Uber plans to spur expansion through the introduction of a loyalty program
In a significant move for the ride-hailing and food delivery giant, Uber has announced the success of its loyalty program, Uber One. This program, launched to enhance customer retention and cross-platform engagement, has significantly impacted Uber's growth and financial performance.
The Growth of Uber One
Uber One membership has experienced rapid growth, increasing by 60% year-over-year. As of June 2025, the program boasts over 36 million members. This represents approximately 20% of Uber's monthly active platform consumers (MAPCs).
Enhancing Customer Lifetime Value
The program has been instrumental in increasing customer lifetime value (CLTV) by providing benefits such as $0 delivery fees, ride discounts, and priority support. Loyal customers through Uber One spend 67% more than new users, contributing three times the profit of single-service users.
Cross-Platform Usage
Uber One members contribute to over 40% of combined Mobility and Delivery bookings, driving a significant portion of the company's revenue.
Reducing Churn
By offering targeted incentives, Uber One has reduced churn by 20% compared to non-members, thereby lowering customer acquisition costs.
Financial Impact
The financial performance of Uber, as indicated by the increase in adjusted operating income and revenue, is strong. Uber's revenue surged 18% year-over-year to $12.65 billion in Q2 2025, with adjusted EBITDA expanding 35% to $2.12 billion. This growth is partly attributed to the success of Uber One in enhancing profitability.
The strong financial performance enabled Uber to allocate significant funds to share buybacks, including a recently announced $27 billion allocation, which is partly supported by the success of Uber One.
Conclusion
Uber One has become a critical component of Uber's financial strategy, driving growth, retention, and profitability across both Mobility and Delivery segments. Its impact is evident in the company's increased focus on shareholder-friendly initiatives and its ability to sustain long-term growth. With Uber One's continued success, the company is well-positioned for future growth and profitability.
[1]: Uber Investor Day Presentation, June 2025 [2]: Uber Q2 2025 Earnings Release, August 2025 [3]: Uber One Membership Statistics, June 2025 [4]: Uber One Customer Behaviour Analysis, June 2025 [5]: Uber Q2 2025 Earnings Call Transcript, August 2025
In light of Uber's financial success and increased profitability, the company has directed a substantial portion of its funds towards share buybacks, including a $27 billion allocation, which is partially fueled by the thriving performance of the loyalty program, Uber One.
To further bolster Uber's growth and financial prowess, the company has been strategically focusing on implementing community and employment policies that cater to its diverse workforce and enhance overall business operations, leveraging advancements in technology for efficient service delivery.
