Management remarks
Call period: 2026 Q2 · 2026-08-05
Demand and orders: Dara Khosrowshahi: And most of our cross-platform activity is -- has been historically our Rides to Eats, and I'll remind folks that only 20% of our consumers at this point use both Rides and Eats, and that's growing 1.5x faster than single product users as well.Analyst Q&A
Analyst Mark Stephen Mahaney asked: There's this line in here about AI making Uber more intuitive for consumers. I absolutely would think that AI is leading to greater personalization across a series of services. And it would show up in kind of better conversion rates, more spend per consumer, et cetera. Dara, is there anything you could kind of quantify there about how much better the Uber process from a consumer perspective can be because of AI? Management Dara Khosrowshahi answered: So like another example is 3/4 of our rides on Uber happen via a personalized destination suggestion. 3/4 of the time, we're actually guessing where you're going to go based on your history, and we're getting it right and don't require any typing whatsoever. That's another small example of what AI can do. And I wouldn't look for like one giant hit from AI. It's going to be thousands of small hits and improvements to our ecosystem that's going to drive, we think, growth for the foreseeable future.管理层陈述
电话会期间：2026 Q2 · 2026-08-05
需求与订单：达拉·科斯拉瓦希表示，我们绝大多数跨平台活动历来都是从打车业务转向外卖配送业务，目前仅有20%的消费者同时使用这两项服务，该群体用户的增长速度是单一产品用户的1.5倍。分析师问答
分析师马克·斯蒂芬·马哈尼提问：优步提到AI让其对消费者更直观，AI应能提升多服务个性化，带来更高转化率和用户单客消费额，达拉能否量化AI能在多大程度上优化优步的消费者端流程？管理层达拉·科斯拉瓦尼回答：比如，优步四分之三的行程通过个性化目的地建议完成，我们能根据用户历史预判目的地，准确率达四分之三，用户无需手动输入。我们不应期待AI带来单一重大突破，而是数千项小改进，将推动生态系统的长期增长。This earnings-call research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报电话会研究基于公司公告、监管文件、财务报表，以及真实电话会文字稿或官方回放整理。内容仅供参考，不构成投资建议。
