Contribution Margin Actual vs Outlook slide image

Contribution Margin Actual vs Outlook

GAAP to Non-GAAP Reconciliations (cont.) ($ in millions) Non-GAAP Operating Expenses¹ GAAP Sales and Marketing Amortization of intangible assets Stock-based compensation expense Payroll tax expense related to stock-based compensation Sublease income¹ Restructuring charges Non-GAAP Sales and Marketing GAAP General and Administrative Amortization of intangible assets Stock-based compensation expense Payroll tax expense related to stock-based compensation Sublease income¹ Costs related to acquisitions and divestitures Transaction costs rel. to certain legacy auto insurance liabilities Restructuring charges Non-GAAP General and Administrative (1) Note: Fiscal 2021 Q1 Q2 Q3 Q4 Fiscal 2022 Total Q1 (78.6) (99.9) $ (109.0) (123.9) $ (411.4) $ (126.3) 0.3 0.3 0.3 0.3 1.2 0.3 8.0 10.5 9.3 10.5 38.2 10.6 0.8 0.5 0.2 0.2 1.8 0.6 $ (69.5) $ (88.6) $ (99.1) $ (112.9) $ (370.2) $ (114.8) $ (207.6) $ (212.5) $ (231.9) $ (263.6) $ 1.2 1.2 1.6 1.5 (915.6) $ 5.5 (216.9) 1.5 47.3 55.3 61.3 44.5 208.4 46.9 3.6 1.8 1.3 1.0 7.6 1.9 0.9 0.6 0.2 1.5 0.2 $ (155.5) $ (153.2) $ (167.1) $ (216.7) $ (692.4) $ (166.6) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense. There has been no sublease income allocated to sales and marketing or general and administrative expenses through March 31, 2022. Due to rounding, numbers presented may not add up precisely to the totals provided. 18
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