Plan

Goal: Extract verbatim disclosures from Uber for the last 12 quarters (Q3'2022-Q2'2025) across filings (10-Ks, 10-Qs, 8-K earnings press releases via EDGAR) and IR materials (earnings call transcripts, investor presentations via IR Materials). Organize by topic and chronologically. Topics: (1) Uber Eats Food Delivery profitability, (2) Uber Eats Grocery profitability, (3) Uber Advertising incl. % of GB/GOV and profitability, (4) Definitions and metrics. Deliver a Page titled "Uber — Disclosures (Last 12 Quarters)" with Summary and topic sections.

Summary

• Ads (Q1'24–Q2'25): subpage complete — link.
• Grocery (Q1'24–Q2'25): subpage complete — link.
• Ads (Q3'22–Q4'23): in progress — link.
• Delivery (Q3'22–Q4'23): subpage complete — link.
• Delivery (Q1'24–Q2'25): subpage active — link.
• Definitions & Metrics: in progress — link.

Plan

Extract verbatim disclosures for Instacart/Maplebear (CART) over the last 12 quarters (Q3'2022-Q2'2025) across: Profitability, Ads (% of GTV/GOV and profitability), Grocery Delivery profitability, and Definitions. Sources: EDGAR (10-K, 10-Q, 8-K earnings PR; S-1/S-1/A for pre-IPO) and IR materials (shareholder letters, presentations, call transcripts). Strictly follow citation protocol with text fragments and page_number.

Summary

• Ads & other investment rate ranged 2.6%–3.1% of GTV; Q2'2025 was 2.8% (range evidenced by Q1'2024 2.6% and Q4'2024 3.1%).

Profitability

Verbatim disclosures listed chronologically (Q3'2022 → Q2'2025). Annotate each with period and source (e.g., "Q1'2024 Shareholder Letter").

• Q3'2022 — GAAP gross profit represented 6.9% of GTV and 73% of total revenue (Q3'2023 Shareholder Letter via 8-K, prior-year comparison).
• Q4'2022 — GAAP gross profit represented 7.8% of GTV and 76% of total revenue (Q4'2023 Shareholder Letter via 8-K, prior-year comparison).
• Q1'2023 — GAAP gross profit represented 7.8% of GTV and 77% of total revenue (Q1'2024 Shareholder Letter via 8-K, prior-year comparison).
• Q1'2023 — GAAP net income of $128 million; 1.7% of GTV and 17% of total revenue (Q1'2024 Shareholder Letter via 8-K, comparative chart).

Plan

Extract verbatim definitions and metric methodologies from DoorDash (DASH) filings over the last 12 quarters (Q3'2022-Q2'2025) for comparative analysis. Focus areas: (1) GOV/GTV definitions and inclusions/exclusions, (2) Take rate and monetization metrics, (3) Revenue recognition methodology, (4) Advertising revenue definitions and measurement basis. Sources: EDGAR filings (10-K, 10-Q, 8-K) and investor materials. Ensure strict citation protocol with exact text fragments and source attribution for cross-platform metric comparison with Uber and Instacart.

GOV/GTV (definition and inclusions/exclusions)

• "We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces, including taxes, tips, and any applicable consumer fees, including membership fees related to DashPass and Wolt+." — Q2'2022 10-Q.
• "Marketplace orders include orders completed through Pickup and DoorDash for Work." — Q2'2022 10-Q.
• "Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants, for orders fulfilled through Drive, Storefront, or Bbot." — Q2'2022 10-Q.
• "We define Marketplace GOV as the total dollar value of orders completed on our Marketplaces..." / "...Marketplace GOV does not include the dollar value of orders, taxes and tips, or fees charged to merchants, for orders fulfilled through our Commerce Platform." — Q2'2025 10-Q.

Take rate/Monetization

• "We define Net Revenue Margin as revenue expressed as a percentage of Marketplace GOV." — Q2'2025 10-Q.
• "Our revenue therefore reflects commissions charged to partner merchants and fees charged to consumers less (i) Dasher payout and (ii) refunds, credits, and promotions..." — Q2'2022 10-Q.