The following chart shows the app store download rank history within the Australia iOS app store.
During 2013, goCatch and Uber were roughly gaining in equal popularity. But in Mar-14, Uber broke away and entered the top 10 ranking for the travel category and marched very quickly to the number 1 ranking, where it has remained.
Figure 1: Australian iOS app store rankings within the AU-Travel category
Uber is now feeding more passengers to its drivers, which will continue to attract more drivers (increasing density), reducing pick-up times (liquidity) – currently at approx. 6 mins for UberX – which feeds demand for app downloads.
What is most interesting to me is the launch dates of Uber’s local product offering. UberBlack launched in Oct-12, UberTaxi launched in Jun-13 and UberX launched in March-14 (the point at which Uber broke away from goCatch..).