Jimnotaris schreef op 1 november 2022 13:02:
Delivery (Uber)
Gross Bookings of $13.7 billion: Delivery Gross Bookings grew 13% YoY on a constant currency basis. Delivery Gross Bookings in US & Canada were up 19% YoY and in all other markets were up 8% YoY on a constant currency basis.
Revenue of $2.8 billion: DeliveryRevenue grew 24% YoY and 3% QoQ. Take Rate of 20.2% grew 280 bps YoY and grew 80 bps QoQ. Business model changes in some countries that classify certain payments and incentives as cost of revenue benefited Delivery Take Rate by 500 bps in the quarter (compared to 400 bps benefit in Q3 2021 and 510 bps benefit in Q2 2022).
Adjusted EBITDA of $181 million: Delivery Adjusted EBITDA grew $193 million YoY and $82 million QoQ, driven by higher volumes, increased Ads revenue, and improved network efficiencies. Delivery Adjusted EBITDA margin as a percentage of Gross Bookings reached 1.3%, compared to (0.1)% in Q3 2021 and 0.7% in Q2 2022.
Uber NA +19 %
JET NA - 8 %