A seemingly persistent effect of the pandemic on Uber is a 50% decrease in the mobility’s share of revenue (a decrease from a 80% share to less than a 40% share of rides in total revenue). Based on revenue, Uber is now more a delivery company than a mobility company.
This is data centricity extrapolated: a shift from carrying people to carrying objects while solving pretty much the same data-driven optimization problem. The article is from last year but the effect persists as of Q1 2022: Only 37% of the revenue is from carrying people.