WeWork Investor Day Presentation Deck slide image

WeWork Investor Day Presentation Deck

Terms & Definitions Overall Business Definitions: Core Leased: WeWork's existing flexible workspace business, including incremental growth for WeWork's flexible workspace business. Included in Membership and Services revenue in our consolidated financial statements. ● Platform: represents WeWork buildings whereby the Company enters into asset-light management or franchise agreements with landlords and operates the space in exchange for a fee. Included in Membership and Services revenue in our consolidated financial statements. Ventures: includes WeWork Capital Advisors and other legacy ventures businesses such as WeLive and Powered By We. Included in Other Revenue in our consolidated financial statements. SMB: organizations with less than 500 FTES ● Enterprise: organizations with greater than 500 FTES Other Virtual Memberships: Defined as We Memberships, which is a legacy product that was a virtual membership providing user login access to the WeWork member network online or through the mobile application as well as access to service offerings and the right to reserve space on an à la carte basis, among other benefits. Each WeMembership is considered to be one Membership. Other Virtual Memberships are not included in WeWork's calculation of occupancy due differences in pricing structure and product use case. Operating KPIs: Total Workstations: represents the estimated number of workstations available at open locations (may also be referred to as 'Desks' or 'Physical Workstations'). Total Memberships: are the number of WeWork physical and All Access memberships. Physical Occupancy: is the number of physical memberships divided by total workstations. Total Occupancy: is the number of physical memberships plus All Access memberships divided by total workstations. Excludes Other Virtual Memberships from the numerator. Total Enterprise Membership: represents Physical Memberships, All Access memberships, and Other Virtual Memberships attributable to enterprise members, which are organizations with greater than 500 FTES. Enterprise membership percentage represents the percentage of our memberships attributable to these organizations. Total Occupancy Including Sold Memberships: total memberships and net memberships that are already contracted to move in or move out divided by total workstations. ● ● ● ● All Access: monthly membership providing an individual with access to over 700 WeWork locations. Included in Membership and Services revenue in our consolidated financial statements. Marketplace: provides a holistic marketplace ecosystem in which members can access value-added services and flexible real estate products. Enables members to create a custom workplace experience that meets their business needs. Many of these digitized space and service offerings are offered as a workplace solution via the WeWork Member app. Included in Membership and Services revenue in our consolidated financial statements. Other Business Metrics: ● Locations: represents the estimated number of open locations Core Leased ARPM: net core leased membership and services revenue divided by core leased physical memberships. All Access ARPM: All Access revenue over the period divided by All Access memberships. ● ● 45 | wework Ⓒ2021 WeWork. Confidential.
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