Uber's marketplace scale advantages compound as autonomous vehicle partnerships (Waymo, Wayve, Aurora) position the platform as the consumer-facing distribution layer for AV fleets. Mobility and Delivery cross-sell drives Uber One membership growth above 30M. Advertising business at $1B+ run rate is high-margin upside. Free cash flow conversion accelerating. Buyback authorization signals confidence in cash generation.
Signals scoped to US · Company-specific tagging coming soon.