The Ledger
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Lime Is the Only Micromobility Company Building Proprietary Hardware
“I think every other operator in our industry buys off the shelf hardware, but every scooter and bike you see On Lyme's platform, we design, we engineer, we produce, and we operate ourselves.”
Smith: Bain expects Lime to generate a 15x to 20x return
“My bet was really believing that Lime is the ability to get us positive economics and more than 15 to 20 X from here.”
Mignot: Lime and Dott will ultimately succeed in micromobility
“I still think that some companies will do well, actually, in that space. I think Lime is, is doing well. I think Dot is doing pretty well. I think they will be okay at the end, but it's clearly, you know, it's been a really, really difficult space.”
Lime Hit $600M Gross Bookings and $90M EBITDA in 2023
“Last year, we did over six hundred million dollars in gross bookings. Our four-year top line CAGR is 30%. In each of those four years, we expanded our profit margins. And last year we did over ninety million dollars in company-wide EBITDA.”
Lime Achieved Unlevered Free Cash Flow Positivity to Fund Internal Growth
“Last year was our first year getting to unlever free cash flow positive, so we were able to fund all of our capital expenditure and all of our growth from our internal profits”
Lime released four major hardware vehicle generations within 12 months
“We started building our hardware team and doing the vertical integration started day one. And what it enabled us to do is in the last 12 months or so that we released Four major versions of the vehicles, and one generation after generation that we improve on t…”