This 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

This 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.)