TMTB: DASH LYFT UPST CFLT First Takes
DASH +4%: Solid Q and great GOV guide; Q1 EBITDA slightly weaker
Q1 EBITDA guide only thing to nitpick coming in at $575M at the midpoint vs street/bogeys at $585M+. Still overall looks like a very solid print and bulls hopes for $3B EBITDA in ‘25 should stay intact. Top line story looks good here with Q1 GOV guide coming in 2 ppts above street/bogeys.
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