Uber · consulting-deck
2024 Investor Update
82 pages · 5 arc beats · 3 loops
2024 Investor Update
Uber arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 9 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Executive Summary 1 slides 100% 1/1 slides 100% 1/1 slides · 11 hits — 0/1 slides
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100% 1/1 slides 100% 1/1 slides KPI Dashboard 3 slides 100% 3/3 slides 100% 3/3 slides · 26 hits — 0/3 slides
33.3% 1/3 slides — 0/3 slides
100% 3/3 slides · 4 hits 100% 3/3 slides Key Takeaways 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits — 0/1 slides
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100% 1/1 slides · 2 hits 100% 1/1 slides Market Sizing 3 slides 100% 3/3 slides 100% 3/3 slides · 26 hits — 0/3 slides
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100% 3/3 slides 100% 3/3 slides Business Case 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits — 0/1 slides
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Slide inventory
82 every slide · same image gating as the playbook
05
The slide uses a road metaphor to represent growth over time.quantify_impact
07
The slide uses a hub-and-spoke style visual to connect platform pillars to outcomes.summarize
Open slide detailLoop · Logic Chain
08
The slide uses two bar charts to illustrate cross-selling success and unit economics.quantify_impact
09
The slide uses a combination of metrics and a comparative bar chart to demonstrate the efficiency of internal cross-promotion.quantify_impact
11
The slide uses two bar charts to demonstrate the benefits of cross-platform usage for drivers.quantify_impact
12
The slide uses a bar chart to compare acquisition costs and screenshots of the Uber app to illustrate the cross-selling mechanism.quantify_impact
13
The slide uses a series of five illustrations to represent different business segments.present_solution
14
The slide uses a linear timeline to map specific ad formats (Video Journey, Tablet, Homepage Billboard, Post-Checkout) to the funnel stages.illustrate_case
15
The slide uses a hub-and-spoke style logic where the top grid represents the shared platform components and the bottom row represents the business units.present_framework
16
The slide uses a grid of 6 use-case examples to illustrate the impact of AI.summarize
17
The slide uses a funnel-like progression to illustrate business expansion.present_solution
18
The slide uses a table format to present key financial targets for the company.summarize
19
The slide uses a three-column layout with icons to present core value propositions.summarize
21
The slide uses a three-column layout to highlight key performance indicators.summarize
22
The slide uses a split-layout with quantitative metrics on the left and qualitative strategic drivers on the right.summarize
23
The slide uses a mathematical equation format to explain business growth drivers.present_framework
24
The slide uses a split-screen layout to contrast operational growth (left) with product-led supply advantages (right).present_solution
25
The slide uses a three-column layout to present different supply growth levers.present_solution
26
The chart uses a stacked bar approach to show Q4'21 vs Q4'23 penetration, with annotations calculating potential Gross Bookings (GB) uplift.size_opportunity
27
Uses a Venn-style diagram to represent SAM (Serviceable Addressable Market) for Uber for Business.size_opportunity
28
The slide uses a split-screen approach to contrast two distinct demographic growth strategies.size_opportunity
29
The slide uses a bracket to group six country-specific bar charts, illustrating growth multipliers for each.quantify_impact
30
The slide uses a callout to quantify the financial impact of moving the largest segment (1-2x) to a higher frequency tier.size_opportunity
31
The slide uses a visual transition from a small set of core products to a wide array of offerings, followed by a bar chart showing a 3x increase in bookings forquantify_impact
Open slide detailBeat · Business Case
32
The slide uses a combination of big numbers and a bar chart to illustrate the correlation between lower cost form factors and increased trip frequency.quantify_impact
33
The slide uses a bubble chart to represent product tiers and a stacked bar chart to show growth in India.illustrate_case
34
Uses a mathematical decomposition framework to explain the impact of AVs on TAM.size_opportunity
35
The slide uses a logo grid organized by business segment (Mobility, Delivery, Freight) to demonstrate market traction.illustrate_case
38
The slide uses a combination of bar charts and a combo chart to show financial trajectory, alongside key performance metrics.summarize
39
The slide uses a split-screen layout with quantitative metrics on the left and qualitative strategic highlights on the right.summarize
40
The slide uses downward arrows to indicate cost efficiency improvements.quantify_impact
41
The slide uses a multiplicative formula structure to explain revenue drivers.present_framework
42
The slide uses a split-chart approach to contrast penetration levels across two country segments.size_opportunity
43
The chart uses a grouped bar structure to show penetration levels (labeled as percentages) relative to the total market size.size_opportunity
44
The slide uses two charts to show both the growth of membership and the resulting impact on consumer behavior.quantify_impact
45
The slide uses a three-column layout to demonstrate how product and operational improvements lead to specific business outcomes.quantify_impact
46
The slide highlights product UX improvements (search, branding, personalization) alongside a bar chart showing a 580 bps increase in consumer retention from Decquantify_impact
47
The slide uses screenshots of the Uber Eats app to illustrate the 'bundled order' feature, which combines food and retail items.quantify_impact
49
The slide uses screenshots of the app to illustrate 'Sponsored Listings', 'Ads in Search', 'Merchant Offers', and 'CPG Ads'.quantify_impact
50
The slide uses a structured list format with icons to delineate five distinct strategic points.summarize
52
The slide uses a split-screen layout with quantitative metrics on the left and a qualitative/survey-based insight on the right.summarize
Open slide detailLoop · Cost Of Inaction
54
The slide uses imagery of New York, Rio de Janeiro, and Sydney to imply a global scope for the regulatory and economic impact discussion.transition
Open slide detailLoop · Cost Of Inaction
57
The chart shows a clear upward trend in ZEV driver adoption.quantify_impact
Open slide detailLoop · Cost Of Inaction
59
The slide uses emotional imagery of environmental protesters to reinforce the 'sustainability' theme.quantify_impact
Open slide detailLoop · Cost Of Inaction
63
The slide highlights the company's financial trajectory post-IPO, emphasizing both top-line growth and bottom-line profitability improvement.quantify_impact
64
The slide uses a split-screen layout with a white background on the left for growth metrics and a black background on the right for profitability milestones.summarize
65
The slide uses a table format to present key financial targets for an investor update.summarize
66
The slide uses a hub-and-spoke style logic to connect platform capabilities to growth drivers and financial outcomes.present_framework
67
The slide uses a multiplicative formula to explain the components of Gross Bookings.present_framework
68
The slide uses a combination of a bar chart for historical growth and a callout for the current penetration rate to frame the market opportunity.size_opportunity
70
The chart illustrates the transition from operating losses to profitability.quantify_impact
71
The chart uses a 2x2 matrix structure to categorize markets by profitability and margin change.quantify_impact
72
The slide uses waterfall-style arrows to highlight basis point (bps) improvements in cost efficiency.quantify_impact
73
The chart uses a combination of bar charts and gradient bars to illustrate financial performance trends.quantify_impact
74
The slide uses a structured list format to explain the components of FCF conversion.summarize
75
The slide uses a three-row list structure to define the framework pillars.present_solution
76
The slide uses a four-column layout with icons to present key investment theses.summarize
78
The table lists various adjustments including legal reserves, impairments, stock-based compensation, and taxes to reconcile EBITDA to Net Income.analyze_data
79
Values are in millions of dollars. The table lists various add-backs and deductions including stock-based compensation, depreciation, and other income/expenses.analyze_data
81
The slide presents two distinct tables for R&D and G&A expenses, including adjustments for stock-based compensation, restructuring, and other one-time items.analyze_data