LYFT Lyft (LYFT) Q2 FY26 earnings call
Lyft delivered record Q2 FY26 performance, driven by an all-time high in active riders and strong gross bookings growth. The company's customer-centric strategy, operational excellence, and expanding partnerships are fueling momentum, with significant progress in premium modes and autonomous vehicle integration. Management expressed confidence in continued growth and margin expansion, supported by robust driver supply and a disciplined approach to scaling.
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LYFT operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Partnership ride requests share | ~27%So to your question, we got a record number of rides this quarter from partnership tagged rides -- ride requests, so about 27%, I think.Source: earnings call transcript | ~30%We're also seeing unprecedented success in our ecosystem of partnerships with approximately 30% of North American rideshare rides linked to a partner, a new all-time high, highlighting the scalable impact of our collaborations with leaders like DoorDash and United Airlines.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.