Uber Technologies Inc (MEX:UBER)

MXN 1245 -6.46 (-0.52%) Market Cap: 2.62 Til Enterprise Value: 2.73 Til PE Ratio: 30.54 PB Ratio: 8.74 GF Score: 77/100

Uber Technologies Inc at Evercore ISI TMT Conference (Virtual) Transcript

Jun 07, 2021 / 01:30PM GMT

Release Date Price: MXN1007.2 (+0.71%)

Transcript

Mark Stephen F. Mahaney

Evercore ISI Institutional Equities, Research Division - Senior MD & Head of Internet Research

Okay. Good morning, everybody. I'm Mark Mahaney, Senior Managing Director of Internet Research here at Evercore ISI. Spencer Tan, my colleague and I are thrilled to present and interview Uber as one of our first sessions. We have the CFO, Nelson Chai; and Jill Hazelbaker, who is the Senior Vice President of Marketing and Public Affairs. We're going to particularly talk with her about regulatory issues. We'll do this for 35 minutes. We'll have some time at the end for Q&A.

Nelson, I want to start with you. I'm going to ask you a couple of questions on the ridesharing business and then on the food -- or the delivery business, and then Jill, I'm going to come to you on regulatory issues. Nelson, on ridesharing, we're now, whatever, 18 months into the COVID crisis, there have been some comments along the way about maybe new use cases haven't been created for ridesharing. What's your latest thought on the impact of the COVID crisis and people's changing behaviors and to the

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