Lyft Inc Class A

LYFT: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Lyft Earnings: Continued Network Size Moderation for the Subscale Ride-Sharing Platform

Mark Giarelli

May 9, 2025

Lyft reported first-quarter earnings that beat management guidance on adjusted EBITDA, but fell short of FactSet consensus expectations on net revenue. Since last quarter, the take rate fell slightly from 36% to 35%, and active riders and total rides decreased by 500,000 and 100,000, respectively.

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Lyft Inc Class A

Lyft Earnings: Continued Network Size Moderation for the Subscale Ride-Sharing Platform

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