Lyft CFO Touts Record 2025, Europe Expansion and $1B New Buyback at Bernstein TMT Conference

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Sat, February 28, 2026 astatine 4:05 PM CST 7 min read

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Record 2025: Lyft said it exited 2025 with grounds progressive riders, operator hours, gross bookings, profitability and escaped currency flow, driven by stronger marketplace health, higher-frequency riders and expanded partnerships and acquisitions.
International and high-value expansion: the FREENOW acquisition expanded Lyft into 9 European countries, Lyft is pushing into higher‑value modes and concern question (including TBR for ultra‑luxury) and is partnering with AV players similar Waymo (Nashville) and Baidu (London).
Capital returns and priorities: Lyft completed astir $500 cardinal of its inaugural buyback, had astir $250 cardinal remaining nether that authorization and announced a caller $1 billion buyback portion prioritizing liquidity, maturation concern and opportunistic repurchases.
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Lyft (NASDAQ:LYFT) Chief Financial Officer Erin Brewer said the institution exited 2025 with grounds show crossed respective operating and fiscal measures, highlighting continued level improvements, portfolio expansion, and superior returns arsenic cardinal themes. Brewer spoke astatine the Bernstein TMT Conference successful a treatment with Bernstein expert Nikhil Devnani.

Brewer described 2025 arsenic “an exceptional year,” citing grounds progressive riders, grounds operator hours, grounds gross bookings, grounds profitability, and “exceptional escaped currency flow.” She attributed the show to strengthening “foundational health” successful the marketplace—faster pickups and much reliable pricing—as good arsenic efforts to person riders into higher frequence usage.

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She besides pointed to broader portfolio enlargement arsenic a operator of rider acquisition and growth, including caller and expanded partnerships and 2 acquisitions completed during the year. Brewer said Lyft added United arsenic a spouse and saw important maturation done its DoorDash partnership. On acquisitions, she highlighted FREENOW, which expanded Lyft into 9 European countries, and TBR Global Chauffeuring, which she tied to Lyft’s propulsion into higher-value offerings. Brewer besides noted record-high worker engagement and said Lyft launched its inaugural stock buyback programme successful 2025.

Addressing concerns that U.S. rideshare could beryllium maturing, Brewer argued the wide marketplace remains underpenetrated, citing “$160 billion” successful idiosyncratic conveyance trips with rideshare representing lone a tiny fraction. She said Lyft continues to spot beardown progressive rider growth, with partnerships serving arsenic an ongoing acquisition channel. She added that Lyft is seeing spot successful user behaviour and said the institution has not observed meaningful “trade down” oregon behavioral shifts.

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