v3.24.0.1
Segment Information and Geographic Information
 12 Months Ended
Dec. 31, 2023
Segment Reporting [Abstract]  
Segment Information and Geographic Information
Note 13 – Segment Information and Geographic Information
We determine our operating segments based on how the CODM manages the business, allocates resources, makes operating decisions and evaluates operating performance.
In January 2021, we sold our ATG Business to Aurora. Our ATG Business was included in the ATG and Other Technology Programs segment prior to this transaction. As a result of the sale, ATG and Other Technology Programs segment was no longer a reportable segment. Beginning in the first quarter of 2021, results of ATG and Other Technology Programs are included within All Other. Refer to Note 18 – Divestitures for further information regarding the sale of our ATG Business.
As of December 31, 2023, our three operating and reportable segments are as follows:
Segment
Description
Mobility

Mobility products connect consumers with Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. Mobility also includes activity related to our financial partnerships products and advertising.
DeliveryDelivery offerings allow consumers to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. In certain markets, Delivery provides offerings for grocery, alcohol, and convenience store delivery as well as select other goods. We refer to the grocery, alcohol, convenience and retail categories collectively as Grocery & Retail. Delivery also includes advertising.
Freight

Freight connects Carriers with Shippers on our platform, and gives Carriers upfront, transparent pricing and the ability to book a shipment. Freight also includes transportation management and other logistics services offerings.
For information about how our reportable segments derive revenue, as well as revenue grouped by offerings and geographical region, refer to Note 2 – Revenue.
Our segment operating performance measure is segment Adjusted EBITDA. The CODM does not evaluate operating segments using asset information and, accordingly, we do not report asset information by segment. Segment Adjusted EBITDA is defined as revenue less the following expenses: cost of revenue, operations and support, sales and marketing, and general and administrative and research and development expenses associated with our segments. Segment Adjusted EBITDA also excludes non-cash items or items that management does not believe are reflective of our ongoing core operations (as shown in the table below).
The following table provides information about our segments and a reconciliation of total segment Adjusted EBITDA to loss from operations (in millions):
Year Ended December 31,
202120222023
Segment Adjusted EBITDA:
Mobility$1,596 $3,299 $4,963 
Delivery(348)551 1,506 
Freight(130)— (64)
All Other (1)
(11)— — 
Total Segment Adjusted EBITDA1,107 3,850 6,405 
Reconciling items:
Corporate G&A and Platform R&D (2)
(1,881)(2,137)(2,353)
Depreciation and amortization(902)(947)(823)
Stock-based compensation expense(1,168)(1,793)(1,935)
Legal, tax, and regulatory reserve changes and settlements (3)
(526)(732)(9)
Goodwill and asset impairments/loss on sale of assets(157)(25)(84)
Acquisition, financing and divestitures related expenses(102)(46)(36)
Accelerated lease costs related to cease-use of ROU assets(5)(6)— 
COVID-19 response initiatives (4)
(54)(1)— 
Loss on lease arrangement, net— (7)(4)
Restructuring and related charges— (2)(51)
Legacy auto insurance transfer (5)
(103)— — 
Mass arbitration fees, net(43)14 — 
Income (loss) from operations$(3,834)$(1,832)$1,110 
(1) Includes historical results of ATG and Other Technology Programs and New Mobility.
(2) Includes costs that are not directly attributable to our reportable segments. Corporate G&A also includes certain shared costs such as finance, accounting, tax, human resources, information technology and legal costs. Platform R&D also includes mapping and payment technologies and support and development of the internal technology infrastructure. Our allocation methodology is periodically evaluated and may change.
(3) Legal, tax, and regulatory reserve changes and settlements are primarily related to certain significant legal proceedings or governmental investigations related to worker classification definitions, or tax agencies challenging our non-income tax positions. These matters have limited precedent, cover extended historical periods and are unpredictable in both magnitude and timing, therefore are distinct from normal, recurring legal, tax and regulatory matters and related expenses incurred in our ongoing operating performance.
(4) COVID-19 response initiatives relate to payments for financial assistance to Drivers personally impacted by COVID-19, the cost of personal protective equipment distributed to Drivers, Driver reimbursement for their cost of purchasing personal protective equipment, the costs related to free rides and food deliveries to healthcare workers, seniors, and others in need as well as charitable donations.
(5) Refer to Note 1 – Description of Business and Summary of Significant Accounting Policies for further information.
Geographic Information
Revenue by geography is based on where the trip or shipment was completed or meal delivered. Long-lived assets, net includes property and equipment, net and operating lease right-of-use assets as well as the same asset class included within assets held for sale on the consolidated balance sheets. The following tables set forth revenue and long-lived assets, net by geographic area as of and for the years ended December 31, 2021, 2022 and 2023 (in millions):
Year Ended December 31,
202120222023
United States$9,058 $17,953 $18,620 
United Kingdom (1)
551 4,215 6,522 
All other countries7,846 9,709 12,139 
Total Revenue$17,455 $31,877 $37,281 
(1) In 2022, we modified our arrangements in certain markets and, as a result, present the respective Mobility and Delivery revenue on a gross basis. Payments to Drivers and Couriers are recognized in cost of revenue, exclusive of depreciation and amortization.
As of December 31,
20222023
United States$3,210 $2,980 
All other countries321 334 
Total long-lived assets, net$3,531 $3,314 
Revenue grouped by offerings and geographical region is included in Note 2 – Revenue.