Lyft의 향후 계획: 성장 전략과 도전 과제

### Lyft CEO가 2분기 실적, 향후 계획, 경쟁에 대해 이야기합니다.
* 📊 Lyft는 전년 동기 대비 **40% 성장한 매출**과 **2억 5,600만 달러의 잉여 현금 흐름**으로 **사상 첫 흑자 분기**를 기록했습니다.
* 🚗 실적 호조에도 불구하고 주가는 향후 가이던스의 **"매우 작은" 조정**으로 인해 하락세를 보이고 있습니다.
* 💰 이 회사는 **"매우 규율 있고 고객에 집착하는" 접근 방식**을 통해 장기적인 성장에 집중하고 있습니다.
* 🔒 Lyft는 라이더가 매일 출퇴근 시 일관된 가격을 고정할 수 있는 **'가격 잠금' 기능**을 도입했습니다.
* 📈 광고는 **매일 2백만 건의 차량 서비스에서 얻은 Lyft의 자체 데이터**를 활용하여 성장 동력으로 간주됩니다.
* 🚘 CEO는 전기차가 Lyft에 미칠 영향에 대해 여전히 낙관적이며, **전기차가 회사에 '큰' 도움이 될 것**이라고 믿고 있습니다.
* 🤖 테슬라의 로보 택시 계획에 대한 질문에 CEO는 **고가의 자산을 상용화하는 데 있어 리프트의 강점**을 강조하며 시장에서 **리프트의 입지에 대한 자신감**을 드러냈습니다.

가격 잠금 및 광고와 같은 기능으로 수익성과 고객 중심 성장을 주도하는 Lyft의 강력한 성과와 장기적인 성장에 대한 집중은 단기적인 조정에 가려져 있습니다.

Bookings.
The outlook missed estimates. So street expectations.
The stock is down significantly. What is happening right now?
We've left the environment that Lyft finds itself in.
Yeah. So, hey, it's good to see you again.
I mean, look, it's to me, it's a little curious, right?
And this is sort of the way the world works sometimes.
So we just had our first profitable quarter ever, which is an enormous
accomplishment thanks to a lot of work for the team.
Revenue grew 40% year on year bookings and rides around mid-teens, 17%, $256
million of free cash. So and just and service levels that are
fantastic, fastest pickups we've had in a long time.
Fastest are more drivers than we've ever had.
So all those things are incredibly strong, indicate a strong marketplace.
And and we reiterated our full year guidance and our multiyear guidance as
well.

Yes, mid-teen growth.
So all those things were good. I think what people are looking at is
they're seeing what I would consider to be incredibly small, you know, sort of
kind of adjustment around what we've said about the future, the next quarter,
or the next couple of quarters. And this, to me, sort of signifies, you
know, sort of the world we live in. Like the things that we think about are
160 billion rides in the US in total use of cars.
And we are little by little, you know, in a very, very disciplined and customer-
obsessed way, are growing our business. You know, I think Wall Street sometimes
looks at short-term things and gets a little bit overly focused on that.
I'm thinking about the long term and super excited about the prospects.
David There is some. David Russia strategy and plans that I
see playing out like price lock. Yeah, a paid feature that's going to
have an impact maybe on the top and

bottom line.
But why, why is that the plan for you? Yeah.
So price lock is a way for riders to lock in a price, just like it sounds
like on the same route and same time every day.
It's really in first meant for commuters, and it's available today.
By the way, I encourage everyone to check it out.
It's kind of a soft launch. And the idea is it takes away that what
I think is one of the most hated features of all ride share, which is,
which is surge pricing. Right.
Sort of trying to get rid of it. Can never get rid of it completely, but we
can certainly give riders a way to basically pay a small subscription fee
and lock themselves into a consistent price.
I think it's great, and I think it's the sort of thing that's going to grow the
business in the long term. Of course, it's an investment, right?
And you always, you know, invest in new

features that you have a lot of conviction around. But this, again, is our customer obsession, is what drives profitable growth. And again, we're profitable now, and we think there's going to be a great growth driver for us. Advertising is a battleground as well. You know, I have so familiar with the lift app, but why is advertising the way to go and what with who, with what? Right. You think about parallel industries. Yeah. So, you know, think about, you know, of course, let's let's zoom way out for a second. Since the history of advertising, you know, brands have tried to come up with new ways to talk to their consumers. Right. And 100 years ago, maybe it was billboards then maybe it was radio ads, then maybe TV ads. Obviously, more recently, Internet advertising, we see this kind of mobile advertising, literally advertising that comes to you in the car where you're

going as an incredibly important
effectively a sector that we're really going to help build out.
And because if you think about it and reflecting on some of the earlier
conversations you're having around Reddit, for example, we have an enormous
amount of first-party data, right? 2 million rides a day, every one of them
going to a 7-Eleven or a Starbucks or a, you know, whatever it might be.
And that's first-party data. That's very indicative of what it is
that riders want to do. And so our media business has grown
significantly. We're up significantly year on year, and
we're really optimistic that it's going to be a whole new form of advertising, a
media that will go super great. David, When I reported that Tesla was
delaying its robo-taxi event to October, the shares of your company jumped in
that session. The Vision is a proprietary app from
Tesla for ride-hailing, but a fleet of

cars that drive themselves Teslas.
Your stock went up on the basis that everyone was like, okay, the competition
from test is not yet coming. Just your latest thinking on that,
please. Yeah, I look, I think EVs are going to
be great for left. I really do.
And I think it's because we're going to be the best way to commercialize what is
a very, very expensive asset. Different companies will try different
things, but I think largely you'll have a lot of OEMs doing a lot in the RV
space and wanting them on our platform because of, you know, millions of rides.
All the technology we have to incorporate cars in our platform and so
forth. I don't want to comment on Tesla.
I don't know. You know, we'll see kind of how that
goes. But I do think that creating your own
thing, a kind of close network, is a it's a it's a fraught strategy and maybe
a maybe a different strategy would be to

figure out a way to get your cars that
you've built in your technology. You know, as broadly available as to as many
as possible.

Lyft CEO on Shares Tanking: 'Focused on Long Term'

Welcome to the Bloomberg Technology YouTube channel. Subscribe for original series and mini-docs on game-changing technologies, profiles on innovators, live conversations with experts, and breaking technology news & analysis from Bloomberg TV.

Bloomberg Technology

리프트의 주가는 사상 첫 흑자 분기 및 강력한 매출 성장 등 탄탄한 재무 성과에도 불구하고 크게 하락했습니다.

향후 1~2분기에 대한 회사의 전망이 투자자들의 우려를 불러일으키고 있지만, Lyft는 장기적인 성장에 집중하고 있습니다.

또한 Lyft는 향후 실적에 영향을 미치기 위해 가격 고정과 같은 새로운 전략을 시행하고 있습니다.

가격 고정은 요금 급등을 방지하기 위해 라이더가 매일 출퇴근 시 일정한 가격을 유지할 수 있도록 하는 새로운 기능입니다.

주로 통근자를 위해 설계되었으며 현재 사용 가능하며, 예측할 수 없는 요금 인상을 피할 수 있는 방법을 제공합니다.

이 회사는 이 기능을 수익성 있는 성장을 위한 장기적인 투자로 보고 있으며, 동시에 소비자 참여를 유도하고 비즈니스를 발전시키기 위한 수단으로 광고에 집중하고 있습니다.

차량 호출 비즈니스에 미치는 전기차의 영향

이 차량 호출 회사는 매일 2백만 건의 차량 호출에서 얻은 자사 데이터를 활용하여 미디어 비즈니스의 성장에 대해 낙관적으로 전망하고 있습니다.

테슬라가 로보 택시 이벤트를 연기한 후 이 회사의 주가는 상승했는데, 이는 경쟁사 대비 회사의 입지에 대한 시장의 신뢰를 나타냅니다.

이 회사는 전기자동차(EV)가 고가의 자산을 상용화할 수 있는 좋은 기회가 될 것이라고 믿고 있으며, 자사 플랫폼에서 EV에 대한 수요가 높을 것으로 예상하고 있습니다.

기술 기반 자동차에 대한 접근성 향상

딜러와 협력하여 기술 기반 자동차의 가용성을 확장하세요.

더 많은 고객층에게 다가가기 위해 더 저렴한 모델을 개발하는 것을 고려하세요.

리스 또는 구독 서비스를 제공하여 더 많은 고객이 자동차에 더 쉽게 접근할 수 있도록 하는 옵션을 살펴보세요.