Uber | Results Presentation Deck | 37 slides

Uber · 2021-08
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

4
coverage by narrative range · generated from this deck JSON

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
other
Open slide detailBeat · Attention
04
transition
Open slide detailBeat · Attention
05
summarize
Open slide detailBeat · Attention
06
The chart uses a stacked bar format to show the composition of GBs between Mobility and Delivery over time.analyze_data
Open slide detailBeat · NeedLoop · Before After
07
The slide uses a multi-chart layout to compare two business lines (Mobility vs Delivery) across four geographic markets, annotated with specific reopening/lockdanalyze_data
Open slide detailBeat · NeedLoop · Before After
08
The chart tracks the recovery of cross-platform usage (Mobility + Delivery) from Jan '20 to Jul '21.analyze_data
Open slide detailBeat · Need
09
The slide uses a before-after framing to show cross-pollination between Uber's business units.analyze_data
Open slide detailBeat · NeedLoop · Before After
10
The slide uses a combination of a bar chart for growth and a waterfall-style bar chart for wait time improvements.analyze_data
Open slide detailBeat · NeedLoop · Before After
11
The chart shows a shift toward shorter return timeframes (1 month) for inactive drivers.summarize
Open slide detailBeat · Satisfaction
12
The chart illustrates a faster recovery for rideshare apps compared to traditional taxis and public transit.analyze_data
Open slide detailBeat · Satisfaction
13
The slide highlights the recovery of Gross Bookings post-Q2 2020 and the path to EBITDA profitability.analyze_data
Open slide detailBeat · Satisfaction
14
The slide uses a waterfall-style logic to explain the path to profitability, specifically focusing on the bridge between Q2 and Q3.show_valuation_bridge
Open slide detailBeat · Satisfaction
15
The chart uses a grouped bar format to show the relationship between recovery gaps and EBITDA margins.analyze_data
Open slide detailBeat · Satisfaction
16
The slide uses a bar chart for growth comparison and a donut chart for profitability breakdown.summarize
Open slide detailBeat · Satisfaction
17
The slide uses a stacked bar chart to represent equity stakes, categorized by public listing status.analyze_data
Open slide detailBeat · Action
18
transition
Open slide detailBeat · Action
19
Includes definitions for MAPCs and Trips in the footer.analyze_data
Open slide detailBeat · Action
20
The slide includes a significant callout for the 12% QoQ growth.analyze_data
Open slide detailBeat · Action
21
Includes specific adjustments for UK accrual and constant currency growth.analyze_data
Open slide detailBeat · Action
22
The slide includes a detailed disclaimer regarding the definition of Adjusted EBITDA and margin.analyze_data
Open slide detailBeat · Action
23
transition
Open slide detailBeat · Action
24
Includes specific adjustments for UK accruals and constant currency growth metrics.analyze_data
Open slide detailBeat · Action
25
Includes specific financial metrics and growth percentages for the Delivery segment.analyze_data
Open slide detailBeat · Action
26
transition
Open slide detailBeat · Action
27
Financial data in millions, except share amounts in thousands and per share amounts.analyze_data
Open slide detailBeat · Action
28
Financial statement data presented in millions of dollars.analyze_data
Open slide detailBeat · Action
29
The slide presents liabilities, redeemable non-controlling interests, and equity in millions of dollars.analyze_data
Open slide detailBeat · Action
30
The table details cash flows from operating activities, including adjustments to net income and changes in assets and liabilities.analyze_data
Open slide detailBeat · Action
31
Values are in millions of dollars.analyze_data
Open slide detailBeat · Action
32
transition
Open slide detailBeat · Action
33
The table includes segment-level EBITDA and various adjustments including stock-based compensation, depreciation, and other income/expenses.analyze_data
Open slide detailBeat · Action
34
The table displays adjustments for items like impairment, COVID-19 initiatives, and stock-based compensation.analyze_data
Open slide detailBeat · Action
35
Continued slide from a larger earnings presentation.analyze_data
Open slide detailBeat · Action
36
$ in Millionsanalyze_data
Open slide detailBeat · Action
37
The slide provides a bridge between GAAP revenue and a non-GAAP 'Revenue Excluding UK Accrual' metric across five quarters.analyze_data
Open slide detailBeat · Action