New York City regulators have forced Uber Eats to allocate $3.5 million to resolve pay disputes for its delivery couriers in the city. The company will pay $3.15 million in direct restitution to approximately 48,000 workers whose guaranteed per-delivery minimums were underpaid between 2019 and 2023. In addition, Uber has agreed to remit $350,000 in civil penalties and administrative fees. This settlement underscores the financial and reputational risks Uber faces in major urban markets when worker-classification rules collide with its gig-work model, and it will likely drive continued scrutiny of its labor practices nationwide.

Investors are bracing for Uber’s full fiscal year results, scheduled for release next week, with particular attention on whether recent margin pressures represent a temporary hiccup or a structural challenge. Third-quarter EBITDA margins fell short of consensus as aggressive driver incentives and elevated marketing spend persisted across both mobility and delivery segments. Market participants will scrutinize management commentary on cost control initiatives, break-even targets for new business lines such as Uber Freight and Grocery, and the outlook for partnerships—most notably with chipmaker NVIDIA—to offset margin headwinds through AI-driven efficiency gains and autonomous vehicle integration.

Uber has committed up to $250 million in milestone-based funding to Waabi, a Canadian autonomous-trucking spin-off led by former internal AI chief Raquel Urtasun, following an initial $750 million equity round. The alliance aims to leverage Waabi’s ‘simulation-first’ software platform to deploy as many as 25,000 robotaxis over the next decade. Uber currently partners with over 20 AV developers globally, and this latest deal highlights its diversified approach to self-driving technology. Investors will monitor proof points from Waabi’s closed-course testing and regulatory approvals, as well as the timetable for shifting deployment from freight corridors to dense urban rideshare routes.