8Mês·

Lyft Q4’25 EARNINGS HIGHLIGHTS

$LYFT (+1,67%)


🔹 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,”

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