Uber Technologies, Inc. Q3 2022 Earnings Supplemental Data Q3 2022 Earnings November 1, 2022 Non-GAAP Financial Measures Disclosure To supplement our financial information, which is prepared and presented in accordance with generally accepted accounting principles in the United States of America, or GAAP, we use the following non-GAAP financial measures: Adjusted EBITDA; Non-GAAP Costs and Operating Expenses; Revenue Excluding UK Accrual; Mobility Revenue Excluding UK Accrual; Delivery business model change ...

Summary of Uber Technologies, Inc. Conference Call Company Overview - **Company**: Uber Technologies, Inc. (NYSE: UBER) [1] - **Event**: Goldman Sachs Communacopia + Technology Conference 2022 [1] Key Industry Insights Pandemic Recovery and Business Position - Uber emerged from the pandemic in a stronger position, pivoting from mobility to delivery, with both segments now at scale and driving profitability [5][6] - The company has exited non-core businesses, focusing on core operations and achieving higher cost discipline, resulting in 12% incremental EBITDA margins, exceeding the target of 7% [5] Demand Trends in Mobility - Demand for mobility is returning to pre-pandemic levels, with trip volumes in August consistent with July and a Labor Day bump aligning with 2019 trends [10][11] - The company expects strong volume growth in Q4, driven by increased consumer outings and back-to-office trends [11] Growth Drivers - Future growth is expected to come from: - **Core UberX Business**: 50% of growth driven by increased services spending [13] - **New Product Innovations**: 35% of growth from new offerings like hailable vehicles, enterprise services, and segmented products [14][15] - **Geographic Expansion**: 15% of growth from markets with lower penetration, such as Germany, Spain, and Japan [16] Driver Supply and Competitive Environment - The driver supply environment is constructive, with active drivers nearing pre-pandemic highs, although still undersupplied by 5% to 10% [18] - Innovations like modular onboarding and upfront pricing have improved driver activation and satisfaction, enhancing competitive positioning [19][20][23] - The competitive landscape is favorable, with competitors facing capital constraints and Uber maintaining a strong market position [25][26] Delivery Business Insights Performance and Growth - Delivery gross bookings grew by 12% on a constant currency basis, with sticky consumer habits observed post-pandemic [30] - Delivery margins are benefiting from marketplace densification and cost per transaction improvements [31][32] New Vertical Opportunities - The grocery category is identified as a significant growth opportunity, with integration of Cornershop functionality into the Uber Eats app [38][39] - New verticals, including grocery, pharmacy, and alcohol delivery, are showing strong growth and profitability [33][34] Advertising Revenue - The advertising business is on track to reach a $1 billion run rate by 2024, currently at a $350 million run rate [32] Strategic Initiatives Super App Strategy - Uber is early in its super app strategy, aiming to increase consumer utility by encouraging multi-product usage and membership [44][46] - Membership programs are showing strong retention and spending advantages, with members spending 2.5 times more than non-members [46] Capital Allocation and Profitability Goals - Uber aims for a top-line growth rate of 22% to 25% and a 7% incremental EBITDA margin, with a focus on disciplined capital allocation [57][58] - The company plans to utilize free cash flow for stock buybacks and investments, targeting investment-grade status for its debt [62] Future Outlook - Uber aims to be an everyday utility for consumers, expanding its capabilities in on-demand delivery and fulfillment services [65][66] - The company is focused on optimizing its technology and marketplace to enhance operational efficiency and customer experience [66]

Uber Technologies, Inc. (NYSE:UBER) Evercore ISI 2nd Annual Technology, Media & Telcom Conference Call September 8, 2022 3:00 PM ET Company Participants Andrew Macdonald - SVP, Mobility & Business Operations Conference Call Participants Mark Mahaney - Evercore ISI Spencer Tan - Evercore ISI Mark Mahaney Good afternoon. I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Spencer Tan and I co-cover Uber. And we're thrilled to have Andrew Macdonald, SVP, Mobility and Business Operations, also a 1 ...

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, 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: 001-38902 _____________________ ...

Uber Technologies, Inc. (NYSE:UBER) Q2 2022 Earnings Conference Call August 2, 2022 8:00 AM ET Company Participants Balaji Krishnamurthy - Head, IR Dara Khosrowshahi - CEO & Director Nelson Chai - CFO Conference Call Participants Ross Sandler - Barclays Bank Douglas Anmuth - JPMorgan Chase & Co. Brian Nowak - Morgan Stanley Mark Mahaney - Evercore ISI Bradley Erickson - RBC Capital Markets Eric Sheridan - Goldman Sachs Group Deepak Mathivanan - Wolfe Research Lloyd Walmsley - UBS James Lee - Mizuho Securiti ...

Uber Technologies, Inc. (NYSE:UBER) Bank of America 2022 Global Technology Conference Call June 9, 2022 11:00 AM ET Company Participants Dara Khosrowshahi - Chief Executive Officer Question-and-Answer Session Q - Unidentified Analyst Go ahead and get started about 8 o'clock. Very pleased to introduce Dara Khosrowshahi. I'm very pleased to have him here again, was at our conference I believe in 2019, and it's great to have you back. So come on up. It's really great to have you here. There's so much Uber touc ...

| --- | --- | --- | --- | |-------|-------------------------|-------|-------| | | | | | | | Uber Technologies, Inc. | | | | | Q1 2022 Earnings | | | | | Supplemental Data | | | | | | | | | | May 4, 2022 | | | | | | | | | | | | | Q4 2021 Earnings 1 Non-GAAP Financial Measures Disclosure To supplement our financial information, which is prepared and presented in accordance with generally accepted accounting principles in the United States of America, or GAAP, we use the following non-GAAP financial measures: ...

Uber Technologies, Inc. (NYSE:UBER) Q1 2022 Earnings Conference Call May 4, 2022 8:00 AM ET Company Participants Balaji Krishnamurthy - Head of Investor Relations Dara Khosrowshahi - Chief Executive Officer Nelson Chai - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Douglas Anmuth - JPMorgan Chase & Co. Eric Sheridan - Goldman Sachs Group, Inc. Justin Post - Bank of America Merrill Lynch Mark Mahaney - Evercore ISI Lloyd Walmsley - UBS Ross Sandler - Barclays Bank PLC Dee ...

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: 001-38902 ____________________ ...

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, 2021 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: 001-38902 _________________________ ...