Uber Highlights Autonomous Vehicles in Q4 and Full-Year 2025 Results

In their 2025 financial report, Uber said that it plans to become the world’s largest facilitator of autonomous-vehicle (AV) trips.

CEO Dara Khosrowshahi said AVs could unlock a “multi-trillion-dollar” opportunity by leveraging Uber’s scale and marketplace technology.

Uber’s fourth-quarter highlights

In the fourth quarter, Uber reported 3.8 billion trips (up 22 percent year over year) and said monthly active platform consumers rose 18 percent. Gross bookings increased 22 percent to $54.1 billion, while revenue rose 20 percent to $14.37 billion.

The company also reported that GAAP income from operations grew 130 percent year over year to $1.8 billion.

Airport transfers and ground-transport reliability

Uber’s AV strategy is mainly about whether the demand for ride-hailing increases at high-pressure points such as airports, major events, and peak tourism zones. These are the places where shortages can push up wait times and prices, affecting trip planning and the customer experience.

Uber’s view is that AV fleets could expand supply over time without relying on human-driver availability. But the pace and footprint will depend on regulation and operational readiness, city by city, so the impact is likely to arrive unevenly across destinations.

Robotaxi partnerships and pilots

Uber has been adding AV partners since 2025. It recently confirmed autonomous on-road testing tied to a Lucid/Nuro robotaxi program, with testing beginning in December 2025 and a stated path to launch later in 2026.  

On February 6, 2026, WeRide and Uber announced an expanded plan to deploy at least 1,200 robotaxis across Abu Dhabi, Dubai, and Riyadh by as soon as 2027, with vehicles available through the Uber app.

This comes a few months after Uber and WeRide launched robotaxi passenger rides in Riyadh in October 2025.

Photo by Paul Hanaoka on Unsplash