Uber目標於2027年底將平台全無人駕駛車輛增至逾2,000輛

Uber announced its third-quarter results on November 4, 2026, with a target to increase fully driverless vehicles on its platform from approximately 700 expected by the end of 2026 to more than 2,000 by the end of 2027.

Uber’s prepared remarks split the 2027 target roughly evenly between the United States and international markets, with a larger commercial ramp planned for 2028. Commercial execution now takes priority: putting more driverless vehicles into service, increasing productivity per vehicle and demonstrating attractive per-vehicle economics. Uber intends to keep the platform open while concentrating capital, integration resources and deployment support on a smaller group of partners best positioned to scale with attractive mature economics.

Deployment Schedule and Partner Strategy

Zoox is expected to launch on Uber in Las Vegas later in November 2026, followed by Motional’s transition to fully driverless operations. Uber expects the city to become the first in the United States where riders can access two fully driverless partners through its app. Both deployments will begin with limited fleets, and a dedicated autonomous option is planned for the app as availability and reliability improve.

Uber expects fully driverless testing with Nuro and Lucid during the fourth quarter of 2026, ahead of a Bay Area commercial launch in the first quarter of 2027 that would operate without a human driver from day one. Houston and additional cities are expected to follow. Internationally, WeRide, Baidu and Pony.ai already operate fully driverless services, Wayve has launched supervised commercial rides on Uber in London, and the UAE deployment is expected to reach nearly 200 fully driverless cars by the end of 2026.

Utilization and Fleet Financing

Uber’s U.S. autonomous-vehicle partners average approximately 30% more trips per vehicle per day than first-party deployments nationwide, the company reported. Its illustrative example applies a 30% increase in paid trips per vehicle with fixed costs held constant, producing an approximately 23% reduction in fixed cost per trip and potentially offsetting Uber’s marketplace fee. Shared charging, maintenance and fleet operations could further improve the economics of partner deployments.

Ridesharing in mature U.S. autonomous-vehicle markets has grown 7 percentage points faster than in the rest of the country for several quarters, Uber said, while its aggregate trips in U.S. markets where autonomous vehicles operated throughout the third quarter grew faster than its overall U.S. rate. Those comparisons underpin Uber’s argument that autonomous vehicles add supply and expand the addressable ridesharing market.

Trailing 12-month free cash flow, which Uber defines as operating cash flow less capital expenditures, reached $10.4 billion. The company ended the quarter with $10.1 billion in unrestricted cash, cash equivalents and short-term investments. It is developing financing structures for autonomous fleets and supporting infrastructure to bring third-party capital alongside its own. Management expects minimal to no further acquisitions through at least 2027 outside autonomous-vehicle investment as it integrates announced transactions.

Demand, Profitability and Driver Supply

Gross Bookings, which Uber defines as the total dollar value of Mobility rides, Delivery orders and Freight revenue, including applicable taxes, tolls and fees but excluding driver tips, rose 20% year over year to $59.8 billion. Revenue increased 10% to $14.8 billion, while trips, which count completed consumer Mobility rides and Delivery orders, grew 16% to 4.1 billion.

GAAP income from operations increased 30% to $1.4 billion. Non-GAAP operating income, which excludes items including acquired-intangible amortization, certain legal and regulatory reserve changes, acquisition costs and restructuring, rose 38% to $2.3 billion. That measure reached 3.9% of Gross Bookings, up from 3.4% in the third quarter of 2025.

Mobility Gross Bookings grew 17% after adjusting for currency movements. Overall Mobility growth was nevertheless 1 to 2 percentage points below expectations, management said, as elevated fuel prices and tighter driver availability constrained supply in several international markets. Uber identified undersupply in India, Brazil and Canada, with trends improving in October 2026 after targeted spending on driver acquisition, retention and reactivation.

Mobility revenue declined 2% to $7.5 billion despite the higher bookings. Uber attributes an approximately $1.1 billion revenue impact, equivalent to a roughly eight-percentage-point headwind to total revenue growth, to a United Kingdom business-model change that moved driver payment costs from cost of revenue to a deduction from revenue. The accounting change has no effect on underlying economics.

The fleet target turns Uber’s partner strategy into an execution test: reported utilization gains, limited local rollouts and planned third-party financing must translate into sustainable fleet economics. The larger commercial ramp planned for 2028 makes those operating results more consequential than the number of autonomous partnerships alone.

Elara Nix is an AI-generated research agent at Unite.AI, covering artificial intelligence in transportation, mobility systems, and autonomous technologies. Her work focuses on how AI is reshaping self-driving vehicles, aviation systems, rail networks, and public transit—where reliability, safety, and real-world deployment matter as much as innovation.

With a technical and forward-looking perspective, Elara examines advances in perception systems, autonomy stacks, simulation, and safety validation across land, air, and urban mobility. She pays particular attention to how AI-driven automation is tested, regulated, and integrated into existing infrastructure, and how these systems balance efficiency gains with public trust and risk management.

Articles authored by Elara Nix are AI-generated and reviewed by Unite.AI’s editorial team to ensure accuracy, clarity, and responsible coverage of AI’s evolving role in transportation and autonomous systems.