I was just in Europe a couple of weeks ago and experienced it myself. So here's where things stand. So as you say, there is a rebranding effort going on. You can see it very actively, for example, in places like Barcelona, where, and now in Dublin and Athens, various different places where free now has particular strength, where you see quite a few of the taxi cabs saying now free now by Lyft. It's actually about a third of the taxi cabs right now in Barcelona along St. Frida by Lyft on them, and you can see them all over the city. So that's great. So that starts to give people a sense of kind of who we are. Many people actually have a sense of who Lyft is. It's an American innovative ride-share company, and now we're sort of starting to put it a little bit more front and center. By next year, as we said in the prepared remarks, we expect to be fully integrated in the sense that any traveler can open up the Lyft app and be able to order a Lyft kind of natively, let's say, on the app without having to open up a new app. and that's going to be obviously a big step forward for all of us, but that's still, you know, 2027. And so in between now and then, you'll start to see, you know, little bits and pieces on the rebranding effort, but the truth of the matter is the main action there will be once we have the product ready. You know, we don't really want to sort of get people excited about Lyft and then have them open up Lyft and not be able to order a product natively. So I'd say

Aug 6, 2026 / receipt, needs a key / David Risher, CEO | earnings call 2026-08-06 | transcript e295ce08-fedd-4d29-a118-ec5631563bde | chars 24489-25989 | segment 25

So what can you do on top of that for particular segments? Well, you can start to build programming that speaks specifically to people's needs If you look at business travelers, business travelers, there's a very well-understood dynamic that involves, you know, getting typically points, you know, cash back or something on business travel and then spending them on leisure. That's well understood. And we now have a great program there. It's up, you know, activations, as we mentioned, the prepare remarks are up 26% year on year. And it's a great program. It doesn't cost you anything at all. You just sign up as a business. If anyone here has not signed up as a business traveler through their business on Lyft, business rewards, you absolutely should be. You get money back and then you spend it on Lyft and it's a wonderful thing.

Feb 10, 2026 / receipt, needs a key / David Risher, CEO | earnings call 2026-02-10 | transcript fd4d09e2-9d88-4827-b507-d7e36e66dfce | chars 31578-32413 | segment 32

We talked about that already, but many companies have preferred travel partners and so forth.

Nov 5, 2025 / receipt, needs a key / David, CEO | earnings call 2025-11-05 | transcript 49ebe248-2cd9-45bd-8048-5670aa897e95 | chars 44096-44189 | segment 44

You know, we, for a number of years, you know, if I'm honest, we haven't had a great offering for business travel managers who want to give their companies, excuse me, their employees, a reason to choose Lyft. Now we have one. We rolled one out beginning of September. You get 6% back.

Nov 5, 2025 / receipt, needs a key / David, CEO | earnings call 2025-11-05 | transcript 49ebe248-2cd9-45bd-8048-5670aa897e95 | chars 44702-44987 | segment 45

Q3 is the heart of summer travel season and the start of back to school and back to work, which means good things for the Pricelot commute customers I just mentioned.

Aug 7, 2024 / receipt, needs a key / David Reischer, CEO | earnings call 2024-08-07 | transcript 7505879d-f96f-4fb3-9d80-b0594e6b88db | chars 7860-8026 | segment 8

I'll mention, I will mention airports. And again, airports are, they're quite interesting. Now, they're always seasonally higher in Q2 than in Q1, just because travel is beginning. I will say that non-airport rides grew a little bit faster than airport rides this quarter, but again, it's really nothing significant.

Aug 7, 2024 / receipt, needs a key / CEO, CEO | earnings call 2024-08-07 | transcript 7505879d-f96f-4fb3-9d80-b0594e6b88db | chars 22986-23302 | segment 24

Net income improved from $42.9 million for the six months ended June 30, 2025 to $64.5 million for the six months ended June 30, 2026 as a result of increased revenue and continued cost discipline.

filing / Aug 7, 2026 / receipt

Net income (loss) improved from $(26.5) million for the six months ended June 30, 2024 to $42.9 million for the six months ended June 30, 2025 as a result of increased revenue and continued cost discipline.

filing / Aug 7, 2026 / receipt

Further, changes in corporate spending, including cost-cuts and layoffs, may adversely impact business travel, commuting and other business-related expenditures and impact our Lyft Business customers.

filing / Aug 7, 2026 / receipt

Revenue increased $255.4 million, or 16%, in the three months ended June 30, 2026, as compared to the three months ended June 30, 2025, due primarily to an increase of 12% in Rides and 17% in Active Riders, and international expansion.

filing / Aug 7, 2026 / receipt

Revenue increased $455.7 million, or 15%, in the six months ended June 30, 2026, as compared to the six months ended June 30, 2025, due primarily to an increase of 10% in Rides and international expansion.

filing / Aug 7, 2026 / receipt

The increase was primarily due to personnel-related costs driven by increased headcount. 35 Table of Contents Research and development expenses increased $21.6 million, or 10%, in the six months ended June 30, 2026 as compared to the six months ended June 30, 2025.

filing / Aug 7, 2026 / receipt

Net income improved from $2.6 million for the three months ended March 31, 2025 to $14.2 million for the three months ended March 31, 2026 as a result of increased revenue and continued cost discipline.

filing / May 8, 2026 / receipt

Net income (loss) improved from $(31.5) million for the three months ended March 31, 2024 to $2.6 million for the three months ended March 31, 2025 as a result of increased revenue and continued cost discipline.

filing / May 8, 2026 / receipt

Further, changes in corporate spending, including cost-cuts and layoffs, may adversely impact business travel, commuting and other business-related expenditures and impact our Lyft Business customers.

filing / May 8, 2026 / receipt

The increase was primarily due to an increase in personnel-related costs driven by increased headcount. Sales and Marketing Three Months Ended March 31, 2026 2025 % Change (in thousands, except for percentages) Sales and marketing $ 272,936 $ 182,017 50 % Sales and marketing expenses increased $90.9 million, or 50%, in the three months ended March 31, 2026 as compared to the three months ended March 31, 2

filing / May 8, 2026 / receipt

remit taxes, unpaid wages and wage and hour laws and requirements (such as those pertaining to failure to pay minimum wage and overtime, or to provide required breaks and wage statements), unlawful deductions, expense reimbursement, restitution, statutory and punitive damages, penalties, including related to the California Private Attorneys General Act, and government fines;

filing / May 8, 2026 / receipt

The increase in the number of Active Riders in the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was due primarily to our focus on rider engagement, improved retention and overall marketplace health and international expansion.

filing / May 8, 2026 / receipt