Uber Technologies Inc
ffa57555-9d59-462f-82fe-3712ea3b20b2
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-20T02:29:18.371713+00:00

Business Model Classification Tokens

consumer_acquisition_channel
null
Inferred
Pending — BM Dev Shop classification run
brand_loyalty_index
null
Inferred
Pending — BM Dev Shop classification run
impulse_vs_considered_purchase
null
Inferred
Pending — BM Dev Shop classification run
retail_distribution_reach
null
Inferred
Pending — BM Dev Shop classification run
contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
creator_monetization_model
null
Inferred
Pending — BM Dev Shop classification run
user_generated_content_value
null
Inferred
Pending — BM Dev Shop classification run
influencer_dependency_index
null
Inferred
Pending — BM Dev Shop classification run
crowd_supply_reliability
null
Inferred
Pending — BM Dev Shop classification run
consumption_unit_definition
null
Inferred
Pending — BM Dev Shop classification run
usage_billing_granularity
null
Inferred
Pending — BM Dev Shop classification run
overage_penalty_structure
null
Inferred
Pending — BM Dev Shop classification run
minimum_commitment_floor
null
Inferred
Pending — BM Dev Shop classification run
metered_margin_profile
null
Inferred
Pending — BM Dev Shop classification run
transaction_fee_percentage
null
Inferred
Pending — BM Dev Shop classification run
deal_closure_rate
null
Inferred
Pending — BM Dev Shop classification run
counterparty_trust_architecture
null
Inferred
Pending — BM Dev Shop classification run
regulatory_license_requirements
null
Inferred
Pending — BM Dev Shop classification run
market_liquidity_dependency
null
Inferred
Pending — BM Dev Shop classification run
billing_cadence
null
Inferred
Pending — BM Dev Shop classification run
churn_rate_benchmark
null
Inferred
Pending — BM Dev Shop classification run
annual_recurring_revenue_ratio
null
Inferred
Pending — BM Dev Shop classification run
free_trial_conversion_rate
null
Inferred
Pending — BM Dev Shop classification run
subscriber_ltv_model
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-037 Product as a Service VALUE High
Direct: monetization_vector contains [Take rate on gross bookings (15-25%), subscription (Uber One), advertising (Uber Ads), Freight brokerage fees]; pricing_architecture=Dynamic surge pricing for rides; promotional discounting for Delivery; flat subscription tier (Uber One $9.99/mo); negotiated freight rates
SG-020
Hidden Revenue
VALUE High
SG-010
Digitization
WHAT High
SG-025
Long Tail
WHAT High
SG-049
Subscription
VALUE High
SG-053
Two-sided Market
HOW High
SG-022
Layer Player
HOW High

Hybrid Combination

Product as a Service (SG-037) VALUE provides the core structure, combined with Hidden Revenue (SG-020) + Digitization (SG-010) + Long Tail (SG-025) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 10 Medium: 11 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

monetization_vector
per-transaction
Medium
SEC-10K 0001543151-26-000015
pricing_architecture
usage-based (per-trip/per-order) with negotiated elements
Medium
SEC-10K 0001543151-26-000015
revenue_model_type
transactional
Medium
SEC-10K 0001543151-26-000015
customer_acquisition_metric
Multi-channel including platform cross-selling and incentives
Medium
SEC-10K 0001543151-26-000015
customer_segment_primary
consumer
Medium
SEC-10K 0001543151-26-000015
customer_segment_secondary
institutional (shippers and carriers in freight)
Medium
SEC-10K 0001543151-26-000015
business_model_type_primary
marketplace
Medium
SEC-10K 0001543151-26-000015
business_model_type_secondary
logistics provider
Medium
SEC-10K 0001543151-26-000015
supply_chain_dependency
High
Medium
SEC-10K 0001543151-26-000015
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001543151-26-000015
geographic_footprint
international
Medium
SEC-10K 0001543151-26-000015
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
howey_test_risk_index
Low
Medium
SEC-10K 0001543151-26-000015
antitrust_exposure_flag
Yes
Medium
SEC-10K 0001543151-26-000015
data_sovereignty_risk
High
Medium
SEC-10K 0001543151-26-000015
vendor_lock_dependency_score
High
Medium
SEC-10K 0001543151-26-000015
pricing_power_rating
Weak
Medium
SEC-10K 0001543151-26-000015
network_effect_present
Yes
Medium
SEC-10K 0001543151-26-000015
switching_cost_profile
Low
Medium
SEC-10K 0001543151-26-000015
recession_resistance_tier
Mixed
Medium
SEC-10K 0001543151-26-000015
interest_rate_sensitivity
Low
Medium
SEC-10K 0001543151-26-000015
debt_leverage_profile
0.39x Total Debt / Equity (Conservative)
High
SEC-XBRL
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare earths and NdFeB magnets (layered on its gallium/germanium/antimony controls) is the live chokepoint for motors, actuators, and defense electronics, while the mid-2025 expansion of US Section 232 tariffs to 50% on steel and aluminum repriced the sector's core structural-metal inputs.
Medium
GICS-commodity-overlay-v2
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001543151-26-000015
franchise_compliance_risk
N-A
Medium
SEC-10K 0001543151-26-000015
international_expansion_readiness
High
Medium
SEC-10K 0001543151-26-000015
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "17-0000 Architecture and Engineering Occupations", "23-0000 Legal Occupations", "33-0000 Protective Service Occupations", "37-0000 Building and Grounds Cleaning and Maintenance Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "47-0000 Construction and Extraction Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.21 (HIL — ~21% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, copper, jet fuel / diesel (refined distillates), rare earth elements & NdFeB magnets, titanium, nickel; geopolitical: China's 2025 export-licensing regime on rare earths and NdFeB magnets (layered on its gallium/germanium/antimony controls) is the live chokepoint for motors, actuators, and defense electronics, while the mid-2025 expansion of US Section 232 tariffs to 50% on steel and aluminum repriced the sector's core structural-metal inputs.
Medium
GICS-commodity-overlay-v2
regulatory_exposure_profile
Medium burden; regimes: FAA, DOT, OSHA, EPA, ITAR, FTC; Export controls and defense procurement rules create contract concentration risk.
Medium
GICS-regulatory-overlay-v1
sec_cik
0001543151
High
SEC-EDGAR
ticker
UBER
High
SEC-EDGAR
capital_expenditure_profile
0.6% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
churn_vulnerability_index
High
Medium
SEC-10K 0001543151-26-000015
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001543151-26-000015
insider_buys_6m
4
High
SEC-Form4 0001525321-26-000010..0001525321-26-000005
insider_sells_6m
4
High
SEC-Form4 0001525321-26-000010..0001525321-26-000005
insider_net_shares_6m
-167886781
High
SEC-Form4 0001525321-26-000010..0001525321-26-000005
insider_last_transaction_date
2026-09-15
High
SEC-Form4 0001525321-26-000010..0001525321-26-000005
Insider_Dog_Checked
2026-10-03T13:47|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry
activist_13d_count_1y
0
Medium
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
3
Medium
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
Medium
SEC-13D/G registry, subject-verified

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-06-09All three required tokens — pricing_power_index, roic_vs_wac
SKILL_LEGAL_SEC_01PASS2026-06-09All three required tokens — regulatory_burden_tier, continge
SKILL_SHORT_BEAR_01PASS2026-06-09All three required tokens — vendor_lock_coefficient, custome
SKILL_MACRO_STRAT_01PASS2026-06-09All three required macro tokens — interest_rate_sensitivity_
SKILL_OPS_PARTNER_01PASS2026-06-09All three required tokens — headcount_to_revenue_elasticity,

Live Status

No Live Status block found.