{ "docId": "019de518-a730-770b-a1fc-42af045b6581", "docSlug": "76e18f0c370871036f91f9ffefef605b", "documentTitle": "Uber | Results Presentation Deck | 28 slides", "authorId": "uber", "authorName": "Uber", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-10-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 7, "pageCount": 28, "prevPage": 6, "nextPage": 8, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 33, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de518-a730-770b-a1fc-42af045b6581/7", "deckHref": "/decks/019de518-a730-770b-a1fc-42af045b6581", "deckJsonHref": "/decks/019de518-a730-770b-a1fc-42af045b6581.json", "deckAnchorHref": "/decks/019de518-a730-770b-a1fc-42af045b6581#slide-7", "components": [ { "bbox": { "h": 0.179, "w": 0.58, "x": 0.035, "y": 0.43 }, "kind": "chart", "text": "Monthly Trips / MAPC: Q2 2023: 5.6 (9% YoY), Q3 2023: 5.7 (9% YoY), Q4 2023: 5.8 (8% YoY), Q1 2024: 5.8 (6% YoY), Q2 2024: 5.9 (6% YoY)", "attrs": { "x_axis_labels": [ "Q2 2023", "Q3 2023", "Q4 2023", "Q1 2024", "Q2 2024" ], "y_axis_labels": [] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "05d2fcc6-d921-465c-8382-7b2e32716fb1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.179, "w": 0.58, "x": 0.035, "y": 0.18 }, "kind": "chart", "text": "MAPCs: Q2 2023: 137 (12% YoY), Q3 2023: 142 (15% YoY), Q4 2023: 150 (15% YoY), Q1 2024: 149 (15% YoY), Q2 2024: 156 (14% YoY)", "attrs": { "x_axis_labels": [ "Q2 2023", "Q3 2023", "Q4 2023", "Q1 2024", "Q2 2024" ], "y_axis_labels": [] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "40bf0669-d8ef-47ec-be85-8bf415bbc74a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.179, "w": 0.58, "x": 0.035, "y": 0.68 }, "kind": "chart", "text": "Trips: Q2 2023: 2,282 (22% YoY), Q3 2023: 2,441 (25% YoY), Q4 2023: 2,601 (24% YoY), Q1 2024: 2,572 (21% YoY), Q2 2024: 2,765 (21% YoY)", "attrs": { "x_axis_labels": [ "Q2 2023", "Q3 2023", "Q4 2023", "Q1 2024", "Q2 2024" ], "y_axis_labels": [] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "760255b0-d85f-4053-8301-761c94d74861", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.054, "w": 0.15, "x": 0.64, "y": 0.706 }, "kind": "metric", "text": "+21%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0e3c0e8b-2b10-4f47-8175-eead2b8e77e0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.054, "w": 0.15, "x": 0.64, "y": 0.206 }, "kind": "metric", "text": "+14%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0fc0ef6e-4505-468d-920c-d3a356caec61", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.054, "w": 0.11, "x": 0.64, "y": 0.456 }, "kind": "metric", "text": "+6%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "738413c3-e006-481c-a98c-3eca51187f53", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.22, "x": 0.64, "y": 0.518 }, "kind": "paragraph", "text": "Frequency Growth YoY", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "36ff4918-f79c-4d03-92bf-e63847fc7a0f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.64, "y": 0.768 }, "kind": "paragraph", "text": "Trips Growth YoY", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "83800782-8f9e-4a13-97f3-65c883c36e8c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.199, "x": 0.64, "y": 0.268 }, "kind": "paragraph", "text": "MAPCs Growth YoY", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cc9abcda-ec00-42f5-94a7-890025d52ae0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.1, "x": 0.035, "y": 0.945 }, "kind": "source-note", "text": "Uber Q2 2024 Earnings", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "24cb084b-db0e-4d5e-80d3-bcdd6bdc5544", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.045, "w": 0.607, "x": 0.14, "y": 0.928 }, "kind": "source-note", "text": "Note 1: MAPCs is the number of unique consumers who completed a Mobility ride or received a Delivery order on our platform at least once in a given month, averaged over each month in the quarter.\nNote 2: We define Trips as the number of completed consumer Mobility rides and Delivery orders in a given period.\nNote 3: We define Frequency as Monthly Trips divided by MAPCs for a given period.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "561a1a2c-22a8-4576-b808-a45a9a6bb370", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.499, "x": 0.035, "y": 0.109 }, "kind": "subtitle", "text": "Figures in Millions, excluding Monthly Trips / MAPC", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c26288f7-3163-49cc-834e-863d3c4ac841", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.044, "w": 0.339, "x": 0.035, "y": 0.054 }, "kind": "title", "text": "Operating Metrics", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e843deae-ea63-40ad-9107-1eb7a342ab1b", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "agent": "Designer", "layer": "slide", "matchId": "54981efb-12e4-4756-a389-b7e8392b408d", "evidence": "chart/bar-vertical: Monthly Trips / MAPC: Q2 2023: 5.6 (9% YoY), Q3 2023: 5.7 (9% YoY), Q4 2023: 5.8 (8% YoY), Q1 2024: 5.8 (6% YoY), Q2 2024: 5.9 (6% YoY)", "confidence": 0.8 } ], "frameworks": [], "arcBeats": [ { "to": 14, "from": 7, "beatId": "d9271c7b-d5a4-492d-8ae4-491312c20c19", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Size", "beatSlug": "sequoia-pitch-market-size", "evidence": "Operating Metrics, Gross Bookings, Revenue, Adjusted EBITDA", "position": 1, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 14, "from": 7, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "5989f253-40fd-4178-8db0-ad0afca04a5e", "evidence": "The presentation provides a clear overview of Uber's operating metrics, including Gross Bookings, Revenue, and Adjusted EBITDA", "position": 0, "objective": "What are Uber's key operating metrics?", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "confidence": 0.8, "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }