Bird SPAC Presentation Deck
Massive market opportunity with COVID accelerating penetration
BIRD
TOTAL ADDRESSABLE MARKET
8 trillion trips are taken
each year globally...
of which 5 trillion are
< 5 miles in length...
of which 900 billion are
taken by addressable
users...
with 200 billion
trips shifting to
micromobility...
...resulting in a $800B yearly
revenue opportunity¹
Addressed
Market
1. TAM calculated from global trip data per industry sources, the US federal government and the European
Commission haircut by trip length and user demographic data (including age, ability, and income) per the UN, World
Bank, and CIA Factbook, modal mix per industry sources and climate suitability per historical weather data.
$60B
Yearly SAM²
1999
►
s
es
s
$800B
Yearly TAM
s
s
1
1
1
•
s
P
+11
L
11
1
1
P
s
s
s
ssssssssss
L
↓
1
1
s
2. SAM calculated beginning with TAM of near-term Bird markets reduced by 'serviceable trip length' penetration per Bird trip
length data, infrastructure penetration per city-level data from industry sources, regulatory penetration per city regulations
and Bird internal estimates for city permits.
A
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