Uber | Investor Presentation Deck | 39 slides

Uber · 2020-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
Narrative range 8 total
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Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
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Traction 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
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Business Model 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits
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Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
summarize
05
transition
Open slide detailBeat · Problem
06
The slide highlights the company's reach (69 countries, 10,000+ cities) and its multi-vertical platform strategy (Rides, Eats, Freight, New Mobility, ATG, Elevaestablish_context
Open slide detailBeat · Problem
07
The slide uses a bar chart to show historical growth and big numbers to highlight current scale.show_traction
Open slide detailBeat · Traction
08
present_solution
Open slide detailBeat · Traction
09
The slide uses three smartphone mockups to illustrate the breadth of the service offering.present_solution
Open slide detailBeat · Solution
10
show_traction
Open slide detailBeat · Solution
11
show_traction
12
The slide distinguishes between 'Owned operations' and 'Minority owned affiliates' using a color-coded map.show_traction
13
The slide uses bar charts to visualize year-over-year growth rates.show_traction
14
The slide uses a three-column layout to categorize growth drivers.plan_implementation
Open slide detailLoop · Cost Of Inaction
15
The slide uses a split layout: quantitative data on the left, qualitative strategic drivers on the right.show_traction
Open slide detailLoop · Cost Of Inaction
16
This slide uses a simple, high-impact metric to establish the scale of the Eats business unit.show_traction
17
The slide uses a two-column layout to contrast operational platform advantages with financial model advantages.present_solution
18
Uses a three-part process flow to illustrate the strategy: Market Opportunity -> Leverage Infrastructure -> Global Scale.show_traction
19
The slide uses a split-screen approach to show past success (left) and current strategic actions (right).show_traction
20
Includes logos of partners and screenshots of the Uber app.show_traction
21
The slide uses a split layout with quantitative targets on the left and qualitative strategic drivers on the right.summarize
Open slide detailBeat · Business Model
22
transition
Open slide detailBeat · Business Model
23
The slide uses a three-column layout to contrast the core investment thesis with specific business unit metrics.present_solution
24
summarize
25
The slide highlights the corporate structure (separate entity) and the operational benefits of OEM partnerships.establish_context
26
The diagram illustrates a transition from a driver-only model to a fully automated model through a 'hybrid' phase, emphasizing an intelligent and gradual approaargue_timing
Open slide detailLoop · Why Now
27
transition
Open slide detailLoop · Why Now
28
The chart uses a visual trajectory line to indicate the path to breakeven.plan_implementation
29
The slide uses stacked bar charts to illustrate cash reserves and equity holdings.analyze_data
31
The table displays financial performance metrics in millions of dollars.analyze_data
32
The table details specific line items like Excess Driver Incentives, Driver Referrals, Restructuring Charges, Depreciation & Amortization, and Stock-Based Compeanalyze_data
33
This is a standard financial disclosure slide from an earnings deck.analyze_data
34
The table shows adjustments for driver incentives, referrals, and stock-based compensation.analyze_data
35
Continued slide from a larger financial disclosure deck.analyze_data
36
The slide contains two distinct tables: one for reconciliation and one for segment breakdown.analyze_data
37
The slide provides a breakdown of revenue adjustments including excess driver incentives and driver referrals.analyze_data
38
The table uses standard accounting reconciliation format, showing adjustments to arrive at Net Income.analyze_data
39
Data presented in millions of dollars; includes quarterly breakdown for 2019.analyze_data