Highest-materiality recent filing
Lyft Q1 revenue $1.7B (+14% YoY), net income $14.2M; guides Q2 bookings growth 18-21%
Gross Bookings $4.9B (+19% YoY); Active Riders 28.3M (+17% YoY) — 6th straight quarter of double-digit growth.
Lyft reports record Q4 and FY 2025; revenue $1.6B, net income $2.8B; announces $1B buyback
Q4 2025 revenue $1.6B (+3% YoY), net income $2.8B (includes valuation allowance release), adjusted EBITDA $154.1M (+37% YoY).
Lyft appoints Deborah Hersman to board; former NTSB chair and Waymo safety chief
Deborah Hersman appointed effective January 25, 2026 as Class I director, term expiring at 2026 annual meeting.
Lyft posts record Q3: revenue $1.7B, net income $46.1M, TTM free cash flow $1.03B
Gross Bookings $4.8B (+16% YoY); revenue $1.7B (+11% YoY); net income $46.1M vs $(12.4)M loss in Q3'24.
Lyft prices $450M convertible notes due 2030; uses proceeds for capped calls and stock buyback
Issued $450M (plus $50M option) of 0% convertible notes due 2030; net proceeds ~$487.7M.
Logan Green and John Zimmer resign from Board effective Aug 14, 2025; Sean Aggarwal elected Chair.
Lyft reports record Q2: Revenue $1.6B, Adj. EBITDA $129.4M, Rides up 14% YoY
Net income of $40.3M (vs $5.0M in Q2'24); record Gross Bookings $4.5B, up 12% YoY.
Lyft adopts Employee Incentive Compensation Plan for named executives and other employees
Board approved plan on July 24, 2025, covering all employees including named executive officers.
Lyft appoints Stephen Hope as Chief Accounting Officer effective July 7, 2025
Stephen Hope, formerly Autodesk SVP and CAO (Sept 2018–June 2025), joins as Lyft CAO.
Lyft shareholders approve director slate, auditor, say-on-pay; reject AI assessment proposal
Three Class III directors elected: Aggarwal (337.7M for), Beggs (415.9M for), Stevenson (373.9M for).
Lyft director Ariel Cohen resigns; Board to reduce to nine members
Ariel Cohen resigned from Lyft's Board effective May 22, 2025, citing other professional responsibilities.
On May 22, 2025, Ariel Cohen informed Lyft, Inc. (the “Company”) of his resignation from the Company’s board of directors (the “Board”), effective immediately.
Max materiality 0.85 · Median 0.60 · Most common event earnings