Lyft (LYFT): FY25 Q4 earnings call, Feb 10, 2026
On its Feb 10, 2026 earnings call (FY25 Q4), Lyft said 9 of the 12 words Kalshi listed; Parrot’s count agreed with 11 of 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 9 settled yes · our count agreed on 11 of 12- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| FreeNow / Free Now | Yes | 7 | 7 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| Revenue | Yes | 6 | 6 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 5 | 7 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Expansion | Yes | 4 | 5 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Safety | Yes | 3 | 3 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| May / Mobility | Yes | 2 | 2 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 1 | 2 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Competition | Yes | 1 | 2 | ✓ | 44%n=1+tx from settlement history blended with transcripts | – |
| Mobileye | Yes | 0 | 1 | ✗ | 44%n=1+tx from settlement history blended with transcripts | – |
| International | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Membership | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Waymo”; 5 quoted, at least 25 words apart.
…Francisco. Where you have hundreds of thousands of rides being driven by Waymo. But you see us growing, you know, at a nice clip. And…
…quarter, you talked about that you spent a lot of time with Waymo to get this arrangement to scale. If we look at, I would…
…you really think, like, this hybrid model that you are doing with Waymo is kind of the future model for these big dominant platforms. And…
…Obviously, of the flex drive work we're doing in Nashville to support Waymo, you know, and there'll be others. Obviously, we're working with Baidu overseas…
…scale and where the technology is proven to be safe. We've got Waymo, that's great. We've got Baidu, that's great. And now, you know, of…
Where the listed words were said
…can kind of see how that's playing out with our acquisition of FreeNow, and the growth of that. And so just to focus on that…
…important to note that a $168 million of that $210 million impacted revenue. So without that, our revenue would be closer to $1.8 billion, and…
…second area. A third area, of course, has to be around margin expansion. Right? So rideshare business is not a high-margin business inherently. You've got…
…million teens to get what they all want, which is independence. With safety prioritized at every step of the way, compare a $20 Lyft, Inc.…
…a road map for others to follow, but I'm excited about the innovation we're going to bring to this space, and stay tuned for more.
…super easy. And remember that we do maybe a billion in our competition, you in total does maybe three or four billion. So maybe that's…
Agents: this page as TSV at /api/v1/appearances/lyft:2026-02-10:earnings_call · words: /api/v1/brief?appearance=lyft:2026-02-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP