Financial Data and Key Metrics Changes - In Q4 2025, Lyft achieved gross bookings of $25 billion, representing a 19% year-over-year growth, and recorded over $1 billion in free cash flow, marking the most profitable quarter ever [5][11][6] - The adjusted EBITDA margin for the quarter was reported at 4%, with a significant increase in active riders by 18% year-over-year, totaling 51.3 million riders [5][11][40] Business Line Data and Key Metrics Changes - Lyft launched Lyft Teen, targeting the 40 million teens in the U.S. to provide affordable transportation options, which is expected to enhance user growth [6] - The rideshare business saw a record number of driver hours, indicating strong operational performance and increased engagement from drivers [11] Market Data and Key Metrics Changes - Lyft's expansion into Europe and the acquisition of FREENOW are expected to drive growth in international markets, with a focus on enhancing operational excellence [12][13] - The company noted that the rideshare market in the U.S. and Europe presents a total addressable market of approximately 300 billion rides, with only 5% currently penetrated, indicating significant growth potential [12] Company Strategy and Development Direction - Lyft's strategy emphasizes customer obsession, operational excellence, and partnerships to drive growth, particularly in high-value modes and international markets [11][13] - The company is focusing on margin expansion, with plans to enhance profitability through partnerships and operational efficiencies [51][53] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate competitive pressures, particularly from autonomous vehicles (AVs), and highlighted the importance of maintaining service quality [55][56] - The anticipated impact of lower insurance rates in California is expected to boost demand in the second half of 2026, as the company passes savings to riders [62] Other Important Information - Lyft Ads has reached a $100 million run rate, showcasing the growth of its advertising business [15] - The company is exploring loyalty programs to enhance customer retention, with initiatives like Lyft Cash Rewards and business travel incentives showing promising early results [66] Q&A Session Summary Question: Insights on product innovation and strategic priorities for growth - Management highlighted impressive results driven by customer obsession, with significant growth in gross bookings and active riders, and emphasized the importance of focusing on customer needs rather than competitors [11] Question: Guidance on Q1 gross bookings and margin expectations - Management indicated strong growth in gross bookings driven by marketplace performance and partnerships, while maintaining profitability despite previous non-recurring items affecting year-over-year comparisons [22][23] Question: Long-term opportunity for taxis and financial profile - Management noted the strategic addition of taxis to the platform to enhance supply and improve relationships with regulators, particularly in Europe [45] Question: Insights on California's demand and loyalty programs - Management discussed the positive impact of insurance reforms in California and the importance of delivering excellent service to foster loyalty among riders and drivers [62][64]

Washington, D.C. 20549 FORM 10-K (Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION For the fiscal year ended December 31, 2025 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 001-38846 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Lyft, Inc. (Exact name of registrant as specified in its charter) Delaware 20-8809830 (State or other jurisdiction of incorpora ...

（文章来源：每日经济新闻） 每经AI快讯，2月11日，Lyft公布数据显示，四季度营收15.9亿美元，分析师预期17.6亿美元。四季度活 跃驾驶员2920万，分析师预期2921万。预计一季度总体订阅大约48.6亿~50亿美元，分析师预期49.3亿 美元。 ...

Core Insights - Lyft's stock fell 15% in after-hours trading following disappointing fourth-quarter results [1] - Revenue increased by 3% year-over-year, with bookings rising 19% to $5.07 billion, aligning with Wall Street estimates [1] - Net income reached approximately $2.76 billion, translating to $6.72 per share [1] Financial Performance - Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) are projected to be between $120 million and $140 million for the current quarter, below analysts' expectations of $139.8 million [2] - Revenue for the fourth quarter was reported at $1.59 billion, compared to the expected $1.76 billion [5] Operational Metrics - Active riders totaled 29.2 million, falling short of the StreetAccount estimate of 29.5 million [3] - Total rides amounted to 243.5 million, which was below the FactSet estimate of 256.6 million [3] Strategic Initiatives - The board approved up to $1 billion in additional share buybacks, indicating a commitment to returning value to shareholders [4] Market Context - Recent legislation in California that reduced insurance costs contributed to lower rideshare prices, which the company believes will eventually drive increased demand [2][3]

The ride-hailing platform logged higher revenue boosted by double-digit growth in booking, but active riders and rides missed Wall Street's expectations. ...

The fourth quarter earnings season is more than halfway over, and the S&P 500 is on track for solid earnings growth. As of Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. S&P 500 earnings gr ...

Q4 & Fiscal 2025 Earnings February 10, 2026 Forward Looking Statements & Non-GAAP Financial Measures This presentation and the accompanying oral presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or Lyft's future financial or operating performance. In some cases, you can identify forward looking statements b ...

Here's a look at the key figures from the quarter. LYFT stock is moving. Watch the price action here.The Details: Lyft reported quarterly revenue of $1.6 billion, which may not compare to the analyst consensus estimate of $1.76 billion due to the impact of certain legal, tax and regulatory charges.The company added an additional $1 billion to its share repurchase program. Lyft reported the following fouth quarter highlights:“2025 was an incredible year in Lyft’s comeback story. Through customer obsession, w ...

Group 1 - Lyft announced a $1 billion stock buyback program, reflecting management's confidence in the business despite mixed results [1] - Following the announcement, Lyft's stock fell 14% in after-hours trading due to the mixed results and outlook [1] - Lyft expects first-quarter gross bookings to be between $4.86 billion and $5 billion, with a midpoint of $4.93 billion, slightly above FactSet forecasts of $4.928 billion [1] Group 2 - The company plans to increase the number of autonomous vehicles on the streets this year to compete with Uber amid a challenging ride-hailing and delivery environment [1]

Lyft posted a surprise $185 million operating loss in the fourth quarter and issued a disappointing earnings forecast for the start of the year https://t.co/YSAnt4Cw61 ...