Aaron Easterly Thanks, Walter, and thank you everyone for joining us today. I will start by discussing our third quarter 2023 earnings results and give a few highlights before turning the call over to Brent to outline our booking performance and investments in marketing and products. Charlie will then wrap the prepared remarks by providing additional detail on the financials and our guidance before we take questions. We had a spectacular third quarter, reporting net income of $10.5 million and adjusted EBIT ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39774 _________________________________ Rover Group, Inc. __________________ ...

• Personal information privacy • Pet care provider and pet reviews • 24/7 support Meet Rover: the world's largest online marketplace for pet care 7 Q1 - Q2 Q3 - Q4 6 | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|----------|-------|-------|-------|---------------------------------|-------|-------|-------|----------------------------------|---------------------|-------------------------------------------------------------| | | | | | | Annual gross booking value ($M) | | | ...

And one moment for our next question. Our next question comes from Andrew Boone with JMP Securities. Your line is open. Good afternoon, and thanks for taking my questions. I wanted to ask about the LTVA to CAC chart that you guys published in the presentation. As it relates to marketing efficiency, it looks like it's trended down a little bit over the last six quarters and understood the commentary on macro. Is there anything you guys can share to help us understand marketing efficiency as it stands today a ...

Against that backdrop, we are happy to report that Q1 investments to simplify our booking flow are projected to help Rover acquire an incremental 15,000 customers over the next 12 months. Investments to help care providers understand how to succeed on Rover have boosted new customer conversion and repeat booking rates on the platform and continued investments to increase the effectiveness of matches between pet parents and care providers have further nuts new customer acquisitions upwards, enabling us to ou ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39774 _________________________________ Rover Group, Inc. _________________________________ (Exact name of registrant a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39774 ROVER GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 85-3147201 (I.R.S. Employe ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39774 _______________________________ ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39774 _________________________________ Rover Group, Inc. _________________________________ (Exact name of registrant as specified in its c ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39774 _________________________________ Rover Group, Inc. _________________ ...