Uber Results Presentation Deck
Delivery Highlights
$ in Millions
Gross
Bookings
% Constant Currency
Growth YoY
Adjusted Net
Revenue
% Constant Currency
Growth YoY
Adjusted
EBITDA
Uber
Q3 2020 Earnings
$3,658
77%
10.7%
$392
109%
($316)
(80.6%)
$4,374
73%
9.5%
$415
154%
($461)
(111.1%)
Q4 2019
$4,682
54%
11.3%
$527
124%
($313)
(59.4%)
$6,961
113%
12.7%
$885
163%*
($232)
(26.2%)
$8,550
135%
13.3%
O
$1,135
191%
($183)
(16.1%)
+145%**
Gross Bookings Growth YoY
+10pp
Adjusted EBITDA margin
as a % of ANR QOQ
Adjusted Net Revenue: Take Rate
Adjusted EBITDA: Segment Adjusted
EBITDA Margin as a % of ANR
Q3 2019
Q1 2020
Q2 2020
Q3 2020
*Q2'20 constant currency growth rate excludes the impact of the Driver appreciation award associated with the IPO. **145% Gross Bookings growth excludes the impact of Eats India and other market exits.
Note 1: Take Rate is defined as Adjusted Net Revenue as a percentage of Gross Bookings. Note 2: See Non-GAAP reconciliations for reconciliation of non-GAAP measures as well as Delivery Adjusted EBITDA as a percentage of Delivery Revenue.
Note 3: All measures are for Delivery segment unless otherwise noted.
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