2025年外卖和拼车应用报告

StateofFoodDelivery&RideshareApps

Report2025

UnlockthelatesttrendsandinsightsintoFoodDelivery&Ridesharemobileappsanddigitaladvertising

ExecutiveSummary|KeyTakeaways

01

Asia'sDualAcceleration:

RideshareandFoodDeliverySurge

MobilecustomeradoptionhasskyrocketedacrossrideshareandfooddeliveryinAsia.Thisdual-channelgrowthissupportedbytheultra-fastgrocerydeliveryboominIndia,whichservedasamajorgrowthenginethroughout2025.

03

StrategicPartnerships:

CollaborationsUnlockNewUserBases

Inacompetitivemarket,innovativepartnershipsareprovingessential.DoorDash's

allianceswithLyftandHBOMaxexemplifythisstrategy,successfullyhelpingtheplatformreachuntappeduserbasesandbroadenitsappealtoamorebalanceddemographic.

02

GlobalFoodDelivery:

GrowthReturns,MarketConsolidates

PositivedownloadgrowthhasreturnedtothefooddeliverymarketinNorthAmericaandEurope,stabilizingafterpost-pandemicdeclines.Thebiggestplayersarenowcementingtheirdominance,withmajorcompaniesconsolidatingmarketshare.

04

TheAdArmsRace:

FoodDeliveryCompetesforReturningGrowthTopcompaniesareintensifyingthebattleforreturninggrowth,leadingtoamajorsurge

inadspend.FacebookandInstagramremainprimarychannelsfortheseadvertisers,whileOver-the-Top(OTT)streaminghasemergedasakey,high-growthchannel.

-AllRightsReserved

2

3

-AllRightsReserved

SensorTower|OurCustomers

Toppublisherstrust

S

ensorTowerinsightstogrowtheirbusiness

Google

European

commission

OREAL

HERSHEY

AROVIO

depop

petco

walmart*

OMeto

OUTFiT7

Gett.

llByteDance

popeyes

NBA

WARNERBROS.

GAMES

Tencen宁腾讯

Revolut

®

Note:Toppublishersbyappstorerevenue|Source:SensorTower

©SensorT-oAwlleiIgnt.ARleleisdReserved4

TableofContents

Mobile

App

MarketOverview

6

AudienceInsights

14

DigitalAdvertising

MarketOverview

2

0

AdvertisingStrategies

2

7

©SensorT-oAwlleiIgnARlsdReserved5

AboutthisData:

MobileAppMethodology

●SensorTower’sInsightsteamcompiledthedownloadandin-apppurchase(IAP)revenueestimatesprovidedinthisreportusingtheSensorTowerMobileAppInsightsplatform.

●FigurescitedinthisreportreflectAppStoreandGooglePlaydownloadandIAPrevenueestimatesforJanuary1,2020throughSeptember30,2025.

●Downloadestimatespresentedareonaper-userbasis,meaningthatonlyonedownloadperAppleorGoogleaccountiscountedtowardsthetotal.

●Downloadsofthesameappbythesameusertomultipledevices,updates,orre-installsofthesameappbythesameuserarenotcountedtowardsthetotal.

●AndroidappinstallandIAPrevenueestimatesrepresentdownloadsandrevenuefromtheGooglePlayStoreonly.SensorTowerdoesnotprovidedownloadestimatesforthird-

partyAndroidstores.

●IAPrevenueestimatesaregross—inclusiveofanypercenttakenbytheappstores.

6

-AllRightsReserved

MobileApp:

MarketOverview

7

-AllRightsReserved

FoodDeliveryResurgenceandRideshare's

SustainedMomentum

FollowingtheliftingofglobalCOVID-19restrictions,fooddeliveryappdownloadsexperienceda

downturnin2022asconsumerbehaviorshiftedbacktowardsin-persondining.Despitethis,worldwide

downloadshaveshownasteadyincreasefromH12023throughH12025,reachingnearly450million.

ThisrecoverywasparticularlydrivenbyexplosivegrowthinIndia(+147%year-over-yearinH12025).

Theworldwideridesharemarketisonasustainedgrowthtrajectory,withdownloadsclimbingfrom

280millioninH12022tosurpass400millioninH1

2025.Thisupwardtrendisfurtheramplifiedbyaclearseasonalpattern,asdownloadsconsistentlysurgeinthesecondhalfoftheyear,drivenby

heightenedtraveldemandduringsummerandholidayseasons.

Source:SensorTower

Note:iOSandGooglePlaycombined.iOSonlyforChina.AppsclassifiedusingSensorTower'sAppIQtaxonomyasofSeptember2025.FoodDeliveryincludestheRestaurantOrdering&DeliveryandGroceryDeliverytaxonomies.Rideshareincludesthe

Carpooling&Ridesharingtaxonomy.

DownloadTrendsforFoodDeliveryandRideshareApps

iOSandGooglePlay

<Worldwidev>

Rideshare

FoodDelivery

400M

300M

200M

100M

0

400M

300M

200M

100M

0

2022H1

2022H2

2023H1

2023H2

2024H1

2024H2

2025H1

2022H1

2022H2

2023H1

2023H2

2024H1

2024H2

2025H1

HoHGrowth

HoHGrowth

12%

10%

8%

6%

4%

2%

0

20%

10%

0

2022H1

2022H2

2023H1

2023H2

2024H1

2024H2

2025H1

2022H1

2022H2

2023H1

2023H2

2024H1

2024H2

2025H1

-10%

8

-AllRightsReserved

Asia'sFoodDelivery

Dominance:AMarketShift

DrivenbyUltra-FastGrocery

Asiahassolidifieditspositionasthetopmarketfor

fooddeliverydownloads,withdownloadssurgingby78%inthefirstthreequartersof2025year-over-year(YoY).Thisacceleratedgrowthhasenabledtheregiontocapturemorethan55%oftheglobalmarketshareinQ32025,markinganimpressive10percentage

points(ppt)increasefromthesameperiodlastyear.

Thisrapidexpansionisheavilydrivenbytheultra-fastgrocerydeliverytrendinIndia,wherekeyplayerslikebigbasket,Blinkit,andZeptohaveseenrapidgrowthinthefirstthreequartersof2025.

InstarkcontrasttoAsiaIsdynamicgrowth,mature

markets,suchasNorthAmerica,Europe,andLatin

America,haveseentheircombinedshareoftheglobalmarketsignificantlydecline,losingacollective10pptsinQ32025comparedtoQ32024.

Source:SensorTower

Note:iOSandGooglePlaycombined.iOSonlyforChina.AppsclassifiedusingSensor

Tower'sAppIQtaxonomyasofSeptember2025.FoodDeliveryincludestheRestaurantOrdering&DeliveryandGroceryDeliverytaxonomies.RideshareincludestheCarpooling&Ridesharingtaxonomy.

FoodDeliveryAppDownloadTrendsbyRegion

iOSandGooglePlay

Downloads

Marketshare

140M

120M

100M

80M

60M

40M

20M

2020Q1

2020Q2

2020Q3

2020Q4

2021Q1

2021Q2

2021Q3

2021Q4

2022Q1

2022Q2

2022Q3

2022Q4

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

0

9

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TheGlobalRideshareMarketIsExpanding,Fueledby

Asia's25%YoYGrowth

Theglobalridesharemarketcontinuestogrow,withpositivedownloadgrowthacrossallregions.Asia,thelargestmarket,sawaremarkable25%YoYdownloadgrowthinQ32025,significantlyoutpacingmature

marketslikeNorthAmerica(+9%YoY)andEurope(+8%YoY).AsiaIsshareofdownloadsincreasedby

7pptsYoY,reaching47%inQ32025.

Asthesecond-largestridesharemarketbydownloads,LatinAmericacontinuestoshowsignificantpotential.

Theregionexperiencedadouble-digit11%YoY

downloadgrowthinQ32025.Thisgrowthisfueledbymajorplayerssuchas99(+28%YoY),Uber(+12%YoY),andBlaBlaCar(+10%YoY),whicharerapidly

expandingtheirservicesanduserbase.

Source:SensorTower

Note:iOSandGooglePlaycombined.iOSonlyforChina.AppsclassifiedusingSensor

Tower'sAppIQtaxonomyasofSeptember2025.FoodDeliveryincludestheRestaurantOrdering&DeliveryandGroceryDeliverytaxonomies.RideshareincludestheCarpooling&Ridesharingtaxonomy.

RideshareAppDownloadTrendsbyRegion

iOSandGooglePlay

Downloads

Marketshare

AfricaAsiaEuropeLatinAmericaMiddleEastNorthAmericaOceania110M

100M

90M

80M

70M

60M

50M

40M

30M

20M

10M

2020Q1

2020Q2

2020Q3

2020Q4

2021Q1

2021Q2

2021Q3

2021Q4

2022Q1

2022Q2

2022Q3

2022Q4

2023Q1

2023Q2

2023Q3

2023Q4

2024Q1

2024Q2

2024Q3

2024Q4

2025Q1

2025Q2

2025Q3

0

10

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ConsolidationReshapesEuropeanFoodDeliveryLandscape

ThefragmentedlandscapeofEuropeanfooddelivery,oncedefinedbynumerousregionalcompetitors,is

rapidlythinning.Marketconsolidationintensified

throughout2025,drivenbymajortransactions

designedtosecurescale.Keyexamplesinclude

DoorDashfinalizingitsacquisitionofDeliveroo

,

Uber-

acquiringacontrollingstakeinTrendyol

,and

Prosus

successfullyacquiringJustEatTakeaway

.

Asaresult,themarketishighlyconcentrated:thetopfivecompaniescontrolledover70%ofdownloadsin

EuropeinH12025.ThisdominanceisledbygiantslikeDeliveryHeroHolding,UberTechnologies,andToo

GoodToGo.Furthermore,theexpandedDoorDashInc.(includingitsWoltandnewlyacquiredDeliveroo

brands)accountedforacombined12%oftotaldownloads.

Source:SensorTower

Note:iOSandGooglePlaycombined.AppsclassifiedusingSensorTower'sAppIQ

taxonomyasofSeptember2025.FoodDeliveryincludestheFood&DiningServices(General),RestaurantOrdering&DeliveryandGroceryDeliverytaxonomies.Marketsharecalculatedamongthetop30appsbydownloadsinEurope.

FoodDeliveryShareofDownloadsbyApp/CompanyinEurope

H12025,iOSandGooglePlay

AppCompany

14.1%

10.3%

9.0%

7.2%

5.8%

5.2%

4.7%

4.4%

4.2%

4.6%

3.8%

3.6%

3.4%

TooGoodToGoTooGoodToGo(Company)

UberEats

UberTechnologies,Inc.

WoltDelivery

Yemeksepeti

TrendyolGo

JustEat

Deliveroo

Samokat

foodora

O2OHolding

YandexFood

getir

BoltFood

MubadalaInvestmentCompany

TıklaGelsinLieferando

PicnicOnlineSupermarketYandexLavka

HelloFresh

Cooper

efooddelivery

Thuisbezorgd.nl

talabat

Bistro.skMenulog

BoltYandex

AtaGroupPicnic

HelloFreshGmbHSberMarket

Prosus(JustEatT)

DeliveryHeroHoldingGmbH

DoorDash,Inc.

Glovo

14.1%

15.3%

21.1%

12.0%

4.2%

8.6%

3.6%

3.4%

7.4%

11

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DoorDashandLyftFindaMutuallyBeneficial

Partnership

Whilemanycompaniesspecializeineitherfood

deliveryorridesharing,theoperationaland

algorithmicoverlapsbetweenthetwoservicesare

substantial.UberremainstheleadingexceptionintheUnitedStates,utilizingitsdual-platformdominancetoseamlesslytransitioncustomersbetweenservicesandboostoverallengagement.

Tocounterthisintegratedadvantage,DoorDashandLyftformeda

strategicpartnership

,offeringincentivesthatencourageDoorDashuserstoadoptLyftandvice-versa.Sincethelaunchofthiscollaboration,both

appshaveseenamodestyetmeasurableuptickinmonthlyactiveusermarketshareagainstUber.

However,itsworthnotingthattheFoodDelivery

analysisonlyincludesordersfromtheUberEatsapp,notthosefromtheUberapp,whichresultsinan

undercountingofUber'sfooddeliveryuserbase.

Source:SensorTower

Note:iOSandGooglePlaycombined.MarketsharecomparesDoorDashvs.UberEatsandLyftvs.Uberanddoesnotadjustforuserswhousebothfooddeliveryappsor

bothrideshareapps.

MonthlyActiveUserMarketShareBetweenDoorDash/LyftandUberApps

iOSandGooglePlay,UnitedStates

FoodDelivery

Rideshare

DoorDashUberEats

80%

70%

60%

50%DoorDashbetweenDoorDashbetween

October2024-September2025

+0.8%

+2.9%

October2023-September2024

40%

30%

October30,2024:

DoorDashandLyft

partnershipprovides

exclusivebenefitslikea3-monthfreeDashPasstrialanddiscountsonLyftrides.

20%

10%

Jan-2023

Mar-2023

May-20…

Jul-2023

Sep-2023

Nov-2023

Jan-2024

Mar-2024

May-20…

Jul-2024

Sep-2024

Nov-2024

Jan-2025

Mar-2025

May-20…

Jul-2025

Sep-2025

0

12

-AllRightsReserved

One-ThirdofLyftUsers

NowDoorDashCustomers

ThestrategicalliancebetweenDoorDashandLyftis

successfullydrivingcross-appadoption.Roughlyone-thirdofLyft'susersintheUnitedStatesalsoutilized

DoorDashinSeptember2025,markingathree

percentagepoint(ppt)increasecomparedtothesameperiodin2024,justbeforethepartnershiplaunched.

Thisimmediategainreflectsthesuccessof

DoorDash'sincentivestrategy,whichincludedofferingLyftcustomersthreemonthsoffreeDashPass.

AsridesharingisamoreestablishedserviceintheUS,Lyftsawasmallercorrespondinggainamong

DoorDashusersovertheyear.Nonetheless,DoorDashusersbecameobservablymorelikelytouseLyft(andconversely,lesslikelytouseUber)overthepastyear,confirmingthepartnership'smutuallybeneficial

impactonfindingnewcustomers.

Source:SensorTower

Note:OverlapbetweenAndroidusersintheUnitedStates.

AppOverlapforLyftandDoorDash

AndroidUsersintheUnitedStates

ShareofLyftUsersUsingDoorDashvs.UberEats

●Sep2024●Sep2025

35%

+2.9ppt

30%

25%

-0.4ppt

20%

15%

10%

5%

0

DoorDashUberEats

ShareofDoorDashUsersUsingUbervs.Lyft

●Sep2024●Sep202535%

30%

-0.2ppt

25%

20%

+0.3ppt

15%

10%

5%

0

UberLy

13

-AllRightsReserved

DoorDash-Lyft

CrossoverDrives

SuperiorEngagement

12

8

4

0

WhilethepartnershipbroughtamodestinfluxofnewcustomerstoLyft,italsobenefittedfromthesuperiorengagementofcrossoverusers.Lyftuserswhoalso

usedDoorDashaveraged12.2weeklyLyftsessionsperuserintheUS,significantlyoutperformingtheoverallLyftaverageof10.7weeklysessions.Notably,these

customersalsoshowedstrongerengagementthanLyftuserswhousedotherfooddeliveryservices.

Thisengagementboostiscompetitivewiththe

industrybenchmark:UberuserswhoalsoutilizeUberEatsseeasimilar13%increaseinweeklysessions

comparedtotheaverageUberuser.ThissuggeststheDoorDash-Lyftallianceissuccessfullycultivatinga

high-value,highly-engagedcustomersegment.

011.6

12.4

12.8

11.7

Source:SensorTower

Note:AverageweeklysessionsbetweenNovember2024throughSeptember2025.

AndroidusersintheUnitedStates.

AverageWeeklySessionsperUserinLyftvs.UberAmongFoodDeliveryUserCohorts

AndroidUsersintheUnitedStates

Lyft

+10.3%+8.4%

+4.7%

AllUsersFoodDeliveryUsers

UberEatsUsersGrubHubUsers

+14.0%

DoorDashUsers

Uber

12+2.7%+9.7%+13.3%+3.5%

8

4

AllUsersFoodDeliveryUsersDoorDashUsersUberEatsUsersGrubHubUsers

14

-AllRightsReserved

MobileApp:

AudienceInsights

©SensorT-oAwlleiIgnt.ARleleisdReserved15

YoungWomenareFoodDelivery'sCoreUser

Womenaretheprimaryusersoffooddeliveryservicesinmostmarkets.IntheUS,theymakeup54%ofthe

deliverydinerbase.ThefemaleuserbaseisevenmorepronouncedinIndonesia,wherewomenaccountfor71%ofusers,andinSaudiArabiaandTurkey,bothat67%.

ThecoredeliverydinerpersonaisconsistentlyGenZorMillennial(18-34yearsold),accountingfor66%ofdinersintheUnitedStates.However,thisprofileis

evenyoungerinmarketslikeIndonesiaandTurkey,

wherethe18-24agesegmentmakesupoverone-thirdofthedinerbase.

Source:SensorTower

Note:DemographicsformobileappusersonAndroidinH12025.GenderrepresentedasMenandWomenonlyandisnotrepresentativeofallgenderidentities.

GenderDistributionforDeliveryDinersbyTopMarkets

●Men●Women

India

UnitedStates

Brazil

SaudiArabia

Turkey

SouthKorea

Germany

UnitedKingdom

Mexico

Canada

France

Spain

Australia

Italy

Indonesia

80%70%60%50%40%30%20%10%0

AgeDistributionforDeliveryDinersbyTopMarkets

18-24●25-34●35-44●45-54.55+

50%

India

UnitedStates

Brazil

SaudiArabia

Turkey

SouthKorea

Germany

UnitedKingdom

Mexico

Canada

France

Spain

Australia

Italy

Indonesia

40%

30%

20%

10%

0

©SensorT-oAwlleiIgnt.ARleleisdReserved16

RideshareApps'UserBaseSkewsHeavilyMale

Rideshareapps,ledbyWaymoandBolt,attracta

significantlymaleaudience,withmencomprising75%and71%oftheiruserbases,respectively.Incontrast,thefooddeliverysectorappealstoamoregender-

balancedaudience.DoorDashhasachievedaneven

split,whileInstacartisuniquelypositionedasaservicewithapredominantlyfemaleuserprofile,withwomenmakingup66%ofitsuserbase.

Acoreagedemographicisconsistentacrossrideshareandfooddeliveryapps,withthe25-34agegroup

beingprimary.TheuserprofileofGrubhubisnotableforitspopularitywithayoungercrowd,asmorethanaquarter(26%)ofitsusersarebetween18and24.

Meanwhile,Instacart’sdistinctfocusongrocery

deliveryisakeyfactorinitsuserprofile.Theservice

uniquelyskewsolderthanotherfooddeliveryapps,withahigherpercentageofitsusersinthe35+age

groups,reflectingthebroaderdemographicappealofon-demandgroceryshopping.

Source:SensorTower

Note:DemographicsformobileappusersonAndroidintheUnitedStatesinH12025.GenderrepresentedasMenandWomenonlyandisnotrepresentativeofallgenderidentities.

GenderDistributionforRide-ShareandFoodDeliveryAppUsers

●Men●Women

60%

30%

0

UberLyWaymoBoltDoorDashUberEatsGrubhubPostmatesInstacart

AgeDistributionforRide-ShareandFoodDeliveryAppUsers

18-2425-3435-4445-5455+

45%30%15%0

UberLyWaymoBoltDoorDashUberEatsGrubhubPostmatesInstacart

DemographicsforRide-ShareandFoodDeliveryAppUsers

UberLyWaymoBoltDoorDashUberEatsGrubhubPostmatesInstacart

80%

35

70%

Age<

60%

gusers

Users

50%

eyoun

%

40%

Mor

Morewomenusers

10%20%30%40%50%60%70%80%

%WomenUsers

©SensorT-oAwlleiIgnt.ARleleisdReserved17

RideshareHasHighOverlapwithTravelersandEventGoers

Rideshareappsexhibitastrongoverlapwithtravel-relatedpersonaslikeFrequentFlyersandHotelHoppers,indicatingtheseappsareanintegralpartofthelifestyleofhighlymobileindividuals,complementingorreplacingotherformsofpersonalandbusinesstravel.Meanwhile,fooddeliveryappsappealtoamuchbroaderrangeofusers.

TopPersonas:

IncreasedLikelihood

ofUserFallinginto

Persona(vs.the

GeneralPopulation)forTopRideshare/Food

DeliveryApps

Example:Uberusersare1.2Xmorelikelytofall

intotheShopaholics

personathanthegeneralpopulation

Source:SensorTower

Note:Note:IncludesmobileappusersonAndroidintheUnitedStatesin1H2025.Thetopfiveincludedpersonasforeachappareinbold.

18

-AllRightsReserved

DoorDash'sPartnership

withHBOMaxAcceleratesGrowthAmongStreamers

DoorDash’susageisontheriseamongstreamingappusers,drivenbyitsstrategicpartnerships.

Thecompany's

collaborationwithHBOMax

,which

beganinAugust2024,hasaccelerateditsmomentum.InH12025.Whilethepercentageofstreamersusing

UberEatsdroppedby0.8percentagepointsYoY,theshareofthesameaudienceusingDoorDashincreasedby1.5percentagepoints.

ShareofHBOMaxAppUsersUsingFoodDeliveryApps

●H12024●H12025

40%

30%

20%

10%

0

DoorDash

UberEats

Grubhub

Postmates

Source:SensorTower

Note:Streamingappuserreferstouserswho'veusedatleastoneofthefollowing

platforms:Netflix,Hulu,HBOMax,AmazonPrimeVideo,Paramount+,Disney+,PeacockTV.

ShareofStreamingAppUsersUsingFoodDeliveryappsOverTime

AndroidPhonesintheUnitedStates

DoorDashUberEatsGrubhubPostmates

20%

DoorDash

+2ppvsSep'23

DoorDashpartneredwithMax

startinginAugust2024.

18%

16%

10%

uberEats

8%

-1ppvsSep'23

6%

Grubhub

4%

-0.5ppvsSep'23

2%

-0.3ppvsSep'23

Jan'23

Mar'23

May'23

Jul'23

Sep'23

Nov'23

Jan'24

Mar'24

May'24

Jul'24

Sep'24

Nov'24

Jan'25

Mar'25

May'25

Jul'25

Sep'25

0postmates

19

-AllRightsReserved

DoorDashisSuccessfullySqueezingOutthe

Competition

Usersoftopfooddeliveryservicesareactivelyusing

multipleappstocompareprices,deliverytimes,or

restaurantselection,withasubstantialportionof

usersfromeachappoverlappingwithatleastone

othercompetitor.DoorDashissuccessfullycultivatingamoreexclusiveuserbase,evidencedbyadropinthepercentageofitsownuserswhoalsousecompetitors.Overthepasttwoyears,DoorDash'suseroverlapwithUberEatsandGrubhubhavedroppedby3.3and3.9percentagepoints,respectively,suggestingthatitis

increasinglybecomingthetopchoiceforitsusers.

Conversely,alargeportionofusersfromother

platformsstillmaintainahighoverlapwithDoorDash.Forinstance,in2025H1,morethanathirdofboth

UberEatsusers(35%)andGrubhubusers(37%)alsousedDoorDash.

Source:SensorTower

Note:OverlapbetweenAndroidusersintheUnitedStates.

PercentageofAppUserAudienceUsingCompetitors'Apps

UnitedStates

●2023H1●2024H1●2025H1

40%

DoorDash

20%

0

UberEatsInstacartGrubhubPostmates

●2023H1●2024H1●2025H1

40%

Grubhub

20%

0

DoorDashUberEatsInstacartPostmates

●2023H1●2024H1●2025H1

40%

UberEats

20%

0

DoorDashInstacartGrubhubPostmates

●2023H1●2024H1●2025H1

40%

Postmates

20%

0

DoorDashUberEatsInstacartGrubhub

20

-AllRightsReserved

DigitalAdvertising:MarketOverview

©SensorT-oAwlleiIgnARlsdReserved21

AboutthisData:

DigitalAdvertisingMethodology

●Thedigitaladspendingandimpressionsestimatespresentedinthisreportwere

compiledbySensorTowerIsInsightsteamusingPathmaticsbySensorTowerDigitalAdvertisingInsights.

●ThefiguresmentionedinthisreportreflectestimatedadinvestmentsmadebyadvertisersthroughSeptember30,2025.

●Dataincludesselectchannelsineachmarket.Figuresinthisreportrepresentthetotalsforthesechannelsonly,notacrossalldigitalformats.

●DataCollection:Pathmaticscollectsasampleofdigitaladsfromtheweb.Inordertoreportthemostcompletepictureofthedigitaladvertisinglandscape,weutilizetwoleadingdatasourcingtechnologies:panelsanddataaggregators.

●Pathmaticsusesstatisticalsamplingmethodstoestimateimpressions,costper

thousandimpressions(CPMs),andspendforeachcreative.EachimpressionservedtoourdataaggregatorsandpanelistsisassignedaCPM,whichwhencombinedwithimpressionsresultsinourspendestimates.

●PathmaticsOTTdataispoweredbyapanelofrealOTT&CTVviewersandincludesdatarepresentativeofallSmartTVbrands,suchasAmazonPrimeVideo,Disney+,HBOMax,Hulu,Netflix,PlutoTV,Tubi,Peacock,andParamount+.

22

-AllRightsReserved

USFoodDeliveryAd

SpendSurges28%YoY

IntheUS,fooddeliveryadinvestmenthasgrown

consistentlyQoQ,reflectingafiercebattleformarket

share.Thisaggressivespendingsawa28%YoYgrowthinQ32025.DoorDashleadsthemarketwithasignificant31%shareofadimpressions,followedcloselybyUberEatsat24%.

IndiaIsdigitaladspendforfooddeliveryisonarapid

upwardtrajectory,largelyfueledbythehyper-growth

ofultra-fastgrocerydelivery.InvestmentdoubledfromQ22024toQ32025andisheavilyconcentratedamongultra-fastgrocerydeliveryadvertiserslikeBlinkit,Zepto,bigbasket,andInstamart,whotogethercommanded

93%ofadimpressions.

FooddeliveryadvertisersinCanada,Germany,Spain,andtheUKstrategicallyincreasetheiradspendinQ4.ThesesignificantQ4spikesaredirectlytiedtoholiday-related

promotionsandcampaignsdesignedtocapitalizeon

increasedconsumerspendingduringtheendoftheyear.

Source:SensorTower

Note:Includesaselectionofadvertisingchannels.AdspendestimatesasofOctober3,2025.Availableadchannelsvarybymarket.SeeAppendix(page31)forlistofad

channelsincludedineachmarket.

<

>

UnitedStates

2.6B

2.4B