Defense startup Forterra says "hundreds" of its autonomous vehicle systems are already in use. https://t.co/RXyyawJaab ...

Core Insights - Uber Technologies reported strong third-quarter 2025 results, with earnings and revenues exceeding expectations [1][3][11] Financial Performance - Earnings per share reached $3.11, surpassing the Zacks Consensus Estimate of 67 cents, and showed over 100% year-over-year growth [3] - Total revenues amounted to $13.46 billion, exceeding the Zacks Consensus Estimate of $13.26 billion, reflecting a 20.4% year-over-year increase [3] - Gross bookings for the Mobility segment increased 19% year-over-year on a constant-currency basis to $25.1 billion [5] - Delivery segment revenues grew 27% year-over-year on a constant-currency basis, with gross bookings rising 24% to $23.3 billion [6] - Total gross bookings reached $48.7 billion, surpassing the estimate of $48.3 billion [6] User Engagement - Monthly active platform consumers increased by 17% to 189 million users [7] - The platform recorded 3.5 billion trips, marking a 22% year-over-year rise [7] Market Outlook - Fourth-quarter 2025 gross bookings are expected to be in the range of $52.25-$53.75 billion, indicating a growth of 17% to 21% year-over-year on a constant currency basis [9] - Despite strong performance, shares fell 5.1% post-earnings release due to soft EBITDA guidance for the fourth quarter [10][11] Strategic Initiatives - Uber is focusing on increasing cross-platform usage to enhance customer engagement and revenues [8] - The company is pursuing a partnership-driven strategy in the autonomous vehicle space to capture opportunities in the emerging robotaxi market [23] - Strategic diversification through acquisitions and geographic expansion is aimed at strengthening market position [21][22] Valuation and Market Position - Uber's forward P/E ratio stands at 27.87, above the industry average, indicating a relatively expensive valuation [16] - Year-to-date, Uber has gained 57%, outperforming competitors like Lyft and DoorDash [13]

While San Francisco's mayor Daniel Lurie is opening his arms to autonomous vehicles, other cities are more resistant. Boston, for instance, has considered a ban on autonomous vehicles in the city. https://t.co/Fstebm4mfS ...

For more on Tesla and big tech earnings, Dan Ies, Wed Bush Securities managing director and global head of technology research. Hey Dan, how are you. >> Great to be here.>> So >> good to see you. >> You know, I was just looking at some of the numbers for Tesla and you know, I know that people don't buy Tesla because of the cars, but and we've had this discussion before. Cars still account for threearters of this company's revenue, Dan.So, you know, yes, you're if you're looking at the robo taxi future, I gu ...

The collaboration will integrate Pony’s self-driving software into Stellantis’s electric medium-size van platform, which is built with advanced sensors to support autonomous vehicles. https://t.co/KjzRm82ThQ ...

Lyft ended this week up $1.6 billion, after a partnership with Waymo's robotaxi unit. The question is: How do autonomous vehicles fit into the ride-sharing market? @liamdenning explains (via @opinion) https://t.co/8xN79noZWd ...

Autonomous Driving Development - Waymo 获得许可在曼哈顿和布鲁克林的部分地区测试自动驾驶汽车 [1]

Production Plans - Tesla's new six-seat version of its Model Y sport-utility vehicle might not be released in the U S [1] Autonomous Vehicles - The rise of autonomous vehicles is a factor influencing Tesla's production decisions [1]

Autonomous Vehicle Safety Concerns - The autonomous vehicle industry highlights the disproportionate media coverage, noting that 108 people die daily in the U S from vehicle accidents, yet this receives little mainstream media attention [1] - The industry suggests that autonomous vehicle reporting is biased, with even minor incidents involving autonomous vehicles generating significant negative press [2] - Tesla is portrayed as being cautious with its robotaxi rollout due to the anticipated scrutiny [2] Human vs Autonomous Driving - The report emphasizes the scale of human-caused road accidents, stating that they have killed approximately three times more Americans than all wars combined [2] - Human-operated vehicle accidents have resulted in over 4 million deaths since 1899 [2] - Tesla engineers working on Full Self-Driving (FSD) are lauded for their efforts to improve road safety [2]

Robotaxi Service - Tesla's robotaxi service will function as a combination of Airbnb and Uber [1] - Tesla car owners can generate income by adding their vehicles to the robotaxi fleet [1]