| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 5/12 | 2 high, 5 medium flags | 1 | 0 | Call sheet → |
| Q1'26 | May 8, 2026 | 7/12 | 3 medium, 3 low flags | 2 | 2 | Call sheet → |
| Q4'25 | February 10, 2026 | 8/12 | 1 high, 4 medium, 1 low flags | 3 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | We took significant steps forward with our partner, Waymo in Nashville for the construction of a state-of-the-art AV depot. Temporary depot operations were successfully taken over from Waymo on June 9 and are exceeding SLAs, and the purpose-built depot (Purposeville Depot) is slated to open in October, after this call, so full resolution is pending. |
| Q2'26 | Pending | I do expect that delta between gross bookings growth and rides growth to narrow somewhat...as you think about those trends from Q1 to Q2. Actual magnitude of the GB-rides gap was not confirmed with a specific number; management responded only with seasonal/mix color across the business, so narrowing cannot be independently verified from the call itself. |
| Q2'26 | Pending | Really nothing has changed as we think about our trajectory here in 2026 and our overall objective to deliver north of 1 billion rides for the full year. Full year 2026 is not complete; Q2 delivered 262M rides and management reaffirmed the >1B target, but the annual outcome is not yet determinable. |
| Q2'26 | Exceeded | At the midpoint of our range, we expect gross bookings to accelerate to approximately 20% and adjusted EBITDA to expand by more than 30% year-over-year. Actual Q2 results came in at GB +23% and Adjusted EBITDA +37%, both above the Q1 guide midpoint. |
| Q1'26 | Delivered | Continued double-digit active rider growth Confirmed double-digit but switched from specific 18% to vague language |
| Q1'26 | Pending | North of 1 billion rides for full year 2026 Reiterated target but Q1 run rate suggests this may be challenging |
| Q1'26 | Delivered | California insurance reform to drive demand in back half Confirmed seeing early growth, timeline tracking as predicted |
| Q1'26 | Missed | Ads business $100M run rate momentum No update provided despite being key margin driver highlighted last quarter |
| Q1'26 | Missed | Strong growth across high-value modes Decelerated from 50% to 35% YoY growth without explanation |
| Q1'26 | Pending | Gross bookings to accelerate in 2026 Q1 stayed flat at 19% YoY, no acceleration yet despite guidance |
| Q4'25 | Missed | Continue margin expansion toward 2027 goals Q1 2026 margins guided to compress YoY, walking back expansion trajectory |
| Q4'25 | Pending | AV partnerships built to scale beyond initial markets Nashville depot underway but expansion timeline now more cautious |
| Q4'25 | Pending | California insurance reform to benefit riders and drivers Reform went live Jan 1 but demand impact pushed to back half 2026 |
| Q4'25 | Exceeded | United partnership to launch with strong value proposition 115M miles earned in couple months exceeded expectations |
| Q4'25 | Delivered | Lyft Ads approaching $100M run rate Achieved the $100M run rate milestone as indicated |
| Q4'25 | Delivered | FREENOW to accelerate in 2026 with EUR 1B top line Hit the EUR 1B exit rate target going into 2026 as promised |
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