叫车平台Lyft(LYFT.US)盘前大跌超17%，报13.96美元。消息面上，Lyft去年第四季度营收同比增长 2.6%至15.9亿美元，逊于分析师预期的17.6亿美元。期内，总预订额表现相对稳健，同比增长19%至 50.7亿美元，符合预期。活跃乘客数达2920万，总行程次数达2.435亿次，分别低于分析师预期的2950万 和2.566亿次。展望今年首季，Lyft预计调整后EBITDA将介于1.2亿至1.4亿美元之间，而分析师平均预 期为1.398亿美元。 Lyft首席执行官表示，公司正步入转型阶段，2026年将成为自动驾驶汽车之年，届时将在美国和海外进 行部署。有分析指，Alphabet旗下Waymo网络的积极扩张继续给优步和Lyft带来不确定性，因为这两家 公司与自动驾驶出租车公司的合作需要数年才能发展壮大并实现盈利。(格隆汇) ...

Core Viewpoint - Lyft's stock dropped nearly 17% after the release of its Q4 earnings report, which fell short of analyst expectations [1] Financial Performance - Lyft reported Q4 revenue of $1.59 billion, a year-over-year increase of 2.6%, but below analyst expectations of $1.76 billion [1] - Total bookings for the period were $5.07 billion, reflecting a year-over-year growth of 19%, which met 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 forecasts of 29.5 million and 256.6 million respectively [1] Future Outlook - For Q1, Lyft expects adjusted EBITDA to be between $120 million and $140 million, while the average analyst estimate is $139.8 million [1] - The Lyft board approved a share repurchase program of up to $1 billion in an effort to boost market confidence [1]

Core Viewpoint - Citigroup analysts predict that NVIDIA's new AI platform, open models, and ecosystem will create demand for autonomous ride-hailing services and support global growth [1] Group 1: Market Growth Projections - The global autonomous taxi market is expected to grow from $4.43 billion in 2025 to $188.91 billion by 2034 [1] - The potential market for autonomous taxis in China is projected to increase from $39 million in 2025 to $67.59 billion by 2035 [1] Group 2: Beneficiaries of Growth - NVIDIA's initiatives may boost investor confidence and directly benefit companies like Pony.ai and WeRide from a software perspective [1] - Automotive manufacturers such as BYD, Geely, Great Wall Motors, SAIC Motor, and Xiaomi, as well as ride-hailing platform Didi, are likely to benefit from the growth of the autonomous taxi industry [1] - In the hardware sector, Chinese lidar sensor manufacturer Hesai Technology is expected to gain from this market expansion [1]

Group 1 - Lyft reported third-quarter revenue of $1.689 billion, a year-over-year increase of 10.7%, marking a record high, although slightly below analyst expectations [1] - Adjusted core earnings for the quarter were $138.9 million, slightly lower than the expected $140 million [1] - Total bookings reached a record $4.8 billion, up 16% year-over-year [1] Group 2 - The number of rides taken during the quarter was 248.8 million, reflecting a 15% year-over-year growth [1] - Active passenger count increased to 28.7 million, representing an 18% year-over-year rise [1] - For the fourth quarter, Lyft expects total bookings to be between $5.01 billion and $5.13 billion, exceeding the average analyst expectation of $4.98 billion [1]