Uber Investor Presentation Deck
February 2024, 82 slides
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investor update | Uber
forward looking statements non financial measures | Uber
company overview | Uber
committed to our mission we reimagine the way the world moves for the better | Uber
we proven out our platform promise and we just getting started a | Uber
an outstanding management team committed to relentless innovation and improvement | Uber
as we scaled our platform has shown enormous power breadth of offerings with unmatched global scale shared and compounding tech renowned brand and differentiated membership program operational excellence consumer and earner impact financial impact | Uber
consumers are using more of our products and spending more on our platform more than a third of monthly consumers are product product consumers spend over more than single product consumers | Uber
cross promotion at scale drives efficiencies in the mobility and delivery are meaningful channels of growth for one another the cost of incremental acquisition is that of paid channels | Uber
growing one member base driving higher engagement member growth since total gross bookings coverage member non member monthly spend a | Uber
driver and courier engagement remains strong more ways to flexibly earn via the driver single driver higher retention and higher engagement | Uber
platform provides for low cost supply acquisition | Uber
business platform more ways for partners to reach customers for business health direct connect advertising i | Uber
advertisers reach unique consumers and drive action across advertising ecosystem from awareness to action | Uber
power of our shared technical platform more data more capabilities be | Uber
massive data sets and shared architecture enhance capabilities models trained per month peak predictions per second vie | Uber
core business and shared tech are clearly extensible multiple billion dollar adjacencies with more to come food delivery reserve and more grocery retail advertising last mile logistics enterprise solutions travel | Uber
driving sustainable earnings growth at scale gross bookings growth mid to high teens adjusted growth high to free cash flow as of adjusted | Uber
what sets us apart leading global platform to go anywhere and get anything substantial and sustainable growth opportunities category defining leadership serving multiple trillion dollar markets with products leveraging our technology infrastructure and platform further penetration of market opportunities through innovation and expansion within anchor categories with a focus on sustainable growth at a financial inflection by platform benefits robust adjusted generation and free cash flow conversion driven by operating leverage capital discipline and structurally lower customer acquisition costs and higher lifetime value | Uber
mobility make every journey better | Uber
industry leading scale making every journey better growth profitability market leadership i | Uber
mobility is firing on all cylinders supply drivers vehicles demand consumers trips per consumer new geographies expanding use cases low cost products cost reduction sny | Uber
we keep adding fuel to the mobility growth algorithm of consumers trips per consumer gross bookings per trip mobility gross bookings more demand more supply | Uber
success in mobility starts with drivers the engine of growth local on the ground operational execution has significantly increased our driver base tech innovation and power of the platform structural supply advantage | Uber
driver growth will come from both traditional base and new pools of supply is the platform of choice in a growing gig economy taxi better together fleet partnerships add high quality and highly engaged supply | Uber
even in our most mature markets we are growing consumers at a strong pace with lots of runway left matching the higher penetration rates in our portfolio is a tens of billions of gross bookings opportunity | Uber
we still have plenty of headroom to increase consumers across our key use cases airports is a business but we are still penetrated on global airport trips for business serves globally but we are still penetrated in the sam oer | Uber
ready for design unlocking new demographic segments will further step change consumer growth teens product materially expands our market health and call to ride bring on more older adults | Uber
ready for design we planting the seeds for consistent consumer growth in huge new countries where is not yet a verb japan south | Uber
a high proportion of low frequency consumers represents a huge opportunity to increase engagement of consumers take only trips per month | Uber
our product strategy to expand use cases is key to our vision to displace personal car ownership from a small set of core use cases to being relevant on all journeys consumers who use for use cases are more engaged overall both on new products sop bad | Uber
vast majority of global trips happen below the price point of low cost products unlock daily engagement structurally lowering costs via low cost products unlock higher frequency less expensive form factors cost efficiency of sharing | Uber
our product portfolio serves consumer needs at various price points and delivers balanced growth in average fare ready for design managing balanced growth across low cost and premium products supports modest average fare growth over time case study | Uber
autonomous vehicles will significantly expand our tam of consumers trips per consumer gross bookings per trip mobility gross bookings more demand more supply ready for design a | Uber
leading companies are choosing as the best autonomous platform partner to bring to market offers the value for partners live partnerships shaping the mobility delivery and freight ecosystem | Uber
key compounding growth while improving margin via cost structure discipline supply engine is delivering and will continue to power core business growth new geographies and segments expanded use cases and scaled low cost products will drive more consumers and higher engagement balanced product portfolio supports sustained top and bottom line growth platform partner of choice shaping the autonomous future of mobility a a | Uber
delivery deliver a better day | Uber
delivery keeps delivering growth profitability market leadership | Uber
strong execution across our operational input metrics consumers trips per consumer merchants couriers expanding use cases growing membership scaling merchant tools | Uber
significant progress on bottom line with multiple levers to continue driving profit expansion | Uber
consistent execution across our growth building blocks will compound top line for the long term of consumers trips per consumer gross bookings per trip delivery gross bookings supply merchant and earner partners bra | Uber
we have plenty of headroom to increase monthly consumers higher penetrated countries of tam lower penetrated countries of tam | Uber
adding new merchants attracts and engages new consumers we are still early in capturing the opportunity active merchants and merchant tam | Uber
membership is a powerful tool to grow engagement we substantially grown membership coverage of delivery gross bookings as membership coverage grows in a country consumer engagement increases | Uber
investments in the consumer experience drive increased engagement and retention in experience reliability | Uber
we building a world class grocery retail product to expand into new use cases and categories consumer retention | Uber
grocery retail grows the number of purchasing occasions and helps to further increase engagement indexed trips per consumer by delivery consumer type | Uber
direct expands our tam and complements our active markets increase in direct trips of direct trips are non restaurant deliveries | Uber
our marketing tools ads and offers drive value for our merchants and advertising partners total spend on ads and merchant offers as of gross bookings average return on spend | Uber
key a a | Uber
economic impact regulatory progress | Uber
impact on the world is greater than ever drivers couriers countries driver courier earnings since driver courier earnings in flexible work is more important than ever out of drivers and couriers say they would not keep driving or delivering if it offer flexibility | Uber
to ensure we remain the platform of choice for flexible work we always innovating and improving the driver and courier experience | Uber
defining the future of work flexibility with benefits and protections | Uber
taxi drivers in countries are earning on | Uber
coming soon | Uber
monthly active drivers global world zero emission vehicle platform | Uber
drivers have become the world early adopters of going electric faster than regular motorists worlds | Uber
investing in just the right thing to do it also good for business environment is a top concern among alpha and gen of each i | Uber
cities earners taxis | Uber
delivering profitable growth | Uber
uniquely positioned at the intersection of the digital and physical world building a more positive world with an enormous impact why network effects supported by industry leading technology opportunity to extend profitable growth and strengthen capital allocation | Uber
significant growth and momentum since gross bookings adjusted | Uber
compelling financial track record growth at scale gross bookings adjusted profitability positive free cash flow operating profitability met or exceeded gross bookings and adjusted expectations for straight quarters | Uber
driving sustainable earnings growth at scale gross bookings growth mid to high teens adjusted growth high to free cash flow as of adjusted | Uber
it all starts with the power of the platform operating leverage higher investment returns | Uber
key growth drivers gross bookings model consumers engagement spend gross bookings | Uber
still in very early stages of penetrating our large tams growth our opportunity monthly consumer penetration future drivers new and emerging geographies new consumer demographics expanded use cases | Uber
deepening engagement by getting consumers to use more monthly trips per growth our opportunity of use only once or twice per month future drivers product use membership data led product improvements | Uber
operating profitability achieved in | Uber
a majority of our top markets are profitable and have increased profitability in the last two years | Uber
significant progress on bottom line with multiple initiatives to continue driving profit expansion future margin expansion drivers be | Uber
free cash flow has reached an inflection point | Uber
drivers of free cash flow as of adjusted | Uber
capital allocation framework capital allocation is centered around strong levels of liquidity for growth and a focus on long term total shareholder return growth optimize liquidity long term return inaugural share repurchase authorization billion | Uber
summary investment highlights strong financial track record of sustained growth and profitability expansion mid to high teens gross bookings supported by massive markets and expansion of new products and services operational rigor to continue driving outsized profitability and cash flow growth adjusted to grow the rate of topline growth with free cash flow conversion disciplined capital allocation framework focused on ensuring optimal liquidity for growth and total long term shareholder return | Uber
non reconciliations | Uber
adjusted reconciliation unaudited in millions | Uber
adjusted reconciliation unaudited in millions | Uber
free cash flow reconciliation unaudited in millions | Uber
non costs and operating expenses reconciliations unaudited in millions | Uber
| Uber
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