Lyft和Uber的业务表现 - Lyft专注于乘车服务，而Uber利用乘车服务和其他活动建立了跨销售机会[3] - Lyft预计第二季度的总订单额将同比增长16%至19%，达到40亿至41亿美元，而Uber则表示同期的总订单额将达到388亿至403亿美元[5] - Lyft的活跃乘客增长了12%，达到2190万，而Uber的月活跃平台消费者增长了15%，达到1.49亿[7] Uber的交付部门表现 - Uber的交付部门在最近一个季度的总订单额增长了17%，达到近177亿美元[12] - Uber Eats在郊区表现强劲，Instacart交易使其在未来在郊区的增长处于更有利的位置[13] - Uber One的采用率很高，会员现在在3月份产生的总移动和交付总订单额中占32%，订阅费用现在超过10亿美元的年率[14] - Uber Cash通过移动端赚取的60%正在用于交付[14] 会员资格对Uber市场进入和增长的影响 - 会员资格对于进入Uber市场和增长的频率是一个强大的杠杆[15]

Uber stock tumbled Wednesday after the ride-share and food delivery company reported a surprise first-quarter loss and a weak outlook moving forward — while shares of e-hail rival Lyft went into overdrive after reporting a notable year-over-year acceleration in its latest earnings.Uber was down nearly 6%, to around $65 after the opening bell, as the the company also forecast gross bookings — a key metric that indicates the total dollar value of transaction on the platform — in the second quarter below Wall ...

财务数据和关键指标变化 - 2024年第一季度，Lyft的总骑行量达到1.88亿，同比增长23% [18] - 活跃骑手数量为2190万，同比增长12% [19] - 总毛收入约为37亿美元，同比增长21% [19] - 收入增长至13亿美元，同比增长28% [19] - 调整后的EBITDA为5900万美元，EBITDA利润率超过去年同期的两倍 [22] - 第一季度产生正自由现金流1.27亿美元，现金及短期投资约为17亿美元 [22] 各条业务线数据和关键指标变化 - Lyft Media在第一季度的收入同比增长约250%，并且新增客户包括Zillow和Mastercard [13][14] - 驾驶员的中位数时薪为31.10美元，扣除费用后为24.25美元，较2023年下半年有所提高 [7][8] 各个市场数据和关键指标变化 - 加拿大市场的骑行量和新骑手激活量在第一季度同比增长超过100% [12] - 美国市场的早高峰和周末晚间骑行需求强劲，反映出整体市场的复苏 [18] 公司战略和发展方向和行业竞争 - 公司强调以客户为中心的文化，致力于提升驾驶员和骑手的体验，以推动盈利增长 [15] - 公司计划在未来几年内实现网络的混合模式，结合人类驾驶和自动驾驶 [95] 管理层对经营环境和未来前景的评论 - 管理层对2024年的前景持乐观态度，预计全年骑行量将增长中位数的15% [24] - 管理层认为自动驾驶技术将为公司带来机会，而非风险 [39] 其他重要信息 - 公司将在6月6日举行首次投资者日，介绍未来的增长计划 [16] - 公司在第一季度的销售和市场费用有所增加，反映出对市场增长机会的投资 [30] 问答环节所有提问和回答 问题: 关于投资节奏的增长 - 公司确认2024年全年骑行量增长中位数为15%，并预计下半年不会放缓 [29] 问题: 关于品牌和产品创新的关键举措 - 公司强调运营卓越和创新的重要性，特别是在提升骑手和驾驶员体验方面 [33][36] 问题: 关于自动驾驶车辆的影响 - 管理层认为自动驾驶是一个机会，未来将与人类驾驶共存 [39][95] 问题: 关于定价策略和市场环境的变化 - 公司表示在第一季度看到定价上升，但由于市场健康，整体影响有限 [53] 问题: 关于自由现金流的改善 - 自由现金流的改善主要得益于对保险支付的更好预期 [50] 问题: 关于市场份额和行业趋势的影响 - 公司预计第二季度骑行量增长约15%，与总毛收入增长之间存在差距 [99]

Tuesday, May 7th, 2024We were flat in regular market trading this Tuesday. That said, the Dow’s gain of +0.08% for the session marks the index’s fifth-straight higher close. The S&P 500 notches its fourth-straight up day, +0.13%. The Nasdaq broke its three-day winning streak with a marginal down ward move to -0.10%, while the small-cap Russell 2000 outperformed the field at +0.19%. Year to date, all four indices are back up into the green, led by the Nasdaq (+10%) and the S&P (+9%).Today ushered in a new Ap ...

Lyft (LYFT) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 66.67%. A quarter ago, it was expected that this ride-hailing company would post earnings of $0.08 per share when it actually produced earnings of $0.19, delivering a surprise of 137.50%.Over the last four quarters, the compa ...

May 7, 2024 Q1 Fiscal 2024 Earnings Supplemental Data This presentation and the accompanying oral presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of Forward 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 because they contain words such as "may, ...

Lyft stock (NASDAQ:LYFT) has jumped in the after market hours following the release of its first-quarter earnings report, which surpassed market expectations. The positive earnings report helped Lyft recoup the losses incurred today due to the compromise rideshare driver pay rates in Minnesota.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.Earlier today, Minnesota lawmakers and the Minneapolis City Council reached a compromise on rideshare driver pay ...

Exhibit 99.1 Lyft Announces Results for First Quarter 2024 Q1 Rides and Gross Bookings Growth Exceed 20% Year-Over-Year Expects Higher Cash Generation for Full-Year 2024 SAN FRANCISCO, CA, May 7, 2024 - Lyft, Inc. (Nasdaq:LYFT) today announced financial results for the first quarter ended March 31, 2024. “Lyft is off to a strong start in 2024. We are executing well and bringing much-needed innovation to the market. That’s why drivers and riders are choosing Lyft more often,” said CEO David Risher. “After a ...

It's only been a year since David Risher took charge of a company that was struggling to match rideshare giant Uber's dominance.  Risher told FOX Business that his biggest challenge in revitalizing the company and establishing it as a prominent player in the industry is "fighting inertia." "The inertia of staying home rather than getting out to connect with friends; the inertia of using the same old rideshare app instead of trying something new and better," Risher told FOX Business.  UBER, LYFT TO LEAVE MIN ...

LYFT Inc. (LYFT) is scheduled to report first-quarter 2024 results on May 7 after market close.The company has an impressive earnings surprise history, having surpassed Zacks Consensus Estimate in each of the trailing four quarters, the average beat being 502.75%. The Zacks Consensus Estimate for LYFT’s soon-to-be reported quarter’s earnings has been unchanged in the past 60 days at 9 cents per share.Given this backdrop, let’s see how things have shaped up for Lyft this earnings season.We expect Lyft's perf ...