Adi Thacker’s Post

View profile for Adi Thacker, graphic

Product Management Executive in Marketplaces, Social Networks, Monetization | ex-Facebook

Good post and embedded article on Uber’s path to building a $1B ads business with its Journey Ads product. Key enablers - Large audience on Uber and Uber eats - Audience interests captured from signals such as transaction data, searches on Uber Eats; destinations from Uber rides - allowing advertisers to reach their desired target audiences - Ads is estimated to be ~2 to 2.5% of Ubers total revenue (marketplace fee revenue plus ad revenue)

View profile for Eric Seufert, graphic

Independent analyst & investor. Proprietor of Mobile Dev Memo.

Unpacking Uber’s $1BN advertising business Across UberEats and its flagship ridesharing app, Uber possesses a unique and likely unparalleled bank of real-world retail data that has enabled it to nearly quadruple advertising revenue run rate in less than three years. Uber’s advertising initiative exists as one of the canonical examples of the Everything is An Ad Network dynamic: pairing attention with proprietary, segment-specific customer data presents a lucrative opportunity when privacy restrictions engender a premium for first-party data.

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