Lyft Results Presentation Deck slide image

Lyft Results Presentation Deck

GAAP to Non-GAAP Reconciliations (cont.) ($ in millions) Reconciliation of Net Loss to Non-GAAP Adjusted EBITDA GAAP Net Loss Adjusted for the following Interest expense Other income, net¹ Provision for (benefit from) income taxes Depreciation and amortization Stock-based compensation expense (1) (2) (3) Payroll tax expense related to stock-based compensation Changes to the liabilities for insurance required by regulatory agencies attributable to historical periods² Sublease income³ Adjusted EBITDA Note: Costs related to acquisitions and divestitures Transaction costs rel. to certain legacy auto insurance liabilities Restructuring charges Adjusted EBITDA Margin Q1 $ (398.1) 1.5 (19.1) 1.6 35.5 160.0 9.9 58.4 0.4 64.7 Q2 7.0 (12.1) (44.8) 44.5 105.8 5.0 17.4 Fiscal 2020 $ (437.1) $ (459.5) $ (458.2) 34.0 Q3 13.1 (7.5) 1.1 41.7 166.7 4.0 0.7 Q4 $ (85.2) $ (280.3) $ (239.7) (8.9%) (82.6%) (48.0%) 12.6 (4.9) (2.5) 35.7 133.3 4.8 127.7 1.5 $ (150.0) (26.3%) Total 34.3 (43.7) (44.5) 157.4 565.8 23.7 $ (1,752.9) $ (427.3) $ (251.9) 204.1 0.4 64.7 35.5 Q1 $ (755.2) (31.9%) 12.9 (3.6) 1.9 34.4 164.2 16.5 128.0 $ (73.0) (12.0%) Q2 $ 13.1 (1.7) 0.7 34.5 201.0 6.8 0.9 20.4 23.8 3.1% Fiscal 2021 Q3 $ $ (71.5) 13.4 (125.0) 6.6 37.0 198.4 4.9 2.9 0.6 67.3 7.8% Q4 $ (258.6) $ 13.3 (5.5) 2.0 33.3 160.9 3.3 122.3 3.7 74.7 7.7% Total $ (1,009.4) $ 52.8 (135.9) 11.2 139.3 724.6 31.5 250.3 6.6 1.5 20.4 92.9 2.9% Other income (expense), net includes a benefit from a pre-tax gain from the divestiture relating to our self-driving vehicle division, Level 5 in Q3'21. In future periods, adverse developments and benefits that result from deferred gains related to claims ceded under our reinsurance agreement may have a net impact on our statement of operations. To help investors assess Lyft's ongoing operating performance and to provide better comparability with Lyft's historically disclosed metrics, this net impact will be excluded from the calculation of Contribution, Adjusted EBITDA and Adjusted Net Income (Loss) through this line. For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense. Due to rounding, numbers presented may not add up precisely to the totals provided. 21
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