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Stratechery: Uber Questions
- yarapavan 8y agoThis is, of course, quite standard, but it does feel particularly pressing given that Uber measures its annual losses in the billions. Unfortunately, it is here that Uber’s S-1 is particularly lacking. We don’t know: - How much it costs Uber to acquire drivers - How much it costs Uber to acquire riders - How much it costs Uber Eats to acquire restaurants - How much it costs Uber Eats to acquire customers - What is Uber’s retention rate for drivers - What is Uber’s retention rate for riders - What is Uber Eats’ retention rate for restaurants - What is Uber Eats’ retention rate for customers - Any sort of cohort analysis of any of the above categories - Ride-sharing revenue and profitability by geography - Uber Eats revenue and profitability by geography - Ride-sharing’s take rate overall and in developed versus emerging markets - Uber Eats’ take rate overall and in developed versus emerging markets - Ride-sharing revenue and profitability by time-in-market - Uber Eats revenue and profitability by time-in-market - An understanding of driver incentives and how they affect top-line revenue, or how “excess driver incentives” have changed over time - How costs are allocated, particularly when it comes to rider marketing and incentives - A breakdown of Uber’s many offerings (Black versus UberX versus UberPool etc.)