GTV PerformanceThe outperformance of GTV is a positive leading indicator for profitability over time, as it is expected to have a positive compound effect on operating leverage.
Order GrowthOrder growth fueled the beat, accelerating to +10.6% year-over-year, ahead of gross transaction value.
Revenue OpportunityThere is potential for incremental revenue opportunity as Uber Eats utilizes Carrot Ads.