Bloomberg Talks Lyft CEO David Risher Talks Fourth-Quarter Results
Feb 11, 2026
David Risher, Lyft CEO leading strategy on self-driving cars and micromobility, speaks about the company’s Q4 results and market reaction. He defends record ride bookings and profitability. He outlines AV partnerships and fleet plans. He also discusses margins, EBITDA goals, and the future of e-bikes and micro-mobility.
AI Snips
Chapters
Transcript
Episode notes
Record Quarter Driven By Customer Obsession
- Lyft had a record quarter with accelerating bookings, record profits, cash flow, and customers.
- David Risher says customer obsession is driving profitable growth despite analyst concerns about margins.
AVs Expand The Market And Need Fleet Ops
- Self-driving cars will expand the market by offering a new, reliable product that attracts users.
- Lyft pairs partnerships and fleet-management capabilities to position itself for that growth.
Be Smart About Costs And Quality
- Manage costs and quality tightly to reach a $1 billion adjusted EBITDA by 2027.
- Risher emphasizes smart cost management and maintaining high service quality to hit mid-teens top-line growth and margin targets.