UBER · Earnings call · 2026Q3T · Full report

Autonomous Vehicle Strategy

Uber Technologies, Inc · 2026-11-04 · Importance 46 · Surprise 42 · In source text

Uber is moving its autonomous-vehicle strategy from partnerships and testing toward driverless commercial service, with Waymo already operating on its U.S. network and WeRide and Baidu operating without drivers in international markets. Management expects Zoox and Motional to launch in Las Vegas, Nuro to launch in California and Houston in 2027, and AV Ride to begin in Texas around mid-2027. International additions are expected to include Pony and Momenta, while later testing plans include NVIDIA, Rivian, Waabi, and Wayve. Uber said existing local operations and demand could support rapid launches and high utilization for partners.

Key facts

• Uber expects Zoox to launch on Uber in Las Vegas later in November 2026, with Motional moving to fully driverless operations soon thereafter.
• Uber expects to launch Zoox and Motional in Las Vegas in 2026.
• Uber expects to add Nuro in California and Houston, Texas, early in 2027 for fully driverless commercial rides.
• Uber expects AV Ride to join its fully driverless commercial rides in Texas in mid-2027.
• Uber’s goal is to scale to tens of thousands of AVs in 2028 and beyond.
• Uber expects to add Pony and Momenta internationally to its no-driver vehicle-operator inventory.
• Uber’s goal is for AV trips to achieve margins comparable to human-driven trips over time.
• Uber said vehicles on its network have a 30% utilization premium compared with vehicles not on its network.

Impact estimates