Lyft Earnings Preview: Kalshi Traders Bet on Keywords Like Waymo and Nashville

Earnings
โดย Benzinga·US·Read original
Summary · why it matters

Ahead of Lyft's second-quarter earnings report, prediction market Kalshi shows traders assigning high probabilities to specific words being mentioned on the call. Revenue is a near-lock at 93%, while Waymo trades at 86% after Alphabet selected Lyft as its Nashville partner. Nashville itself sits at 75%, reflecting bets on whether CEO David Risher will date the Lyft app integration for Waymo rides currently bookable only through Waymo's own app. NYC/New York trades at 72% following Lyft's Curb partnership that put licensed taxis in its app for the first time in the country's largest taxi market. Baidu is at 65% after its robotaxis began testing in London via Freenow, the European mobility app Lyft acquired last year. DoorDash sits at 64% after the companies extended their DashPass tie-up to Canada in April. In contrast, Anthropic/Claude trades at just 34% despite powering Lyft's customer care assistant, while Mobileye is at 23% and Nvidia at 21%. Analysts expect adjusted earnings of about 39 cents per share, up 56%, on revenue of $1.81 billion, with Lyft guiding to gross bookings of $5.30 billion to $5.43 billion and adjusted EBITDA of $160 million to $180 million.

Impact on stocks 7

Artificial Intelligence▲ · 3 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Alphabet selected Lyft as its Nashville partner for Waymo, expanding Waymo's ride-hailing presence.

Robotics & Physical AI▲ · 2 stocks
Industrials▲ · 1 stocks
LYFT Inc
LYFT
▲ PositiveDemandrelevance

Earnings preview with high probability of revenue beat and partnerships with Waymo, Curb, and DoorDash.

Consumer Discretionary▲ · 1 stocks

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

CurbPrivate± Mixed
relevance

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