Uber Technologies Delivery — Platform Participant Direct Transaction Costs increased by 10.4% to $2.07B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 34.6%, from $1.54B to $2.07B. Over 3 years (FY 2022 to FY 2025), Delivery — Platform Participant Direct Transaction Costs shows an upward trend with a 14.0% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A rising ratio of these costs to revenue may signal increased competition or higher labor costs, while a declining ratio suggests improved operational efficiency.
Direct costs incurred to facilitate transactions on the delivery platform, including payments to delivery partners, ince...
Similar to 'Cost of Revenue' or 'Direct Fulfillment Costs' in logistics and marketplace business models.
uber_segment_delivery_platform_participant_direct_transaction_costs| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.20B | $1.20B | $1.20B | $1.20B | $1.33B | $1.33B | $1.33B | $1.33B | $1.34B | $1.32B | $1.39B | $1.54B | $1.51B | $1.65B | $1.87B | $2.07B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +11.3% | +0.0% | +0.0% | +0.0% | +0.7% | -1.3% | +4.9% | +10.6% | -2.0% | +9.5% | +13.6% | +10.4% |
| YoY Change | — | — | — | — | +11.3% | +11.3% | +11.3% | +11.3% | +0.7% | -0.6% | +4.3% | +15.3% | +12.2% | +24.5% | +34.9% | +34.6% |
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