After the close tonight, Lyft (LYFT) is scheduled to report 1Q20 results with a conference call to follow at 4:30 ET.

Heading into the report, the consensus estimates call for an adjusted loss per share of ($0.63) and revenue of $830.2 mln, equating to yr/yr growth of 7%.

Outside of the main headline numbers, the key metrics to monitor are active riders and revenue per rider.

States are beginning to slowly reopen. As more businesses, restaurants, attractions, etc. open their doors, demand for ride-sharing services should gradually improve.

Both LYFT and UBER were sued yesterday in California for "misclassifying drivers as independent contractors in violation of the law." Recall that last September, the state passed "Assembly Bill 5" which required gig-economy workers - including ride-share drivers - to be reclassified as employees instead of contractors.

RESULTS:

Reports Q1 (Mar) GAAP loss of $1.31 per share. Revenues rose 23.2% year/year to $955.7 mln vs the $830.18 mln S&P Capital IQ Consensus.

  • Adjusted net loss for 1Q20 was $97.4 mln versus an adjusted net loss of $211.5 mln in the first quarter of 2019. Using the $97.4 mln adjusted loss and the weighted-average number of shares outstanding (diluted) of 304.5 mln for Q1, we arrive at an adjusted net loss per share of ($0.32). The S&P Capital IQ consensus is for a loss of ($0.63).

  • Average riders increased 3% yr/yr to 20.5 mln.

  • Company does not provide guidance.


If you liked this content please click the ❤️ below and/or share this post.

TOTALLY FREE Trading Packet!

Click here to get my packet that shows you how I traded $600 into $100K FOR FREE.

This packet will explain to you in depth how I trade and how I manage my risk.

I am happy to share this. Just use the code KPAKFRAUD at checkout and you will get it TOTALLY FREE. You will pay absolutely nothing.

SHAMLESS PLUGS

CLICK HERE TO CHECK OUT MY 2020 PREVIEW OPINION PACKET. OVER 140 PAGES OF CONTENT AND INFORMATION AVAILABLE HERE.

Check out the latest episodes on my YouTube and SoundCloud channels below.