Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Revenue $ in Millions 19.1% Uber $2,813 Q3 2020 (21%) (20%) Q3 2021 Earnings 18.5% $3,165 Q4 2020 (16%) (15%) 14.9%* $2,903* Q1 2021 (11%) (11%) 17.9% $3,929 Q2 2021 105% 95% 21.0% $4,845 ** Q3 2021 72% 69% Take Rate % Growth YoY % Constant Currency Growth YoY *Q1'21 Revenue of $2,903 million includes the impact of a $600 million accrual made for the resolution of historical claims in the UK relating to the classification of drivers. Excluding that impact, Revenue would be $3,503 and Take Rate would be 17.9%. **Q3'21 Revenue of $4,845 million includes the benefit of a $123 million accrual release for the resolution of historical claims in the UK relating to the classification of drivers. Excluding that benefit, Revenue would be $4,722 and Take Rate would be 20.4%. Refer to "Reconciliations of Non-GAAP Financial Measures" for more information. Note 1: Take Rate is defined as Revenue as a percentage of Gross Bookings. Note 2: During the fourth quarter of 2020, we changed our accounting policy related to the presentation of negative revenue arising from cumulative payments to Drivers in excess of cumulative revenue from Drivers. Our policy for the presentation of these excess cumulative payments has changed from presenting them within cost of revenue, exclusive of depreciation and amortization, to presenting them as a reduction of revenue in our consolidated statement of operations. 17
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