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"parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.898, "x": 0.048, "y": 0.169 }, "kind": "paragraph", "text": "This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. We based these forward-looking statements on our current expectations and projections about future events. All statements, other than statements of present or historical fact included in this presentation, regarding our future financial performance and our strategy, expected path to profitability, expansion plans, future operations, future operating results, anticipated reduction in Bird's supply chain greenhouse gas impact, anticipated revenue for full year 2022, anticipated run-rate cost savings for full year 2022, anticipated Adjusted Operating Expenses for full year 2022, anticipated Adjusted EBITDA for the third quarter of 2022 and full year 2023, losses, projected costs, prospects, plans, and objectives of our management are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as \"may,\" \"should,\" \"could,\" \"would,\" \"expect,\" \"plan,\" \"anticipate,\" \"intend,\" \"believe,\" \"estimate,\" \"continue,\" \"project,\" or the negative of such terms or other similar expressions. These forward-looking statements are subject to known and unknown risks, uncertainties and assumptions that may cause actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by such forward-looking statements. Except as otherwise required by applicable law, we disclaim any duty to update any forward-looking statements, all of which are expressly qualified by the statements in this section, to reflect events or circumstances after the date of this presentation. We caution you that these forward-looking statements are subject to numerous risks and uncertainties, most of which are difficult to predict and many of which are beyond our control. Many factors could cause actual future events to differ materially from the forward-looking statements in this presentation, including, but not limited to: the COVID-19 pandemic and the impact of the actions taken to mitigate the pandemic; our ability to cure our New York Stock Exchange (\"NYSE\") price deficiency and meet the continued listing requirements of the NYSE; the Company's relatively short operating history and new and evolving business model; the fact that the Company has incurred significant operating losses in the past and may not be able to achieve or maintain profitability in the future; the Company's ability to retain existing riders or add new riders, or maintain or increase riders' level of engagement with the Company's products and services; the Company's ability to attract and continue to work with qualified Fleet Managers, or manage Fleet Managers' utilization rates; changes to the Company's pricing and its effect on the Company's ability to attract or retain the services of qualified Fleet Managers and riders; the ability of Fleet Managers to maintain vehicle quality or service levels, or material changes to labor classifications or franchise regulations; competition in the Company's new and rapidly changing industry; the impact of poor weather and seasonality on the use of the Company's products and services; the Company's ability to obtain vehicles that meet quality specifications in sufficient quantities on commercially reasonable terms, which has been affected by global supply chain constraints; the impact of historically high levels of inflation and rising interest rates on the Company's business; the Company's reliance on third-party insurance policies; illegal, improper or inappropriate activity of riders; exposure to product liability in the event of significant vehicle damage or reliability issues; the Company's metrics and estimates, including the Company's key metrics, being subject to inherent challenges in measurement; the Company's general reliance on third party distributors, partners, and payment processors for various parts of our business and the Company's ability to manage these relationships; defects in our vehicles, mobile applications, or other services; action by governmental authorities to restrict access to Bird's products and services in their localities; the Company's presence and expansion in international markets and associated risks, including the ongoing conflict between Ukraine and Russia; the Company's substantial indebtedness level; the Company's access to additional capital; the Company's user growth and engagement on mobile devices depending upon effective operation with mobile operating systems, networks, and standards outside the Company's control; intellectual property rights claims and other litigation; data security breaches or other network or system outages or delays; compliance with and changes in applicable laws or regulations; and other risks, uncertainties and factors discussed in the \"Risk Factors\" section of the Company's Annual Report on Form 10-K filed with the Securities and Exchange Commission (\"SEC\") on March 15, 2022, the Company's Quarterly Report on Form 10-Q for the three months ended March 31, 2022, filed with the SEC on May 16, 2022, our Quarterly Report on Form 10-Q for the three months ended June 30, 2022, and in the Company's subsequent filings with the SEC. The forward-looking statements in this presentation speak only as of the time made and the Company does not undertake to update or revise them to reflect future events or circumstances.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:14.007+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cc1bc27-5097-40b5-835b-855750e2ec6d", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.898, "x": 0.048, "y": 0.586 }, "kind": "paragraph", "text": "This presentation contains \"Ride Profit,\" \"Ride Profit Margin,\" \"Adjusted Operating Expenses,\" and \"Adjusted EBITDA,\" which are measures that are not prepared and presented in accordance with generally accepted accounting principles in the United States (\"GAAP\"). The presentation of this financial information is not intended to be considered in isolation or as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. Ride Profit reflects the profit generated from rides in our Sharing business after accounting for direct ride expenses, which primarily consist of payments to Fleet Managers. Other ride costs include payment processing fees, network infrastructure, and city permit fees. We calculate Ride Profit (i) before vehicle depreciation to illustrate the cash return and (ii) after vehicle depreciation to illustrate the impact of the evolution of our vehicles. Ride Profit Margin is Ride Profit divided by the revenue we generate from our Sharing business. We use Ride Profit Margin for financial and operational decision-making and as a means to evaluate period-to-period comparisons. We believe that Ride Profit and Ride Profit Margin are useful indicators of the economics of our Sharing business, as they exclude indirect unallocated expenses such as research and development, selling and marketing, and general and administrative expenses. Adjusted Operating Expenses is a supplemental measure of operating expenses used to provide investors with additional information about the Company's business performance. We believe Adjusted Operating Expenses is useful in evaluating the operational costs of our business as it excludes impact from items that are non-cash in nature, non-recurring, or not related to our core business operations. We calculate Adjusted Operating Expenses as total operating expenses, adjusted to exclude (i) depreciation and amortization associated with operating expenses, (ii) stock-based compensation expense, (iii) legal settlements and reserves, (iv) impairment of assets, (v) other non-recurring, non-cash, or non-core items. Adjusted EBITDA is a supplemental measure of operating performance used to inform management decisions for the business. We believe Adjusted EBITDA is useful in evaluating our performance on a relative basis to other comparable businesses as it excludes impact from items that are non-cash in nature, non-recurring, or not related to our core business operations. We calculate Adjusted EBITDA as net profit or loss, adjusted to exclude (i) interest expense (income), net, (ii) provision for (benefit from) income taxes, (iii) depreciation and amortization, (iv) vehicle count adjustments, (v) stock-based compensation expense, (vi) other income (expense), net, (vii) legal settlements and reserves, (viii) impairment of product sales inventory, (ix) impairment of assets, and (x) other non-recurring, non-cash, or non-core items. There are a number of limitations related to the use of non-GAAP financial measures. In light of these limitations, we provide specific information regarding the GAAP amounts excluded from Ride Profit, Ride Profit Margin, Adjusted Operating Expenses and Adjusted EBITDA. For reconciliations of these non-GAAP financial measures to the most directly comparable GAAP financial measures, see the appendix to this presentation.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:14.007+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e3d47a3-2719-43fc-8f2f-e55d66b12bdc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.898, "x": 0.048, "y": 0.87 }, "kind": "paragraph", "text": "This presentation also contains certain key business metrics which are used to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans, and make strategic decisions. Gross Transaction Value (\"GTV\") reflects the total dollar value, excluding any applicable taxes, of Rides in our Sharing business and vehicle sales to retail customers and Bird Platform partners, in each case without any adjustment for retail discounts or refunds. In order to calculate GTV, we add back contra revenues from both Sharing and Product Sales and adjustments to the Bird platform revenue we recognize. GTV is a key indicator of the scale of our business and ultimately drives revenue. We calculate Rides as the total number of trips completed by customers of our Sharing business. Rides are seasonal to a certain degree. Deployed Vehicles reflects the number of vehicles available to riders through our Sharing business. We calculate Deployed Vehicles on a pro-rata basis over a 24-hour period, wherein two vehicles deployed for a combined period of 24 hours equate to one Deployed Vehicle. Rides per Deployed Vehicle per Day (\"RpD\") reflects the rate at which our shared vehicles are utilized by riders. 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}, "links": { "slide": "/slides/019de513-c03a-712f-bdd2-0ec5cbab544c/4", "deck": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c", "deckAnchor": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c#slide-4", "deckJson": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.04, "x": 0.048, "y": 0.913 }, "kind": "image", "text": "BIRD", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": 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23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42130b49-4cd7-4b40-922d-ad41b30ab42b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.44, "x": 0.06, "y": 0.207 }, "kind": "list", "text": "Reported quarterly revenue of $77 million, up 28% YoY, driven by a 58% YoY increase in average deployed vehicles\nSharing gross margin as a percentage of revenue was 27%, steady relative to Q2 2021", "attrs": {}, "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": "2026-05-01 23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aedc62f5-289c-4179-a6a4-a46cf2de77cf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.785, "x": 0.105, "y": 0.918 }, "kind": "source-note", "text": "Note: Rides, Average Rides per Deployed Vehicle Per Day, Average Deployed Vehicles (in thousands), and Gross Transaction Value are key business metrics. Adjusted EBITDA is a non-GAAP metric. See \"Non-GAAP Financial Measures and Key Metrics\" for additional information and see \"Appendix\" for a reconciliation to the nearest comparable GAAP metric.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76ac05e9-89c3-4dbc-a9a0-6434e1bcf766", "parentComponentId": null }, { "bbox": { "h": 0.47, "w": 0.84, "x": 0.08, "y": 0.42 }, "kind": "table", "text": "(in millions, unless otherwise noted)\nRides\nAvg. Rides per Deployed Vehicles per Day\nAverage Deployed Vehicles (in thousands)\nGross Transaction Value\nRevenue\nGross Margin\n% of Revenue\nSharing gross margin (before vehicle depreciation)\n% of Sharing Revenue\nSharing gross margin (after vehicle depreciation)\n% of Sharing Revenue\nAdjusted OPEX²\n% of Revenue\nAdjusted EBITDA\n% of Revenue", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8670b51a-2294-482b-8753-df9c573310be", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.401, "x": 0.048, "y": 0.09 }, "kind": "title", "text": "Strong Q2 financial results", "attrs": {}, "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": "2026-05-01 23:06:09.06+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8f531ed-17f2-4717-8121-6167d97f313e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Traction", "beatId": "2d8d8283-b09b-4e99-b498-29b818c12702", "matchId": "623c5056-8d96-4d28-aa58-84ded2c10b96", "beatType": null, "evidence": "Slide 4 shows strong Q2 financial results.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "appendix", "function": "show_traction", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 7, "textChars": 1163, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:06:09.389+00", "seconds": 5.919, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-c03a-712f-bdd2-0ec5cbab544c/5", "deck": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c", "deckAnchor": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c#slide-5", "deckJson": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.62, "x": 0.06, "y": 0.91 }, "kind": "source-note", "text": "1. Adjusted Operating Expenses and Adjusted EBITDA are non-GAAP financial measures. See \"Non-GAAP Financial Measures and Key Metrics\" for additional information and see \"Appendix\" for reconciliations to the nearest comparable GAAP metrics.", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb86ab63-db3e-4fef-a1ed-d9ec29e0037e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.42, "x": 0.06, "y": 0.43 }, "kind": "subtitle", "text": "Material Sharing gross margin improvement as a result of switch from In-House to Fleet Manager operating model, coupled with vehicle improvements which continue to enable increased useful life and returns.", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3460ac60-f23f-458d-9f0a-8f42e54b32b0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.06, "y": 0.82 }, "kind": "subtitle", "text": "Adjusted EBITDA improvement driven by revenue growth, improving unit economics and increased operating leverage.", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:09.389+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f4079a5-af0f-4259-bed5-47353943817f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.42, "x": 0.06, "y": 0.63 }, "kind": "subtitle", "text": "Cost savings from focus on Sharing business announced in Q1 '22 beginning to be realized in Q2 '22. 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"links": { "slide": "/slides/019de513-c03a-712f-bdd2-0ec5cbab544c/19", "deck": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c", "deckAnchor": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c#slide-19", "deckJson": "/decks/019de513-c03a-712f-bdd2-0ec5cbab544c.json" }, "components": [ { "bbox": { "h": 0.68, "w": 0.409, "x": 0.109, "y": 0.17 }, "kind": "chart", "text": "BIRD RIDES TYPICALLY REPLACE HIGHER-EMISSION MODES Mode Shift Displacement Survey Results Other¹ 18% Public transit 9% Personal car 23% Walking 31% Ride-hail 19% 51% of alternatives have higher emissions", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, 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"text": "Each Bird Two prevents an estimated 103kg of greenhouse gas emissions during its lifetime2", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:06:19.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a878fe06-9620-4f77-bc05-07e09a18d0e9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.79, "x": 0.109, "y": 0.91 }, "kind": "source-note", "text": "Note: GHG assumptions based on The Greenhouse Gases, Regulated Emissions and Energy Use in 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Mode Shift results based on an October 2019 Bird survey through Qualtrics of ~1k riders. 1. Other includes personal bike, personal scooter, and bikeshare. 2. Based on fully-burdened lifecycle analysis, adjusted for additional emissions related to upstream manufacturing, fuel extraction, caloric intake, shipping, and disposal, among others. Based on Bird Two actual data, including pre-COVID KPIs, ~1.5 year half-life, and 272 g / passenger mile lifecycle GHG emissions (compared to personal cars, which emit an estimated 463g / passenger mile). GHG emissions prevented calculated as weighted average based on percent of trips replaced across each mode. 3. 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Net of sales tax, credits, discounts, refunds, disputes and failed payments; excludes Product Sales revenue.\n2. Ride Costs represents only Sharing-related costs.\n3. Sharing Revenue as a % of Total Revenue was 93.3%, 84.5%, and 91.3% in FY2019, FY2020, and FY2021, respectively.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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