Bird Investor Presentation Deck
Massive market opportunity with COVID-19 accelerating penetration
ESTIMATED TOTAL ADDRESSABLE MARKET
BIRD
8 trillion trips are taken
each year globally...
of which 5 trillion are
< 5 miles in length...
3.
of which 900 billion are
taken by addressable
users'...
...resulting in a $800B yearly
revenue opportunity²
with 200 billion
trips shifting to
micromobility...
Addressed
Market
$80B+
Yearly SAM³
bbb
d
ss
$800B
Yearly TAM
1. Addressable Users are defined as non-senior adults who live in urban areas with access to cellular networks.
Total Addressable Market ("TAM") calculated from global trip data per industry sources, the US federal government and the European Commission haircut by trip length and user demographic data (including age, ability, and income) per the UN, World Bank, and CIA Factbook, modal mix per industry sources and climate suitability
per historical weather data.
Serviceable Available Market ("SAM") calculated beginning with TAM of near-term Bird markets reduced by 'serviceable trip length' penetration per Bird trip length data and estimated e-bike penetration, infrastructure penetration per city-level data from industry sources, regulatory penetration per city regulations and Bird internal
estimates for city permits.
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