Natalie Leung
👤 SpeakerAppearances Over Time
Podcast Appearances
And it fits into your morning.
If Uber's earnings was any guide, they posted pretty strong 4Q and Lyft is also expected to post pretty strong growth there.
One of the strongest growths we've seen in nearly two years.
Lyft is going to roll out AVs in a couple of cities this year, as they announced last year.
Those are Dallas and Nashville.
So we might hear some of their rollout plans today and also hear them talk about how their fleet operations unit subsidiary, FlexDrive, might help with that.
So the fourth quarter will be the first full quarter where they take into account the European business, FreeNow, which is the taxi app in Europe that they acquired last year.
So they might get a boost there.
And they've also acquired this chauffeuring business, which is like this high-end rides type, which could also bode well for the bottom line.
So last year was a big year for their silver product, which is aimed at elderly users.
They simplified their app interface for users.
So there could be a boost in the rider base there.
They also boost a lot of their partnerships.
In November, they announced a partnership with United Air, letting people earn miles if they connect their accounts with Lyft.
So that might attract more businesses there like on airport rides too.
Yeah, like Lyft's business is, you know, 30 or 20 to 30 percent market share in the U.S.
And they...
They're just starting with their global expansion compared to Uber, which is already in more than 30 countries.
And so there's still a lot to catch up there.