Uber | Results Presentation Deck | 36 slides

Uber · 2021-11
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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Slide inventory

36
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
The slide uses a list format where the active section is highlighted in green and the others are greyed out.transition
05
summarize
Open slide detailBeat · Attention
06
The chart uses annotations to correlate business performance with COVID-19 milestones.analyze_data
Open slide detailBeat · NeedLoop · Zoom In
07
The slide uses a multi-panel line chart approach to show recovery trends post-reopening in different global markets.analyze_data
Open slide detailBeat · NeedLoop · Zoom In
08
The chart uses an indexed baseline of 100% at the week of August 30th, 2021.analyze_data
Open slide detailBeat · NeedLoop · Zoom In
09
Data is indexed to January 2021.analyze_data
Open slide detailBeat · SatisfactionLoop · Zoom In
10
The slide uses dual-line charts to illustrate the correlation between supply (driver growth) and demand (wait times/surge).analyze_data
Open slide detailBeat · SatisfactionLoop · Before After
11
Includes screenshots of the Uber Eats app onboarding flow.summarize
Open slide detailBeat · SatisfactionLoop · Before After
12
The slide uses a combination of bar charts for absolute values and line charts for percentage metrics to illustrate margin efficiency.analyze_data
Open slide detailBeat · SatisfactionLoop · Before After
13
The slide uses a dual-chart layout to compare Gross Bookings and Adjusted EBITDA margins across three years, highlighting the path to breakeven.analyze_data
Open slide detailBeat · SatisfactionLoop · Before After
14
transition
Open slide detailBeat · Action
15
Data presented in millions; includes definitions for MAPCs and Trips.analyze_data
Open slide detailBeat · Action
16
Includes definitions of Gross Bookings and constant currency growth in the footer.analyze_data
Open slide detailBeat · Action
17
Includes detailed footnotes regarding accounting policy changes and specific accrual impacts on revenue figures.analyze_data
Open slide detailBeat · Action
18
The chart combines a bar chart for absolute EBITDA values and a line chart for margin percentages.analyze_data
Open slide detailBeat · Action
19
transition
Open slide detailBeat · Action
20
Includes specific footnotes regarding historical claims in the UK affecting Q1'21 and Q3'21 figures.analyze_data
Open slide detailBeat · Action
21
The slide uses a combination of bar charts for absolute values and line charts for margin/rate percentages.analyze_data
Open slide detailBeat · Action
22
The slide uses a combination of bar charts for revenue and a line chart for EBITDA margins, supplemented by key performance metrics.analyze_data
Open slide detailBeat · Action
23
transition
Open slide detailBeat · Action
24
Financial data in millions, except share amounts in thousands and per share amounts.analyze_data
Open slide detailBeat · Action
25
Financial data presented in millions of dollars.analyze_data
Open slide detailBeat · Action
26
Values are in millions of dollars.analyze_data
Open slide detailBeat · Action
27
The slide uses a stacked bar chart to represent the total carrying value of equity stakes and a table for ownership percentages.analyze_data
Open slide detailBeat · Action
28
Financial statement data for Uber Q3 2021 earnings.analyze_data
Open slide detailBeat · Action
29
The slide presents investing and financing activities, along with the net change in cash and cash equivalents.analyze_data
Open slide detailBeat · Action
30
Details the LPTA (Loss Portfolio Transfer Agreement) transaction, cash movements, and P&L impact.analyze_data
Open slide detailBeat · Action
31
transition
Open slide detailBeat · Action
32
The table includes segment-level EBITDA contributions and various add-backs/deductions to arrive at Net Income.analyze_data
Open slide detailBeat · Action
33
The slide provides a detailed breakdown of adjustments including COVID-19 initiatives, acquisitions, and stock-based compensation.analyze_data
Open slide detailBeat · Action
34
The table provides a detailed breakdown of adjustments including stock-based compensation, restructuring charges, and other one-time items.analyze_data
Open slide detailBeat · Action
35
The slide presents two separate reconciliation tables for 'Revenue' and 'Mobility Revenue'.analyze_data
Open slide detailBeat · Action
36
The table breaks down Non-GAAP Cost of Revenue, the specific impact of business model changes, and the resulting percentages of Gross Bookings.analyze_data
Open slide detailBeat · Action