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Lyft, Inc. (LYFT) Presents at 53rd Annual Nasdaq Investor Conference Transcript

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Lyft, Inc. (LYFT) Presents at 53rd Annual Nasdaq Investor Conference Transcript

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SA Transcripts157.29K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Lyft, Inc. (LYFT) 53rd Annual Nasdaq Investor Conference December 10, 2025 6:30 AM EST Company Participants Erin Brewer - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley, Research Division Presentation Brian NowakMorgan Stanley, Research Division All right. Good morning, everyone. Welcome to our next fireside chat this time with Erin Brewer, the CFO of Lyft. Good to see you. Erin BrewerChief Financial Officer Good to see you. Thank you for having us. Brian NowakMorgan Stanley, Research Division Thanks for joining us. Let's do the disclosures first to get that out of the way. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at www.morganstanley.com/researchdisclosures. They are also available at the registration desk. Some of the statements made today by Lyft may be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements made today by the company are based on assumptions as of today, and Lyft undertakes no obligation to update them. Please refer to Lyft's Form 10-K for a discussion of the risk factors that may impact actual results. That's a good way to kind of get everything through. We're very compliant. Question-and-Answer Session Brian NowakMorgan Stanley, Research Division Okay. So there is a lot going on in the rideshare industry, Lyft specifically, the autonomous debate. So I'm really happy to have you here today. Maybe let's start with the strength in North America. I think one of the parts that has surprised a lot of investors throughout this year has been the way in which you've seen acceleration in the core business. The oldest business has accelerated over the course of the year pretty healthy. Can you sort of walk us through some of the drivers Recommended For You

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