Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Eats is following the Rides playbook TAM: $2.8T All countries Retail restaurants Home Delivery, Takeaway, Drive Thru, Eat-in Investing in a massive market opportunity 40 30 20 10 0 Run-rate Gross Bookings* ($B) M1 M14 M28 Rides Eats $10B Nov'18 Eats $30B May'20 Eats M42 Rides $30B Mar'17 Rides $10B Sep'15 M56 Leveraging existing infrastructure brand, operations, and technology to expand rapidly 30 - 20 10 Run-rate Gross Bookings^ ($B) 0 2016 2017 Uber Eats -- Just Eat Takeaway 2018 2019 2020 Grubhub Delivery Hero -- And building the largest food delivery company in the world, excluding China *Annualized Gross Bookings run-rate based on monthly gross bookings ^Annualized Gross Bookings run-rate based on quarterly gross bookings; 2020 Gross Bookings annualized from reported Gross Bookings/Gross Food Sales/Gross Merchandise Value for Uber Eats, Grubhub and Delivery Hero respectively, and for Just Eat Takeaway based on consensus estimates updated post company announcement on June 10, 2020
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