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Posted by
Two Blokes Jun 22 -
Filed in
Stock
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5 views
Uber continues to deliver strong revenue growth, improving profitability, and operational excellence, but faces intensifying competition and existential AV threats. Autonomous vehicles (AVs) are advancing faster than expected, with Waymo expanding rapidly and Tesla's robotaxi launch imminent, raising uncertainty for Uber's future role. Uber's delivery segment is losing ground to DoorDash, which now leads in gross bookings and combined revenues, despite Uber's dual mobility and delivery platform.
