Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Us Mobility marketplace rapidly us normalizing as drivers return New York City +52% Active Drivers since January United States +67% Active Drivers since January Uber Q3 2021 Earnings tumin 1.9 2% 4.7 min 4.2 Jan '21 6% min 56% Jan '21 Feb '21 Mar '21 Apr '21 May '21 Feb '21 7.4 min Jun '21 39% Jul '21 - NYC % of Trips Surged - NYC Wait Time (minutes) Mar '21 Apr '21 May '21 Jun '21 Jul '21 - US % of Trips Surged - US Wait Time (minutes) 12% Aug '21 Sep '21 17% Aug '21 Sep '21 Oct '21 2.3 min 18% Note 1: Wait Time is the amount of time elapsed from confirmation of ride to pickup Note 2: Active Driver is defined as a Driver who has completed a Mobility trip on our platform at least once in a given month Note 3: Demand recovery and supply recovery are defined as Shopping Session recovery and Supply Hours recovery versus 2019 respectively. 25% 4.5 min Oct '21 Uber's consumer experience in the US is rapidly normalizing as a result of our decisive and early investments in driver supply growth. Active US drivers are up over 65% since January. For the first time in 2021, demand recovery is in balance with supply recovery. As a result, surge is approaching 2019 normalcy. Reliability has improved as well, with US wait time under 5 minutes vs. around 3 minutes in 2019. 10
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