#1Uber Technologies, Inc. Q2 2022 Earnings Supplemental Data August 2, 2022#2Non-GAAP Financial Measures Disclosure To supplement our financial information, which is prepared and presented in accordance with generally accepted accounting principles in the United States of America, or GAAP, we use the following non-GAAP financial measures: Adjusted EBITDA; Free Cash Flow; Non-GAAP Costs and Operating Expenses, Revenue Excluding UK Accrual; Mobility Revenue Excluding UK Accrual, Delivery business model change impact on Cost of Revenue, as well as, revenue growth rates in constant currency. The presentation of this financial information is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. We use these non-GAAP financial measures for financial and operational decision-making and as a means to evaluate period-to-period comparisons. We believe that these non-GAAP financial measures provide meaningful supplemental information regarding our performance by excluding certain items that may not be indicative of our recurring core business operating results. We believe that both management and investors benefit from referring to these non-GAAP financial measures in assessing our performance and when planning, forecasting, and analyzing future periods. These non-GAAP financial measures also facilitate management's internal comparisons to our historical performance. We believe these non-GAAP financial measures are useful to investors both because (1) they allow for greater transparency with respect to key metrics used by management in its financial and operational decision-making and (2) they are used by our institutional investors and the analyst community to help them analyze the health of our business. There are a number of limitations related to the use of non- GAAP financial measures. In light of these limitations we provide specific information regarding the GAAP amounts excluded from these non-GAAP financial measures and evaluating these non-GAAP financial measures together with their relevant financial measures in accordance with GAAP. For more information on these non-GAAP financial measures, please see the section titled "Non-GAAP Reconciliations" included at the end of this deck. In regards to forward looking non-GAAP guidance provided on our Q2 2022 earnings release and call, we are not able to reconcile the forward-looking non-GAAP Adjusted EBITDA measure to the closest corresponding GAAP measure without unreasonable efforts because we are unable to predict the ultimate outcome of certain significant items. These items include, but are not limited to, significant legal settlements, unrealized gains and losses on equity investments, tax and regulatory reserve changes, restructuring costs and acquisition and financing related impacts. 2#3Forward Looking Statements This presentation contains forward-looking statements regarding our future business expectations, which involve risks and uncertainties. Actual results may differ materially from the results predicted, and reported results should not be considered as an indication of future performance. Forward- looking statements include all statements that are not historical facts and can be identified by terms such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "hope," "intend," "may," "might," "objective," "ongoing," "plan," "potential," "predict," "project," "should," "target," "will," or "would" or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks, uncertainties and other factors relate to, among others: the outcome of a tax case before the UK tax authority related to classification as a transportation provider, developments in the COVID-19 pandemic and the impact on our business and operations, competition, managing our growth and corporate culture, financial performance, investments in new products or offerings, our ability to attract drivers, consumers and other partners to our platform, our brand and reputation and other legal and regulatory developments and proceedings, particularly with respect to our relationships with drivers and couriers. In addition, other potential risks and uncertainties that could cause actual results to differ from the results predicted include, among others, those risks and uncertainties included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our annual report on Form 10-K for the year ended December 31, 2021 and subsequent annual reports, quarterly reports and other filings filed with the Securities and Exchange Commission from time to time. All information provided in this presentation is as of the date hereof and any forward-looking statements contained herein are based on assumptions that we believe to be reasonable as of such date. We undertake no duty to update this information unless required by law. 3#4Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Uber Q2 2022 Earnings 4#5Platform Highlights Membership ~10 million members globally Uber • Uber One Launched Uber One in the UK, Canada, Australia and New Zealand Q2 2022 Earnings Mobility Product Innovation UberX Share Comfort Reserve Expanded UberX Share, Comfort Electric and Uber Reserve to meet a broader range of consumer needs and price points Grocery Product Relaunch 12:20 1 ← Schedule delivery Fresh Market opens at 11:00 AM Today Jan 12 11:00 AM 12:00 PM 12:00 PM - 1:00 PM 1:00 PM - 2:00 PM 2:00 PM - 3:00 PM 4:00 PM 5:00 PM 5:00 PM - 6:00 PM Tomorrow Jan 13 Schedule Wed Jan 14 ооо ο ο 12:20 1 f Choose a backup Original Item Ben and Jerry's Pistachio Search items Van Leeuwer Van Leeuwen Ice Cream $6.99 Haagen-Dazs Strawberry $6.99 all talenti Talenti Gelato $6.99 Haagen-Dazs Strawberry $6.99 $4.50 Introduced native Uber Eats grocery experience with new features 5#6Mobility consumer experience steadily normalizing in the US as driver activity grows Uber Q2 2022 Earnings US % of Trips Surged 39% mum Jan Feb Mar Apr May 2019 14% 2021 6% Jun Jul Aug Sep Oct Nov Dec WN 2022 Note 1: Wait Time is the estimated amount of time elapsed from confirmation of ride to pickup. 7.4 min US Wait Time Jan Feb Mar Apr May Jun 2019 4.5 min 2.8 min Jul 2021 Aug Sep Oct Nov Dec 2022 6#7Continued zero-emission vehicle (ZEV) progress Uber 13.3M ZEV trips completed on Uber in Q2 2022¹ 300% + increase vs. Q2 2021 Q2 2022 Earnings 26,000 Monthly average active ZEV drivers on the Uber platform¹2 300%+ increase vs. Q2 2021 <4+99 +99€ J7B25-F 6.2% % of on trip miles in ZEVS across Europe³ 3 percentage point increase vs. Q2 2021 Note 1: Data is computed over the entire quarter for Mobility, across Belgium, Canada, France, Germany, Netherlands, Portugal, Spain, United Kingdom, and United States. Note 2: This metric refers to the number of drivers completing at least one trip using our app in a given month, averaged over all the months in the reporting period. Note 3: Data is computed over the entire quarter for Mobility, across Belgium, France, Germany, Netherlands, Portugal, Spain, and United Kingdom. Note 4: Data is computed over the entire quarter for Mobility, across Canada and United States. Note 5: Data was estimated from analysis of internal Uber administrative data and external data from DataOne and DAT Group as of Q2'22. 2.6% % of on trip miles in ZEVS across the US and Canada4 2 percentage point increase vs. Q2 2021 7#8Demonstrating strong progress towards 2024 targets Gross Bookings ($B) Adjusted EBITDA ($B) Uber Q2 2022 Earnings +28-33% $90 2021 Incremental margin of 9-10% ($0.8) 2021 $116-120 Q3'22 Guidance (Annualized) $1.8-1.9 Q3'22 Guidance (Annualized) $165-175 2024 (Investor Day Guidance) - $5.0 2024 (Investor Day Guidance) Since our February 2022 Investor Day, our year-to-date performance and Q3 guidance reaffirms the path to our 2024 targets. Our annualized Q3 Gross Bookings guidance implies 28-33% YoY growth, above our 2021-2024 growth target of 22-25% CAGR. And our annualized Q3 Adjusted EBITDA guidance represents 9-10% YoY incremental margin, above our 2021-2024 target of ~7%. 8#9Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Uber Q2 2022 Earnings 9#10Operating Metrics In Millions MAPCS Trips Monthly Trips / MAPC Uber Q2 2022 Earnings 101 Q2 2021 1,511 Q2 2021 5.0 109 Q3 2021 1,641 Q3 2021 5.0 118 Q4 2021 1,769 Q4 2021 5.0 115 Q1 2022 1,713 Q1 2022 5.0 122 Q2 2022 1,872 Q2 2022 5.1 +21% MAPCS Growth YoY +24% Trips Growth YoY Note 1: MAPCs is the number of unique consumers who completed a Mobility ride or received a Delivery order on our platform at least once in a given month, averaged over each month in the quarter. Note 2: We define Trips as the number of completed consumer Mobility rides and Delivery orders in a given period. 10#11Gross Bookings $ in Millions Uber $21,900 Q2 2021 114% 104% Q2 2022 Earnings $23,113 Q3 2021 57% 53% $25,866 Q4 2021 51% 50% $26,449 Q1 2022 35% 39% $29,078 Q2 2022 33% 36% +10% Gross Bookings Growth QoQ % Growth YoY % Constant Currency Growth YoY Note 1: We define Gross Bookings as the total dollar value, including any applicable taxes, tolls, and fees, of Mobility rides, Delivery orders, and amounts paid by Freight shippers, in each case without any adjustment for consumer discounts and refunds, Driver and Merchant earnings, and Driver incentives. Gross Bookings do not include tips earned by Drivers. Note 2: "% Constant Currency Growth YoY" is calculated by translating our current period financial results using the corresponding prior period's monthly exchange rates for our transacted currencies other than the U.S. dollar Note 3: Since Q4 2021, Gross Bookings includes contributions from the acquisition of Transplace which closed on November 12, 2021 11#12Revenue $ in Millions Uber 17.9% $3,929 Q2 2021 105% 95% Q2 2022 Earnings 21.0% $4,845 Q3 2021 72% 69% 22.3% $5,778 Q4 2021 83% 82% 25.9% $6,854 Q1 2022 136% 141% 27.8% $8,073 Q2 2022 105% 111% +18% Revenue Growth QoQ Take Rate Note 2: Take Rate is defined as Revenue as a percentage of Gross Bookings. Note 3: See Non-GAAP reconciliations for reconciliation of non-GAAP measures. Note 4: Since Q4 2021, Revenue includes contributions from the acquisition of Transplace which closed on November 12, 2021 % Growth YoY % Constant Currency Growth YoY Note 1: a) Q2'21 Revenue includes a $427 million net benefit related to Delivery business model changes in select markets. b) Q3'21 Revenue includes a $642 million net benefit related to Delivery business model changes in select markets and a UK accrual release relating to the classification of drivers. c) Q4'21 Revenue includes a $567 million net benefit related to Delivery business model changes in select markets and a UK accrual release relating to the classification of drivers. d) Q1'22 Revenue includes a $754 million net benefit related to business model changes in select markets across Mobility and Delivery. e) Q2'22 Revenue includes a $1.7 billion net benefit related to business model changes in select markets across Mobility and Delivery and a UK accrual relating to the classification of drivers. 12#13Adjusted EBITDA $ in Millions ($509) Uber (2.3%) Q2 2021 Q2 2022 Earnings $8 0.0% Q3 2021 0.3% $86 Q4 2021 0.6% $168 Q1 2022 1.3% $364 Q2 2022 +$873M YoY improvement in Adjusted EBITDA Adjusted EBITDA Margin as a % of Gross Bookings Note 1: We define Adjusted EBITDA as net income (loss), excluding (i) income (loss) from discontinued operations, net of income taxes, (ii) net income (loss) attributable to non-controlling interests, net of tax, (iii) provision for (benefit from) income taxes, (iv) income (loss) from equity method investments, (v) interest expense, (vi) other income (expense), net, (vii) depreciation and amortization, (viii) stock-based compensation expense, (ix) certain legal, tax, and regulatory reserve changes and settlements, (x) goodwill and asset impairments/loss on sale of assets, (xi) acquisition and financing related expenses, (xii) restructuring and related charges and (xiii) other items not indicative of our ongoing operating performance, including COVID-19 response initiatives related payments for financial assistance to Drivers personally impacted by COVID-19, the cost of personal protective equipment distributed to Drivers, Driver reimbursement for their cost of purchasing personal protective equipment, the costs related to free rides and food deliveries to healthcare workers, seniors, and others in need as well as charitable donations. Note 2: We define Adjusted EBITDA margin as a percentage of Gross Bookings as Adjusted EBITDA divided by Gross Bookings. Note 3: See Non-GAAP reconciliations for reconciliation of non-GAAP measures. 13#14Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Uber Q2 2022 Earnings 14#15Mobility Highlights $ in Millions Gross Bookings % Constant Currency Growth YoY Revenue % Constant Currency Growth YoY Adjusted EBITDA Uber Q2 2022 Earnings $8,640 174% 18.7% $1,617 98% 2.1% $179 $9,883 63% 22.3% $2,205 59% 5.5% $544 $11,340 67% 20.1% $2,278 54% 5.1% $575 $10,723 Note 2: Take Rate is defined as Revenue as a percentage of Gross Bookings. Note 3: See Non-GAAP reconciliations for reconciliation of non-GAAP measures. Note 4: All measures are for Mobility segment unless otherwise noted. 62% 23.5% $2,518 201% 5.8% $618 $13,364 57% 26.6% $3,553 126% 5.8% $771 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Note 1: a) Q3'21 Revenue includes the benefit of a $123 million UK accrual release relating to the classification of drivers. b) Q4'21 Revenue includes the benefit of a $19 million UK accrual release relating to the classification of drivers. c) Q1'22 Revenue includes the benefit of $200 million as a result of business model changes in the UK. d) Q2'22 Revenue includes the net benefit of $983 million as a result of business model changes in the UK and a UK accrual relating to the classification of drivers. Q2 2022 +$592M YoY improvement in Adjusted EBITDA Revenue: Take Rate Adjusted EBITDA: Segment Adjusted EBITDA Margin as a % of Gross Bookings 15#16Delivery Highlights $ in Millions Gross Bookings % Constant Currency Growth YoY Revenue % Constant Currency Growth YoY Adjusted EBITDA Uber Q2 2022 Earnings $12,912 75% 15.2% $1,964 106% ($161) (1.2%) Q2 2021 $12,828 46% 17.4% $2,238 92% ($12) (0.1%) Q3 2021 $13,444 33% 18.0% $2,420 77% $25 0.2% Q4 2021 Note 1: Take Rate is defined as Revenue as a percentage of Gross Bookings. Note 2: See Non-GAAP reconciliations for reconciliation of non-GAAP measures. $13,903 15% 18.1% $2,512 49% $30 O 0.2% Q1 2022 $13,876 12% 19.4% $2,688 43% $99 0.7% Q2 2022 +43% Revenue Growth YoY at Constant Currency Revenue: Take Rate Adjusted EBITDA: Segment Adjusted EBITDA Margin as a % of Gross Bookings Note 3: All measures are for Delivery segment unless otherwise noted Note 4: Revenue amounts for each quarter reported on this page include a $427 million, $519 million, $548 million, $554 million, and $711 million net benefit related to Delivery business model changes in select markets for Q2'21, Q3'21, Q4'21, Q1'22, and Q2'22 respectively. 16#17Freight Highlights $ in Millions Revenue % Constant Currency Growth YoY Adjusted EBITDA Uber Q2 2022 Earnings $348 65% ($41) (11.8%) Q2 2021 $402 40% ($35) (8.7%) Q3 2021 $1,080 245% ($25) (2.3%) Q4 2021 Note 1: See Non-GAAP reconciliations for reconciliation of non-GAAP measures. Note 2: All measures are for Freight segment unless otherwise noted. $1,824 506% $2 0.1% Q1 2022 $1,832 427% $5 0.3% Q2 2022 +$46M YoY improvement in Adjusted EBITDA Revenue includes contributions from the acquisition of Transplace which closed on November 12, 2021 Adjusted EBITDA: Segment Adjusted EBITDA Margin as a % of Revenue 17#18Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Uber Q2 2022 Earnings 18#19Condensed Consolidated Statements of Operations (Unaudited) $ in Millions, except share amounts, which are in thousands, and per share amounts Uber Q2 2022 Earnings Revenue Costs and expenses Cost of revenue, exclusive of depreciation and amortization shown separately below Operations and support Sales and marketing Research and development General and administrative Depreciation and amortization Total costs and expenses Loss from operations Interest expense Other income (expense), net Income (loss) before income taxes and income (loss) from equity method investments Provision for (benefit from) income taxes Income (loss) from equity method investments Net income (loss) including non-controlling interest Less: net loss attributable to non-controlling interests, net of tax Net income (loss) attributable to Uber Technologies, Inc. Net income (loss) per share attributable to Uber Technologies, Inc. common stockholders: Basic Diluted Weighted-average shares used to compute net income (loss) per share attributable to common stockholders: Basic Diluted Three Months Ended June 30, 2021 $3,929 2,099 432 1,256 488 616 226 $5,117 ($1,188) (115) 1,943 640 (479) (7) 1,112 (32) $1,144 $0.61 $0.58 1,875,156 1,955,975 2022 $8,073 5,153 617 1,218 704 851 243 $8,786 ($713) (139) (1,704) (2,556) 77 17 (2,616) (15) ($2,601) ($1.32) ($1.33) 1,964,304 1,968,882 Six Months Ended June 30, 2021 $6,832 3,809 855 2,359 1,003 1,080 438 $9,544 ($2,712) (230) 3,653 711 (294) (15) 990 (46) $1,036 $0.56 $0.52 1,866,830 1,949,750 2022 $14,927 9,179 1,191 2,481 1,291 1,483 497 $16,122 ($1,195) (268) (7,261) (8,724) (155) 35 (8,534) (4) ($8,530) ($4.36) ($4.37) 1,957,127 1,960,871 19#20Condensed Consolidated Balance Sheets (Unaudited) $ in Millions Uber Q2 2022 Earnings Assets Cash and cash equivalents Restricted cash and cash equivalents Accounts receivable, net Prepaid expenses and other current assets Total current assets Restricted cash and cash equivalents Investments Equity method investments Property and equipment, net Operating lease right-of-use assets Intangible assets, net Goodwill Other assets Total assets As of December 31, 2021 $4,295 631 2,439 1,454 $8,819 2,879 11,806 800 1,853 1,388 2,412 8,420 397 $38,774 As of June 30, 2022 $4,397 526 2,459 1,369 $8,751 2,941 4,572 521 1,861 1,481 2,122 8,359 406 $31,014 20#21Continued: Condensed Consolidated Balance Sheets (Unaudited) $ in Millions Uber Q2 2022 Earnings Liabilities, redeemable non-controlling interests and equity Accounts payable Short-term insurance reserves Operating lease liabilities, current Accrued and other current liabilities Total current liabilities Long-term insurance reserves Long-term debt, net of current portion Operating lease liabilities, non-current Other long-term liabilities Total liabilities Redeemable non-controlling interests Equity Common stock Additional paid-in capital Accumulated other comprehensive loss Accumulated deficit Total Uber Technologies, Inc. stockholders' equity Non-redeemable non-controlling interests Total equity Total liabilities, redeemable non-controlling interests and equity As of December 31, 2021 $860 1,442 185 6,537 $9,024 2,546 9,276 1.644 935 $23,425 204 38,608 (524) (23,626) $14,458 687 $15,145 $38,774 As of June 30, 2022 $810 1,449 215 6,471 $8,945 2,865 9,271 1,711 659 $23,451 194 39,523 (705) (32,157) $6,661 708 $7,369 $31,014 21#22Summary of liquidity position and equity stakes Liquidity Position Uber Q2 2022 Earnings $4.4B Unrestricted Cash Equity Stakes (Carrying value) $5.0B Other Joby Aurora Grab Zomato Didi $0.8B $0.1B $0.6B $1.4B $0.4B $1.7B Uber's Ownership Position DiDi Grab Aurora zomato JOBYⓇ Lime ~11% ~14% ~26% ~7% ~4% ~31% Note 1: Liquidity position excluding revolver. Undrawn revolver provides an additional liquidity of $2.0B, net of letters of credit. As of June 30, 2022, Uber's long-term debt was roughly $9.3 billion. Note 2: All equity stakes and dollar ownership amounts based on carrying value as of June 30, 2022, which may be different than potential market transaction values. Note 3: As of June 30, 2022, Uber owns approximately 612M shares of Zomato, 536M shares of Grab, 301M shares of Aurora, 26M shares of Joby, and 144M ordinary shares of Didi (each ADS listed in the OTC market represents 0.25 ordinary shares). Note 4: Ownership stake percentages as of June 30, 2022 and based on a fully diluted basis. 22#23Condensed Consolidated Statements of Cash Flows (Unaudited) $ in Millions Uber Q2 2022 Earnings Cash flows from operating activities Net income (loss) including non-controlling interests Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities: Depreciation and amortization Bad debt expense Stock-based compensation Gain on business divestiture Deferred income taxes Loss (income) from equity method investments, net Unrealized (gain) loss on debt and equity securities, net Impairments of goodwill, long-lived assets and other assets. Impairment of equity method investment Revaluation of MLU B.V. call option Unrealized foreign currency transactions Other Change in assets and liabilities, net of impact of business acquisitions and disposals: Accounts receivable Prepaid expenses and other assets Collateral held by insurer Operating lease right-of-use assets Accounts payable Accrued insurance reserves Accrued expenses and other liabilities Operating lease liabilities Net cash provided by (used in) operating activities Three Months Ended June 30, 2021 $1,112 226 26 272 (487) 7 (1,912) (15) (3) (114) 58 28 39 188 48 206 (20) ($341) 2022 ($2,616) 243 33 470 14 (17) 1,677 2 11 25 (7) (103) 78 53 (53) 192 486 (49) $439 Six Months Ended June 30, 2021 $990 438 49 553 (1,684) (367) 15 (1,975) 16 (2) 62 (149) (9) 136 77 185 21 762 (70) ($952) 2022 ($8,534) 497 51 829 (267) (35) 7,247 15 182 (170) 10 (2) (129) 58 95 (45) 326 414 (88) $454 23#24Continued: Condensed Consolidated Statements of Cash Flows (Unaudited) $ in Millions Uber Q2 2022 Earnings Cash flows from investing activities Purchases of property and equipment Purchases of marketable securities Purchases of non-marketable equity securities Purchase of notes receivable Proceeds from maturities and sales of marketable securities Three Months Ended June 30, Proceeds from sale of non-marketable equity securities Acquisition of businesses, net of cash acquired Other investing activities Net cash provided by (used in) investing activities Cash flows from financing activities Principal repayment on Careem Notes Principal payments on finance leases Proceeds from the issuance of common stock under the Employee Stock Purchase Plan Other financing activities Net cash provided by (used in) financing activities Effect of exchange rate changes on cash and cash equivalents, and restricted cash and cash equivalents Net increase (decrease) in cash and cash equivalents, and restricted cash and cash equivalents Cash and cash equivalents, and restricted cash and cash equivalents Beginning of period Reclassification from assets held for sale during the period End of period 2021 (57) (190) (54) (2) 447 (52) 9 $101 (61) 67 30 $36 51 (153) 6,607 $6,454 2022 (57) (1) 4 ($54) I (46) 59 (8) $5 (118) 272 7,592 $7,864 Six Months Ended June 30, 2021 (128) (526) (857) (218) 1,143 500 (80) 17 ($149) (194) (108) 67 45 ($190) 5 (1,286) 7,391 349 $6,454 2022 (119) (14) (59) 3 ($189) (108) 59 (59) ($108) (98) 59 7,805 $7,864 24#25Platform and Business Highlights Financial and Operational Highlights Segment Details Condensed Consolidated Financials Non-GAAP Reconciliations Uber Q2 2022 Earnings 25#26Adjusted EBITDA Reconciliation (Unaudited) $ in Millions Mobility Delivery Freight All Other Corporate G&A and Platform R&D Adjusted EBITDA Add (deduct): Legal, tax, and regulatory reserve changes and settlements Goodwill and asset impairments/loss on sale of assets Restructuring and related charges Mass arbitration fees Legacy auto insurance transfer Loss on lease arrangements, net Acquisition, financing and divestitures related expenses Accelerated lease costs related to cease-use of ROU assets COVID-19 response initiatives Depreciation and amortization Stock-based compensation expense Other income (expense), net Interest expense Income (loss) from equity method investments (Provision for) benefit from income taxes Net (income) loss attributable to non-controlling interest, net of tax Net income (loss) attributable to Uber Technologies, Inc. Uber Q2 2022 Earnings Jun 30, '21 $179 (161) (41) (486) ($509) (140) (26) (15) (226) (272) 1,943 (115) (7) 479 32 $1,144 Sep 30, '21 $544 (12) (35) (489) $8 98 (43) (103) (23) (10) (218) (281) (1,832) (123) (13) 101 15 ($2,424) Three Months Ended Dec 31, '21 $575 25 (25) (489) $86 67 (100) (17) (3) (3) (246) (334) 1,471 (130) (9) 97 13 $892 Mar 31, '22 $618 30 2 (482) $168 (13) (2) (7) (14) (1) (254) (359) (5,557) (129) 18 232 (12) ($5,930) Jun 30, '22 $771 99 5 (511) $364 (368) (4) 14 (6) (243) (470) (1,704) (139) 17 (77) 15 ($2,601) 26#27Non-GAAP Costs and Operating Expenses Reconciliations (Unaudited) $ in Millions Revenue GAAP Cost of Revenue, excluding D&A COVID-19 response initiatives Goodwill and asset impairment/loss on sale of assets Acquisition, financing, and divestitures related expenses Legacy auto insurance transfer Non-GAAP Cost of Revenue Non-GAAP Operating Expenses GAAP Operations and support Restructuring and related charges Goodwill and asset impairment/loss on sale of assets COVID-19 response initiatives Acquisition, financing and divestitures related expenses Legacy auto insurance transfer Stock-based compensation Non-GAAP Operations and support Uber Q2 2022 Earnings Jun 30, '21 $3,929 2,099 (6) $2,093 $432 (1) (3) (38) $390 Sept 30, '21 $4,845 2,438 (4) (101) $2,333 $475 (2) (42) $431 Three Months Ended Dec 31, '21 $5,778 3,104 (1) 4 $3,107 $547 (4) (3) (31) $509 Mar 31, '22 $6,854 4,026 (1) $4,025 $574 (2) (1) (33) $538 Jun 30, '22 $8,073 5,153 $5,153 $617 (40) $577 Note 1: Quarterly trends for cost of revenue are not directly comparable due to the classification of certain Delivery and Mobility payments and incentives as cost of revenue attributable to business model changes in some countries. Cost of revenue also includes contributions from the acquisition of Transplace which closed on November 15, 2021. 27#28Continued: Non-GAAP Costs and Operating Expenses Reconciliations (Unaudited) $ in Millions GAAP Sales and marketing Acquisition, financing and divestitures related expenses COVID-19 response initiatives Stock-based compensation Non-GAAP Sales and marketing GAAP Research and development Acquisition, financing and divestitures related expenses Goodwill and asset impairment/loss on sale of assets Stock-based compensation Non-GAAP Research and development GAAP General and administrative Legal, tax, and regulatory reserve changes and settlements Goodwill and asset impairment/loss on sale of assets Loss on lease arrangements, net Acquisition, financing, and divestitures related expenses Accelerated lease costs related to cease-use of ROU asssets Mass arbitration fees Stock-based compensation Non-GAAP General and administrative Uber Q2 2022 Earnings Jun 30'21 $1,256 (1) (2) (19) $1,234 $488 (5) (149) $334 $616 (65) (17) (66) $468 Sept 30'21 $1,168 (1) (2) (18) $1,147 $493 (3) (152) $338 $625 (25) (15) (43) (69) $473 Three Months Ended Dec 31'21 $1,262 (24) $1,238 $558 (1) (10) (180) $367 $611 67 (86) (17) (3) (99) $473 Mar 31'22 $1,263 (22) $1,241 $587 (196) $391 $632 (13) (7) (12) (108) $492 Jun 30'22 $1,218 (28) $1,190 $704 (277) $427 $851 (271) (4) (6) 14 (125) $459 28#29Revenue Excluding UK Accrual Reconciliations $ in Millions Revenue Excluding UK Accrual reconciliation Revenue Add back: UK Accrual Revenue Excluding UK Accrual Mobility Revenue Excluding UK Accrual reconciliation Mobility Revenue Add back: UK Accrual Mobility Revenue Excluding UK Accrual Uber Q2 2022 Earnings Jun 30 '21 3,929 $3,929 Jun 30 '21 1,617 $1,617 Sep 30 ¹21 4,845 (123) $4,722 Sep 30 ¹21 2.205 (123) $2,082 Three Months Ended Dec 31 '21 5,778 (19) $5,759 Three Months Ended Dec 31'21 2,278 (19) $2,259 Mar 31 '22 6,854 $6,854 Mar 31 '22 2,518 $2,518 Jun 30'22 8,073 97 $8,170 Jun 30'22 3,553 97 $3,650 29#30Business model change impact on Cost of Revenue $ in Millions Non-GAAP Cost of Revenue Delivery business model change impact* Mobility business model change impact* Non-GAAP Cost of Revenue (% of Gross Bookings) Non-GAAP Cost of Revenue (excl. business model change impacts, % of Gross Bookings) Uber Q2 2022 Earnings Jun 30 '21 $2,093 $560 $0 9.6% 7.0% Sep 30 '21 $2,333 $697 $0 10.1% 7.1% Three Months Ended Dec 31'21 $3,107 $726 $0 12.0% Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue. Note 2: Mobility business model change in the UK resulted in the classification of certain Mobility payments and incentives as Cost of Revenue. 9.2% Mar 31'22 $4,025 $740 $160 15.2% 11.8% Jun 30'22 $5,153 $942 $831 17.7% 11.6% Note 3: The impacts to Cost of Revenue due to business model changes shown here only reflect the portion that impacted Cost of Revenue for the Delivery and Mobility segments. Delivery and Mobility business model changes also resulted in impacts to other financial statement line items but are not shown here. 30#31Free Cash Flow Reconciliation $ in Millions Free Cash Flow reconciliation Net cash provided by (used in) operating activities Purchases of property and equipment Free Cash Flow Uber Q2 2022 Earnings Jun 30 '21 (341) (57) ($398) Sep 30 ¹21 614 (90) $524 Three Months Ended Dec 31 '21 (107) (80) ($187) Mar 31 '22 Note 1: Q3'21 Operating cash flow and Free Cash Flow recognized a net benefit of $1.0 billion as a result of significant cash impacts related to a James River transaction. 15 (62) ($47) Jun 30'22 439 (57) $382 31