Rover Investor Update slide image

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) 5
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