On June 2, 2025, Uber Technologies, Inc. announced a pivotal leadership change with the departure of Pierre-Dimitri Gore-Coty, Senior Vice President, Delivery, and the appointment of Andrew “Mac” Macdonald as President & Chief Operating Officer. This strategic transition is poised to reinforce Uber’s delivery business trajectory, which has shown robust growth and profitability, driving substantial shareholder value.
Pierre-Dimitri Gore-Coty’s nearly 13-year tenure was instrumental in expanding Uber’s Mobility segment globally and scaling the Delivery business into a significant growth engine. CEO Dara Khosrowshahi highlighted Gore-Coty’s legacy of resilience and innovation, noting, “There hasn’t been much Uber without Pierre,” underscoring his pivotal role in Uber’s global mobility expansion and delivery successes.
Andrew Macdonald, appointed at 41, brings a wealth of experience from his decade-plus tenure at Uber, including leadership in Mobility and Autonomous vehicle initiatives. As President & COO, Macdonald assumes oversight of Uber’s global Mobility, Delivery, and Autonomous businesses alongside critical platform functions such as membership, customer support, and safety. Khosrowshahi emphasized, “There is no one better suited to seize this opportunity than Mac,” highlighting his proven leadership in scaling operations and pioneering autonomous strategies.
Uber’s FY 2024 financials underscore the delivery segment’s contribution to company profitability. Total revenue reached approximately \(43.98 billion, with operating income at \)2.799 billion and net income soaring to $9.856 billion, reflecting operational efficiency and strong market positioning.
Delivery’s growth momentum is consistent; as per 2023 earnings calls, delivery revenue grew at approximately 12–14% in constant currency, driven by penetrating new verticals such as grocery and convenience, as well as increasing engagement through Uber One membership. This membership program significantly enhances customer lifetime value, with members spending four times more monthly than nonmembers and demonstrating 50% greater retention.
Profitability metrics reveal delivery EBITDA improved sequentially, supported by advanced technological optimization that reduces cost-per-transaction, increased marketplace liquidity, and robust advertising growth surpassing $1 billion in annualized revenue. This synergy propels delivery profitability further, despite ongoing investments in new vertical categories.
Uber leverages its Mobility platform to generate low-cost, high-volume traffic for delivery services, a unique advantage over delivery-only competitors. As CEO Khosrowshahi stated, “Mobility business sends us more customers than Facebook, Google, and Snap combined.” Additionally, innovative product offerings such as add-ons to restaurant orders (e.g., from convenience stores or liquor shops) drive incremental volume while enhancing consumer experience and increasing overall basket sizes.
Further, partnerships focusing on fleet electrification and autonomous vehicles, including a multi-billion dollar collaboration with BYD, position Uber at the forefront of sustainable urban transport innovation, supporting cost efficiency and environmental stewardship.
The appointment of Macdonald coincides with Uber’s strategic thrust to maximize the Uber platform’s interconnected opportunities across mobility, delivery, and autonomous segments. He commits to accelerating growth through enhanced engagement and efficiency, leveraging Uber’s technological and marketplace leadership.
While forward-looking statements acknowledge risks including competition, economic uncertainties, and regulatory challenges, Uber’s historical growth trajectory and solid financial foundation provide a compelling investment narrative.
For full details, refer to the official 8-K filing: Uber 8-K June 2, 2025.
UBER, Uber Technologies, Q2 2025, Delivery Business Growth, Leadership Change, Autonomous Vehicle Strategy