Lyft’s Margin Transformation: A Silent Financial Revolution
Lyft's financial turnaround under CEO David Risher has unfolded with remarkable stealth. The ride-hailing platform generated $900 million in free cash flow over the past year—a stark reversal from 2022's $1.6 billion net loss. This quiet metamorphosis mirrors broader sector trends where scale and pricing power now TRUMP cash burn.
Uber's precedent looms large. Its 2022 pivot to positive cash FLOW triggered a stock doubling, proving investors reward fiscal discipline in this once-dubious sector. Lyft's improved economics suggest similar potential, though market recognition lags behind operational progress.