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Actual results may differ materially from the results predicted, and reported results should not be considered as an indication of future performance. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as \"anticipate,\" \"believe,\" \"contemplate,\" \"continue,\" \"could,\" \"estimate,\" \"expect,\" \"hope,\" \"intend,\" \"may,” \"might,\" \"objective,\" \"ongoing,” “plan,” \"potential,\" \"predict,\" \"project,\" \"should,\" \"target,\" \"will\" or \"would\" or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks, uncertainties and other factors relate to, among others: the outcome of a tax case before the UK tax authority related to classification as a transportation provider, developments in the COVID-19 pandemic and the impact on our business and operations, competition, managing our growth and corporate culture, financial performance, investments in new products or offerings, our ability to attract drivers, consumers and other partners to our platform, our brand and reputation and other legal and regulatory developments and proceedings, particularly with respect to our relationships with drivers and couriers. In addition, other potential risks and uncertainties that could cause actual results to differ from the results predicted include, among others, those risks and uncertainties included under the captions \"Risk Factors\" and \"Management's Discussion and Analysis of Financial Condition and Results of Operations\" in our annual report on Form 10-K for the year ended December 31, 2021 and subsequent annual reports, quarterly reports and other filings filed with the Securities and Exchange Commission from time to time. All information provided in this presentation is as of the date hereof and any forward-looking statements contained herein are based on assumptions that we believe to be reasonable as of such date. 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"DiDi ~11%\nGrab ~14%\nAurora ~26%\nzomato ~7%\nJOBY ~4%\nLime ~31%", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:00.296+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b9d017b-a22a-4abc-baa7-6db78ae61f10", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.79, "x": 0.14, "y": 0.91 }, "kind": "source-note", "text": "Note 1: Liquidity position excluding revolver. 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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:03:04.407+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7db6b319-3017-440f-9ca8-97a523f0a726", "parentComponentId": null }, { "bbox": { "h": 0.73, "w": 0.925, "x": 0.038, "y": 0.19 }, "kind": "table", "text": "GAAP Sales and marketing\nAcquisition, financing and divestitures related expenses\nCOVID-19 response initiatives\nStock-based compensation\nNon-GAAP Sales and marketing\nGAAP Research and development\nAcquisition, financing and divestitures related expenses\nGoodwill and asset impairment/loss on sale of assets\nStock-based compensation\nNon-GAAP Research and development\nGAAP General and administrative\nLegal, tax, and regulatory reserve changes and settlements\nGoodwill and asset impairment/loss on sale of assets\nLoss on 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Earnings", "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 23:03:05.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "400cd168-565e-4126-8d4d-a610407e16cc", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.717, "x": 0.039, "y": 0.22 }, "kind": "table", "text": "Revenue Excluding UK Accrual reconciliation\nRevenue\nAdd back:\nUK Accrual\nRevenue Excluding UK Accrual\nThree Months Ended\nJun 30 '21\nSep 30 '21\nDec 31 '21\nMar 31 '22\nJun 30 '22\n3,929\n4,845\n5,778\n6,854\n8,073\n(123)\n(19)\n97\n$3,929\n$4,722\n$5,759\n$6,854\n$8,170", "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 23:03:05.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad8fe742-3bc3-4dc9-b145-1fd4abbd12fa", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.717, "x": 0.039, "y": 0.579 }, "kind": "table", "text": "Mobility Revenue Excluding UK Accrual reconciliation\nMobility Revenue\nAdd back:\nUK Accrual\nMobility Revenue Excluding UK Accrual\nThree Months Ended\nJun 30 '21\nSep 30 '21\nDec 31 '21\nMar 31 '22\nJun 30 '22\n1,617\n2,205\n2,278\n2,518\n3,553\n(123)\n(19)\n97\n$1,617\n$2,082\n$2,259\n$2,518\n$3,650", "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 23:03:05.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdd80ddb-5209-4269-ba86-922be84a27a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.89, "x": 0.039, "y": 0.048 }, "kind": "title", "text": "Revenue Excluding UK Accrual Reconciliations", "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 23:03:05.886+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "913c5b25-3043-4608-b767-b0293dbb066a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 5, "textChars": 1128, "nDataPoints": 25, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:03:05.885+00", "seconds": 5.169, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de513-f3c3-750c-84b5-a04d323c2140/30", "deck": "/decks/019de513-f3c3-750c-84b5-a04d323c2140", "deckAnchor": "/decks/019de513-f3c3-750c-84b5-a04d323c2140#slide-30", "deckJson": "/decks/019de513-f3c3-750c-84b5-a04d323c2140.json" }, "components": [ { "bbox": { "h": 0.018, "w": 0.11, "x": 0.035, "y": 0.945 }, "kind": "source-note", "text": "Uber Q2 2022 Earnings", "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 23:03:05.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16adfd95-6956-4e12-b1ea-fa2ac7ef1462", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.74, "x": 0.142, "y": 0.913 }, "kind": "source-note", "text": "Note 1: Delivery business model changes in some countries resulted in the classification of certain Delivery payments and incentives as Cost of Revenue.\nNote 2: Mobility business model change in the UK resulted in the classification of certain Mobility payments and incentives as Cost of Revenue.\nNote 3: The impacts to Cost of Revenue due to business model changes shown here only reflect the portion that impacted Cost of Revenue for the Delivery and Mobility segments. 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