Lyft (LYFT): FY25 Q3 earnings call, Nov 5, 2025
On its Nov 5, 2025 earnings call (FY25 Q3), Lyft said 7 of the 12 words Kalshi and Polymarket listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 7 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Waymo | Yes | 14 | 22 | ✓ | 60%transcripts from the transcript model | – |
| FreeNow / Free Now | Yes | 12 | 14 | ✓ | 76%transcripts from the transcript model | – |
| Innovation | Yes | 3 | 4 | ✓ | 87%transcripts from the transcript model | – |
| Revenue | Yes | 2 | 3 | ✓ | 76%transcripts from the transcript model | – |
| International | Yes | 2 | 2 | ✓ | 31%transcripts from the transcript model | – |
| May / Mobility | Yes | 1 | 1 | ✓ | 90%transcripts from the transcript model | – |
| Competition | Yes | 0 | 1 | ✓ | 50%transcripts from the transcript model | – |
| Expansion | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – |
| Mobileye | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| Safety | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Membership | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Waymo”; 5 quoted, at least 25 words apart.
…further build upon our AV framework this quarter with the announcements of Waymo as well as Tensor powered by NVIDIA, and we're demonstrating how we're…
…love to hear your thoughts on how -- nice job on the Waymo deal, but how do you think about AV economics and if that…
…that, right? So for example, in Nashville, where we're hooking up with Waymo, we're going to build a depot. Erin will talk to you about…
…built to scale means it's good for us and it's good for Waymo and it's good for riders. Okay. So what does that look like?…
…there is we've worked very, very closely, very deeply, very technically with Waymo to set up an arrangement where regardless of whether the car is…
Where the listed words were said
…good thing is about this construct that we have going in with Waymo is that Lyft earns regardless of platform, right? So regardless of where…
…obvious there, that's just in the United States. That's not even the FREENOW and Europe opportunity and the TBR opportunity. So we're coming into the…
…the other guys lose or whatever, whatever. I think there's so much innovation left. I'll give you a little tiny story there. We launched Lyft…
…of how FREENOW flows into our P&L, talked about the impact on revenue margin, et cetera, but happy to go into any more detail, Brad,…
Brad, I might add just because we're now talking about the international world outside of the U.S. Canada also turns out to be a nice…
Great. Thank you, David. Thank you, Erin. This concludes today's conference. Thank you for joining, and you may now disconnect.
Agents: this page as TSV at /api/v1/appearances/lyft:2025-11-05:earnings_call · words: /api/v1/brief?appearance=lyft:2025-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP