Investor Update slide image

Investor Update

Delivery Investments in the consumer experience drive increased engagement and retention In-app experience Reliability 9:41 1009 N 42nd St Q Search Uber Eats Sushi Pizza Burgers Mexican Uber One -> Pickup Offers Ra Featured on Uber Eats Sweetgreen $0 Delivery Fee-15-25 min 4.5 (15,900+) Order again Affordability - 420 bps Simplified Navigation Universal search and easy access for location, cart, Categories & Filters Frictionless page filtering Ono Haw Carousel-Based Feed New carousel content, ranking, ads ranking $0 Deliv 4.5 (15.9 Spend $30, save $10 Spendi A 5 EQ 目 Home Grocery Browse Orders Account High Intent Bottom Tabs Entry points for grocery and reorder use cases In-app improvements to aid in discovery and surface more content Dec❜21 Dec'22 Dec❜23 ~25% Reduction of Incomplete Delivery Trips We've been able to lower net consumer fees¹ as % of basket² significantly At today's scale the reduction in failed Trips³ results in >$500M in annualized Gross Bookings 1. All fees paid by the consumer, net of promotions and Membership discounts Uber | Investor Update 2. Gross value of items purchased before discounts or promotions 3. Orders that were placed but not fulfilled 45
View entire presentation