JoanFishers : Uber’s delivery business is still losing money—should we worry about its long-term profitability even with improved mobility margins?

Hotbuns : Freight growth looks promising. Do you think it can really become a third pillar for Uber alongside Rides and Delivery?

Lucas Cheah OP JoanFishers : I feel that despite the intense competition, things should improve for the delivery business as people will still order food from home/office as it is convenient

Lucas Cheah OP Hotbuns : The freight division is still in its early days. It will take some time before it reaches the scale of ride hailing and uber eats

Lnova : higher

BigGuy45 : 6/25 $65 robotaxi coming

RomeoMustDie : I don’t see it

Fib786 OP Mister Blister : they wont have a choice. 2025 was last year to buy new car before TARIFFS. you will own nothing and be happy does not mean buying. they will rent.

Fib786 OP Mister Blister : this has nothing to do with rentals. HTZ owns 500k fleet. People wont be able to afford TARIFFS in future. the plan is to get the cars off the road.

73763161 : While Uber is not directly impacted by these tariffs, the overall negative market sentiment has influenced its stock performance

raly joey : uber suffers from a fear of higher inflation. inflation will make the dollar more expensive than other currencies. revenues from non-dollar regions are going to shrink and that hurts the business.