Скачать или смотреть Lyft Q3 2025 Earnings: Record Growth, Global Expansion & AV Strategy

Lyft's Q3 2025 earnings call reveals a strong comeback with record operational metrics despite EPS and revenue misses. The company achieved all-time highs in active riders at 28.7 million and rides at 248.8 million, driving gross bookings to $4.8 billion, up 16% year-over-year. Free cash flow surpassed $1 billion for the first time, signaling a shift from a cash-burning growth story to a mature, cash-generative platform. CEO David Risher emphasized the success of Lyft's turnaround strategy and growth acceleration into late 2025 and 2026.

Strategic acquisitions play a pivotal role in Lyft's expansion. The FREENOW acquisition nearly doubles Lyft's addressable market by adding a European multimodal/taxi platform across 150+ cities in nine countries. The TBR Global Chauffeuring acquisition enhances Lyft's premium and corporate travel services, targeting high-value segments. These moves diversify Lyft's revenue streams and support margin expansion, complemented by partnerships with Waymo and Tensor for autonomous vehicle integration, positioning Lyft for a future of hybrid human and robotaxi networks.

Looking ahead, Lyft guides for continued growth with Q4 gross bookings expected between $5.01B and $5.13B and adjusted EBITDA margins of 2.7% to 3.0%. The company's focus on disciplined cost control, strategic M&A, and autonomous vehicle partnerships underpins a bullish outlook. Investors responded positively, driving a 26% rally post-earnings, reflecting confidence in Lyft's transformation into a profitable, globally scaled mobility platform with strong cash flow and innovation-led growth.

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