Autonomous VehiclesUber is optimistic that the upcoming launches will provide the company with opportunity to demonstrate high customer service and vehicle utilization levels for Waymo vehicles.
Financial Performance4Q24 total gross bookings and revenue came in nicely ahead of consensus, beating by $700 million and $200 million, respectively, with membership gains and overall MAPC upside primarily responsible for the beat.
Growth OpportunitiesUber believes the company can sustain strong Mobility growth as high-growth new verticals and new customer segments increasingly contribute to bookings.