Lyft Results Presentation Deck slide image

Lyft Results Presentation Deck

Insurance Transaction Overview Transaction Summary: On April 22, we executed an agreement with DARAG Bermuda LTD to reinsure our captive insurance entity for $183.2 million of economic coverage above the liabilities recorded as of March 31, 2021 for policies underwritten during the period of 10/1/2018-10/1/2020. Net Transaction Cost: $20.2M - Transaction Overview Structure: Insurance liabilities will remain on our books after the transaction closes, but Lyft will recognize an offsetting reinsurance recoverable. From an economic perspective, when the claims we are reinsuring are ultimately resolved, to the extent the ultimate value exceeds the liabilities as of March 31, 2021, Lyft will receive dollar for dollar coverage for up to $183.2 million. To the extent the ultimate insurance liability is below the March 31, 2021 balance sheet, the benefit will accrue to the reinsurer. Expected Closing Date: Mid May Rationale Secured $183.2 million of protection against the economic cost of future adverse development on claims reinsured by our captive insurance entity with no impact to unrestricted cash. Note: Due to rounding, numbers presented may not add up precisely to the totals provided. ($ in Millions) Assets Related Balance Sheet Movements Restricted Cash Reinsurance Recoverable Total Assets Liabilities Insurance Reserves Funds Held Liabilities Stockholders' Equity Total Liabilities & Stockholders' Equity March 31, 2021 $271.5 $271.5 $251.3 $20.2 $271.5 Impact $251.3 $251.3 $271.5 ($20.2) $251.3 At Closing $271.5 $251.3 $522.8 $251.3 $271.5 $522.8 9
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