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Mobility is EBITDA positive at scale
4.6
GMV (Pre-InterCo) ($B)
+35% CAGR
2018
5.7
3.2
4.2
6.1
7.9
2022 2023
Take rate improvement to
reach steady state
8%
Adj. Net Revenue (Pre-InterCo)
as % GMV
2018
10%
17%
2019
20% 20% 20%
2020 2021
Segment EBITDA¹ (Pre-InterCo)
as % GMV
2019 2020 2021
Projected
Actual
Projected
Actual
Projected
Actual
Note: The segment GMV, Adjusted Net Revenue and EBITDA figures shown here are "Pre-InterCo" data, which means such data includes earnings and other amounts from transactions between entities within the group that are eliminated upon
consolidation. These figures differ materially from actual segment GMV, Adjusted Net Revenue and EBITDA. See Appendix for a reconciliation. Investors should not place undue reliance on such data. Our 2018, 2019 and 2020 net revenue on which
Adjusted Net Revenue is based is subject to an ongoing PCAOB audit
1. Prior to regional costs
2022 2023
(11%)
(4%)
2018
8%
12% 12% 12%
2019 2020 2021
2022 2023
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