Uber Technologies, Inc
UBERQ4 2023(UBER Q3 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
Q3 FY2023 total revenue: $9,292M. Segment Adjusted EBITDA: Mobility $1,287M, Delivery $413M, Freight -$13M. No AI-specific revenue disclosed anywhere in the filing. Uber's core business remains a marketplace platform — AI/ML adds incremental value through optimization but is not separable as a product. Conservative 2.5% estimate. $9,292M x 2.5% = ~$232M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $9,292M for Three Months Ended September 30, 2023
10-Q Q3 FY2023, Condensed Consolidated Statements of Operations
Mobility $1,287M, Delivery $413M Segment Adjusted EBITDA for Q3 2023
10-Q Q3 FY2023, Note 11 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