Rover Investor Update slide image

Rover Investor Update

Q2 2022 Results 1.4M Bookings 35% YoY Growth 1.1M Q2 2021 1.3M 1.2M 1.2M Q3 2021 *Rover Q4 2021 Q1 2022 1.4M Q2 2022 $213M GBV 59% YoY Growth $134 Q2 2021 $157 $166 $154 Q3 2021 Q4 2021 Q1 2022 $213 Q2 2022 $43M Revenue 77% YoY Growth $24 Q2 2021 $35 $38 Q3 2021 04 2021 $28 Q1 2022 $43 Q2 2022 $4M Adj. EBITDA 10% 10% Adj. EBTIDA Margin $2 Q2 2021 19% 20% (17%) 10% $7 Q3 2021 $8 Q4 2021 (1) ($5) Q1 2022 (2) $4 Q2 2022 Note: 2022 results have not been audited. 1. Adjusted EBITDA defined as net loss adjusted for interest & taxes, depreciation & amortization, other income or expenses, stock-based compensation, restructuring costs, investment impairment, merger and acquisition-related costs, and change in fair value, net and transaction-related expense. See historical GAAP net income (loss) and net income (loss) margin and a reconciliation to net income (loss) on slide 29. 2. Adjusted EBITDA margin is adjusted EBITDA divided by revenue. 26
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