Growth And ProfitabilityUBER is seen as a stronger profitable growth story, with a meaningful opportunity to unlock supply in constrained markets, acting as a tailwind to growth.
Partnerships And AcquisitionsUBER's acquisition of Delivery Hero's Taiwan delivery business, along with partnerships with Instacart and Costco, could add close to $3B to bookings over the next several years.
Pricing TrendsStrong pricing trends observed in the quarter have led to increased bookings estimates for both UBER and LYFT.