Rover Investor Update

Rover Unlocks Latent Demand for Pet Care Services Overnight Daytime (1) Unlock Opportunity *Rover $3B $66B Current Commercial # of Pet Households in US x Household Travel Nights per Year x Number of Pets per Household (2) x Price per Pet per Night + (1) Unlock Opportunity $6B $4B = $79B Estimated U.S. TAM, Growing to $113B Total Dogs in US Families x Services per Year x Price per Household x Percent of Addressable Households Current Commercial (3) Source: Packaged Facts, Euromonitor 1. Management estimates based on Packaged Facts and Euromonitor. Additional market opportunity based on number of households with pets, number of total households, number of trips nights per households, and price per pet 2. For purposes of TAM build, pet = dog or cat 3. Management estimates based on Packaged Facts and Euromonitor. International opportunity in geographies where Rover currently operates estimated to be 30% of U.S. opportunity 14

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