Uber | Results Presentation Deck | 57 slides

Uber · 2020-08
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
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coverage by narrative range · generated from this deck JSON
Narrative range 57 total
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Whole deck 57 slides 100% 57/57 slides 100% 57/57 slides · 250 hits
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31.6% 18/57 slides · 21 hits 17.5% 10/57 slides
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Slide inventory

57
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
transition
06
The image is a high-contrast, black-and-white photograph of an empty Times Square, serving as a visual metaphor for the impact of the pandemic.establish_context
07
The slide uses a triptych layout with high-quality photography to illustrate each pillar of the company's mission.summarize
08
summarize
09
The slide uses a grid layout to showcase business units alongside key operational metrics.establish_context
10
Includes historical CAGR and YoY growth/decline metrics.analyze_data
11
The chart uses annotations to highlight specific run-rate milestones and YoY performance metrics.analyze_data
12
summarize
13
The slide uses three smartphone screenshots to illustrate the breadth of the Uber app's functionality.present_solution
14
summarize
15
The slide distinguishes between 'Owned operations' and 'Minority owned affiliates' using a color-coded map.establish_context
16
transition
17
The chart includes a specific callout for the Jan/Feb 2020 period (22%) before the full impact of COVID-19.analyze_data
18
The chart highlights a pre-COVID-19 period in Q1 2020 and shows a significant drop in Q2 2020.analyze_data
19
transition
20
Data reflects mid-June to mid-July 2020 vs January 2020.analyze_data
21
summarize
22
The slide uses a blue sidebar to emphasize the key takeaway regarding cost structure.analyze_data
23
The slide uses a split layout: quantitative charts on the left and qualitative strategic drivers on the right.analyze_data
24
summarize
25
The slide uses a three-part narrative structure: TAM, internal growth comparison, and external competitive benchmarking.size_opportunity
26
The slide emphasizes market leadership in key international regions and cities.establish_context
27
This is a classic flywheel or virtuous cycle diagram.present_framework
28
The diagram is a classic flywheel/virtuous cycle model.present_framework
29
The chart uses a stacked bar approach to visualize market share shifts over time.analyze_data
30
BYOC stands for Bring Your Own Courier. The chart shows a stacked bar representation of BYOC vs Fallback trips.analyze_data
31
transition
32
The chart shows a dual-axis style representation (though only one axis is explicit) of Gross Bookings growth and Category Position.analyze_data
33
The chart shows a combination of bar (Gross Bookings) and line (Category Position) data.analyze_data
34
The chart shows a dual-axis representation of Gross Bookings (bar) and Category Position (line).analyze_data
35
The slide uses a pie chart to show market concentration and a grouped bar chart to compare performance metrics (Trips, Quarterly Trips/Active Eater, Quarterly Ganalyze_data
36
The slide uses a bar chart for YoY growth and a 100% stacked bar chart for market mix over time.analyze_data
37
summarize
38
analyze_data
39
size_opportunity
40
summarize
41
The slide highlights the financial and operational benefits of the ATG partnership model.establish_context
42
The diagram illustrates a transition from 'Drivers' to 'Automated' via a 'Hybrid' phase, using an arrow to represent the gradual, intelligent rollout.present_solution
43
transition
44
The chart uses a combination of bar chart and annotated trend lines to show margin progression.present_solution
45
Amounts as of Q2 2020.analyze_data
47
The table provides a breakdown of revenue adjustments and operating expenses to arrive at Adjusted EBITDA.analyze_data
48
The table details specific line items like 'Excess Driver Incentives', 'COVID-19 Response Initiatives', and 'Stock-Based Compensation' as adjustments.analyze_data
49
Standard financial disclosure table for earnings reports.analyze_data
50
The table displays quarterly financial data from Jun 30 '19 to Jun 30 '20, highlighting specific adjustments like COVID-19 response initiatives and stock-based analyze_data
51
The table displays specific line-item adjustments such as stock-based compensation, restructuring charges, and COVID-19 initiatives.analyze_data
52
The slide presents two distinct tables: a reconciliation bridge and a segment breakdown.analyze_data
53
The table reconciles GAAP revenue to Adjusted Net Revenue by deducting driver incentives/referrals and adding COVID-19 response initiatives.analyze_data
54
The table includes a specific note regarding the divestiture of the JUMP business in Q2 2020.analyze_data
55
The table highlights key profitability metrics as percentages of revenue, with negative values in parentheses.analyze_data
56
This is a standard financial reconciliation table often found in earnings presentations.analyze_data
57
The table reconciles GAAP financial measures to adjusted growth metrics.analyze_data