Uber Mergers and Acquisitions Presentation Deck slide image

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 efforts
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