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Uber CFO: Acquisitions Can Help the Company Grow Faster Than Building Everything Internally
The Apex Times

THE APEX TIMES

Business/The Apex Times/Oct 8, 1:16 PM EDT

Uber CFO: Acquisitions Can Help the Company Grow Faster Than Building Everything Internally

The comments come as Uber faces renewed questions about its dealmaking approach following its $2.3 billion purchase of ezCater.

By The Apex Times Newsroom2 min readAI-assisted Apex article

Uber CFO Balaji Krishnamurthy defended the company’s acquisition strategy, arguing that buying existing businesses can be a faster path to growth than building new capabilities from scratch.

The remarks follow heightened scrutiny of Uber’s merger and acquisition playbook after the company agreed to buy ezCater in a deal valued at about $2.3 billion. ezCater provides catering services for business and group orders, a segment that Uber has sought to expand through corporate food delivery.

Questions from investors and analysts have focused on whether acquisitions, rather than organic development, will deliver the pace and profitability Uber needs. In that context, Krishnamurthy’s message was that acquisitions can speed up execution by adding capabilities, customers, and operational know-how that would otherwise take years to assemble internally.

Krishnamurthy’s core argument, as characterized in the coverage, is that acquisitions should not be viewed only as a last resort when new product development is slow. Instead, he suggested that the company can use acquisitions to accelerate growth, implying that it can integrate targets in ways that complement Uber’s existing platform.

For Uber, the acquisition debate is also tied to how markets evaluate platform companies that are trying to deepen their role in local services. A company that already operates a marketplace depends on balancing two goals: maintaining strong economics in existing lines of business while expanding into adjacent categories where customer behavior overlaps with ride-hailing and delivery.

That makes deal execution and integration a sensitive issue. If acquisitions are seen as expensive or difficult to integrate, investors may question whether management is stretching resources away from core operations. If, however, acquired businesses can be folded into Uber’s platform quickly and expand total addressable demand, the strategy can be interpreted as disciplined growth rather than empire-building.

The company’s disclosure in the cited coverage appears to focus more on strategy than on specific deal metrics. It does not outline, in the information provided here, detailed targets for ezCater integration, expected contribution to revenue, or timelines for profitability, leaving some of the most practical questions unanswered.

Looking ahead, investors will likely look for evidence that Uber can translate acquisitions into measurable improvements, such as customer retention within the acquired offering, operating efficiency, and clearer progress on how ezCater fits into Uber’s broader business mix.

Why It Matters

  • How Uber frames acquisitions can influence investor perceptions of whether deals are strategic accelerators or distractions.
  • The market will focus on whether Uber can integrate acquired businesses quickly enough to justify acquisition costs.
  • Progress on ezCater’s performance could affect how investors underwrite Uber’s future expansion into adjacent local services.

Sources

Key Facts

  • Uber CFO Balaji Krishnamurthy argued that acquisitions can help Uber grow faster than building from scratch.
  • The comments were reported amid scrutiny of Uber’s M&A strategy.
  • Uber’s purchase of ezCater was valued at about $2.3 billion.
  • The ezCater acquisition reflects Uber’s effort to expand beyond core ride-hailing and delivery into adjacent services for business and group orders.

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Uber CFO: Acquisitions Can Help the Company Grow Faster Than Building Everything Internally | The Apex Times