Earnings summaries and quarterly performance for Lyft.
Research analysts who have asked questions during Lyft earnings calls.
Eric Sheridan
Goldman Sachs
6 questions for LYFT
Also covers: ABNB, ACVA, AMZN +47 more
JB
John Blackledge
TD Cowen
4 questions for LYFT
Also covers: AMZN, BMBL, GRND +4 more
Michael Morton
MoffettNathanson
4 questions for LYFT
Also covers: AMZN, CART, CHWY +5 more
Nikhil Devnani
Bernstein
4 questions for LYFT
Also covers: CART, DASH, EBAY +3 more
SJ
Stephen Ju
UBS
4 questions for LYFT
Also covers: ABNB, ANGI, APP +8 more
BB
Benjamin Black
Deutsche Bank AG
3 questions for LYFT
Also covers: APP, BMBL, COMP +10 more
DA
Douglas Anmuth
JPMorgan Chase & Co.
3 questions for LYFT
Also covers: ABNB, AMZN, BKNG +17 more
Kenneth Gawrelski
Wells Fargo & Company
3 questions for LYFT
Also covers: ABNB, BKNG, CART +12 more
Ben Black
Deutsche Bank
2 questions for LYFT
Also covers: OPEN, SPOT
DA
Doug Anmuth
J.P. Morgan
2 questions for LYFT
Also covers: ABNB, AMZN, CART +4 more
JK
Jed Kelly
Oppenheimer & Co. Inc.
2 questions for LYFT
Also covers: ABNB, BKNG, CARG +12 more
JP
Justin Post
Bank of America Corporation
2 questions for LYFT
Also covers: ABNB, AMZN, BKNG +10 more
RS
Ross Sandler
Barclays
2 questions for LYFT
Also covers: AMZN, CART, DASH +14 more
Shweta Khajuria
Wolfe Research, LLC
2 questions for LYFT
Also covers: BMBL, CART, CHWY +15 more
SF
Steven Fox
Fox Research
2 questions for LYFT
Also covers: AMKR, APH, BDC +23 more
Brad Erickson
RBC Capital Markets
1 question for LYFT
Also covers: ANGI, CARG, CVNA +9 more
Brian Nowak
Morgan Stanley
1 question for LYFT
Also covers: ABNB, AMZN, BKNG +8 more
BS
Bryan Smilek
JPMorgan Chase & Co.
1 question for LYFT
Also covers: CHGG, COUR, CRTO +4 more
Mark Mahaney
Evercore ISI
1 question for LYFT
Also covers: ABNB, AMZN, BKNG +23 more
Michael McGovern
Bank of America
1 question for LYFT
Also covers: CVNA, DASH, LZ
Rohit Kulkarni
ROTH Capital Partners, LLC
1 question for LYFT
Also covers: FVRR, KIND, RCT +4 more
Recent press releases and 8-K filings for LYFT.
Lyft Reports Exceptional 2025 Performance and Outlines Growth Strategy for 2026 and Beyond
LYFT
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- Lyft reported an exceptional 2025, achieving record active riders, driver hours, Gross Bookings of approximately $18.5 billion, and over $500 million in adjusted EBITDA, with consistent GAAP profitability. The company aims for $25 billion in Gross Bookings by 2027, representing a mid-teens compounded growth rate.
- Key growth drivers include strengthening platform health, expanding high-value modes (showing 50% year-on-year growth in Q3 and Q4), strategic partnerships (United, DoorDash), and acquisitions (FREENOW, TBR Global Chauffeuring).
- Lyft is focused on margin expansion, targeting a 4% adjusted EBITDA margin as a percentage of Gross Bookings (currently around 3%), driven by platform efficiency, portfolio mix expansion, and disciplined cost management.
- The company completed approximately $500 million of its inaugural share buyback program in 2025 and announced a new $1 billion authorization, indicating a commitment to returning capital to shareholders.
- Lyft views autonomous vehicles (AVs) as market-expanding, citing 10% growth in San Francisco in Q4 2025 due to AV presence, and is strategically partnering with leaders like Waymo and Baidu.
1 day ago
Lyft reviews strong 2025 performance and outlines 2026 growth and capital allocation strategies
LYFT
Guidance Update
Share Buyback
New Projects/Investments
- Lyft reported a strong 2025 with $18.5 billion in Gross Bookings and over $500 million in adjusted EBITDA, achieving consistent GAAP profitability and record metrics across the board. The company also completed its inaugural share buyback program and announced a new $1 billion authorization.
- Despite a temporary deceleration in Q4 2025 ride volume due to promotional activity, Lyft anticipates Gross Bookings will grow faster than rides in the first half of 2026, driven by pricing and portfolio diversification, including high-value modes and acquisitions like FREENOW.
- Lyft is investing in autonomous vehicles (AVs), including a $10 million-$15 million depot in Nashville for its partnership with Waymo, expecting AVs to expand the market and become financiable assets over time without materially changing Lyft's asset structure.
- The company aims for continued margin expansion towards a 4% target as a percentage of Gross Bookings, leveraging platform health, portfolio growth, and disciplined fixed cost management.
1 day ago
Lyft reviews 2025 performance and outlines 2026 strategy and 2027 targets
LYFT
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Lyft achieved a strong 2025, with record active riders, driver hours, Gross Bookings, and profitability, reaching approximately $18.5 billion in Gross Bookings and over $500 million in adjusted EBITDA. The company aims for $25 billion in Gross Bookings by 2027, representing a mid-teens compounded growth rate.
- Growth strategies include expanding high-value modes, leveraging partnerships (e.g., DoorDash, United), and strategic acquisitions such as FREENOW in Europe and TBR Global Chauffeuring. Lyft also sees significant opportunity in under-penetrated markets, which constitute about two-thirds of the U.S. personal vehicle trips market.
- Autonomous Vehicles (AVs) are seen as expanding the rideshare marketplace, with San Francisco experiencing 10% growth in Q4 2025 in markets with AV presence. Lyft is partnering with leaders like Waymo and Baidu, providing fleet management and integrated supply sharing to enhance utilization and competitive advantages.
- Financially, Lyft is targeting a 4% adjusted EBITDA margin as a percentage of Gross Bookings, up from around 3% today, driven by platform efficiency, high-value mode expansion, and cost discipline. The company completed $500 million of its inaugural share buyback program in 2025 and announced a new $1 billion authorization, demonstrating a commitment to shareholder returns.
1 day ago
Lyft Reports Q4 and Full Year 2025 Results, Issues Q1 2026 Guidance
LYFT
Earnings
Guidance Update
Product Launch
- Lyft reported record quarterly active riders of 29.2 million, Gross Bookings of $5.1 billion, and Adjusted EBITDA of $154 million with a 3.0% margin for Q4 2025.
- For the full year 2025, Lyft achieved $18.5 billion in Gross Bookings, an Adjusted EBITDA margin of 2.9%, and $1.1 billion in free cash flow.
- The company provided Q1 2026 guidance, expecting Gross Bookings between $4.86 billion and $5.00 billion and Adjusted EBITDA between $120 million and $140 million.
- Lyft launched Lyft Teen in February 2026 across hundreds of cities in the U.S., targeting the 13-17 year-old market.
Feb 10, 2026, 10:00 PM
Lyft Reports Strong Q4 2025 Results and Positive 2026 Outlook
LYFT
Earnings
Guidance Update
New Projects/Investments
- Lyft reported strong Q4 2025 results, with gross bookings growing 19% year-over-year and active riders increasing 18% year-over-year, marking its most profitable quarter ever and generating over $1 billion in cash.
- The company anticipates accelerated gross bookings growth for Q1 2026 and the full year 2026, alongside Adjusted EBITDA margin expansion and over $1 billion in Free Cash Flow for 2026.
- Strategic initiatives driving growth include international expansion via FREENOW, which is on track for a EUR 1 billion exit rate in 2025, and the Lyft Ads business achieving a $100 million run rate exit rate from Q4.
- Lyft is focused on margin expansion through high-value modes and cost discipline, while also exploring autonomous vehicles (AVs) as a long-term opportunity to expand its total addressable market.
Feb 10, 2026, 10:00 PM
Lyft Reports Accelerated Q4 2025 Gross Bookings Growth and Record Profitability
LYFT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Lyft reported accelerated Gross Bookings growth and record profitability for Q4 2025, with 51.3 million riders taking 946 million rides in 2025.
- The company reiterated its 2027 goals of $25 billion in Gross Bookings, 4% Adjusted EBITDA margin, and over $1 billion in Free Cash Flow.
- For Q1 2026, Lyft expects Gross Bookings to accelerate, and for the full year 2026, it anticipates Adjusted EBITDA margin to expand and to generate over $1 billion in Free Cash Flow.
- Q4 2025 saw record Active Riders growth of 18% and the highest retained riders, despite heightened promotional activity in the market.
- A one-time $168 million impact from legal, tax, and regulatory reserve changes affected Q4 2025 revenue; without this, revenue would be closer to $1.8 billion.
Feb 10, 2026, 10:00 PM
Lyft Reports Accelerated Q4 2025 Gross Bookings Growth and Record Profitability, Reaffirms 2027 Financial Goals
LYFT
Earnings
Guidance Update
New Projects/Investments
- Lyft achieved accelerated gross bookings growth and record profitability in Q4 2025, with 51.3 million riders and 946 million rides, and active riders increasing 18% year-over-year.
- The company is tracking towards its 2027 goals of $25 billion in gross bookings, 4% adjusted EBITDA margin, and over $1 billion in free cash flow.
- Strategic growth areas include European expansion via FREENOW, new product launches like Lyft Teen, and a focus on autonomous vehicles, which are projected to reduce costs by 20% to 25% by 2030 through a hybrid network model.
- Q4 2025 revenue was affected by a one-time $210 million impact ($168 million impacting revenue) from legal, tax, and regulatory reserve changes.
- For Q1 2026, Lyft anticipates gross bookings to grow faster than rides, supported by strong performance in higher-value modes and the integration of FREENOW.
Feb 10, 2026, 10:00 PM
Lyft Reports Record Q4 and Full-Year 2025 Results
LYFT
Earnings
Share Buyback
Guidance Update
- Lyft reported record financial results for the fourth quarter and full year ended December 31, 2025, with full-year revenue of $6.3 billion and net income of $2.8 billion, which included a $2.9 billion benefit from the release of a valuation allowance.
- Gross Bookings reached $5.1 billion in Q4 2025, up 19% year-over-year, and $18.5 billion for the full year, up 15% year-over-year.
- The company's Board of Directors authorized a new $1 billion share repurchase program.
- For Q1 2026, Lyft provided guidance of Gross Bookings between $4.86 billion and $5.00 billion and Adjusted EBITDA between $120 million and $140 million.
Feb 10, 2026, 9:05 PM
Lyft Reports Record Q4 and Full-Year 2025 Results, Announces $1 Billion Share Repurchase Program
LYFT
Earnings
Share Buyback
Guidance Update
- Lyft reported record financial results for the full year 2025, with Gross Bookings of $18.5 billion (up 15% year over year), revenue of $6.3 billion (up 9% year over year), and net income of $2.8 billion.
- The company generated record free cash flow of $1.12 billion in 2025 and saw active riders grow 18% year over year to 29.2 million in Q4 2025.
- Lyft's Board of Directors authorized a new $1 billion share repurchase program.
- For Q1 2026, Lyft provided guidance of Gross Bookings between $4.86 billion and $5.00 billion and Adjusted EBITDA between $120 million and $140 million.
Feb 10, 2026, 9:05 PM
Lyft Launches Teen Ride Service
LYFT
Product Launch
New Projects/Investments
- Lyft has launched Lyft Teen, a new ride option for 13-to-17-year-olds, now available in approximately 200 U.S. markets including Atlanta, New York, and Miami.
- The service is designed with parental oversight and safety features, such as pre-ride driver details, live maps, PIN verification, and optional in-ride audio recording.
- Lyft is positioning Lyft Teen as a cost-saving alternative to teen car ownership or insurance, and the launch aims to compete with similar offerings from Uber.
- Following the announcement, Lyft's stock rose nearly 2%.
- The company's broader financial picture includes a market cap of about $6.69 billion and revenue of roughly $6.27 billion, with a net margin of 2.4% and an Altman Z-Score of -0.74, indicating financial distress.
Feb 9, 2026, 11:08 AM
Quarterly earnings call transcripts for Lyft.
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