One thing that struck me as odd from the data: bookings are growing just below customers, on the same scale, which seems inconsistent with only ~30+% of customers riding only once per month. The only obvious way I can think of for that to happen is if there are many customers who ride less than once a month, which would actually make sense; I use Uber a few times a year, when I travel, but I don't use it locally. So, it seems like the "Domestic Customers by Monthly Rides" graph needs to have a "0" included in it (and then a second graph without it if that squashes the rest of the graph).

Thanks for the comment! It'd definitely be interesting to see this same analysis for annual rides to see how many people fall into a similar category as you.

To quickly clarify: The growth chart only includes customers who paid for an Uber ride in that month, so any customers riding 0 times are not counted. The "Domestic Customers by Monthly Rides" graph simply takes that set of customers and breaks them down by # of rides in that month.

Bookings can grow more slowly than customers if customers are spending less on average. This is in fact the case - in July 2012, customers were spending ~$85 a month on Uber. This has dropped steadily over the last three years to ~$70 a month. This makes sense given that Uber has lowered its average price over the years, with the introduction of UberX and UberPool.

Can you get geographic data with these purchases too? What % of people who don't have local Uber service use Uber when they are travelling? It would point towards market expansion markets.

That's a great point and something we'll be adding. It'd also be a good way to see how different people use Uber (commuters vs. travelers) - even if Uber is available locally.