Uber Mergers and Acquisitions Presentation Deck
Strategic Rationale 02
Uber Eats + Postmates
Gross Bookings
Geographic Mix
Restaurants
Customer Base
Brand
Key Merchant Partners
Technology
Other Adjacencies
UberEats
Q2 Gross Bookings growth of over 100% YoY¹
Global: Operations in 34 countries and leading³ position
representing significant majority of Bookings (includes:
US, UK, France, Mexico, Japan, Australia)
Key cities: London, Paris, Lisbon, Tokyo, Taipei, Sydney,
Toronto, Mexico City
400K partnered restaurants4
111M Monthly Active Platform Consumers
Uber is one of the most recognizable brands in the world
McDonald's, KFC, Burger King
World-class marketplace technology (routing,
dispatching, dynamic pricing, matching)
Expanding into grocery and other item delivery in
several markets
1 Q2 2020 Results are preliminary
2 Reflects Uber's definition of Gross Bookings; Q2 results are preliminary
3 Leading position reflects countries with #1 or #2 category position
4 As of December 31, 2019
Postmates
Q2 Gross Bookings growth of over 67%² YoY and
over 50% QOQ
Key cities: Los Angeles, Las Vegas, Orange County,
San Diego, Phoenix
115K partnered merchants5
10M+ Active Customers7
Significant subscription program, with Postmates
Unlimited accounting for 30%+ of orders
Beloved brand, especially among Millennials
Popular, local "hero" brands: Sugarfish, Tocaya Organica,
Ono Hawaiian BBQ and Sweetfin
Batching and chaining capabilities
Technology and operations to facilitate delivery for non-
partnered merchants
Early player in Delivery-as-a-service
5 As of March 31, 2020
6 As of December 31, 2019; Monthly Active Platform Consumers (MAPCS) is the number of unique consumers who completed a Rides or New
Mobility ride or received an Eats meal on our platform at least once in a given month, averaged over each month in the quarter
7 As of March 31, 2020; Active customer defined as any customer who has placed at least one order on the platform during a trailing 12-month period
Uber Eats
+
Postmates
• Combines global scale and local category
strengths to drive operating efficiency and
accelerate path to profitability
Improved high-quality restaurant selection,
including SMB restaurants
and local favorites
Expanded and strong customer base
• Addition of strong, trusted consumer
and restaurant facing brand
Integrated platform with improved batching
and chaining capabilities, technology and
operations to facilitate delivery for non-
partnered merchants, and acceleration of
delivery-as-a-service effortsView entire presentation