Uber shares fell 1% Monday and lost a further 0.3% after-hours after quietly ending its nearly three-year Waymo robotaxi integration in Phoenix. Over a dozen vehicles returned to Waymo's Phoenix fleet as Uber lines up a new autonomous partnership and retains Waymo cars in Austin and Atlanta.
Uber quietly ended its nearly three-year robotaxi pilot with Waymo in Phoenix, withdrawing over a dozen autonomous vehicles back to Waymo's Phoenix fleet. The partnership, which began in late 2023 after Uber sold its self-driving unit, concluded without public announcement, with users noticing the removal in recent days.
Shares of Uber fell 1% during Monday trading and declined a further 0.3% in after-hours once investors learned of the Phoenix split. The drop underscores investor sensitivity to shifts in autonomous strategy and partnership stability.
Despite the Phoenix exit, Waymo vehicles remain integrated on Uber's app in Austin and Atlanta, maintaining ongoing collaboration in those markets. Uber has also partnered with other autonomous providers, including Zoox and May Mobility, and struck deals with EV makers like Rivian and Lucid for robotaxi deployments.
Uber is preparing to launch a new autonomous vehicle partnership in Phoenix, though the partner remains unnamed. The company plans to expand its robotaxi network to as many as 15 cities by the end of 2026, reflecting its hybrid human-and-automated mobility vision.
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