Uber | Investor Day Presentation Deck | 189 slides

Uber · 2022-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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120
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Slide 1
front_matter
Open slide detailBeat · Humble Origins
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This appears to be a transition or atmospheric slide in a presentation deck.filler
Open slide detailBeat · Humble Origins
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front_matter
Open slide detailBeat · Humble Origins
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front_matter
Open slide detailBeat · Humble Origins
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The slide features a background image of a child in a car, consistent with Uber's branding.front_matter
Open slide detailBeat · Humble Origins
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Uses external media validation to establish historical business health.cite_precedent
Open slide detailBeat · Early Struggles
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The slide uses a red line chart overlaid on a background image of a street to illustrate the impact of the pandemic on Uber's business.establish_context
Open slide detailBeat · Early StrugglesLoop · Before After
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Slide 8 from Uber Investor Day 2022 deck.summarize
Open slide detailBeat · Early StrugglesLoop · Before After
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The slide highlights growth metrics during the 2017-2021 period.analyze_data
Open slide detailBeat · Early Struggles
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The slide uses a four-column layout to categorize strategic business moves.summarize
Open slide detailBeat · Early Struggles
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Investor Day 2022 slide.establish_context
Open slide detailBeat · Rising Success
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The chart illustrates the resilience of the business model by showing how Delivery growth offset the decline in Mobility during the pandemic.analyze_data
Open slide detailBeat · Rising Success
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The slide uses a grid overlay on a city map to visually reinforce the concept of 'global scale' and 'local leadership'.establish_context
Open slide detailBeat · Rising Success
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establish_context
Open slide detailBeat · Rising Success
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establish_context
Open slide detailBeat · Rising Success
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front_matter
Open slide detailBeat · Rising Success
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The diagram uses a nested box structure to show cumulative value creation.present_framework
Open slide detailBeat · Rising Success
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Investor Day 2022 presentation slide.summarize
Open slide detailBeat · Rising Success
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Investor Day 2022 presentation slide showing UI screenshots of cross-service functionality.present_solution
Open slide detailBeat · Rising Success
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The slide displays a lock screen notification and the in-app membership benefits page.present_solution
Open slide detailBeat · Rising Success
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The slide uses screenshots of the driver app to demonstrate the variety of work available.present_solution
Open slide detailBeat · The Breakthrough
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The slide uses screenshots of the Uber app to demonstrate the integration of different services (rides, employee shuttle, Uber Eats) within the same ecosystem.establish_context
Open slide detailBeat · The Breakthrough
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summarize
Open slide detailBeat · The Breakthrough
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transition
Open slide detailBeat · The BreakthroughLoop · Mece Breakdown
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This is a transition slide or section divider.filler
Open slide detailBeat · The BreakthroughLoop · Mece Breakdown
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The slide uses a world map background to emphasize global scale.summarize
Open slide detailBeat · The Breakthrough
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The slide uses a map to visualize the distinction between owned operations and minority-owned affiliates.establish_context
Open slide detailBeat · The Breakthrough
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The slide uses a 'before-after' visual structure to illustrate business model expansion.present_solution
Open slide detailBeat · The Breakthrough
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The slide uses a grid of 72 flags to symbolize global regulatory compliance and market presence.establish_context
Open slide detailBeat · The Breakthrough
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The slide uses a background image of an urban intersection to reinforce the 'mobility' theme.summarize
Open slide detailBeat · The Breakthrough
31
Data from Q4 2019. Slide 31 from Uber Investor Day 2022.size_opportunity
Open slide detailBeat · Ultimate Achievement
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Uses a waterfall-style bridge to illustrate potential Gross Bookings (GB) growth in the US and India.size_opportunity
Open slide detailBeat · Ultimate Achievement
33
The slide uses bar charts to illustrate growth multipliers (~2X, ~3X, ~60X) across three key international markets.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
34
The slide uses a mobile app screenshot to illustrate the 'More options' menu, reinforcing the expansion of use cases.diagnose_problem
Open slide detailBeat · Ultimate Achievement
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Investor Day 2022 slide 35.present_solution
Open slide detailBeat · Ultimate Achievement
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The slide uses a 'big number' approach to emphasize the scale of the opportunity.size_opportunity
Open slide detailBeat · Ultimate Achievement
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Includes a waterfall-style growth bridge and key performance metrics for the taxi business segment.size_opportunity
Open slide detailBeat · Ultimate Achievement
38
The slide uses a bar chart to illustrate the positive correlation between product adoption and customer value metrics.analyze_data
Open slide detailBeat · Ultimate AchievementLoop · Quick Win Big Bet
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The slide uses a bubble chart-like visualization to compare market segments by price and volume.establish_context
Open slide detailBeat · Ultimate AchievementLoop · Quick Win Big Bet
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Includes screenshots of the mobile app interface showing ride matching and Uber Cash incentives.present_solution
Open slide detailBeat · Ultimate AchievementLoop · Quick Win Big Bet
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The chart shows HCV usage consistently outperforming UberX in monthly trips per rider across 2021.diagnose_problem
Open slide detailBeat · Ultimate Achievement
42
The slide uses a combination of qualitative strategic arguments and quantitative performance metrics to justify the investment in low-cost mobility products.size_opportunity
Open slide detailBeat · Ultimate Achievement
43
The slide uses two distinct charts to support the thesis: a bar chart for growth and a grouped bar chart for market preference.analyze_data
Open slide detailBeat · Ultimate Achievement
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Uses a 'before-after' framing to contrast the friction of traditional rental counters with the convenience of app-based delivery and P2P sharing.present_solution
Open slide detailBeat · Ultimate Achievement
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Slide 45 from Uber Investor Day 2022.summarize
Open slide detailBeat · Ultimate Achievement
46
The slide uses a demand curve visualization and a before/after donut chart to demonstrate market expansion.size_opportunity
Open slide detailBeat · Ultimate Achievement
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The slide uses a process-flow diagram to show how both human drivers and AV partners feed into the Uber marketplace.present_solution
Open slide detailBeat · Ultimate Achievement
48
The chart uses a combination of bar (Gross Bookings) and line (Adjusted EBITDA margin) to show performance trends.analyze_data
Open slide detailBeat · Ultimate Achievement
49
The slide uses a background image of an urban intersection to reinforce the 'Mobility' theme.present_solution
Open slide detailBeat · Ultimate Achievement
50
The slide features a background image of a person in a car with delivery bags.transition
Open slide detailBeat · Ultimate Achievement
51
The chart uses color to distinguish pre-pandemic (light green) and pandemic/post-pandemic (dark green) periods.summarize
Open slide detailBeat · Ultimate Achievement
52
The slide uses a bar-like visual representation to contrast total addressable market size with current penetration.size_opportunity
Open slide detailBeat · Ultimate Achievement
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establish_context
Open slide detailBeat · Ultimate Achievement
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Shows screenshots of the Uber app interface demonstrating multi-category offerings.present_solution
Open slide detailBeat · Ultimate Achievement
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Slide 55 from Uber Investor Day 2022.size_opportunity
Open slide detailBeat · Ultimate Achievement
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The chart shows a clear trend from -10.1% to 0.2% margin.summarize
Open slide detailBeat · Ultimate Achievement
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summarize
Open slide detailBeat · Ultimate Achievement
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CP1 refers to category leading position. Data points are QoQ billings growth percentages.analyze_data
Open slide detailBeat · Ultimate Achievement
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present_solution
Open slide detailBeat · Ultimate Achievement
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The slide uses a bar chart to demonstrate rapid growth in international delivery bookings, specifically calling out the $165M to $30B scale.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
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Investor Day 2022 slide 61.analyze_data
Open slide detailBeat · Ultimate Achievement
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The slide uses a combination of bar and line charts to demonstrate market success.analyze_data
Open slide detailBeat · Ultimate Achievement
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Visual representation of Uber's multi-vertical delivery expansion.other
Open slide detailBeat · Ultimate Achievement
64
The slide uses big numbers to emphasize market scale and growth.size_opportunity
Open slide detailBeat · Ultimate Achievement
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The chart illustrates the expansion of user behavior over time on the platform.analyze_data
Open slide detailBeat · Ultimate Achievement
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Investor Day 2022 slide 66.summarize
Open slide detailBeat · Ultimate Achievement
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Investor Day 2022 slide showing mobile app UI flows.present_solution
Open slide detailBeat · Ultimate Achievement
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Investor Day 2022 slide 68.summarize
Open slide detailBeat · Ultimate Achievement
69
The slide uses a screenshot of an Apple order flow to demonstrate the Uber Direct integration.present_solution
Open slide detailBeat · Ultimate Achievement
70
The slide uses a three-column layout to categorize growth drivers: restaurant penetration, new verticals, and membership adoption.summarize
Open slide detailBeat · Ultimate Achievement
71
Part of the Uber Investor Day 2022 deck.transition
Open slide detailBeat · Ultimate Achievement
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front_matter
Open slide detailBeat · Ultimate Achievement
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This is a visual metaphor slide used to frame the macro-economic environment for Uber's freight business.establish_context
Open slide detailBeat · Ultimate Achievement
74
The slide uses a high-impact hero image of a truck yard to visually reinforce the scale of the industry.size_opportunity
Open slide detailBeat · Ultimate Achievement
75
Uses a four-column layout to categorize industry pain points.diagnose_problem
Open slide detailBeat · Ultimate Achievement
76
The slide uses a hub-and-spoke style diagram to show the integration of Uber Freight and Transplace as a central logistics cloud connecting shippers and carrierpresent_solution
Open slide detailBeat · Ultimate Achievement
77
The slide uses a four-column layout to illustrate value propositions for truck owners.present_solution
Open slide detailBeat · Ultimate Achievement
78
The map uses vertical spikes to represent driver density, effectively visualizing network scale.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
79
The slide uses two charts to validate the 'platform of choice' claim: a competitive bar chart for preference and a growth bar chart for engagement.analyze_data
Open slide detailBeat · Ultimate Achievement
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The slide uses a flywheel/circular logic diagram to explain business model advantages.present_framework
Open slide detailBeat · Ultimate Achievement
81
The slide uses a three-column layout to illustrate the technological pillars of the marketplace.present_solution
Open slide detailBeat · Ultimate Achievement
82
The chart demonstrates that for any given market condition (from demand-constrained to supply-constrained), carrier costs have trended lower year-over-year.analyze_data
Open slide detailBeat · Ultimate Achievement
83
The slide uses a consistent time-series format across three metrics to demonstrate operational efficiency gains.analyze_data
Open slide detailBeat · Ultimate Achievement
84
The visual shows a timeline of a specific load failure (mechanical issues) and the subsequent automated re-assignment process.illustrate_case
Open slide detailBeat · Ultimate Achievement
85
Slide 85 from Uber Investor Day 2022.establish_context
Open slide detailBeat · Ultimate Achievement
86
The chart shows a cohort-based growth trend (1X to 7X) for enterprise shippers.illustrate_case
Open slide detailBeat · Ultimate Achievement
87
The slide features the Transplace logo and a background image of a user interacting with the Transplace software platform.front_matter
Open slide detailBeat · Ultimate Achievement
88
This is the 'Before' slide in a 'Before/After' sequence. It uses a process flow diagram to show the inefficiency of the legacy market.frame_situation
Open slide detailBeat · Ultimate Achievement
89
The diagram uses a hub-and-spoke style process flow to show how Transplace (MT) and Uber Freight (3PL) sit between shippers and carriers.present_framework
Open slide detailBeat · Ultimate Achievement
90
Uses a linear timeline/process flow to illustrate the logistics chain.present_framework
Open slide detailBeat · Ultimate Achievement
91
The slide uses a circular flywheel diagram to show the relationship between Transplace's $15B freight under management and the Uber Freight marketplace engine.present_framework
Open slide detailBeat · Ultimate Achievement
92
The slide uses a split-screen visual to contrast driver-led vs autonomous segments of a haul.present_solution
Open slide detailBeat · Ultimate Achievement
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establish_context
Open slide detailBeat · Ultimate Achievement
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transition
Open slide detailBeat · Ultimate Achievement
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The slide uses a visual metaphor of a city grid to represent the 'Platform' concept.filler
Open slide detailBeat · Ultimate Achievement
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present_framework
Open slide detailBeat · Ultimate Achievement
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transition
Open slide detailBeat · Ultimate Achievement
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Shows the transition from a mutually exclusive choice to a unified platform experience.present_solution
Open slide detailBeat · Ultimate Achievement
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Data from Uber Investor Day 2022.analyze_data
Open slide detailBeat · Ultimate Achievement
100
Shows a heatmap view and a 'Trip radar' dispatch view combining rides and deliveries.present_solution
Open slide detailBeat · Ultimate Achievement
101
The chart uses a bar-like structure to represent time blocks, color-coded by service type.analyze_data
Open slide detailBeat · Ultimate Achievement
102
Data represents Minneapolis earnings in Q4 '21.analyze_data
Open slide detailBeat · Ultimate Achievement
103
The chart illustrates the retention benefit of cross-platform engagement.analyze_data
Open slide detailBeat · Ultimate Achievement
104
The slide uses a before/after visual of the Uber driver app interface to illustrate the efficiency of cross-selling.present_solution
Open slide detailBeat · Ultimate Achievement
105
The slide uses a Venn diagram to illustrate market penetration and the potential for cross-selling services to existing drivers.size_opportunity
Open slide detailBeat · Ultimate Achievement
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The slide uses a simple causal chain structure to link platform features to outcomes.summarize
Open slide detailBeat · Ultimate Achievement
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transition
Open slide detailBeat · Ultimate Achievement
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The slide uses a timeline-like structure to list services alongside a lifestyle image.present_solution
Open slide detailBeat · Ultimate Achievement
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The slide uses a side-by-side comparison of two mobile app interfaces to illustrate the breadth of the platform.present_framework
Open slide detailBeat · Ultimate Achievement
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The slide uses screenshots of the Uber app to demonstrate the 'cross-promotion' strategy.present_framework
Open slide detailBeat · Ultimate Achievement
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The slide uses a before-after framing to demonstrate the efficiency of cross-selling within the platform ecosystem.quantify_opportunity
Open slide detailBeat · Ultimate Achievement
112
The slide uses four visual examples (cards) to demonstrate cross-app consistency.present_solution
Open slide detailBeat · Ultimate Achievement
113
The slide highlights the synergy between Uber's mobility and delivery platforms.illustrate_case
Open slide detailBeat · Ultimate Achievement
114
The chart illustrates the value of cross-platform usage (Uber's ecosystem effect).analyze_data
Open slide detailBeat · Ultimate Achievement
115
The chart shows a significant dip in retention across all segments during the COVID-19 pandemic period.analyze_data
Open slide detailBeat · Ultimate Achievement
116
The chart illustrates the increasing percentage of platform activity coming from cross-platform users.analyze_data
Open slide detailBeat · Ultimate Achievement
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present_framework
Open slide detailBeat · Ultimate Achievement
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analyze_data
Open slide detailBeat · Ultimate Achievement
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The chart illustrates the retention benefit of the membership program.analyze_data
Open slide detailBeat · Ultimate Achievement
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summarize
Open slide detailBeat · Ultimate Achievement