Main revenue sectors:

1. Ride-Sharing: approx. 85%
2. Bike and Scooter Sharing: approx. 10%
3. Advertising and other services: approx. 5%

TOP 3 markets and their percentage shares:

1. USA: approx. 90%
2. Canada: approx. 8%
3. Mexico: approx. 2%

Lyft, Inc. generates the majority of its revenue from the ride-sharing business, which remains the core area of the company. In addition to the traditional ride-hailing service, Lyft also offers bike and scooter-sharing services, which account for a smaller but growing share of the revenue.

The U.S. market is the dominant market for Lyft, attributed to the strong presence and high level of recognition in the USA. Canada and Mexico follow with significantly smaller shares, reflecting the company's international expansion.

Production Sites: Lyft, Inc. does not produce physical products.

Lyft, Inc. is a company that primarily offers services in the field of passenger transportation. It is a platform that connects drivers with passengers, similar to Uber. Therefore, Lyft does not have production facilities for physical products, but focuses on the development and maintenance of its digital platform and the provision of mobility services.

The company invests in technology development, which mainly takes place in the USA, to improve its platform and integrate new services such as autonomous vehicles.

Revenue Growth: Estimated 8-10% annually (2025 forecast)

Strategic Initiatives:

1. Diversification of Services: Lyft has started to expand its offerings beyond the traditional ride-hailing service. This includes introducing rental car services and integrating micromobility solutions such as e-scooters and bicycles.

2. Partnerships and Collaborations: The company has formed strategic alliances with automakers and technology companies to advance the development of autonomous vehicles. These partnerships are intended to reduce operating costs in the long term and increase efficiency.

3. Sustainability and Environmental Awareness: Lyft is investing in environmentally friendly initiatives, including transitioning to an emission-free vehicle fleet by 2030. This is aimed at not only reducing environmental impact but also enhancing the brand image and appealing to new customer segments.

4. Technological Innovation: By investing in technology and data analysis, Lyft is continuously improving its platform to optimize user experience and increase ride-hailing efficiency.

These strategies aim to secure Lyft's growth in an increasingly competitive market and tap into new revenue streams.

Main materials: Vehicles, electronic components

Countries of origin: USA, China, Mexico, Canada

Lyft, Inc. is primarily a service company in the field of passenger transportation and does not have its own vehicle production. Therefore, Lyft does not import raw materials in the traditional sense, but sources vehicles and electronic components necessary for the operation of their fleet and technology platform.

The vehicles are mainly sourced from large automobile manufacturers with production facilities in the USA, Mexico, and Canada. Electronic components needed for the technology platform and app development often come from China, a leading manufacturing country for electronics.

As Lyft heavily relies on the availability and costs of these vehicles and components, they are indirectly influenced by global supply chains and trade relationships.

Market share in the USA: 28% (estimated, 2025)
Revenue growth: 8% (estimated, 2025)
EBITDA margin: 5% (estimated, 2025)

Lyft, Inc. has a significant competitive advantage due to its strong presence in the US market, where it holds an estimated market share of 28%. This enables the company to benefit from the high demand for ride-hailing services, especially in urban areas.

The 8% revenue growth in 2025 suggests that Lyft is able to successfully expand its services and attract new customers. However, the 5% EBITDA margin indicates that the company continues to face challenges in terms of cost efficiency and profitability.

Despite competition from larger players like Uber, Lyft remains competitive through its focused market strategy and partnerships. Future investments in technology and sustainability could further strengthen its competitive advantage.

Institutional Investor Share: 70% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant insider buys or sells in recent months (as of 2025)

The institutional investor share in Lyft, Inc. is estimated to be around 70%. This reflects the ongoing interest of large institutional investors, who typically pursue long-term investment strategies.

Regarding insider activities, there have been no significant purchases or sales of stocks by insiders in recent months. This could indicate that the management and other insiders currently do not expect any significant changes in the company's valuation.

Market share of Lyft, Inc.: 28% (estimated 2025) Main competitors:

1. Uber Technologies, Inc.: 55% (2025)
2. DiDi Global Inc.: 10% (2025)
3. Bolt Technology OÜ: 4% (2025)
4. Grab Holdings Inc.: 2% (2025)
5. Ola Cabs: 1% (2025)

Moat of Lyft, Inc.: Moderate

Lyft, Inc. holds an estimated market share of 28% in the North American ride-sharing market. The main competitor, Uber Technologies, Inc., dominates the market with a share of 55%. DiDi Global Inc., Bolt Technology OÜ, Grab Holdings Inc., and Ola Cabs follow with significantly lower shares.

Lyft's moat is moderate, as the company has strong brand recognition and a loyal customer base in the USA. However, the competition is intense, and Uber has a significant advantage due to its global presence and diversified services beyond just ride-sharing.

Lyft has focused on the North American market, which is both a strength and a weakness. While this allows for deeper market penetration, it also limits growth potential compared to globally operating competitors. Uber and DiDi have a stronger moat through their international expansion and broader service offerings.

Revenue Growth: 10% (2024) Market Share in the USA: 30% (2024) Operating Cash Flow: $500 million USD (2024)

Lyft, Inc. recorded a revenue growth of 10% in 2024, indicating stable demand in the ride-sharing market. The company holds a market share of approximately 30% in the USA, making it a significant player in the industry.

The positive operating cash flow of $500 million USD shows that Lyft is able to effectively finance its ongoing business operations. This is a good sign for the company's financial health and its ability to make future investments.

Additionally, Lyft has invested in technologies such as autonomous driving and sustainable mobility solutions in recent years, which could lead to long-term improvements in operational efficiency and cost reduction. These strategic investments could further strengthen the company's growth potential.

Overall, Lyft could be an attractive investment, especially for investors who believe in the long-term growth potential in the mobility services sector. However, it is important to consider the risks associated with regulatory challenges and intense competition in the industry.

Dividend: No payout (2025)

Lyft, Inc. has not distributed any dividends to its shareholders so far. The company has focused on strengthening its market position in the ride-sharing sector and investing in growth and expansion.

As Lyft continues to operate in a competitive market and focuses on improving its profitability, it is unlikely that the company will pay a dividend in the near future. Therefore, investors should rather rely on capital gains than dividend income.