Lyft, Inc. (LYFT) This fall 2025 Earnings Name Transcript


Lyft, Inc. (LYFT) This fall 2025 Earnings Name February 10, 2026 5:00 PM EST

Firm Members

Erin Brewer – Chief Monetary Officer
Erin Rheaume
John Risher – CEO & Director

Convention Name Members

Eric Sheridan – Goldman Sachs Group, Inc., Analysis Division
Douglas Anmuth – JPMorgan Chase & Co, Analysis Division
John Blackledge – TD Cowen, Analysis Division
Charles Larkin – Oppenheimer & Co. Inc., Analysis Division
Nikhil Devnani – Bernstein Institutional Providers LLC, Analysis Division
Benjamin Black – Deutsche Financial institution AG, Analysis Division
Michael Morton – MoffettNathanson LLC
Ross Sandler – Barclays Financial institution PLC, Analysis Division
Justin Publish – BofA Securities, Analysis Division

Presentation

Erin Brewer
Chief Monetary Officer

Good afternoon, everybody. That is Erin Brewer. Welcome to Lyft’s Fourth Quarter and Full 12 months 2025 Earnings Name. As a reminder, this convention name is being recorded.

Earlier than we begin, I might wish to take a second to share an replace. Aurelien Nolf has accepted a brand new function and will probably be leaving Lyft. On behalf of David and myself, we’re extremely grateful for his contributions, and we want him each success in his subsequent chapter. I am additionally happy to welcome Erin Rheaume to the decision in the present day. Erin joined us in September 2024 as a Senior Director on our Investor Relations staff, bringing a wealth {of professional} expertise in Investor Relations. She’s performed an instrumental function in shaping our program since she joined, and I am delighted that she’ll be stepping in as Lyft’s new Head of Investor Relations. You are all in nice palms.

Turning over to you, Erin.

Erin Rheaume

Thanks, Erin. I simply need to take a second to echo the identical ideas we’re so pleased with our pal and our colleague and we’ll be rooting for him in his new function.

Now let’s dive in. On the decision in the present day, we have now our CEO, David Risher; and our CFO, Erin Brewer. As a reminder, our



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