Sonder Investor Presentation Deck slide image

Sonder Investor Presentation Deck

Non-GAAP Reconciliations Reconciliation of Cash used in operating activities to Cash Contribution (TTM) (in thousands) Non-property level sales and marketing: Sales and marketing (-) Property level sales and marketing¹ Non-property level sales and marketing Non-property level operations and support: Operations and support (-) Property level operations and support ² Non-property level operations and support Non-property level operating expenses: General and administrative (+) Research and development (+) Non-property level sales and marketing (+) Non-property level operations and support (-) Stock based compensation (-) Depreciation and amortization Non-property level operating expenses Cash contribution: Cash used in operating activities (+) Cash paid for restructuring costs (+) Non-property level operating expenses Cash contribution ³ Revenue Cash contribution margin $ $ $ $ $ $ $ $ $ Q1 2022 30,440 (21,138) 9,302 165,572 110,967 23,397 (70,062) 95,510 S 9,302 202,177 S 12,401 S 95,510 (17,774) (19,225) 202,177 S 281,852 S (189,776) S 4% S S S Q2 2022 37,966 (27,621) 10,345 184,686 (81,568) 103,118 117,629 27,419 10,345 103,118 (20,380) (21,008) 217,123 2,363 217,123 44,733 355.905 $ 13 % $ (174,753) $ $ $ $ $ $ $ Q3 2022 44,614 (33,549) 11,065 109,940 203,680 $ (93,740) 128,951 28,912 11,065 109,940 (23,212) (22,826) 232,830 3,477 232,830 $ 68,767 412,977 $ 17% (167,540) $ $ $ $ $ $ Q4 2022 51,224 $ (38,752) 12,472 211,081 (101,157) 109,924 28,896 12,472 132,445 $ 109,924 (22,957) (23,911) 236,869 3,712 236,869 91,566 $ (149,015) $ 461,083 $ 20 % $ $ $ $ Q1 2023 57,599 (43,610) 13,989 218,971 (110,539) 108,432 128,209 27,851 13,989 108,432 (28,457) (25,329) 224,695 5,309 224,695 96.190 $ $ 19 % $ (133,814) $ $ $ $ $ 501,355 $ Q2 2023 63,416 (47,444) 15,972 $ 217,176 (115,094) 102,082 127,101 25,326 15,972 3,499 213,509 $ 102,082 (31,661) (25,311) 213,509 $ 98,736 (118,272) $ 537,436 $ 18% $ $ $ $ Note: See prior page for quarterly figures. TTM calculated as the sum of the prior four quarters (e.g. TTM Q1 2023 = Q2 2022 + Q3 2022 + Q4 2022 + Q1 2023). Cash provided by (used in) operating activities includes the benefit of FF&E Allowance Realized, and therefore, Cash Contribution and Cash Contribution Margin include the benefit of FF&E Allowance Realized. (1) Composed of channel fees. (2) Composed of customer service, laundry/consumables, maintenance and utilities and insurance included in operations and support. (3) Excludes restructuring costs. Q3 2023 71,040 (22,349) 19,633 213,727 (57,895) 95,368 121,636 23,734 19,633 95,368 (20,332) (13,254) 205,173 (98,961) 2,385 205,173 108,597 573,806 19% 24
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