LYFT HUBS TWLO ARM First takes

LYFT (-5%) mixed as topline/ebitda above but bookings missed at $3.55B vs $3.9B – Revs beat slightly at $1.16 vs $1.14B EBITDA at 92M vs street at 83M, active riders inline and ARPU beat at $51.67 vs $50.73.  Top line and EBITDA guide in line with the street but bookings below ($3.65B vs $4.05B) - topline/ebitda guide looks conservative given ARPU beat and 3p data calling for mid 20%’s rides, but questions around weak bookings