Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Adjusted Net Revenue $ in Millions Uber 21.5% $3,533 Q3 2019 33% 35% Q3 2020 Earnings 20.6% $3,730 Q4 2019 41% 43% 20.6% $3,256 Q1 2020 18% 19% 18.8% $1,918 Q2 2020 (33%) (37%)* 19.1% $2,813 Q3 2020 (20%) (19%) 19.1% Take Rate +60bps Delivery Take Rate improvement QoQ % Growth YoY % Constant Currency Growth YoY Take Rate "Q2'20 YOY growth at constant currency excludes the impact of the Driver appreciation award associated with our IPO. Note 1: Take Rate is defined as Adjusted Net Revenue as a percentage of Gross Bookings. Note 2: We define Adjusted Net Revenue as revenue (i) less excess Driver incentives, (ii) less Driver referrals and (iii) the addition of our COVID-19 response initiative related payments for financial assistance to Drivers personally impacted by COVID-19 and Driver reimbursement for their cost of purchasing personal protective equipment. We believe that Adjusted Net Revenue is informative of our top line performance because it measures the total net financial activity reflected in the amount earned by us after taking into account all Driver and Merchants earnings, Driver incentives, and Driver referrals in transactions in which the Driver is our customer. The impact of these COVID-19 response initiatives related payments for financial assistance and Driver reimbursement for their cost of purchasing personal protective equipment are recorded as a reduction to revenue. To help our board, management, and investors assess the impact of these COVID-19 response initiatives on our results of operations, we are excluding the impact of these COVID-19 response initiatives from ANR. Note 3: See Non-GAAP reconciliations section for reconciliation of non-GAAP measures. 12
View entire presentation