12M. No AI-specific revenue disclosed. Advertising revenue growing within segments (referenced in MD&A as contributing to Delivery EBITDA growth). Conservative 3.0% estimate. $10,700M x 3.0% = ~$321M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $10,700M for Three Months Ended June 30, 2024
10-Q Q2 FY2024, Condensed Consolidated Statements of Operations
Mobility $6,134M, Delivery $3,293M, Freight $1,273M segment revenue
10-Q Q2 FY2024, Note 11 Segment Information
AI Products Identified (Ring 1)
ML-powered matching/dispatchdynamic/surge pricing algorithmsAI-powered advertising platformfraud 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 support
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix