Uber Investor Day Presentation Deck

Freight But the industry is broken Drivers aging out¹ 1993 2003 2013 20-24 25-34 34-44 45-54 55-65 65+ Carriers 84% of carriers own fewer than 4 trucks² Uber I Investor Day 2022 Vastly inefficient capacity sourcing KEARA Ecosystem 17K brokers³ $110 cost/transaction 4. Public company filings; Uber analysis. 5. Freight Cass Index. MICHEL Shipper costs skyrocketing5 '17 '18 '19 1. American Transportation Research Institute, Analysis of Truck Driver Age Demographics Across Two Decades (Dec 2014). 2. Federal Motor Carrier Safety Association (FMCSA); Uber analysis. 3. JOC.com, Taking stock of the the freight brokerage business (September 2017); Transportation Topics. +43% Year over year '20 '21 Shippers >20% of tenders rejected Logistics cost ~5% of rev for shippers Devastating environmental impacts US Greenhouse Emissions8 7% Trucks Environment 30% of miles driven are empty 6. Freightwaves Sonar. 7. Public company filings; internal analysis. 8. US EPA, Inventory of US Greenhouse Gas Emissions and Sinks. 9. American Transportation Research Institute (ATRI). 75

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