Uber Results Presentation Deck slide image

Uber Results Presentation Deck

Delivery outgrowing competition at much larger scale Uber's Delivery is the largest and fastest growing food delivery business globally (ex-China)* 40 30 20 10 Uber M1 Delivery reached a $35B annualized Gross Bookings run-rate M14 Q3 2020 Earnings Delivery $10B Nov'18 M28 Mobility Delivery $30B May'20 Delivery $35B Aug 20 M42 Mobility $10B Sep'15 Delivery M56 Mobility $35B Sep'17 Mobility $30B Mar'17 M70 40 30 20 10 2016 2017 2018 Uber Delivery Just Eat Takeaway 2019 2020 Grubhub Delivery Hero *Note: Based on publicly available information of online food delivery competitors and internal estimates. 2020 Gross Bookings annualized from reported Gross Bookings/Gross Food Sales/Gross Merchandise Value for Uber, Grubhub and Delivery Hero respectively, and for Just Eat Takeaway based on consensus estimates updated post the company's latest update on October 13, 2020 +135% YoY ~+70% YOY ~+50% YOY ~+70% YOY 7
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