Uber宣布收购Delivery Hero 覆盖近100个市场 打算投资100亿美元发展自动驾驶

北京时间6月8日晚，网约车巨头Uber在二季度财报电话会议上公布两项重要战略决定。该公司将通过收购欧洲外卖服务企业Delivery Hero将其业务拓展至近100个市场，并计划在数年内投入100亿美元支持自动驾驶技术研发。CEO达拉·科斯罗萨西强调，上述两部分战略布局将共同助长Uber的持续增长，更有益于保护投资者权益。

跨国网络整合策略

Delivery Hero作为欧洲区域外卖服务头部企业，主营即时餐饮配送服务，在法国、德国、意大利等多个国家市场占有率较高。此次收购达成后，Uber将持有其全部股权。

创始人达拉·科斯罗萨西指出："我们将充分利用Uber现有的庞大出行网络通道和Delivery Hero深耕的即时配送生态，构建一个跨边界业务生态系统。"

自动驾驶长期投入

全球布局新图谱

"本战略将让我们真正覆盖全球主要城市经济体，超过90个城市业务已经完成整合。" ——达拉·科斯罗萨西

• 收购Delivery Hero前后者市场份额19.7%
• 乘客增长9.4%，业务覆盖71个城市
• 欧盟顺风车业务市场份额38.6%

值得注意的是，近期东南亚德里交付员抗议活动对业务扩张产生负面影响。同时，德国自动驾驶测试在取得进展的同时也可能带来监管层关注。

Uber Completes Acquisition of Delivery Hero, Expanding Global Operations to Near 100 Markets

Uber has finalized its acquisition of Delivery Hero, a move set to increase its market reach significantly. The deal integrates Delivery Hero's services under Uber's existing platforms.

Business Expansion and Synergies

CEO Daniel (Dango) Costa highlighted that this acquisition extends Uber's operations to nearly 100 markets, effectively doubling the scope for both mobility and delivery services. Future value is expected to be created through shared technologies and user bases.

Chief Financial Officer Balaji Krishnamurthy detailed that Uber currently employs a unified global technology platform for its delivery operations, whereas most of Delivery Hero's services use standalone systems, except for their Korean division. Integrating Delivery Hero's infrastructure into Uber's advanced stack will yield substantial cost savings and operational improvements.

According to the timeline, integration phases are scheduled to complete by 2027, with planning in 2028 and implementation starting in 2029, focusing on merging common technological elements and overlapping teams to enhance efficiency.

Autonomous Driving as Core Strategy

Uber positions autonomous driving as a key growth driver for the next decade. Costa emphasized the goal to lead in autonomous commercial platforms, which involve physical artificial intelligence tailored to varying regulatory environments across regions. The technology is advancing through cities like seven operational sites planned to grow to fifteen, involving partners such as Nuro and Zoox.

The company invests 100 million dollars in a long-term plan for autonomous ecosystems, aiming to leverage partnerships to amplify funding for software collaborators and vehicle support systems.

AI Integration and Efficiency Gains

Uber's viewpoint on AI differs from standard industry trends; Costa advocates for incremental advancements over disruptive changes, pointing to AI-driven shopping carts that boost average order sizes by roughly double conventional levels. Expected applications span ad targeting, restaurant listings, and inventory prediction to improve user engagement and conversion rates.

Krishnamurthy provided insights into internal metrics: nearly all engineers utilize AI coding tools, leading to doubled code productivity per employee. The company aims to apply AI to support functions, reduce costs, and slow hiring without compromising output.