We generate substantially all of our revenue from fees paid by Drivers and Merchants for use of our platform
We act as an agent in these transactions by connecting consumers to Drivers and Merchants to facilitate a Trip, meal, grocery or other delivery service
Revenue increased $1.5 billion or 12% in the three months ended June 30, 2026, primarily attributable to an increase in Gross Bookings of 24%
Cost of revenue, exclusive of depreciation and amortization, increased $204 million or 3% in the three months ended June 30, 2026