Uber Technologies, Inc

Q3 FY2025 total revenue: $13,467M. Segment revenue: Mobility $7,682M, Delivery $4,477M, Freight $1,308M. Segment Adjusted EBITDA: Mobility $2,038M, Delivery $921M, Freight -$20M. No AI-specific revenue breakout. The 9-month revenue is $37,651M, annualizing to ~$50B. Uber's AI-powered advertising platform continues to scale (Delivery EBITDA margin improvement driven partly by advertising contribution). Autonomous vehicle partnerships expanding — Waymo rides on Uber platform growing in multiple cities. Generative AI features being integrated into customer experience. Slight increase to 4.0% reflecting: (1) advertising at estimated ~$1.5B+ annual run rate using AI targeting, (2) expanding autonomous ride volume via Waymo, (3) deepening ML integration for pricing and matching optimization. $13,467M x 4.0% = ~$539M estimated AI revenue.