Chit Chat Stocks Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
Jan 21, 2026
In this engaging discussion, young investor Aria Radnia dives into Uber's potential for growth. Aria highlights the diverse revenue streams of the company, including the profitability of Uber Eats and expansion into grocery and retail markets. He also addresses the autonomous vehicle landscape, viewing it as an opportunity rather than a threat. With insights on advertising strategies and Uber’s substantial investments abroad, Aria showcases why he believes there’s still massive upside for Uber stock.
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Where Uber's Revenue Really Comes From
- Mobility makes up ~60% of Uber's revenue and delivery ~35%, with freight at 5–10%.
- Core segments grow north of 20% and the company operates in 70 countries with 200M monthly users.
Significant Global White Space Remains
- About 50% of Uber's revenue comes from North America and ~30% from EMEA, with Latin America and Asia growing.
- Many mature markets still have low monthly penetration, leaving substantial white space.
Why AVs May Boost Rather Than Kill Uber
- AVs create supply utilization problems because demand fluctuates hourly and daily across cities.
- Uber's hybrid model of human drivers plus AVs can maximize revenue per car by smoothing peaks and troughs.