Ahead Of Uber's Q3 Earnings, Mark Mahaney Predicts Investors Will Be Looking Out For This Major Update — Outlines Tesla, Waymo's Role - Uber Technologies (NYSE:UBER)

Core Viewpoint - Analysts predict that shareholders are eager for updates on Uber's autonomous roadmap ahead of its third-quarter earnings call [1] Group 1: Autonomous Partnerships - Autonomous partnerships are deemed crucial for Uber's stock value to increase, with a focus on showcasing collaborations with multiple autonomous vehicle (AV) companies [2] - A successful partnership with Waymo in Atlanta is highlighted as a precedent for Uber's future collaborations [2] Group 2: Market Sentiment and Predictions - There is uncertainty in the market regarding the implications of AI and autonomous driving for Uber, despite the company's growth rate and cash flow [3] - The potential for Tesla to emerge as a market leader in autonomous driving is acknowledged, indicating a closing window of opportunity for Uber [4] Group 3: Strategic Partnerships and Goals - Uber has announced a partnership with Nvidia, aiming to deploy over 100,000 autonomous Robotaxis by 2027 [5] - A separate deal with Lucid Group targets the deployment of over 20,000 Robotaxis in major U.S. cities, starting in Las Vegas in 2026 [5] Group 4: CEO Insights - Uber's CEO predicts that most vehicles will become autonomous in the next 20-plus years, likening driving to a leisurely activity [6] - Uber is noted to perform well on momentum and growth metrics, although it has poor value ratings [6]