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Ridesharing
Gene Munster
Sizing Up the Global Transportation Market
As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…
6-Minute Read
Apple
,
Autonomous Vehicles
,
Ridesharing
,
Tesla
,
Uber
Gene Munster, Will Thompson
Uber Is Betting on Scale and Product Lines
In their first quarter as a public company, Uber reported earnings slightly ahead of expectations, with a $1.01B net loss on $3.10B in revenue. Our takeaways: 2019 will likely be an unpredictable year for Uber shares, given the company remains…
2-Minute Read
Ridesharing
,
Uber
Gene Munster, Will Thompson
Lyft Off to Solid Start With a Long Road Ahead
Lyft reported first-quarter 2019 earnings in their first-ever report as a public company with overall positive results. Our takeaways: Steady growth of user metrics Lyft’s active riders grew 46% y/y to 20.5M, average revenue per rider grew 34% to $38,…
3-Minute Read
Autonomous Vehicles
,
Lyft
,
Ridesharing
Gene Munster, Will Thompson
Ridesharing Survey Shows Room to Grow and Weak Brand Allegiance
As we consider the future of transportation and the role that ridesharing will play, we want to better understand how consumers of these services use and think about them. To that end, we recently surveyed 450 US consumers about their…
3-Minute Read
Lyft
,
Ridesharing
,
Uber
Gene Munster, Will Thompson
On Lyft and the Future of Ridesharing
On Friday, Lyft became the first ridesharing company to go public. By beating Uber to go public, Lyft will, to some extent, control the narrative around the US ridesharing market. That narrative will be centered around big ideas like ending…
11-Minute Read
Autonomous Vehicles
,
Lyft
,
Ridesharing
,
Uber
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