Uber Technologies, Inc
UBERQ4 2024(UBER Q3 FY2024)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.2B
AI Revenue (Q)
$335.6M
Total Revenue (Q)
$11.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 total revenue: $11,188M. Segment revenue: Mobility $6,409M, Delivery $3,470M, Freight $1,309M. Segment Adjusted EBITDA: Mobility $1,682M, Delivery $628M, Freight -$19M. No AI-specific revenue disclosed. Advertising continues growing within Mobility and Delivery segments but no separate dollar disclosure in the 10-Q. Conservative 3.0% estimate. $11,188M x 3.0% = ~$336M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $11,188M for Three Months Ended September 30, 2024
10-Q Q3 FY2024, Condensed Consolidated Statements of Operations
Mobility $6,409M, Delivery $3,470M, Freight $1,309M segment revenue
10-Q Q3 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