Lyft

Lyft's Form 8-K for Q4 2025, filed on November 5, 2025, confirms the release of its financial results for the quarter ended September 30, 2025. However, the filing itself does not provide a detailed breakdown of revenue by segment or any specific financial figures. For a comprehensive understanding of revenue streams, including any year-over-year growth rates or segment-specific performance, stakeholders must refer to the full press release (Exhibit 99.1) which was issued concurrently with this 8-K.

Similarly, the Form 8-K does not disclose specific profitability metrics such as gross margin, operating income, net income, or earnings per share, nor does it detail operational efficiency indicators for Q4 2025. These critical financial performance indicators, along with any relevant comparisons to prior periods or analyst estimates, are expected to be fully elaborated in the attached press release. Investors seeking insights into Lyft's cost structure, operational leverage, and overall profitability should consult Exhibit 99.1.

While specific strategic initiatives and direct management commentary are not included in the 8-K, Lyft has made supplemental investor materials available on its investor relations website (investor.lyft.com). These materials, which typically include prepared remarks and a slide presentation, are the primary source for understanding management's perspective on the quarter's performance, ongoing strategic priorities, market positioning, and any significant operational developments. The company's use of multiple public channels underscores its commitment to transparent communication.

Forward-looking guidance, including projections for the next quarter or full fiscal year, and detailed commentary on market positioning are not provided within this Form 8-K. Such crucial information, which informs investor expectations and valuation models, would be contained within the comprehensive press release (Exhibit 99.1) and further elaborated upon in the supplemental investor materials and any subsequent earnings call. This guidance is essential for understanding Lyft's outlook amidst competitive pressures and evolving market dynamics.