UBER Waymo Miles Rise 14% QoQ
UBER Waymo rider-only miles rose 44.5M QoQ, up 14% QoQ and 134% YoY, but growth slowed due to supply constraints
UBER Citizens says UBER Waymo rider-only miles rose 44.5M QoQ, up 14% QoQ and 134% YoY, but growth slowed from 4Q25.
The deceleration is due to supply constraints as Waymo transitions from Jaguar I-PACE vehicles to its 6-gen Ojai platform, with new markets still not fully reflected.