Gridwise

Delivery tips fell to $4.16 per trip in 2025. Near an all-time low. A New York City government report found that Uber Eats and DoorDash suppressed an estimated $550 million in tip income by moving the tip prompt to after delivery. Ryan Green breaks down what the data shows and what regulators are doing about it.

Delivery workers logged 17.2% more hours in 2025. Per-trip pay? Up just 1.3%. Total earnings rose, but almost entirely because workers spent more time on the road, not because they were paid more per delivery. In this week's Gigonomics newsletter, Ryan Green digs into what the 2025 delivery data actually shows and why it looks so different from rideshare. Not subscribed? Never miss a report or industry insight from Ryan Green by subscribing here: https://lnkd.in/d3AqTf7X

Rideshare prices climbed nearly 10% in 2025. How did this happen? It traces back to a measurable shift in which rides people are booking and how pricing has changed across categories. Ryan Green breaks down what's really happening in this week's newsletter.

We’ve released our 2026 Annual Gig Mobility Report—our most comprehensive report yet! 🎉 The report brings together key data, market signals, and emerging patterns shaping gig mobility in the USA. Here’s a preview of a few key findings featured in this year’s report: 📊 In 2025, growth in gig mobility split sharply by role and region. Platform take rates widened: platform fees per trip climbed 33.2%, while driver gross pay per trip rose just 3.6%. That means a smaller share of each fare is reaching drivers, even as rider costs go up. 📊 60.4% of consumers say they reduced rideshare usage because of pricing, up 16.6% from 2024. More than half say they’ll cut back further if prices keep rising. What we see in reality is that often riders can’t predict how they will behave. 📊 The ride mix is shifting. Comfort volume is up 10%. Black rose 35%. Lux grew 63%. Priority and XXL surged more than 300%. The riders still active are trading up, but those taking fewer or no trips are the price-sensitive majority. 📊 Tips and bonus pay are moving in opposite directions. Rideshare tips hit a record $1.58 per trip in Q4. Delivery tips dropped to near all-time lows at $4.16. Meanwhile, rideshare bonus pay hit a three-year high, averaging $317.65 per quarter. Driver compensation is evolving, and not in the same way across platforms. 📊 Policy is also shaping outcomes. In NYC and Seattle, delivery tipping fell sharply after new pay laws, with rates down 20–49 points from prior levels and only partial recovery. Platforms shifted more compensation into adjustment pay as a result. 📊 For drivers, Spark posted the highest average total hourly pay in delivery, just over double the rate on DoorDash. 📊 Halloween topped the charts as the busiest rideshare day of the year. 📊 And for sheer distance, the year’s longest trip clocked in at 590 miles. The full report examines delivery, regulation, AV market dynamics, and the key pressure points from 2025 that could shape where the industry goes in 2026. For the full analysis and insights, you’ll find the report link in the comments 👇🏾 #mobility #gigeconomy #rideshare #delivery

📊 New data suggests robotaxis are starting to take a bite out of human rideshare. Gridwise’s latest AV Impact Report (2026) looked at driver data from Q1 2024 through Q4 2025 across cities where AVs are operating like Los Angeles, San Francisco, Austin, Phoenix and Atlanta. A few interesting signals 👇 📉 Trips per hour are falling faster in AV cities Driver productivity dropped 5.3% in AV markets vs a 2.6% decline nationwide. In Los Angeles, trips per hour fell nearly 10% YoY. 💰 Driver earnings slipping in some AV markets While national hourly earnings rose slightly (+1.8%), several AV cities saw declines: LA dropped 3.7%, SF dropped 1.7%, and Phoenix dropped 0.4% 🤖 Robotaxis may be starting to nibble at demand. AV fleets are still small, but even a little extra supply in dense urban areas can start to dilute demand for human drivers. That said… the sky isn’t falling. Most projections still suggest full AV parity with human rideshare markets is decades away (around 2040). What we’re likely seeing now is the early stages of a hybrid market where robots handle simple, repeatable trips and humans cover the rest. Great analysis from Sergio Avedian on The Driverless Digest 👉 https://lnkd.in/gbXsFdYi

The 2026 AV Impact Report is live. The team has just wrapped up a report on how autonomous vehicle (AV) deployments are affecting human-operated rideshare markets, across major U.S. cities. This year’s report pairs ride-level insights from our platform and features forecasts from S&P Global Mobility. Together, they offer a detailed view of how AVs could reshape labor supply, trip volume, and driver earnings over time. The data highlights emerging patterns in cities already seeing early AV adoption, and projects what might happen next. Download the full report here: https://lnkd.in/dWbHZRSc #AutonomousVehicles #GridwiseAnalytics #MobilityInsights #Rideshare #TransportationData

This week, Ryan Green unpacks the six components of driver pay, and show how the balance has shifted since 2019. Bonuses, tips, adjustments, and other “small” categories are playing a bigger role in driver income, while base pay shrinks. If you are interested in gig mobility insights, you can sign up for Ryan Greens Gigonomics LinkedIn Newsletter and be updated as soon as they are live. Subscribe here: https://lnkd.in/d3AqTf7X #GigEconomy #RideshareData #DriverEarnings #GridwiseAnalytics #MobilityInsights

The Gridwise Analytics team has released a new report: The Rideshare Ride Type Report. This report looks at how the mix of rides is changing on Uber and Lyft, with a focus on Comfort, premium, and Shared options. It gives operators, analysts, and partners a clearer view of how ride type affects platform performance. Inside the report, the team shares insights on: 🔹 Where Comfort rides are gaining ground 🔹 How Shared rides are trending 🔹 How fee structures shift across tiers 🔹 What separates Uber’s and Lyft’s premium strategies This report offers a data-backed view of where ride type strategy is headed next. 📊 Download the Rideshare Ride Type Report here: https://lnkd.in/dHZQaFxn Would you like updates and newsletters like this direct from our CEO @Ryan Green to your inbox? Subscribe here https://lnkd.in/d3AqTf7X and never miss one! #rideshare #mobilitydata #gridwiseanalytics #Uber #Lyft #transportationtech

Gridwise Analytics has just released a new report on how premium ride types are reshaping platform economics. From January 2024 to August 2025, Comfort and Extra Comfort’s share in ride types grew, and so did platform fee rates. 📊 Download the full report here: https://lnkd.in/dHZQaFxn If you are interested in gig mobility insights, you can sign up for Ryan Greens Gigonomics LinkedIn Newsletter and be updated as soon as they are live. Subscribe here: https://lnkd.in/d3AqTf7X #GridwiseAnalytics #RideshareData #MobilityTrends #PlatformStrategy #GigEconomy