Lyft (NasdaqGS:LYFT) Q3 2025 Earnings Call November 05, 2025 04:30 PM ET Speaker1Good afternoon and welcome to Lyft third quarter 2025 earnings call. As a reminder, this conference call is being recorded. I'm Aurelia North, VP of Public Affairs and Investor Relations. On the call today we have our CEO David Risher and our CFO Erin Brewer. As a reminder, our full prepared remarks are available on the IR website and we will use this time to answer your questions. We will make forward looking statements on tod ...

All right, we'll check out Bitcoin because that's rallying more than 3% after dipping below $100,000 yesterday for the first time since June. So, what does today's bounceback mean for crypto and for the broader market. Joining us now is Tom Lee, Funstrat, head of research and CIO and a CNBC contributor.And Tom, it's great to have you back on. >> Great to see you. >> So, let's start right there because we did have a bit of a bounce back here in Bitcoin and really across uh the crypto landscape today.But yest ...

业绩总结 - FY'25的年经常性收入（ARR）约为24.78亿美元，同比增长10%[22] - FY'25的自由现金流为8.57亿美元，同比增长16%[23] - FY'25的运营现金流为8.68亿美元，同比增长16%[23] - FY'25 GAAP稀释每股收益为$6.14，非GAAP稀释每股收益为$8.00[96] - FY'25的自由现金流为$857百万，预计FY'26自由现金流约为$1,000百万[101] 未来展望 - FY'26的ARR增长率指导在不包括Kepware和ThingWorx的情况下提高50个基点[16] - FY'26的营收指导为26.5亿至29.15亿美元，同比下降3%至增长6%[29] - FY'26的每股收益指导为4.37至6.87美元，同比下降29%至增长12%[29] - FY'26的ARR指导（包括Kepware和ThingWorx）为24.78亿美元，预计增长7%至9%[29] - FY'26的自由现金流指导范围为$1,030百万[101] 用户数据 - 截至Q4'25，PTC的年化经常性收入（ARR）为24.78亿美元，同比增长8.5%[84] - Q4'25，Kepware和ThingWorx的年化经常性收入同比下降1.3%[84] - Q4'25，PTC（不包括Kepware和ThingWorx）的年化经常性收入同比增长9.2%[84] 资本支出与财务状况 - FY'26的资本支出预计约为3000万美元，其中约2000万美元为一次性资本支出[40] - 截至Q4'25，现金及现金等价物为1.84亿美元，较Q3'25下降7.5%，同比下降30.8%[78] - 截至Q4'25，总债务为12亿美元，较Q3'25下降2.9%，同比下降31.5%[78] - FY'25中，净偿还债务为5.53亿美元，回购普通股为3亿美元[80] 股东回报与股票回购 - FY'26计划每季度回购普通股金额在1.5亿至2.5亿美元之间，Q1'26预计回购约2亿美元[80] - PTC计划通过FY'27回购授权金额为20亿美元[79] 费用与支出 - FY'26的GAAP运营费用预计将增加约4%，非GAAP运营费用也预计增加约4%[40] - FY'26的现金税支付预计在1.3亿至1.5亿美元之间[40] - FY'26的股权补偿费用预计为2.45亿美元[74] - FY'26的现金利息支付预计在6000万至7000万美元之间[40]

I'd want to start perhaps with you Todd for just a quick state of play on how you think things are developing within the ETF marketplace right now. What exactly are the things that have stood out the most to you as we are now about 10 and a half months or so into our 2025 year. >> Well, as of the end of October, we had 1.11% trillion dollars of net inflows into the year.And that I'm going that precise because we are roughly a hundred uh billion dollars off of net inflows as a record. Two months ahead of sch ...

SAN MATEO, Calif., Nov. 05, 2025 (GLOBE NEWSWIRE) -- Freshworks Inc. (Nasdaq: FRSH), the leading provider of uncomplicated software that delivers exceptional customer and employee experiences, today announced financial results for its third quarter ended September 30, 2025. “Freshworks once again exceeded our previously issued estimates across growth and profitability metrics," said Dennis Woodside, Chief Executive Officer & President of Freshworks. "Business leaders are realizing that AI belongs in the sof ...

Let's welcome Ryan on set, chief market strategist at the Carson Group. Ryan, good to see you. >> Good to see you as well.>> Don't worry, we're not talking about the Bengals and Joe Burrow. Okay, we'll save that for off camera. >> You had to go there. You had to go there fast, didn't I.>> I went right went right there. All right, but we're going to start with something else. This is interesting.So, I posed a very simple question to all of my lovely followers on X. >> Is the stock market in a bubble. Before ...

Reaffirming the region's leadership in innovation and capital formation. These trends underscore growing optimism which in turn sets a constructive backdrop for the industry's driving markets as well as the need for West Coast office space heading into 2026. In San Francisco and the Peninsula, leasing accelerated sharply in the third quarter, led by tech and AI tenants such as Roblox, while Silicon Valley recorded its fourth consecutive quarter of declining vacancy as demand from AI software and hardware fi ...

primeimages/E+ via Getty Images Asian AI Exposure Drives Outperformance Market and Performance Overview Emerging markets were up 10.6% in the third quarter of 2025 as measured by the MSCI Emerging Markets Index, outpacing developed markets. One of the strongest regions was China, which rose 20.4% spurred by excitement around artificial intelligence (AI) opportunities and increasing investor interest due to the market’s valuation. Taiwan advanced 14.3% and Korea climbed 12.7%, driven by AI demand, with T ...

It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dukat, of course, will take us through the charts. And here to take us through the trades is Don Kaufman, the co-founder of Theo Trade.Don, thanks for being with us. Let's just jump right into the big three. Your first pick today, Goldman Sachs.You know, trading pretty close to its all-time highs, down about a third of a percent right now on the day, but you walk us through this one. >> You know, that's that's uh basic ...

Meanwhile, S&P and NASDAQ coming off their worst day in about a month. Russell 2000 closed below the 50-day moving average as volatility now picks up on the street. We're joining us with said with his outlook this morning, Evercore ISI vice chairman Krishna Gua is with us.Krishna, it's great to have you. Good morning. Thanks for being with us.>> Um, we had Aean at the top of the hour talk about Scotas and you guys have been writing about how these arguments uh are expected to go. Do you have a call yet on w ...