Growth And ExpansionNew drivers coming onto the platform are at an all-time high, with 1.3 million drivers earning on the platform in 2023 and over 500,000 drivers earning on Lyft every week.
Guidance And Financial PerformanceThe company came out swinging with a strong set of guidance that implies 30%+ upside to consensus EBITDA estimates by 2027.
Market And Regulatory EnvironmentExpecting CA Supreme Court to be supportive of Prop 22, which could have the most favorable impact on Lyft given its greater share there.