Uber Results Presentation Deck

Clarifying EDI misconceptions → Illustrative Example Excess Driver Incentives is a negative revenue re-class and does not represent the incentive levels in a market Eater Pays $34 (Includes $4 in delivery/service fees*) Restaurant Remittance (Net of 30% marketplace fee) Total Delivery Person Remittance GAAP Revenue GAAP EDI Reclass (Cost of Sales) ANR Uber Q3 2020 Earnings Restaurant $30 -$21 $9 Delivery Person Uber Consolidated $34 -$21 $4 -$5 $0 (Negative revenue → reclass to EDI) -$1 Note: The above example represents how transactions are accounted for in an agent model arrangement. *Delivery Fees includes all delivery related fees including Small Order Fees and Service Fees -$5 $9 -$1 $8 GAAP treats the restaurant and Delivery Person contracts separately and splits the Eater payment into two different revenue transactions. Uber balances the economics between both restaurant and eater fees. However, because Eater fees are less than the Delivery Person's costs in this example, the negative revenue from the Delivery Person contract is booked as cost of sales. We use ANR to measure Uber's take net of all restaurant and courier remittances. 37

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