CompetitionWaymo is expanding rapidly and launching in some of Uber’s most important Mobility markets, posing a threat to future bookings growth as competition increases.
Cost And Market ShareInvestor concerns have grown on US rides insurance costs and market share shifts, given Uber management comments that a 'substantial increase in commercial insurance costs' has been passed through to customers.
Financial PerformanceFood delivery business might be impacted more from inflationary pressure which might impact EBITDA margins.