🔹 Revenue: $1.59B (Est. $1.76B) 🔴; +3% YoY
🔹 Gross Bookings: $5.07B (Est. $5.06B) 🟢; +19% YoY
🔹 Adj. EBITDA: $154.1M; +37% YoY
🔹 Active Riders: 29.2M; +18% YoY
🔸 Authorization: new $1B share repurchase program
Q1 Guide:
🔹 Gross Bookings: $4.86B–$5B (Est. $4.9B) 🟡; +17% to +20% YoY
🔹 Adj. EBITDA: $120M–$140M
🔹 Adj. EBITDA Margin: 2.5%–2.8% (of Gross Bookings)
Other Metrics:
🔹 Revenue impact from legal/tax/regulatory reserve changes & settlements: $168M (Q4); revenue ex-item: $1.8B
🔹 Rides: 243.5M
Commentary:
🔸 “2025 was an incredible year in Lyft’s comeback story...”
🔸 “...2026 will be the year of the AV with deployments in the U.S. and overseas.”
🔸 “...record financial performance in 2025 across all metrics, including all-time-high cash flow generation exceeding $1.1 billion,”