Who are Uber’s competitors?
Uber names 19 companies as competitors in its latest annual report, on 4 fronts. 3 companies name Uber back.
Skip to the field, head to head ↓Uber company profile
Uber's rival list has shifted toward companies larger than Uber
Uber brought in $52.0 billion in revenue in fiscal 2025, up 18%, with a 19% net margin. Now look at who it names in autonomous vehicles: Alphabet, Amazon and Tesla. Their revenue is $402.8 billion, $716.9 billion and $94.8 billion. Each is larger than Uber. Alphabet and Tesla have been added since fiscal 2022. Avride, Motional and Nuro are no longer named.
The wording is about the future. Those companies "either are competing with us or may compete with us in the future". So this front is defined less by what a rival sells today than by what it could build. Amazon also appears in delivery, next to DoorDash, which grew 28%. One company shows up in two fronts, and it doesn't need either one to succeed.
Uber is also the name others watch. Lyft writes: "Our main ridesharing competitor is Uber". Uber used to track specialists that looked like it. Now it also tracks giants that could decide to look like it. If you are explaining Uber's position, say this: it has moved from watching startups to watching giants.
Where Uber says it competes
“Our Delivery offering competes with numerous companies in the meal, grocery and other delivery space in various regions for Drivers, consumers, and merchants, including DoorDash, Instacart, Gopuff, Rappi, Delivery Hero, Just Eat Takeaway, and Amazon.”
“We also compete with other ridesharing companies for Drivers and Riders”
“Our Freight offering competes with global and North American freight brokers and managed transportation providers such as C.H. Robinson, Total Quality Logistics, RXO, XPO, Echo Global Logistics, and DHL.”
“a number of companies developing and introducing autonomous vehicles and technologies that either are competing with us or may compete with us in the future”
Who names Uber as a competitor
“Ride sharing app Uber has added transportation and experience offerings to its app via partnerships with other travel providers.”
10-K for 2025“Our main ridesharing competitor is Uber and our main competitors for app-based intermediation services for taxi and private hire vehicles are Uber and Bolt, though we also compete with other TNCs, taxi cab and livery companies as well as traditional automotive manufacturers and technology companies.”
10-K for 2025“Many organizations of varying sizes compete with us, including local not-for-profit organizations and community-based organizations, larger companies, organizations that currently provide or may begin to provide similar NEMT services (including transportation network companies such as Uber and Lyft) and CHA providers.”
10-K for 2024Who joined, who left
Against its annual report for fiscal 2022, Uber’s latest list adds RXO, Tesla, XPO and Alphabet; it no longer names Deliveroo, iFood, NEXT Trucking, Coyote, Glovo, Grab, Transfix, Avride, Convoy, Motional, Nuro and Yandex.Taxi.
| Company | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Amazon | ● | ● | ● | ● |
| Bolt | ● | ● | ● | ● |
| C.H. Robinson | ● | ● | ● | ● |
| Delivery Hero | ● | ● | ● | ● |
| DHL | ● | ● | ● | ● |
| Didi | ● | ● | ● | ● |
| DoorDash | ● | ● | ● | ● |
| Echo Global Logistics | ● | ● | ● | ● |
| Gopuff | ● | ● | ● | ● |
| Instacart | ● | ● | ● | ● |
| Just Eat Takeaway | ● | ● | ● | ● |
| Lyft | ● | ● | ● | ● |
| Ola | ● | ● | ● | ● |
| Rappi | ● | ● | ● | ● |
| Total Quality Logistics | ● | ● | ● | ● |
| Deliveroo | ● | ● | ● | · |
| iFood | ● | ● | ● | · |
| NEXT Trucking | ● | ● | ● | · |
| Coyote | ● | ● | · | · |
| Glovo | · | ● | ● | · |
| Grab | · | ● | ● | · |
| RXO | · | · | ● | ● |
| Tesla | · | · | ● | ● |
| Transfix | ● | ● | · | · |
| XPO | · | · | ● | ● |
| XPO Logistics | ● | ● | · | · |
| Alphabet | · | · | · | ● |
| Avride | · | · | ● | · |
| Convoy | ● | · | · | · |
| Motional | · | · | ● | · |
| Nuro | · | · | ● | · |
| Waymo | · | · | ● | · |
| Yandex.Taxi | ● | · | · | · |
| Zoox | · | · | ● | · |
● named in that year’s annual report, for the fiscal years shown.
The field, from the filings
| Company | Fiscal year | Revenue | Growth | Net margin | Employees |
|---|---|---|---|---|---|
| Uber | 2025 | $52.0B | +18% | 19% | 34,000 |
| Amazon | 2025 | $716.9B | +12% | 11% | 1,576,000 |
| Alphabet (Google) | 2025 | $402.8B | +15% | 33% | 190,820 |
| Tesla | 2025 | $94.8B | −3% | 4% | 134,785 |
| Expedia Group | 2025 | $14.7B | +8% | 9% | 16,000 |
| DoorDash | 2025 | $13.7B | +28% | 7% | 31,400 |
| Xpo | 2025 | $8.2B | +1% | 4% | 37,000 |
| Lyft | 2025 | $6.3B | +9% | 45% | 3,913 |
| Rxo | 2025 | $5.7B | +26% | −2% | 9,218 |
| ModivCare | 2024 | $2.8B | +1% | −7% | 20,000 |
Each company’s latest fiscal year as reported to the SEC, in US dollars; fiscal years end in different months. Rivals that report outside the US or in other currencies are not shown.
What the rivals have done lately
Decisions that shaped the field
Asked about Uber’s competitors
Who are Uber's competitors?
In its annual report for fiscal 2025, Uber names 19 competitors across 4 fronts: meal, grocery and delivery competitors, competing ridesharing companies, freight brokers and managed transportation providers and autonomous vehicle developers. 10-K for fiscal 2025
Which companies name Uber as a competitor?
3 companies in our coverage name it in their own annual reports: Expedia Group, Lyft and ModivCare.
How does Uber compare with its rivals?
Uber reported $52.0B in revenue in its latest fiscal year, +18% on a year, with a 19% net margin. Amazon: $716.9B, 11% net margin; Alphabet (Google): $402.8B, 33% net margin.
What are the alternatives to Uber?
The companies Uber itself names as competitors are listed above, front by front, each in its own report’s words. Which matters for a given buyer depends on the job, not the list.
What would it actually cost a challenger to take your customer?
Sources: Uber’s annual report for fiscal 2025 and earlier years (2022, 2023, 2024); the annual reports of the companies that name it; each company’s financial data as reported to the SEC; Stratrix Decision Records. Analysis and data, not advice.
Keep going
Tools to try
- Ansoff move finderFramework: Ansoff Matrix
- Business model canvas builderFramework: Business Model Canvas
- Change readiness checkFramework: Kotter's 8-Step Change Model
- Five Forces scorerFramework: Porter's Five Forces
- SMART goal builderFramework: SMART Goals
- SWOT builderFramework: SWOT Analysis
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