How about driver bonuses? Would those count as expenses, pr as the difference between gross bookings and net revenue?
I know sometimes (especially in new markets) Uber let drivers keep 100% and then add bonuses on top of that.
I believe that bonuses and other incentives, to drivers and passengers, are the source of a huge amount of expenses and are counted out of the $2B net revenue, not included in the difference between bookings and revenue.