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null, "promptVersion": null }, "componentId": "70d5a671-b9c6-42ae-be9d-2ded5086c1b0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.945, "x": 0.027, "y": 0.81 }, "kind": "paragraph", "text": "In addition to historical results determined in accordance with generally accepted accounting principles (\"GAAP\"), this presentation contains certain historical non-GAAP financial measures, including Adjusted EBITDA and Adjusted EBITDA margin. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance such as net income (loss) and net income (loss) margin prepared in accordance with GAAP. Rover believes that the use of these non-GAAP financial measures provides useful information to investors and others in understanding and evaluating Rover's operating results. Non-GAAP financial measures have limitations as an analytical tool, and you should not consider them in isolation or as a substitute for analysis of Rover's results as reported under GAAP. For more information on how Rover uses and defines these non-GAAP financial measures, why Rover considers them important measures, and their limitations, see the section titled \"Non-GAAP Financial Measures\" in its earnings release dated November 6, 2023 and the section titled \"Management's Discussion and Analysis of Financial Condition and Results of Operations-Non-GAAP Financial Measures\" in its Quarterly Report on Form 10-Q to be filed for the quarter ended September 30, 2023. See slide 31 for the calculation of Rover's historical GAAP net income (loss) and slide 32 for the calculation of Rover's historical GAAP net income (loss) margin and a reconciliation of historical GAAP net income (loss) to Adjusted EBITDA and historical GAAP net income (loss) margin to Adjusted EBITDA margin. Due to the forward-looking nature of the long-term non-GAAP marketing expense as a percentage of revenue target on slide 21 and the long-term Adjusted EBITDA margin and Contribution margin targets on slide 29, specific quantifications of the amounts that would be required to reconcile such projections to the most directly comparable GAAP measures cannot be reasonably calculated or predicted at this time without unreasonable efforts because we are unable to predict the ultimate outcome of certain items, such as stock-based compensation and cost of revenue. Because these adjustments are inherently variable and uncertain and depend on various factors that are beyond the Rover's control, Rover is also unable to predict their probable significance. Rover's management also believes that it is not feasible to provide accurate forecasted non-GAAP reconciliations as these targets are not tied to any specific time period.", "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": "2026-05-02 07:25:48.334+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02141dc8-40b7-4fef-b8b6-3b717009e183", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.945, "x": 0.027, "y": 0.96 }, "kind": "paragraph", "text": "Unless otherwise indicated, numbers are rounded up or down to the nearest whole percentage, thousand, million or billion. All business metrics, all interim period financial measures, and all non-GAAP financial measures presented in this presentation have not been audited.", "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": "2026-05-02 07:25:48.334+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ffa91d9-0b8b-40d5-8d9c-5d658c67feeb", "parentComponentId": null }, { "bbox": { "h": 0.299, "w": 0.945, "x": 0.027, "y": 0.141 }, "kind": "paragraph", "text": "This presentation and any related oral statements contain \"forward-looking statements\" within the meaning of the \"safe harbor\" provisions of the Private Securities Litigation Reform Act of 1995 including, but not limited to, Rover Group, Inc. (\"Rover\")'s expectations or predictions of future financial or business performance or conditions or future average lifetime value performance (\"LTV\") and LTV ratios to advertising expense, growth opportunities in existing markets, potential total addressable market growth, monetization opportunities for new products and offerings, brand growth, growth levers, statements regarding macroeconomic and geopolitical events, changes in travel and working behavior, growth, product, offering and market opportunities, and the impact on Rover's business and operating results. Generally, statements that are not historical facts, including statements concerning possible or assumed future actions, business strategies, events, or results of operations are forward-looking statements. The words \"expect,\" \"expand,\" \"grow,\" \"increase,\" \"target,\" \"estimate,\" \"believe,\" \"may,\" \"will,\" \"continue,\" \"anticipate,\" \"intend,\" \"could,\" \"would,\" \"project,\" \"plan,\" \"potentially,\" \"preliminary,\" \"likely,\" \"predict,\" \"improve,\" \"drive,\" \"ongoing,\" and similar expressions are intended to identify forward-looking statements. Such forward-looking statements involve risks, uncertainties and assumptions that may cause actual events, results, or performance to differ materially from those indicated by such statements. Certain of these risks and uncertainties are identified under the captions \"Risk Factors\" and \"Management's Discussion and Analysis of Financial Condition and Results of Operations\" and elsewhere in Rover's Annual Report on Form 10-K or its Quarterly Report on Form 10-Q. Additional factors that could cause actual results to differ materially from those expressed or implied in forward-looking statements can be found in Rover's other filings with the SEC which are available, free of charge, on the SEC's website at www.sec.gov. If the risks or uncertainties ever materialize or the assumptions prove incorrect, Rover's results may differ materially from those expressed or implied by such forward-looking statements. Forward-looking statements speak only as of the date they are made and are based on then current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. Except as required by law, Rover assumes no obligation and does not intend to update any forward-looking statements or to conform these statements to actual results or changes in Rover's expectations.", "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": "2026-05-02 07:25:48.334+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "797aa031-682e-4f11-aafb-9a56d649fbb5", "parentComponentId": null }, { "bbox": { "h": 0.209, "w": 0.945, "x": 0.027, "y": 0.46 }, "kind": "paragraph", "text": "The information contained herein is derived from various internal and third-party industry publications and sources as well as from research reports prepared for other purposes. Rover has not independently verified the information obtained from these third-party sources and cannot assure you of the information's accuracy or completeness. This information involves a number of assumptions and limitations, is subject to risks and uncertainties, and is subject to change. Actual events, results or performance could differ materially from those expressed in the estimates made by the independent parties and by Rover. No representation is made as to the reasonableness of the assumptions made within or the accuracy or completeness of any projections or modeling or any other information contained herein. Any information on past performance or modeling contained herein is not an indication as to future performance. This includes, but is not limited to, the analysis of rebooking rates and average lifetime value (LTV), which is based on customer cohorts. While we believe that the trends reflected by such cohorts are illustrative of our broader base of pet parents, cohort results inherently reflect a distinct group thereof and may not be representative of our current or future composite group thereof, particularly as we observe changes in rebooking rates, length of bookings, frequency of repeat bookings, availability of pet care providers, changes in average booking values and other behavior over time, as well as seasonal or differential impact from other factors such as COVID and other health-related events and macroeconomic and geopolitical trends such as economic downturns. Rover assumes no obligation to update the information in 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": "2026-05-02 07:25:48.334+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c36176d-7ea7-47cc-b327-546fdca84c1c", "parentComponentId": null }, { "bbox": { "h": 0.102, "w": 0.945, "x": 0.027, "y": 0.69 }, "kind": "paragraph", "text": "Beginning with the three months ended June 30, 2023, Rover redefined Adjusted EBITDA to omit the impact of a $6.9 million impairment loss on intangible assets and goodwill and to reflect the impact of a $1.9 million employee retention credit that was recorded within other income (expense), net on the condensed consolidated statements of operations for the three months ended June 30, 2023 and nine months ended September 30, 2023. Rover did not have any impairment loss on intangible assets and goodwill or record any employee retention credit during the nine months ended September 30, 2022. 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null, "promptVersion": null }, "componentId": "1557a46e-cb5d-485e-91ad-8689ec44ec80", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.64, "y": 0.67 }, "kind": "subtitle", "text": "~30% of GBV", "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": "2026-05-02 07:25:54.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3543bc09-cb72-4a3c-8b5f-a0365f6db606", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.26, "y": 0.67 }, "kind": "subtitle", "text": "~70% of GBV", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": 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"parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.46, "x": 0.029, "y": 0.95 }, "kind": "source-note", "text": "Note: bookings, average booking value, and GBV worldwide for year ended December 31, 2022", "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": "2026-05-02 07:25:46.21+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f10efadf-77ac-409b-9617-b29431d9f7dc", "parentComponentId": null }, { "bbox": { "h": 0.039, "w": 0.44, "x": 0.029, "y": 0.04 }, "kind": "title", "text": "How bookings build to GBV", "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": "2026-05-02 07:25:46.21+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57c6f35d-d365-438b-918f-c383054d6abf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "present_framework", "rawType": "business_model", "block": null, "metadata": { "slideType": "business_model", "slideTypeCanon": { "name": "Business model", "slug": "business_model", "status": "active", "canonId": "019de52d-0fa6-7104-86d0-e5781f8b8b45", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 9, "textChars": 1214, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:25:47.214+00", "seconds": 6.739, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-8125-703d-a2c0-bc3619f99ef4/10", "deck": "/decks/019de517-8125-703d-a2c0-bc3619f99ef4", "deckAnchor": "/decks/019de517-8125-703d-a2c0-bc3619f99ef4#slide-10", "deckJson": "/decks/019de517-8125-703d-a2c0-bc3619f99ef4.json" }, "components": [ { "bbox": { "h": 0.496, "w": 0.901, "x": 0.05, "y": 0.298 }, "kind": "diagram", "text": "Pet parent books a $100 service with a provider; At time of booking, pet parent deposits $111 with Rover; At start of service Rover recognizes $31 of revenue; Rover delivers pet care provider $80", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:25:47.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b54fdc2a-db7f-4dee-8665-9b207774c4da", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.284, "y": 0.57 }, "kind": "list", "text": "At time of booking, payment from the pet parent inclusive of fees is recognized as GBV.\nBoth the parties are able to cancel the booking per the cancellation policy set by the provider.", "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": "2026-05-02 07:25:47.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86286a21-b3a9-437e-bb8f-b976f1fb14c1", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.512, "y": 0.57 }, "kind": "list", "text": "Pet parents and pet care providers can communicate throughout the course of the service via the Rover platform.\nBookings are backed by 24/7 support and the Rover Guarantee.", "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": "2026-05-02 07:25:47.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f832d6b-c883-4c84-aad4-a1d4265c99bc", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.056, "y": 0.57 }, "kind": "list", "text": "Pet parents browse providers and read reviews to find a match for their pets.\nPet care providers set their own prices and negotiate details of service directly with pet parents.", "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": "2026-05-02 07:25:47.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3662e4a-4bca-4dd8-90b1-c098336c0464", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.74, "y": 0.57 }, "kind": "list", "text": "Payment for the service appears in providers' Rover account two days after completion, inclusive of any modifications, extended care, or additional services.\nTips from pet parents are added within 24 hours.", "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": "2026-05-02 07:25:47.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5303f02-8a10-4357-b96f-02ef0329cac0", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.57, "x": 0.029, "y": 0.95 }, "kind": "source-note", "text": "1. Fee rate representative of what a new pet parent or pet care provider would pay upon joining Rover in the United States as of September 30, 2023", "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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needs\nIncreasing spend per pet\nIncreasing spend on pet services\nRecession resilience", "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": "2026-05-02 07:25:46.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b941af76-fe7f-4fa2-bedb-75f0d063eede", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.31, "x": 0.048, "y": 0.142 }, "kind": "list", "text": "66% of U.S. households have pets (1)\n+22% have previously owned a pet(1)", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", 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APPA National Pet Owners Survey 2023-2024\n2. Packaged Facts, 2022-2023\n3. National Institutes of Health, 2018", "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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