Lyft Inc-A 2025年度报告

☒ANNUAL REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 Lyft, Inc.(Exact name of registrant as specified in its charter) Registrant’s telephone number, including area code: (844)250-2773 Securities registered pursuant to Section12(b) of the Act: Indicate by check mark if the registrant is not required to file reports pursuant to Section13 or 15(d) of the Act.Yes☐No☒ Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T(§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. Large accelerated filer☒Acceleratedfiler☐Non-accelerated filer☐Smallerreportingcompany☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control overfinancial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that prepared or issued its audit report.☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included in the filing reflect thecorrection of an error to previously issued financial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation received by any of theregistrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ The aggregate market value of the registrant’s common stock held by non-affiliates of the registrant on June 30, 2025, the last business day of its most recentlycompleted second fiscal quarter, was $6.3 billion based on the closing sales price of the registrant’s Class A common stock on that date. On February5, 2026, the registrant had 398,107,601 shares of Class A common stock outstanding. DOCUMENTS INCORPORATED BY REFERENCE Portions of the registrant’s Proxy Statement for the 2026 Annual Meeting of Stockholders are incorporated herein by reference in Part III of this Annual Report on Form10-K to the extent stated herein. Such proxy statement will be filed with the Securities and Exchange Commission within 120 days of the registrant’s fiscal year endedDecember31, 2025. Lyft, Inc.Table of Contents PART I Item1.BusinessItem1A.Risk FactorsItem1B.Unresolved Staff CommentsItem1C.CybersecurityItem2.PropertiesItem3.Legal ProceedingsItem4.Mine Safety Disclosures PARTII Item5.Market for Registrant’s Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities49Item6.[Reserved]50Item7.Management’s Discussion and Analysis of Financial Condition and Results of Operations51Item7A.Quantitative and Qualitative Disclosures About Market Risk64Item8.Financial Statements and Supplementary Data65Item9.Changes in and Disagreements With Accountants on Accounting and Financial Disclosure114Item9A.Controls and Procedures114Item9B.Other Information114Item9C.Disclosure Regarding Foreign Jurisdictions that Prevent Inspections115 PARTIII Item10.Directors, Executive Officers and Corporate Governance116Item11.Executive Compensation116Item12.Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters116Item13.Certain Relationships and Related Transactions, and Director Independence116Item14.Principal Accounting Fees and Services116 PARTIV Item15.Exhibits, Financial Statement SchedulesItem16.Form 10-K SummarySignatures NOTE ABOUT FORWARD-LOOKING STATEMENTS This Annual Report on Form 10-K contains forward-looking statements within the meaning of the federal securities laws, whichstatements involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial oroperating performance. In some cases, you can identify forward-looking statements b