| Stage | LYFT | % of rev | UBER | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.8B | 100.00% | $14.2B | 100.00% | UBER ×7.70 |
| Gross profit | $917M | 49.75% | $6.4B | 44.93% | LYFT +4.8pp |
| Operating income | $48M | 2.58% | $1.9B | 13.32% | UBER +10.7pp |
| Pre-tax income | $78M | 4.25% | $3.3B | 23.09% | UBER +18.8pp |
| Net income | $50M | 2.73% | $2.4B | 17.02% | UBER +14.3pp |
| Stage | LYFT | UBER | Gap · A − B |
|---|---|---|---|
| Revenue | $1.8B100.00% | $14.2B100.00% | UBER ×7.70 |
| Gross profit | 49.75%$917M | 44.93%$6.4B | LYFT +4.8pp |
| Operating income | 2.58%$48M | 13.32%$1.9B | UBER +10.7pp |
| Pre-tax income | 4.25%$78M | 23.09%$3.3B | UBER +18.8pp |
| Net income |
| 2.73%$50M |
| 17.02%$2.4B |
| UBER +14.3pp |
LYFT · BIDU 20-FMar 17 '26
“In August 2025, Apollo Go entered into a strategic partnership with Lyft, Inc. to deploy fully autonomous vehicles across key European markets through the Lyft platform, starting with Germany and the United Kingdom.”
UBER · BIDU 20-FMar 17 '26
“In July 2025, Apollo Go entered into a multi-year strategic partnership with Uber Technologies, Inc. to deploy thousands of Apollo Go's fully autonomous vehicles on the Uber platform across multiple international markets, with initial deployments planned for Asia and the Middle East.”
LYFT · EXFY 10-KFeb 26 '26
“We also have frictionless integrations with many of the technology providers that generate the most receipts for our members, such as Uber and Lyft.”
UBER · EXFY 10-KFeb 26 '26
“We also have frictionless integrations with many of the technology providers that generate the most receipts for our members, such as Uber and Lyft.”