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Revenue
9 Months Ended
Sep. 30, 2021
Revenue from Contract with Customer [Abstract]  
Revenue
Note 2 – Revenue
The following tables present our revenues disaggregated by offering and geographical region. Revenue by geographical region is based on where the transaction occurred. This level of disaggregation takes into consideration how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors (in millions):
Three Months Ended September 30,Nine Months Ended September 30,
2020202120202021
Mobility revenue$1,364 $2,205 $4,618 $4,676 
Delivery revenue1,136 2,238 2,548 5,942 
Freight revenue288 402 698 1,051 
All Other revenue25 — 110 
Total revenue$2,813 $4,845 $7,974 $11,677 
Three Months Ended September 30,Nine Months Ended September 30,
2020202120202021
United States and Canada$1,598 $2,648 $4,798 $6,481 
Latin America ("LatAm")302 390 993 999 
Europe, Middle East and Africa ("EMEA")590 1,064 1,421 2,218 
Asia Pacific ("APAC")323 743 762 1,979 
Total revenue$2,813 $4,845 $7,974 $11,677 
Revenue
Mobility Revenue
We derive revenue primarily from fees paid by Mobility Drivers for the use of our platform(s) and related service to facilitate and complete Mobility transactions.
In certain markets, we charge end-users a fee for connection services obtained via the platform. We recognized total revenue of $61 million and $253 million associated with these fees for the three and nine months ended September 30, 2020, respectively, and total revenue of $90 million and $216 million for the three and nine months ended September 30, 2021, respectively.
Mobility revenue also includes immaterial revenue streams such as our Uber for Business (“U4B”) and financial partnership products.
Delivery Revenue
We derive revenue for Delivery from Merchants’ and Couriers’ use of the Delivery platform and related service to facilitate and complete Delivery transactions.
Additionally, in certain markets where we are responsible for delivery services, delivery fees charged to end-users are also included in revenue, while payments to Couriers in exchange for delivery services are recognized in cost of revenue. In these markets, we recognized revenue from end-users of $28 million and $49 million for the three and nine months ended September 30, 2020, respectively, and revenue from end-users of $228 million and $490 million for the three and nine months ended September 30, 2021, respectively. We also recognized cost of revenue for these delivery transactions, exclusive of depreciation and amortization of $119 million and $269 million for the three and nine months ended September 30, 2020, respectively, and cost of revenue of $642 million and $1.5 billion for the three and nine months ended September 30, 2021, respectively.
Subscription Offering
We offer subscription memberships to end-users including Uber Pass, Rides Pass, and Eats Pass (“Subscription”). We recognize Subscription fees ratably over the life of the pass. We allocate Subscription fees earned to our segments on a proportional basis, based on usage for each segment during the respective period.
Freight Revenue
Freight revenue consists of revenue from freight transportation services provided to shippers.
All Other Revenue
All Other revenue primarily includes collaboration revenue related to our Advanced Technologies Group (“ATG”) business and revenue from our New Mobility offerings and products.
ATG collaboration revenue was related to a three-year joint collaboration agreement we entered into in 2019. During the first
quarter of 2021, we completed the sale of Apparate USA LLC (“Apparate” or the “ATG Business”) to Aurora Innovation, Inc. (“Aurora”). Refer to Note 17 – Divestiture for further information.
New Mobility offerings and products provided users access to rides through a variety of modes, including dockless e-bikes and e-scooters (“New Mobility”), platform incubator group offerings and other immaterial revenue streams. After the JUMP divestiture during the second quarter of 2020, revenue from New Mobility products, including dockless e-bikes, was no longer material.
Contract Balances and Remaining Performance Obligation
Contract liabilities represents consideration collected prior to satisfying the performance obligations. As of September 30, 2021, we had $195 million of contract liabilities included in accrued and other current liabilities as well as other long-term liabilities on the condensed consolidated balance sheet. Revenue recognized from these contracts during the three and nine months ended September 30, 2020 and 2021 was not material.
Our remaining performance obligation for contracts with an original expected length of greater than one year is expected to be recognized as follows (in millions):
Less Than or
Equal To 12 Months
Greater Than
12 Months
Total
As of September 30, 2021
$46 $138 $184