美股异动丨Lyft盘前大跌超17%，Q4营收逊于预期，首季盈利指引疲软

Core Viewpoint - Lyft's stock dropped over 17% in pre-market trading, closing at $13.96, following disappointing Q4 revenue results that fell short of analyst expectations [1] Financial Performance - Lyft reported Q4 revenue of $1.59 billion, a year-over-year increase of 2.6%, which was below the analyst forecast of $1.76 billion [1] - Total bookings for the period were $5.07 billion, reflecting a robust year-over-year growth of 19%, meeting expectations [1] - The number of active riders reached 29.2 million, and total rides amounted to 243.5 million, both figures falling short of analyst predictions of 29.5 million and 256.6 million respectively [1] Future Outlook - For Q1, Lyft anticipates adjusted EBITDA to be between $120 million and $140 million, while the average analyst expectation is $139.8 million [1] - The CEO indicated that the company is entering a transformation phase, aiming to become a leader in autonomous vehicles by 2026, with plans for deployment in the U.S. and internationally [1] Industry Context - Analysts suggest that the expansion of Waymo, a subsidiary of Alphabet, adds uncertainty for both Uber and Lyft, as partnerships with autonomous taxi companies will take years to develop and achieve profitability [1]