Whalesbook
Uber ka plan hai ki woh Expedia Group ke 700,000 se zyada properties wale network ko apne app mein integrate karega. Isse woh travel accommodations ko apni rides aur food delivery services ke saath jod kar ek 'lifestyle platform' banna chahta hai. Matlab, sab kuch ek hi app mein! Baad mein Vrbo se vacation rentals bhi add honge. Iska maqsad logon ka alag-alag apps use karne ka tension khatam karna hai.
Iss strategy ka ek bada focus hai Uber One members ko attract karna. Jo log Uber One subscribe karte hain, unhein 10,000 hotels par 20% tak ka discount milega aur 10% cash back Uber credits ki form mein milega. Yeh sab karne se Uber apne users ko apne ecosystem mein active rakhna chahta hai. Socho, saal mein 100 million se zyada airport trips aur pichhle saal 1.5 billion inter-city trips karne wale users ko ab travel bookings ka option bhi milega.
Online travel market bahut bada hai, aur 2031 tak iska size $760 billion ko cross kar jayega. Uber aise bade players jaise Expedia Group (jiska market value $30 billion hai) ke beech mein entry maar raha hai. Uber ki valuation $150 billion se zyada hai. Haalanki, investors ab Uber ke earnings ko Expedia se zyada cautiously dekh rahe hain. Dusri taraf, DoorDash jaise competitors bhi peeche nahi hain, unhone SevenRooms ko acquire karke restaurant reservations add ki hai. Iss competition ke beech Uber ko diversify karna pad raha hai. Uber stock toh waise bhi 62% tak bhaga hai is saal, jo investors ka confidence dikhata hai.
Par bhai, sab kuch itna bhi easy nahi hai. 'Everything app' banane ka risk hai ki focus bhatak sakta hai aur resources kam pad sakte hain. Uber khud batata hai ki affordability badhane ke chakkar mein profit margins par pressure aa sakta hai. Delivery segment mein Amazon jaise players bhi aa rahe hain. Hotel booking jaisi complex service add karne mein investment aur adjustments lagatar karne padenge, aur yeh bhi sure nahi hai ki sabko pasand aayega ya nahi. Expedia bhi kuch analysts ki nazar mein 'Significantly Overvalued' hai.
Aage chal kar Uber aur bhi cheezein apne app mein integrate karne ki planning kar raha hai taaki users zyada time platform par spend karein aur naye revenue streams banayein. Analysts ka outlook cautiously positive hai, jaise Guggenheim ne $125 ka target diya hai UBER stock ke liye. Woh autonomous vehicles mein bhi invest kar rahe hain. Aakhir mein, hotel booking feature kitna successful hota hai, yeh dekhega ki woh kitne users ko attract kar pata hai aur Uber ki profitability mein kitna contribute karta hai.