DoorDash operates as a marketplace in the e-delivery industry, connecting three main constituents: eaters, restaurants/grocers, and couriers. We believe DoorDash warrants a narrow moat rating based ...

Strong core user base growth reinforces Uber’s network effect, generating a virtuous cycle where more riders on the platform encourage more drivers to join the platform and vice versa.

Uber Technologies Inc. posted strong second-quarter results on Wednesday, exceeding revenue expectations and authorizing a ...

For Q2 2025, Aristotle Capital’s Global Equity Composite posted a total return of 9.58% gross of fees (9.45% net of fees), ...

Driving Force: Uber CEO Dara Khosrowshahi Uber said it's starting a program to allow women passengers to pick female drivers or share a ride with other women, with pilots slated to begin in the ...

Uber will pilot the women preference program in Los Angeles, San Francisco and Detroit starting next month.

Uber on Monday announced the launch of a Mini Program inside Chinese social media superapp WeChat (called Weixin in China).

Uber Unveils Global Robotaxi Plan With Lucid and Nuro The rideshare company plans to invest several hundred million dollars into the program.

Here are three strategic growth levers that could define Uber's next chapter. Uber's core businesses -- mobility and delivery -- are both profitable and still underpenetrated in many markets. As these ...

Uber is gearing up to launch a new robotaxi service that will use the Lucid Gravity. 20,000+ robotaxis are slated to be launched in dozens of markets in the coming years.

Under the agreement, Uber will invest $300 million in Lucid. Nuro will develop the self-driving technology that Lucid will use to supply Uber with robotaxis over the course of the deal and receive ...