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From: Sheree Char
To: Eday Cue
cc: Matt Fischar Phil Schiler Carson Oliver
Lindsey Blumenthal
sce:
Subject: Re: Membership Subscriptions
Attachments:
Sent: 07/20/2018 12:22:56 AM 0000 (GMT)
Hi Eddy,
Matt mentioned that you had a positive meeting with Dara from Uber last week, and that you'd like an update on our
discussions with Ubsr regarding their subscription plans as well as where things stand with Membership Subscriptions.
intemally. Here are the key takeaways from our ast meeting with Uber:

= Uber has started testing a new subscription varation around “Price Consistency’. Consumer pays $15-40/month to
‘ensure consistent pricing for al outes (vs Just one route as Initially planned) which would effectively remove all surge:
pricing. Currently testing in NYC and a few other cities. They plan to launch nationwide SepyOct.

‘= Uber also mentioned that they have more subscription plans in the works - potentially for bikes, food delivery, etc
Sounds like they are planning to make these subscriptions a key cornerstone of their offerings.

‘= We lot Uber know that they shoud start planning (0 use IAP for the subscription portion.

® As we expected, they balked at the 30% rev share. They started asking about workarounds Le. directing people to
Subscribe via the web etc). As our conversation continued, they seemed to start accepling that they would likely need
to pass the 30% along to the consumer. However, | doubt this will be the end of the commissions discussion with
them. Uber operates on siim margins, as do many of these physical goods and services developers. So we anticipate
our current comission structure will be a key sticking point for these types of developers to adopt IAP.

‘= Uber also expressed concern about needing to implement StoreKit and maintain an acditional payment method.
Stating that they don't currently have the operational resources. We have connected the direclly with our Ops team
to work out those details.

The main outstanding issues that still need to be resoved internally are:

1. Existing apps with memberships. As you rightly pointed out, we stil need Lo decide on the right course of action lo
take with the existing Membership apps that sel direct today. Examples include: Postmates, Instacart, and Costco.
Both Uber and Lyf have already tried and will Ikely continue to lr to poke holes in our policy if ts inconsistently
enforced. We've raised this issue with App Review but | don't believe any action has been taken yet.

Finally, please note that WWDR has been working on setting up an Apple-Uber exec meeting but the timing is stil tentative.
Hope this helps and please let us know if you have questions/commens. Thanks!

On Jui 16,2018, at 1:31 PM, Edy Cuo [EY “o>

Ithink its @ groat next stop.

Th biggest issue is what to do about al the existing apps that sell dict today.

Lots of questions and ideas but lets get going.

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