Noesion Radarnoesion.ai
Market2026-08-10

In its Q2 2026 earnings materials, Uber committed more than $10 billion of capital to bringing autonomous vehicles to market at scale, spread across equity investments, infrastructure and vehicle offtake commitments, with partners having committed roughly 120,000 vehicles to the Uber network over coming years. CEO Dara Khosrowshahi said AV trips remain under half a percent of Uber's roughly 300 million weekly trips, with seven cities live and as many as 15 targeted by year-end. Uber reported $58.0 billion in gross bookings (up 22% in constant currency), non-GAAP EPS of $0.81, and $2.8 billion free cash flow, but shares fell on Q3 guidance of $0.84-$0.88. Separately, Transport for London granted Private Hire Vehicle licences to Wayve's autonomous Ford Mustang Mach-E vehicles, completing the UK 'triple-lock' operator/driver/vehicle licensing requirement with safety drivers still aboard.

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