Lyft's turnaround story is gaining momentum. Lyft (LYFT 0.38%) has spent much of its public life as the smaller player in ride-hailing -- overshadowed by Uber, questioned about its path to profitability, and often dismissed by investors seeking a safer bet. Fast-forward to 2025, and the narrative is shifting. Lyft just delivered one of its strongest quarters ever, with record bookings, positive generally accepted accounting principles (GAAP) earnings, and almost a billion dollars in trailing free cash flow. ...

核心业绩表现 - 公司2025年第二季度每股收益45美分 超出市场预期25美分 去年同期亏损6美分 [1] - 季度营收4.996亿美元 同比增长77.9% 超市场预期16.9% [1][8] - 广告收入同比激增84%至4.65亿美元 其他收入增长24%至3500万美元 [2][8] - 股价在盘前交易中飙升14.07%至183.8美元 [1] 区域与用户数据 - 美国市场收入占比82%达4.09亿美元 同比增长79.4% 国际市场收入增长71.7%至9100万美元 [2] - 日活跃独立用户(DAUq)达1.104亿 同比增长21% 其中国际DAUq增速32%快于美国的11% [3] - 周活跃独立用户(WAUq)4.164亿 同比增长22% 国际WAUq增速35%显著高于美国的8% [3] - 单用户平均收入(ARPU)提升47%至4.53美元 美国ARPU增长59%至7.87美元 国际ARPU增长40%至1.73美元 [4] 成本与盈利能力 - 非GAAP销售营销费用增长68.8%至1.206亿美元 研发费用增长37.7%至1.966亿美元 [5] - 调整后EBITDA达1.67亿美元 较去年同期的4000万美元大幅提升 [5] 现金流与资产负债表 - 截至2025年6月30日 现金及等价物达20.6亿美元 较上季度19.5亿美元有所增加 [6] - 季度经营活动现金流1.11亿美元 自由现金流1.11亿美元 均低于前一季度水平 [6] 业绩指引 - 预计第三季度营收5.35-5.45亿美元 超出市场预期的4.7241亿美元 同比预增35.61% [7][9] - 三季度调整后EBITDA指引1.85-1.95亿美元 每股收益预期32美分 同比增幅100% [9] 同业比较 - 同行业表现优异个股包括Arista Networks(年内涨11.5%) Bumble(年内跌4.5%) Lumentum(年内涨31.1%) [10][11]

Intel (INTC -1.61%) has been one of the more disappointing stocks in modern market history. Shares of the veteran chipmaker, which helped pioneer the digital age, are down almost 15% over the last 20 years, as the company missed out on major technology transitions such as mobile and now artificial intelligence (AI), including passing up an opportunity to invest in OpenAI even as recently as in 2017. Meanwhile, competitors like AMD and Nvidia have soared past Intel, as chip stocks have generally outperformed ...