Uber Results Presentation Deck

Uber Delivery ex-US & Canada is growing much faster than peers Q2'21 GB/GMV/ GOV/GTV annualized scale & growth 85% YoY 72% 58% YoY YoY Uber 26% YoY Q2 2021 Earnings 104% 70% YOY YoY $52B $39B $39B $35B $26B $25B $9B E 8 Uber ROW Delivery ---------- 76% YoY Uber US&C Delivery Delivery ex-US & Canada near breakeven in Q2 Q2'21 Adjusted EBITDA loss and margin (% of Gross Bookings) ($13M) Adj. EBITDA (0.2%) of GBs O ($148M) Adj. EBITDA (2.4%) of GBs Uber US&C Delivery 1. Gross Bookings reported by Uber, Gross Merchandise Value reported by Delivery Hero, Gross Order Value reported by Doordash, and Gross Transaction Value reported by JET and Deliveroo. 2. Uber Delivery based on Q2'21 actuals, Delivery Hero based on Q2'21 Visible Alpha consensus, DoorDash based on Q2'21 Visible Alpha consensus, JET based on midpoint of Q2'21 guidance and YoY % based on Q2'21 actual, Deliveroo based on FY'21 Visible Alpha consensus and YoY % based on Q2'21 actual. 3. Euro and Pound to USD currency conversions based on July 15th 2021 exchange rates. *based on majority owned operations Gross Bookings Uber ROW Delivery Uber's Delivery business is the largest * on-demand food delivery platform in the world (excluding China). Uber has a category leading position in 8 of our top 10 markets (with a strong #2 position in the US and UK). Uber's Delivery business ex-US & Canada is outperforming peers, and was close to Adjusted EBITDA breakeven in Q2. In the US, where we have opted to lean in to improve our position, we made significant progress, reaching the #1 position in NYC for the first time, and successfully consolidating Postmates to establish a #1 position in LA as well. Going forward, we expect to optimize US spend to improve profitability. We believe delivery is on track to reaching Adjusted EBITDA breakeven by Q4 2021. 16

View entire presentation