Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Business model change impact on Cost of Revenue $ in Millions Non-GAAP Cost of Revenue Delivery business model change impact* Mobility business model change impact* Non-GAAP Cost of Revenue (% of Gross Bookings) Non-GAAP Cost of Revenue (excl. business model change impacts, % of Gross Bookings) Uber Q2 2022 Earnings Jun 30 '21 $2,093 $560 $0 9.6% 7.0% Sep 30 '21 $2,333 $697 $0 10.1% 7.1% Three Months Ended Dec 31'21 $3,107 $726 $0 12.0% Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue. Note 2: Mobility business model change in the UK resulted in the classification of certain Mobility payments and incentives as Cost of Revenue. 9.2% Mar 31'22 $4,025 $740 $160 15.2% 11.8% Jun 30'22 $5,153 $942 $831 17.7% 11.6% Note 3: The impacts to Cost of Revenue due to business model changes shown here only reflect the portion that impacted Cost of Revenue for the Delivery and Mobility segments. Delivery and Mobility business model changes also resulted in impacts to other financial statement line items but are not shown here. 30
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