Our mobility industry is led by DoorDash, while Uber and Lyft score in the fifties

Our mobility industry is led by DoorDash, while Uber and Lyft score in the fifties

Mobility & Fleet lists 827 providers, the page defines it as ride-hailing, micromobility, fleet, EV charging and telematics, and the top scorer is Doordash at 75.9. The company it would be natural to expect first, Uber, is at 53.9, and Lyft is at 50.9, both in the developing band. Part of that is real, and part of it is how we build the list.

The list is tag-matched, so food and parcel companies come in. 146 scored providers carry Delivery, and 106 of those carry no tag naming mobility, fleet, charging, telematics, vehicles or rides. Australia Post is fifth on that tag. EV Charging brings in the power sector: Enphase Energy is sixth, with UK Power Networks at 61.4 and EDF Energy at 57.6. S&P Global has the top Agent Readiness score, 60.0, and one of its tags is Mobility. Its description lists S&P Global Mobility as one of six businesses. Those are judgment calls we should make on purpose.

The functional bands

Function Providers tagged Median Kin Worth reading
Fleet management 249 16.8 HERE 72.2, Onfleet 68.0, Switch Labs 65.1
EV charging 141 18.4 ev.energy 51.0, Plugsurfing 49.3
Telematics 113 18.4 Amazon IoT FleetWise 63.6, Decisiv 52.1
Food delivery and restaurant 56 15.8 Doordash 75.9, Grubhub 66.6
Micromobility 45 10.3 Lyft 50.9, Dott 37.2
Ride-hailing 39 10.3 Uber 53.9, Cabify 51.5, Lyft 50.9

Providers can carry several tags, so these rows overlap.

Three patterns

The category names are the weakest part of the category. Ride-hailing and micromobility have the lowest medians in the table, even though they define the page. Samsara scores 34.2, Geotab 38.0, Motive 29.7 and ChargePoint 27.5. These records show less first-party material for the rubric to read. That does not establish that their APIs are poor.

The strongest mobility contracts are about moving through places. HERE has 135 APIs and an agent score of 55.1. Entur, which its record calls a Norwegian state-owned technology company, has 199 APIs and scores 65.5. Maps, routing and journey planning are products sold through an API, and the scores show it.

A lot of this market is gone. 30 scored providers carry a Defunct tag, and 33 score 0.0, including Zagster, Skip Scooters and Superpedestrian. Micromobility’s low median is partly a record of companies that no longer operate.

Overall, the median Kin Score is 12.9, the median agent score is 0.0, and 544 of 825 scored providers are human-only. 180 providers with a published API count have a median of 42.5. The 645 we had to split have a median of 10.3. The page’s cohort brief still describes 715 providers “of 774 in the catalog,” which does not match its list of 827. That one is ours too.

Where to start

For routing and location, read HERE and Entur. For last-mile dispatch, read Nash and Onfleet, and for EV charging, read ev.energy and Plugsurfing. Use the ride-hailing records with care until there is more first-party material behind them.

Takeaway

Mobility is a real industry with strong location and dispatch contracts, and a page that reads broader than its definition. Tightening the tag list is ours to do. See the live ranking at Mobility & Fleet.

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