Uber Technologies, Inc
UBERQ1 2023(UBER Q4 FY2022)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-K Filing
View 10-K on SEC.govAnalysis
Uber does not disclose any AI-specific revenue segment or line item. Its three segments (Mobility $14,029M, Delivery $10,901M, Freight $6,947M; total $31,877M for FY2022) are all marketplace businesses. AI/ML underpins matching algorithms, surge/dynamic pricing, fraud detection, and route optimization, but these are embedded capabilities rather than standalone AI products. No autonomous vehicle revenue is disclosed. Advertising was beginning to be mentioned in segment descriptions but no dollar figures are provided in this filing. Conservative estimate: ~2.5% of revenue attributable to AI-driven incremental value above basic marketplace operation — primarily from ML-optimized pricing and matching that generate measurably higher take rates and conversion. $31,877M / 4 quarters ~ $7,969M Q4 implied revenue; AI portion ~ $199M.
Analyzed by claude-opus-4-6
Quoted Figures
Mobility $14,029M, Delivery $10,901M, Freight $6,947M; Total revenue $31,877M
10-K FY2022, Item 7 MD&A Revenue table
Mobility products connect consumers with Drivers who provide rides in a variety of vehicles
10-K FY2022, Note 13 Segment Information
AI Products Identified (Ring 1)
ML-powered matching/dispatchdynamic/surge pricing algorithmsfraud detection MLroute optimization
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 scoringautomated customer support
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix