Overview
- Uber and Amazon’s Zoox signed a multiyear deal to offer Zoox’s steering‑wheel‑free robotaxis to Uber riders in Las Vegas beginning this summer.
- The companies outlined plans to expand the service to Los Angeles by mid‑2027, subject to execution and regulatory progress.
- Zoox will offer rides through a third‑party app for the first time, tapping Uber’s 202 million monthly active platform consumers reported at the end of 2025.
- Uber’s shares are down about 12% over three months to roughly $73–$74 as investors weigh autonomous‑vehicle threats from rivals such as Waymo and Tesla.
- Uber reported Q4 2025 gross bookings of $54.1 billion (+22%), revenue of $14.4 billion (+20%), non‑GAAP operating income of $1.9 billion (+46%), free cash flow of $2.8 billion, and guided Q1 2026 gross bookings growth of 17%–21%; a Seeking Alpha author upgraded the stock to “strong buy,” citing the hybrid human‑plus‑AV strategy with partners including Zoox, WeRide, and Baidu.