Lyft Results Presentation Deck slide image

Lyft Results Presentation Deck

GAAP to Non-GAAP Reconciliations (continued) ($ in millions) GAAP Total Costs and Expenses Amortization of intangible assets Stock-based compensation expense Payroll tax expense related to stock-based compensation Changes to the liabilities for insurance required by regulatory agencies attributable to historical periods Costs related to acquisitions Transfer of certain legacy auto insurance liabilities Restructuring charges Non-GAAP Total Costs and Expenses GAAP Loss from Operations Amortization of intangible assets Stock-based compensation expense Payroll tax expense related to stock-based compensation Changes to the liabilities for insurance required by regulatory agencies attributable to historical periods Costs related to acquisitions Transfer of certain legacy auto insurance liabilities Restructuring charges Non-GAAP Loss from Operations GAAP Net Loss Amortization Fintangible assets Stock-based compensation expense Payroll tax expense related to stock-based compensation Changes to the liabilities for insurance required by regulatory agencies attributable to historical periods Costs related to acquisitions Transfer of certain legacy auto insurance liabilities Restructuring charges Adjusted Net Loss Adjusted net loss per share, basic and diluted Weighted-average shares used to compute adjusted net loss per share, basic and diluted Reconciliation of Net Loss to Non-GAAP Adjusted EBITDA GAAP Net Loss Adjusted to exclude the following Interest expense Other income (expense), net Provision for (benefit from) income taxes Depreciation and amortization Stock-based compensation expense Payroll tax expense related to stock-based compensation Changes to the liabilities for insurance required by regulatory agencies attributable to historical periods Costs related acquisitions Transfer of certain legacy auto insurance liabilities Restructuring charges $ $ $ $ $ $ Q1 (642.5) 0.5 2.0 3.4 (636.6) (245.3) 0.5 2.0 3.4 (239.4) $ (234.3) $ 0.5 2.0 3.4 (228.4) (11.40) 20.0 (234.3) $ (11.4) 0.4 1.2 2.0 3.4 $ (238.7) $ (60.1%) Adjusted EBITDA Adjusted EBITDA Margin Note: Due to rounding, numbers presented may not add up precisely to the totals provided. Q2 (698.6) 0.9 1.5 (696.2) (193.7) 0.9 1.5 (191.3) (178.9) 0.9 1.5 (178.9) (15.0) 0.2 1.7 1.5 Fiscal 2018 Q3 (853.7) 1.0 2.9 (190.5) (37.7%) $ $ (176.5) $ (8.37) $ 21.1 $ $ $ (849.8) $ (268.7) $ 1.0 2.9 (264.8) $ (249.2) $ 1.0 2.9 (245.3) $ (11.41) $ 21.5 (249.2) (20.0) 0.5 2.6 2.9 (263.2) (45.0%) $ Q4 (939.6) 4.7 2.2 3.5 (929.2) (270.1) $ 4.7 2.2 3.5 (259.7) $ (248.9) $ 4.7 2.2 3.5 (238.5) (10.82) 22.0 (248.9) (20.8) (0.4) 13.3 2.2 3.5 (251.1) (37.5%) Total (3,134.4) 7.1 8.6 3.4 3.5 - (977.8) $ (1,156.9) 7.1 9.2 859.5 8.6 34.5 23.8 3.4 3.5 (3,111.8) $ (1,005.9) $ (1,093.3) (911.3) 7.1 8.6 3.4 3.5 (955.2) $ (229.9) $ (888.7) (41.97) $ 21.2 Q1 (1,932.9) 9.2 859.5 34.5 23.8 (67.2) 0.7 18.8 8.6 3.4 3.5 (943.5) (43.7%) $ (211.5) (9.02) 23.5 $ (1,138.5) $ 9.2 859.5 34.5 23.8 (19.8) 1.4 23.1 859.5 34.5 23.8 $ Q2 (1,540.2) 9.2 293.2 3.4 141.1 (216.0) $ (27.8%) (672.9) 9.2 293.2 3.4 141.1 (911.3) $ (1,138.5) $ (644.2) 293.2 3.4 141.1 Fiscal 2019 Q3 $ (1,446.5) 9.2 242.2 3.9 86.6 (226.0) $ $ (1,104.6) (644.2) $ 9.2 (29.7) 1.0 31.1 293.2 3.4 141.1 $ (490.9) $ 9.2 (197.3) $ (0.68) $ 288.4 $ 242.2 3.9 86.6 (149.0) $ (463.5) $ 9.2 242.2 3.9 86.6 (121.6) (0.41) $ 294.8 (463.5) $ (1,164.3) (29.3) 1.9 30.1 242.2 3.9 86.6 (204.1) $ (128.1) (23.5%) (13.4%) Q4 (1,398.9) 7.5 204.4 2.9 18.8 1.0 $ (147.2) (356.0) 7.5 204.4 2.9 18.8 1.0. (121.4) (0.41) 299.6 (356.0) (381.8) $ (2,702.5) $ (414.1) $ 7.5 35.1 7.3 204.4 1,599.3 160.0 2.9 44.7 18.8 1.0 9.9 270.3 58.4 1.0 0.4 64.7 (23.8) (2.0) 24.0 204.4 2.9 18.8 1.0 Total $ (6,318.5) 35.1 1,599.3 44.7 270.3 1.0 (130.7) (12.9%) $ (4,368.1) (752.1) (651.8) (2.87) 227.5 $ (2,602.2) $ $ (2,602.2) $ 35.1 1,599.3 44.7 270.3 1.0 (102.6) 2.3 108.3 1.599,3 44.7 270.3 1.0 (678.9) (18.8%) $ (1,069.1) $ $ Q1 (1,369.8) 7.3 160.0 9.9 58.4 0.4 64.7 $ $ (113.4) $ (398.1) 7.3 160.0 9.9 58.4 $ 0.4 64.7 (97.4) $ (0.32) $ 304.5 1.5 (19.1) 1.6 35.5 160.0 9.9 58.4 0.4 64.7 $ (398.1) $ (85.2) (8.9%) $ Q2 (826.8) 8.6 105.8 5.0 17.4 34.5 (655.5) $ (487.5) $ 8.6 105.8 5.0 17.4 34.5 (316.2) (437.1) 8.6 105.8 5.0 17.4 34.5 (265.8) (0.86) 309.2 (437.1) $ 7.0 (12.1) (44.8) 44.5 105.8 5.0 17.4 34.0 (280.3) (82.6%) $ $ $ $ Fiscal 2020 Q3 (953.1) 7.7 166.7 4.0 0.7 (774.0) (453.4) $ 7.7 166.7 4.0 0.7 (274.2) (459.5) 7.7 166.7 4.0 0.7 (280.4) (0.89) 314.5 $ 13.1 (7.5) 1.1 41.7 166.7 4.0 0.7 (239.7) (48.0%) $ $ (459.5) $ $ Q4 (1,023.3) 5.5 133.3 4.8 127.7 1.5 (750.5) $ $ 1.5 (180.6) $ (458.2) $ 5.5 133.3 4.8 127,7 (453.4) $ (1,808.4) 5.5 29.2 133.3 565.8 4.8 23.7 127.7 1.5 (185.3) (0.58) $ 320.3 (458.2) 12.6 (4.9) (2.5) 35.7 133.3 4,8 127.7 1.5 (150.0) (26.3%) Total $ (4,173.1) 29.2 565.8 23.7 204.1 0.4 64.7 36,0 (3,249.1) 204.1 0.4 64.7 36.0 (884.4) (1,752.9) 29.2 565.8 23.7 204.1 0.4 64.7 36.0 (828.9) (2.66) 312.2 (1,752.9) 34.3 (43.7) (44.5) 157.4 565.8 23.7 204.1 0.4 64.7 35.5 (755.2) (31.9%) 16
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