Uber Technologies, Inc
UBERQ3 2025(UBER Q2 FY2025)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$2.6B
AI Revenue (Q)
$442.8M
Total Revenue (Q)
$12.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 total revenue: $12,651M. Segment revenue: Mobility $7,288M, Delivery $4,102M, Freight $1,261M. Segment Adjusted EBITDA: Mobility $1,905M, Delivery $873M, Freight -$6M. No AI revenue disclosed. Advertising revenue growing (Delivery Adjusted EBITDA up significantly year-over-year, partially attributable to advertising). ML-powered features embedded across all segments. Maintaining 3.5% estimate. $12,651M x 3.5% = ~$443M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $12,651M for Three Months Ended June 30, 2025
10-Q Q2 FY2025, Condensed Consolidated Statements of Operations
Mobility $7,288M, Delivery $4,102M, Freight $1,261M segment revenue
10-Q Q2 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