Uber's Q4 2023 reported 2.6 billion total trips, with preceding quarters similarly ranging 2.4-2.6 billion. The 5B threshold implies a sequential QoQ growth of nearly 100%, fundamentally disconnected from their established gross bookings trajectory and current operational scale. No forward guidance or macro tailwinds indicate such an unprecedented acceleration in Mobility or Delivery unit economics. This is an outlier target. 98% NO — invalid if Uber acquires a firm adding >2.5B trips in Q1.
Uber's Q4 2023 reported 2.6 billion total trips, with preceding quarters similarly ranging 2.4-2.6 billion. The 5B threshold implies a sequential QoQ growth of nearly 100%, fundamentally disconnected from their established gross bookings trajectory and current operational scale. No forward guidance or macro tailwinds indicate such an unprecedented acceleration in Mobility or Delivery unit economics. This is an outlier target. 98% NO — invalid if Uber acquires a firm adding >2.5B trips in Q1.
