Uber Technologies (NYSE:UBER) is reshaping its autonomous, AI and delivery strategy — ending Waymo robotaxi ties in Phoenix while seeking a new AV partner, scaling Nuro-powered Lucid deployments, boosting Delivery Hero stake, launching EU Eats plans and overhauling its AI data-labeling unit amid mixed market rollouts.

Previous Week Recap

  • Waymo Uber Phoenix Split: Uber ended its Phoenix robotaxi integration with Waymo; Waymo cars were removed from the Uber app and returned to Waymo. Uber said it will name a new Phoenix autonomous partner.
  • Uber Replaces Phoenix AV Partner: Uber plans a replacement AV partner in Phoenix and is scaling a 35,000‑vehicle Nuro Driver AI deployment on Lucid cars, targeting Bay Area rollouts by late 2026 and Houston by mid‑2027.
  • Uber Free Cash Flow Yield: Uber (UBER) free cash flow yield ~5.6% excluding share-based comp; including it yield drops to ~4.6%.
  • Uber Increases Delivery Hero Stake: Uber raised its stake in Delivery Hero to ~37% from 25% by buying shares from Aspex and is continuing its takeover bid; Delivery Hero had earlier offered €33 per share.
  • Uber AI Solutions, Segments.ai: Uber launched Uber AI Solutions in 2024 for data labeling (audio, video, text, maps) and bought Segments.ai in Oct 2025 to boost AV annotation; UBER stock showed an early trading uptick.
  • Uber Eats Expands in Europe: Uber plans Uber Eats launches in Austria, Greece, Norway, Czech Republic, Denmark, Finland and Romania, expecting roughly $1 billion in gross bookings from these markets over three years.
  • Uber AI Data-Labeling Shake-Up: Uber replaced senior leaders in its AI data-labeling unit, dismissing multiple top executives. The shake-up affects the team handling labeled data used in Uber’s AI efforts, per Bloomberg.
  • Uber Scales Back International Bets: Uber decided not to launch in five of seven countries it had targeted this year, including Austria, Norway and Greece, reducing its planned market entries for the current year from seven to two.

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