Rover Investor Update slide image

Rover Investor Update

Powerful Word of Mouth Acquisition Enhanced by Strategic Paid Marketing Drives Growth ā— Our strong word-of-mouth customer acquisition combined with repeat transactions has driven down our marketing spend as a % of revenue In YTD 2022, 52% new customers in Top 10 cities were acquired via word of mouth vs. 40% in the rest of the market *Rover Repeat Bookings 49% 40% 82% 2018 2.6M Note: See Legal Disclaimer for additional information YTD 2022 = six months ending June 30, 2022 - Word of Mouth Acquisition in: Top 10 Cities 51% 41% 53% 2019 2.6M All Other Cities 51% 44% 33% 2020 2.1M 50% 41% 18% 2021 3.4M Marketing as % of Revenue 52% 40% 26% YTD 2022 2.2M 19
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