Revenue

3 Months Ended

Mar. 31, 2021

Revenue from Contract with Customer [Abstract]

Revenue

Note 2 – Revenue

The following tables present our revenues disaggregated by offering and geographical region. Revenue by geographical region is based on where the transaction occurred. This level of disaggregation takes into consideration how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors (in millions):

	Three Months Ended March 31,
	2020		2021
Mobility revenue	$	2,467	$	853
Delivery revenue	527		1,741
Freight revenue	199		301
All Other revenue	55		8
Total revenue	$	3,248	$	2,903

	Three Months Ended March 31,
	2020		2021
United States and Canada	$	2,075	$	1,849
Latin America ("LatAm")	478		302
Europe, Middle East and Africa ("EMEA")	473		225
Asia Pacific ("APAC")	222		527
Total revenue	$	3,248	$	2,903

Revenue from Contracts with Customers

Mobility Revenue

We derive revenue primarily from fees paid by Mobility Drivers for the use of our platform(s) and related service to facilitate and complete Mobility transactions.

In certain markets, we charge end-users a fee for connection services obtained via the platform. We recognized total revenue $149 million and $45 million associated with these fees for the three months ended March 31, 2020 and 2021, respectively.

Mobility revenue also includes immaterial revenue streams such as our Uber for Business (“U4B”) and financial partnerships products.

Delivery Revenue

We derive revenue for Delivery from Merchants’ and Delivery People’s use of the Delivery platform and related service to facilitate and complete Delivery transactions.

Additionally, in certain markets where we are responsible for delivery services, delivery fees charged to end-users are also included in revenue, while payments to Delivery People in exchange for delivery services are recognized in cost of revenue. In these markets, we recognized revenue from end-users of $1 million and $88 million for the three months ended March 31, 2020 and 2021, respectively, and cost of revenue, exclusive of depreciation and amortization of $54 million and $339 million for the three months ended March 31, 2020 and 2021, respectively, for these delivery transactions.

Freight Revenue

Freight revenue consists of revenue from freight transportation services provided to shippers.

All Other Revenue

All Other revenue primarily includes collaboration revenue related to our Advanced Technologies Group (“ATG”) business and revenue from our New Mobility offerings and products.

ATG collaboration revenue was related to a three-year joint collaboration agreement we entered into in 2019. During the first quarter of 2021, we completed the sale of Apparate USA LLC (“Apparate” or the “ATG Business”) to Aurora Innovation, Inc. (“Aurora”). Refer to Note 16 – Divestiture for further information.

New Mobility offerings and products provided users access to rides through a variety of modes, including dockless e-bikes and e-scooters (“New Mobility”), platform incubator group offerings and other immaterial revenue streams. After the JUMP divestiture during the second quarter of 2020, revenue from New Mobility products, including dockless e-bikes, were no longer material.

Contract Balances and Remaining Performance Obligation

Contract liabilities represents consideration collected prior to satisfying the performance obligations. As of March 31, 2021, we had $220 million of contract liabilities included in accrued and other current liabilities as well as other long-term liabilities on the condensed consolidated balance sheet. Revenue recognized from these contracts during the three months ended March 31, 2020 and 2021 was not material.

Our remaining performance obligation is expected to be recognized as follows (in millions):

	Less Than or Equal To 12 Months		Greater Than 12 Months		Total
As of March 31, 2021	$	67	$	153	$	220