Lyft Inc-A 2026年季度报告

(Mark One) QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF1934 For the quarterly period ended March 31, 2026TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGEACT OF1934 For the transition period fromtoCommission File Number: 001-38846_________________________________________________________________ Lyft, Inc.(Exact name of registrant as specified in its charter) _________________________________________________________________ 20-8809830(I.R.S. EmployerIdentification No.) Delaware (State or other jurisdiction ofincorporation or organization) 185 Berry Street, Suite 400San Francisco, California 94107(Address of registrant’s principal executive offices, including zip code) (844) 250-2773(Registrant’s telephone number, including area code)_________________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Title of each class Nasdaq Global Select Market Class A common stock, par value of $0.00001 per share LYFT 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 duringthe preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements forthe past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 ofRegulationS-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 growth company. See the definition of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule12b-2 of the Exchange Act. 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 orrevised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ As of May1, 2026, the number of shares of the registrant’s Class A common stock outstanding was 379,682,532. Lyft, Inc.Table of Contents PART I - FINANCIAL INFORMATION Item 1.Condensed Consolidated Financial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive Income (Loss)Condensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures PART II - OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures 4242818181818283 NOTE ABOUT FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q 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 because they contain words such as “may,” “will,”“should,” “expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential” or“continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions.Forward-looking statements contained in this Quarterly Report on Form 10-Q include statements about: •our future financial performance, including our expectations regarding our revenue, cost of revenue, operating expenses,capital expenditures, our ability to determine insurance, legal and other reserves and our ability to achieve and maintainprofitability and positive free cash flows;•the sufficiency of our cash, cash equivalents and short-term investments to meet our liquidity needs;•the demand for our platform or for Transportation-as-a-Service networks in general;•our ability to attract and retain drivers and riders;•our ability to develop new offerings and bring them to market in a timely manner and make enhancements to our platform;•our ability to successfully acquire and integrate companies and assets, as well as our expectat