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If Bird's scooters, mobile applications or other services have defects, the reputation and brand of Bird's platform and services could suffer, which could negatively impact the use of its products and services, and negatively impact operating results and financial condition. Bird may acquire other businesses, which could require significant management attention, disrupt its business, dilute stockholder value and adversely affect operating results. The global nature of Bird's business may subject it to increased business and economic risks that could impact financial results. Bird's business is subject to interruptions, delays or failures resulting from earthquakes, other natural catastrophic events, geopolitical instability, war, terrorism, public health crises and other unexpected events. The loss of one or more of Bird's key personnel, or failure to attract and retain other highly qualified personnel in the future, could harm Bird's business. The impact of economic conditions, including the resulting effect on discretionary consumer spending, may harm Bird's business and operating results. Bird may need additional capital, and cannot be certain that additional financing will be available. Bird's company culture has contributed to its success and if Bird cannot maintain this culture as it grows, its business could be harmed. Bird's user growth and engagement on mobile devices depend upon effective operation with mobile operating systems, networks and standards that it does not control. Bird's business could be adversely impacted by changes in the Internet and mobile device accessibility of users and unfavorable changes in or failure to comply with existing or future laws governing the Internet and mobile devices. Bird relies on third parties maintaining open marketplaces to distribute its application and provide the software it uses in certain products and offerings. If such third parties interfere with the distribution of products or offerings or with Bird's use of such software, if Bird is unable to maintain a good relationship, or if marketplaces are unavailable for any prolonged period of time, Bird's business will suffer.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:57:54.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1117cf0f-d589-4dd3-bcfd-f84e8c7428e7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Risk factors (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:57:54.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "933dbeb2-4040-417b-bc99-4d93b34b23d7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 50, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 2, "textChars": 248, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 09:57:53.133+00", "seconds": 2.597, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de511-ccc1-722b-a0cf-130f4aac043c/50", "deck": "/decks/019de511-ccc1-722b-a0cf-130f4aac043c", "deckAnchor": "/decks/019de511-ccc1-722b-a0cf-130f4aac043c#slide-50", "deckJson": "/decks/019de511-ccc1-722b-a0cf-130f4aac043c.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "The operators of digital storefronts... Bird is exposed to fluctuations in currency exchange rates. Unanticipated changes in Bird's income tax rates or exposure to additional tax liabilities may affect future financial results.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:57:53.133+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75c5276c-a71e-4ae7-8d47-e664d9f63317", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Risk factors (cont'd)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:57:53.133+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117de490-68af-4261-a0a8-075c945e1ad9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 12, "to": 12, "label": "Problem", "description": "The slide on market sizing presents a massive market opportunity" }, { "from": 12, "to": 12, "label": "Market Size", "description": "The slide on market sizing presents a massive market opportunity" }, { "from": 14, "to": 14, "label": "Solution", "description": "The slide on continued innovation and new form factors, including e-bikes" }, { "from": 15, "to": 15, "label": "Business Model", "description": "The slide on complex, multidimensional business: Two-sided marketplaces, wrapped in closed regulatory systems" }, { "from": 8, "to": 11, "label": "Why Now", "description": "The slides on COVID impact and favorable regulatory changes" }, { "from": 7, "to": 10, "label": "Traction", "description": "The slides on scaled micromobility platform and topline ramping up quickly" } ], "loops": [ { "from": 8, "to": 11, "label": "Why Now", "description": "Explain why the investment opportunity is timely" }, { "from": 26, "to": 26, "label": "Cost Of Inaction", "description": "Highlight the cost of not investing" }, { "from": 29, "to": 29, "label": "Quick Win Big Bet", "description": "Present a clear plan for growth" } ] }