Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
ChatGPT is winning share of the discovery phase, but final purchase behaviors remain on merchant-owned sites. According to our expert, the initial industry theory suggested chatbots would benefit from consumer preferences for an experience that handled discovery to purchase within a single flow. La
In this report, we establish an initial framework to assess exposure to AI-enabled risk across our coverage group. Specifically, we evaluate the risk of replacement, disintermediation, or both. Our framework measures structural defensibility and business model differentiation against the difficulty
Uber’s investment profile is supported by the continued monetization of its global mobility and delivery platform and a gradual shift toward more consistent earnings generation. Uber Technologies, Inc. develops and operates proprietary technology applications in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through three segments: Mobility, Delivery, and Freight.
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
Today, we are publishing the Ride-sharing and delivery section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Smartphones, Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Ri...
Warner Bros. Discovery, Inc. (WBD - $28.92) and Netflix Inc. (NFLX - $76.02)Company Confirms Receipt of Revised Acquisition Proposal from Paramount. On February 24, 2026, WBD issued a brief press release confirming it received a revised acquisition proposal from Paramount Skydance (PSKY) to acquire
Uber for Business and Mazda Team Up to Enhance Customer Experience at U.S. Dealerships Collaboration gives Mazda dealerships a new way to support service and sales customers through courtesy rides, vehicle delivery, and more SAN FRANCISCO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Uber for Business, Uber’s enterprise arm, today announced a collaboration with Mazda North American Operations to help its dealerships enhance the customer experience by offering courtesy rides on Uber’s platform. Through this integration, dealerships across the U.S. can tap into Uber’s network to easily arrange conve...
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