# Who are Uber's customers? Who does Uber earn revenue from?
Canonical: https://valuechain.wiki/uber · Facet: customers · Updated: 2026-09-24T12:56:00.206835+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Uber's confirmed revenue counterparties include The Kroger Co., Yum! Brands plus 3 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 9 dated sources, 3 of them primary filings (as of 2026-09-24).

### 라이드 소비자·드라이버 (모빌리티 커미션) (high)
- metric: Amount $26.1B · FY2024 · Mobility revenue
- note: Mobility (ride-hailing) is the largest segment, with 2024 revenue of $26.1B and Gross Bookings of $87.2B, tied directly to consumer travel demand.
- [mentions] consensus (via MarketBeat) (EN, research, published 2026-06-01) https://www.marketbeat.com/stocks/NYSE/UBER/forecast/: "Analyst consensus Buy, mean target ~$104 (36 buys); mobility/delivery scale and free cash flow."
- [confirms] Uber Technologies (EN, filing, published 2026-02-13) https://www.sec.gov/Archives/edgar/data/1543151/000154315126000015/uber-20251231.htm: "Uber reports in three segments (Mobility, Delivery, Freight); Mobility (ride-hailing) is the largest revenue segment, with platform commissions (the spread between gross bookings and revenue) central to the model."
- [confirms] Uber (EN, filing, published 2026-02-04) https://www.businesswire.com/news/home/20260204947622/en/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2025: "Uber FY2025: gross bookings $193B, adjusted EBITDA $8.7B (+35%), free cash flow $9.8B (+42%); Q4 revenue $14.4B (+20%)."
- [mentions] Investing.com Korea (KO, news, published 2025-08-06) https://kr.investing.com/news/company-news/article-93CH-1581037: "Uber Mobility posted $23.76B bookings (+18%) and $7.29B revenue, Delivery $21.73B bookings and $4.1B revenue, with 20 autonomous partners deploying across 12 cities."
- [confirms] Uber Q4/FY2024 Press Release (EN, ir, published 2025-02-05) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2024/default.aspx: "2024 Mobility revenue was $26.1B on $87.2B Gross Bookings, Delivery $14.6B on $73.1B, and Freight $4.9B."

### 딜리버리 소비자·가맹점·배달원 (딜리버리 커미션·광고) (high)
- metric: Amount $14.6B · FY2024 · Delivery revenue
- note: Delivery (Uber Eats) posted 2024 revenue of $14.6B and Gross Bookings of $73.1B, earning merchant commissions and fast-growing advertising.
- [confirms] Uber Q4/FY2024 Press Release (EN, ir, published 2025-02-05) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2024/default.aspx: "2024 Delivery revenue was $14.6B on $73.1B Gross Bookings, and Uber One membership reached 30 million, up about 60%."

### 화물 화주 (프레이트 중개) (high)
- metric: Amount $4.9B · FY2024 · Freight revenue
- note: Freight (freight brokerage) posted 2024 revenue of $4.9B and Gross Bookings of $4.7B, small and stalled amid a freight-rate downturn.
- [confirms] Uber Q4/FY2024 Press Release (EN, ir, published 2025-02-05) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-Announces-Results-for-Fourth-Quarter-and-Full-Year-2024/default.aspx: "2024 Freight revenue was $4.9B and Gross Bookings $4.7B."

### 크로거 (high)  → /kroger.md
- note: Uber is a third-party distribution platform providing on-demand and same-day delivery for Kroger groceries and household essentials, and the contract value has not been disclosed.
- [confirms] The Kroger Co. (EN, ir, published 2026-01-15) https://www.thekrogerco.com/ir-feed-item/kroger-launches-fast-convenient-delivery-on-uber-apps-nationwide-2/: "nearly 2,700 Kroger Family of Companies stores on the Uber Eats, Uber, and Postmates apps"
- [mentions] RetailStat (EN, analysis, published 2025-07-30) https://rs-api.retailstat.com/uploads/Kroger_Special_Analysis_7f1b7e9521.pdf: "partnerships with Instacart, DoorDash, and Uber Eats"

### 얌! 브랜즈 (mid)  → /yum-brands.md
- note: Uber provides Yum! Brands with a third-party ordering and delivery channel through Uber Eats and charges restaurants per-order fees, but the amount attributable to Uber was not disclosed.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-20) https://www.sec.gov/Archives/edgar/data/1041061/000104106126000084/yum-20251231.htm: "Third-party delivery aggregators typically charge restaurants a per order fee."
- [confirms] Uber Investor Relations (EN, ir, published 2020-08-06) https://investor.uber.com/news-events/news/press-release-details/2020/Uber-Announces-Results-for-Second-Quarter-2020/: "Signed several key enterprise accounts including ... Yum Brands."

Reverse side: https://valuechain.wiki/uber/suppliers.md · Ripple: https://valuechain.wiki/uber/ripple.md

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Full node: https://valuechain.wiki/uber.md · JSON: https://valuechain.wiki/uber.json