{"filings":[{"id":95255,"accession_number":"0001628280-26-032102","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lyft Q1 revenue $1.7B (+14% YoY), net income $14.2M; guides Q2 bookings growth 18-21%","event_type":"earnings","confidence":"high","bullets":["Gross Bookings $4.9B (+19% YoY); Active Riders 28.3M (+17% YoY) — 6th straight quarter of double-digit growth.","Net income $14.2M (vs $2.6M in Q1'25); Adjusted EBITDA $132.8M (+25% YoY); free cash flow $1.1B trailing 12 months (all-time high).","Q2 guidance: Gross Bookings $5.30B-$5.43B (+18-21% YoY); Adjusted EBITDA $160M-$180M (margin ~3.0-3.3%).","Acquired Gett's UK business to expand in London; Nashville Flexdrive AV to open this fall; first Baidu vehicles secured in UK.","Nearly 27% of rides in North America linked to partnerships (all-time high); expanded with Chase, DoorDash, United Airlines."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":1650489000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108173,"accession_number":"0001628280-26-006817","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Lyft reports record Q4 and FY 2025; revenue $1.6B, net income $2.8B; announces $1B buyback","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $1.6B (+3% YoY), net income $2.8B (includes valuation allowance release), adjusted EBITDA $154.1M (+37% YoY).","Full-year 2025 gross bookings $18.5B (+15%), adjusted EBITDA $528.8M, operating cash flow $1.17B, free cash flow $1.12B.","Record 945.5M rides in 2025 (+14% YoY); Q4 active riders 29.2M (+18% YoY); annual riders reached 51.3M.","Board authorized additional $1B share repurchase program; Q1 2026 gross bookings guided $4.86B-$5.00B, adjusted EBITDA $120M-$140M.","CEO cites 2026 as 'year of the AV' with deployments in US and overseas; launched Lyft Teen for ages 13-17."],"consensus_eps_estimate":null,"consensus_eps_actual":6.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":6316261000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108172,"accession_number":"0001628280-26-003601","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyft appoints Deborah Hersman to board; former NTSB chair and Waymo safety chief","event_type":"leadership","confidence":"high","bullets":["Deborah Hersman appointed effective January 25, 2026 as Class I director, term expiring at 2026 annual meeting.","She also joins the Nominating and Corporate Governance Committee immediately.","Hersman served as NTSB chair (2009-2014), National Safety Council CEO, and Waymo Chief Safety Officer (2019-2021).","Current public board seats: ONE Gas and NiSource; brings AV industry, safety, and regulatory expertise.","Standard non-employee director compensation per April 2025 proxy; no related-party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124600,"accession_number":"0001628280-25-049556","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lyft posts record Q3: revenue $1.7B, net income $46.1M, TTM free cash flow $1.03B","event_type":"earnings","confidence":"high","bullets":["Gross Bookings $4.8B (+16% YoY); revenue $1.7B (+11% YoY); net income $46.1M vs $(12.4)M loss in Q3'24.","Record Adjusted EBITDA $138.9M (+29% YoY); margin 2.9% of Gross Bookings.","Record rides 248.8M (+15% YoY); Active Riders 28.7M (+18% YoY) – both all-time highs.","TTM free cash flow $1.03B; Q3 free cash flow $277.8M, also a record.","Acquired luxury chauffeuring provider TBR Global in October; Q4 guidance: Gross Bookings ~$5.01-5.13B, Adj EBITDA $135-155M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":4723550000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141271,"accession_number":"0001759509-25-000141","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Lyft prices $450M convertible notes due 2030; uses proceeds for capped calls and stock buyback","event_type":"debt","confidence":"high","bullets":["Issued $450M (plus $50M option) of 0% convertible notes due 2030; net proceeds ~$487.7M.","Conversion price ~$23.52 (40% premium to $16.80 close); capped call cap $33.60.","Used ~$42M for capped call transactions and ~$95.7M to repurchase 5.7M shares.","Remaining proceeds for share repurchases under existing plan and general corporate purposes.","Notes convertible under conditions; no interest; maturity Sept 2030; redeemable after Sept 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141270,"accession_number":"0001759509-25-000134","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["3.03","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Lyft co-founders Green and Zimmer step down, convert all Class B shares to Class A single-vote structure","event_type":"leadership","confidence":"high","bullets":["Logan Green and John Zimmer resign from Board effective Aug 14, 2025; Sean Aggarwal elected Chair.","All Class B shares convert to Class A on Aug 15, 2025; eliminates dual-class voting structure.","After conversion, Green and Zimmer collectively own ~9.69M shares of Class A common stock.","Board reduced to 7 members, 6 of whom are independent.","Company cites successful two-year transition plan and record results in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141269,"accession_number":"0001759509-25-000123","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Lyft reports record Q2: Revenue $1.6B, Adj. EBITDA $129.4M, Rides up 14% YoY","event_type":"earnings","confidence":"high","bullets":["Net income of $40.3M (vs $5.0M in Q2'24); record Gross Bookings $4.5B, up 12% YoY.","Record Rides 234.8M (+14% YoY); Active Riders 26.1M (+10% YoY) – both all-time highs.","Record free cash flow $329.4M; repurchased 12.8M shares for $200M in Q2.","Q3 outlook: Gross Bookings $4.65B-$4.80B; Adj. EBITDA $125M-$145M (incl. Freenow).","Closed Freenow acquisition (July 31); announced partnerships with Baidu, United Airlines, BENTELER."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":3038355000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141268,"accession_number":"0001759509-25-000117","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lyft adopts Employee Incentive Compensation Plan for named executives and other employees","event_type":"other_material","confidence":"high","bullets":["Board approved plan on July 24, 2025, covering all employees including named executive officers.","Named executives: CEO David Risher, CFO Erin Brewer, Chief Legal & Business Officer Lindsay Llewellyn.","Plan provides performance-based cash or equity incentive awards; administrator has discretion to modify awards.","Actual awards paid from bonus pool; participant must be employed through payment date unless administrator decides otherwise.","Plan remains in effect until terminated; administrator may amend, suspend, or terminate at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141267,"accession_number":"0001759509-25-000113","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-07-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyft appoints Stephen Hope as Chief Accounting Officer effective July 7, 2025","event_type":"leadership","confidence":"high","bullets":["Stephen Hope, formerly Autodesk SVP and CAO (Sept 2018–June 2025), joins as Lyft CAO.","Erin Brewer remains CFO and principal financial officer; Hope assumes principal accounting officer role.","Annual base salary of $400,000; target bonus 50% of base; prorated for 2025.","New hire RSU award ~$2.275M and PSU award ~$2.275M, both subject to Board approval and vesting schedules.","No family relationships or material interests with directors or officers disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159081,"accession_number":"0001759509-25-000107","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lyft shareholders approve director slate, auditor, say-on-pay; reject AI assessment proposal","event_type":"other","confidence":"high","bullets":["Three Class III directors elected: Aggarwal (337.7M for), Beggs (415.9M for), Stevenson (373.9M for).","Ratification of PwC as auditor for FY2025 passed with 467.1M votes for, 2.2M against.","Advisory vote on named executive officer compensation approved with 402.4M for, 13.3M against.","Shareholder proposal on AI use assessment failed, with 55.0M for, 368.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159080,"accession_number":"0001759509-25-000094","cik":1759509,"company_name":"Lyft, Inc.","ticker":"LYFT","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Lyft director Ariel Cohen resigns; Board to reduce to nine members","event_type":"leadership","confidence":"high","bullets":["Ariel Cohen resigned from Lyft's Board effective May 22, 2025, citing other professional responsibilities.","Cohen stated his departure is not due to any disagreement with the Company's operations, policies, or practices.","Lyft's Board intends to decrease the number of authorized directors from ten to nine.","CEO David Risher thanked Cohen for his four years of service and contributions to the travel sector perspective."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}