New York City regulators have secured a settlement requiring Uber Eats to pay a total of $3.5 million after finding that delivery couriers were underpaid across the five boroughs. The company will disburse $3.15 million in restitution to approximately 48,000 couriers who worked between 2020 and 2023, reflecting missed minimum-pay guarantees and denial of mileage reimbursements. An additional $350,000 will be paid in civil penalties and administrative fees. The agreement follows a year-long investigation by the city’s Department of Consumer and Worker Protection, which found that automated pay calculations and undisclosed service fees contributed to irregular wage shortfalls as high as 15% per delivery in some neighborhoods.

Uber is set to report full fiscal year results next week, with investors closely watching whether the profitability challenges seen in the third quarter will persist. In Q3, the company’s adjusted EBITDA fell short of expectations by 8%, largely due to higher incentive spend in its mobility and delivery segments. Analysts will also focus on gross booking growth, which decelerated to 22% year-over-year, and take-rate trends, which slipped from 23.5% to 22.8%. A spotlight will be shone on the company’s autonomous vehicle collaborations, particularly any updates on a computing partnership with Nvidia. A positive development there—such as confirmation of joint testing milestones or expanded access to next-generation GPUs—could help offset margin pressures from elevated marketing and driver incentive costs.

Uber has committed an additional $250 million to self-driving startup Waabi, on top of Waabi’s $750 million up-front fundraise, contingent on deployment milestones for autonomous vehicles. This deal represents a significant push by Uber into the robotaxi market, where it now works with over 20 autonomous vehicle partners worldwide. Waabi’s “simulation-first” approach aims to accelerate testing, with a goal to deploy more than 25,000 robotaxis in select U.S. cities by 2028. Uber’s diversified AV strategy—backing multiple technology paths rather than a single in-house program—underscores its willingness to invest billions over the next five years, even as regulatory approvals and public acceptance of driverless rides remain uncertain.