Summary
Sensor Tower insights confirm Uber's 1Q23 growth, with monthly active users up 14% YoY, weekly time spent per user increasing 5% for Uber and 12% for Driver app, and session counts rising 5% and 15%, respectively. Power user data shows loyalty gains: Uber users opening app >15 days/month rose to 5% (from 3% in 2021), and Driver app users to 21% (from 18%). International markets drove driver app MAU to all-time highs in Brazil (+40%), Mexico (+32%), India (+30%), and others.
Lyft's driver app MAU was flat YoY, highlighting its lack of international exposure and slower implementation of driver experience improvements.
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