LYFT 10-KFeb 11 '26
“On December 30, 2025, we entered into an addendum to our commercial agreement with AWS, pursuant to which we committed to spend an aggregate of at least $562.5 million between January 2026 and December 2030 on AWS services, with a minimum amount of $100 million in each of the five years.”
UPWK 10-KFeb 13 '26
“For example, we currently host the Upwork Marketplace, serve its customers, and support its operations using AWS, a provider of cloud infrastructure services.”
| Stage | LYFT | % of rev | UPWK | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.8B | 100.00% | $192M | 100.00% | LYFT ×9.62 |
| Gross profit | $917M | 49.75% | $146M | 76.37% | UPWK +26.6pp |
| Operating income | $48M | 2.58% | $28M | 14.68% | UPWK +12.1pp |
| Pre-tax income | $78M | 4.25% | $32M | 16.75% | UPWK +12.5pp |
| Net income | $50M | 2.73% | $25M | 13.25% | UPWK +10.5pp |
| Stage | LYFT | UPWK | Gap · A − B |
|---|---|---|---|
| Revenue | $1.8B100.00% | $192M100.00% | LYFT ×9.62 |
| Gross profit | 49.75%$917M | 76.37%$146M | UPWK +26.6pp |
| Operating income | 2.58%$48M | 14.68%$28M | UPWK +12.1pp |
| Pre-tax income | 4.25%$78M | 16.75%$32M | UPWK +12.5pp |
| Net income | 2.73%$50M | 13.25%$25M | UPWK +10.5pp |