Waymo’s autonomous vehicles are no longer available on Uber’s app in the Phoenix area, ending a nearly three-year pilot partnership that launched in late 2023, TechCrunch reported on Monday.
- Waymo told TechCrunch that over a dozen vehicles used in the Uber pilot have been integrated back into its own Phoenix fleet.
- Waymo vehicles remain available on the Uber app in Austin and Atlanta.
- A Stocktwits user stated that the end of the Phoenix partnership “marks a clear structural shift rather than a setback for either company. ”
Shares of Uber Technologies (UBER) fell 1 % on Monday following reports that the ride-hailing company has quietly ended its Waymo robotaxi integration in Phoenix, Arizona.
The shares extended their losses in after-hours trading, slipping another 0.3% at the time of writing.
Waymo’s autonomous vehicles are no longer available on Uber’s app in the Phoenix area, ending a nearly three-year pilot partnership that launched in late 2023, TechCrunch reported on Monday. The split occurred quietly in May, with users noticing the absence in recent days, the report added.
Waymo told TechCrunch that over a dozen vehicles used in the Uber pilot have been integrated back into its own Phoenix fleet and are now available exclusively through the Waymo app. Uber stated it is preparing to launch a separate autonomous vehicle partnership in Phoenix, but did not name the partner, the report said.
Waymo vehicles remain available on the Uber app in Austin and Atlanta.
Uber-Waymo Integration
The Phoenix integration was the first major collaboration between the two companies and marked a notable shift after years of hostility. In 2017–2018, Alphabet-owned Waymo sued Uber over alleged theft of self-driving car trade secrets; the case ended in a confidential settlement. By May 2023, after Uber sold its self-driving unit to Aurora, the companies announced a multi-year strategic partnership to bring Waymo’s autonomous technology to Uber’s platform, starting in Phoenix. It later expanded to Austin and Atlanta.
Uber has since inked partnerships with multiple autonomous vehicle partners beyond Waymo, including rivals such as Amazon’s Zoox and May Mobility, among others in the U.S. The company has also inked deals with EV makers Rivian Automotive and Lucid Motors to deploy their vehicles as robotaxis on its platform.
Uber’s strongest and most repeated belief is that the future is hybrid, not all-autonomous overnight. As per the company, human drivers will continue on the road alongside robotaxis, instead of being replaced in totality.
In the first quarter of 2026, autonomous vehicle trips on the Uber app grew more than ten times year-over-year. The company intends to expand robotaxi offerings to up to 15 cities by the end of 2026.
How Did UBER Retail Traders React?
On Stocktwits, retail sentiment around UBER stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.
A Stocktwits user termed the sell-off on Monday as a “last chance to buy before takeoff.”
Another user expressed anticipation for solid guidance in the next earnings, which is expected in August.
A third user noted that the end of the Phoenix partnership “marks a clear structural shift rather than a setback for either company. ” “Net effect: Waymo tightens vertical control of its AV stack, Uber stays platform-flexible,” they added.
UBER stock has fallen 8% year-to-date.
For updates and corrections, email newsroom[at]stocktwits[dot]com.<