Rover Investor Update
Meet Rover
$16
$43
Annual Gross Booking Value ($M)
***Rover
$92
65%
CAGR
$202
$333
$436
$233
$522
2014 2015 2016 2017 2018 2019 2020 2021
1Q1-Q2
□Q3 - Q4
$367
2022
YTD
3M+
Pet Parents have booked
82%
Repeat bookings
65M
All-time services delivered
Note: Metrics are cumulative through Q2'22, unless otherwise noted
2022 results have not been audited. See Legal Disclaimer for additional information
1. Based on the US Census zip code tabulation areas with booked transactions on the platform as of June 2022
2. Average annual cohort repeat revenue retention based on 2013-2021 pet parent cohorts
3. Based on LTM Q2'22 third-party credit and debit card data exclusive of competitor's insurance offering
4. Based on July 2022 Rover survey, includes respondents who previously had a pet and relied on a third party
750k
Providers paid
1-2
Quarter payback
~13x
Larger than next largest
competitor
(3)
9
97%+
of U.S. population covered
~80%
Revenue retention
(2)
59%
Previously relied on friends,
family and neighbors
(4)
(1)
5View entire presentation