Uber Technologies, Inc. (UBER) UBS Global Technology and AI Conference 2025 December 3, 2025 10:55 AM EST
Company Participants
Prashanth Mahendra-Rajah – Chief Financial Officer
Conference Call Participants
Stephen Ju – UBS Investment Bank, Research Division
Presentation
Stephen Ju
UBS Investment Bank, Research Division
I think we’re going to go ahead and get started. I’m Stephen Ju with the UBS U.S. Internet team. Sitting to my left is, of course, the CFO of Uber, Prashanth Mahendra-Rajah. So welcome back to the conference.
Prashanth Mahendra-Rajah
Chief Financial Officer
Thank you. Great to be here.
Stephen Ju
UBS Investment Bank, Research Division
Yes.
Prashanth Mahendra-Rajah
Chief Financial Officer
I have a different role. I have the privilege of having one of the collectors’ items, which was the last vest they gave out at this conference, which was before Credit Suisse imploded. So I have that saved. I don’t know how many of you saved yours, but if you remember the one from the — I think it was the 35th anniversary. So…
Stephen Ju
UBS Investment Bank, Research Division
Yes. I think it was the 25th anniversary, and it’s somewhere deep in the closet in my office. I don’t care bring it out. So great to see you. Yes.
Question-and-Answer Session
Stephen Ju
UBS Investment Bank, Research Division
And so just kind of get started with the core business. The overall delivery and mobility gross bookings growth has been stronger than Uber had projected. I’m happy you were wrong there at the 2024 Analyst Day. So what have been the biggest sort of upside drivers versus what you had thought at the time?
Prashanth Mahendra-Rajah
Chief Financial Officer
Sure, sure. So maybe start with a reminder that back in February, we set a 3-year CAGR framework where we said the — our view was that the top line or gross
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