Will Lyft say “Competition”?
Lyft said “Competition” 1 time on its Aug 6, 2026 call (FY26 Q2), and on 5 of its last 8 calls: 0, 0, 1, 2, 0, 1, 2, 1 times. As of Oct 24, 2026, Lyft said “Competition” on 4 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 5, 2025 (100%), most recently on Aug 6, 2026. Parrot’s p for the next listing is 69% (n=4, from settlement history blended with transcripts), not a forecast.
- Last 10
- 4/4Last 10 settled, oldest to newest: yes yes yes yes
- Streak
- said the last 4 times
- Counts
- company speakers + operator
- Market
- 47¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Lyft
Competition
- Probability
- 69% · n=4
- Settled
- 4/4 (100%)
- Last calls
- said in 5 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
…anyway is you might say, well, how do you compare to the competition? I am pleased to say that right now we have about a…
…the U.S. rideshare market, in the past, you've spoken to some increasing competition in Wait & Save, but haven't heard about that, I think probably…
Not counted under this market’s speaker rule.
Counts: company speakers + operator
2 counted (0 in prepared remarks, 2 in Q&A).
…a very competitive product. Fast ETAs, in many cases faster than the competition. Good pricing, in many cases, less expensive, although clearly not always, than…
Counts: company speakers + operator
1 counted (0 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
…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…
…Just how do you philosophically think about running those markets where there's a bit more competition now from the AV side of things? Thank you.
Not counted under this market’s speaker rule.
Every settled listing
newest first · 5 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Aug 6, 2026 | Competition |  Kalshi | Yes | 1 |
| May 7, 2026 | Competition | Kalshi | Yes | 2 |
| Feb 10, 2026 | Competition | Kalshi | Yes | 1 |
| Nov 5, 2025 | Competition |  Polymarket | Yes | 1 |
| Nov 5, 2025 | Competition | Kalshi | No | 0 |
Questions
- How many times did Lyft say “Competition” on its last earnings call?
- Lyft said “Competition” 1 time on its Aug 6, 2026 call (FY26 Q2), and on 5 of its last 8 calls: 0, 0, 1, 2, 0, 1, 2, 1 times.
- How often does Lyft say “Competition”?
- As of Oct 24, 2026, Lyft said “Competition” on 4 of 4 calls with a settled Kalshi or Polymarket mention market since Nov 5, 2025 (100%), most recently on Aug 6, 2026.
- What is the probability Lyft says “Competition” next time?
- 69%, from settlement history blended with transcripts (n=4). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Lyft: ‘Competition’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/LYFT/words/competition (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=lyft&word=competition · quotes: /api/v1/quotes?entity=lyft&word=… · columnar JSON in #parrot-data · llms.txt · MCP