Balaji Krishnamurthy(@_balaji_km):Our offer to acquire Delivery Hero exceeds the very high bar we set for M&A: a business that's ~10% of Uber's market cap, but adds ~20% to our trips and Gross Bookings and drives significant accretion post close. For Delivery, the transaction is transformational, roughly doubling our trip volumes and increasing GBs by nearly 50%.

2026.07.16 15:53

Our offer to acquire Delivery Hero exceeds the very high bar we set for M&A: a business that's ~10% of Uber's market cap, but adds ~20% to our trips and Gross Bookings and drives significant accretion post close. For Delivery, the transaction is transformational, roughly doubling our trip volumes and increasing GBs by nearly 50%.