Uber Investor Presentation Deck
Adjusted EBITDA
breakeven in 2021 on track
Adjusted EBITDA, % Revenue
Q1'19 Q2'19 Q3'19 Q4'19 Q1'20 Q2'20 Q3'20 Q4'20
(31%)
(23%)
(16%) (16%)
Consistent QoQ
margin improvement
on Mobility
impact
COVID-19
(19%)
(44%)
Announced
$1B+ in
cost cuts
(22%)
(14%)
Achieve
quarterly
profitability
2021
25%
Long-term target
Proactive cost management and
divestitures; Ongoing Mobility
improvements
recovery and Delivery margin
Long-term target model
Adjusted
EBITDA margin
(% Revenue)
Revenue
take rate
(% GB)
Mobility 25%
15%
Delivery
Uber
45%
30%
25%
Mobility achieved 30% EBITDA margin
pre-COVID, and we expect actions
taken in 2020 to drive structural margin
improvements in 2021 and beyond.
Delivery made significant EBITDA margin
improvements in 2020, even as Uber
invested to address growth
opportunities. In Q4 2020, 15 of 32
Delivery markets were profitable. We
remain committed to achieving Delivery
segment EBITDA breakeven in 2021.View entire presentation