
Uber acquires Getir’s food-delivery unit, deepening its Turkish foothold
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Uber posts modest Q4 upside as delivery surges and AV plans expand
Uber slightly beat revenue estimates for the December quarter and reported adjusted EPS in line with expectations, but shares fell as investors weighed profitability and accounting headwinds. Management also signaled a governance and execution push for its robotaxi strategy — appointing a new CFO, striking tranche‑based financing deals with AV suppliers, and moving toward continuous public AV operations in select cities while targeting broader rollouts this year.

Uber and Baidu to introduce driverless ride-hailing across Dubai
Uber and Baidu will begin offering fully autonomous taxi bookings in parts of Dubai next month by integrating Baidu’s robotaxi fleet into the Uber app. The launch in Jumeirah is positioned as an early customer-facing deployment that complements Uber’s wider international push to scale robotaxi services through multi‑partner supplier arrangements and staged rollouts.

Meituan Signals Heavy 2025 Loss as China’s Food-Delivery Price War Deepens
Meituan has warned it will post a sizable loss for 2025 after aggressive price competition in food delivery squeezed margins. The projected shortfall highlights intensifying industry-level margin pressure among China’s largest internet platforms.

Uber Moves to Commercial Robotaxi Operations in Hong Kong, Madrid, Houston and Zurich
Uber plans to begin customer-facing autonomous ride-hail services in four cities — Hong Kong, Madrid, Houston and Zurich — marking a shift from pilots to sustained commercial operations while layering in OEM integrations and third‑party financing deals. The company’s broader push comes as it tightens capital oversight after a quarterly earnings miss and a new finance leadership appointment meant to reconcile near‑term profitability pressures with heavy AV investment commitments.

Waabi Raises $1B, Eyes Large-Scale Robotaxi Rollout via Uber Tie-Up
Autonomous driving startup Waabi closed a $1 billion financing package that combines a $750 million Series C with up to $250 million in Uber-linked milestone funding, and agreed to an exclusive plan to place its self-driving stack on tens of thousands of Uber robotaxis. The deal accelerates Waabi’s move beyond trucking into passenger robotaxis while giving Uber another AV partner and access to on-road data collection through a newly formed AV division.

Uber to spend $100M+ building robotaxi charging hubs
Uber will invest more than $100 million to build high-throughput fast-charging hubs for autonomous fleets in the Bay Area, Los Angeles and Dallas. The hubs are being positioned as operational infrastructure to support multiple AV suppliers and Uber’s commercial robotaxi rollouts, while also carrying technical, regulatory and capital risks tied to grid upgrades and partner integrations.

New York City forces delivery apps to repay millions after probe into pay and deactivations
New York City officials compelled three app-based delivery firms to refund withheld pay and accept penalties totaling roughly $4.6 million, with Uber Eats responsible for about $3.15 million plus a $350,000 civil fine. The settlements, driven by findings around algorithmic deactivations and pay calculation failures, set a municipal precedent that could prompt similar enforcement elsewhere.

Uber trims near‑term profit expectations and names new finance chief to lead robotaxi pivot
Uber cut its near‑term profit guidance after results missed targets and installed a new chief financial officer tasked with steering capital allocation toward its autonomous‑vehicle ambitions. The move comes alongside deepenening commercial ties to AV suppliers — including a recent financing and deployment pact with Waabi — underscoring management’s willingness to trade short‑term profitability for a faster robotaxi roadmap.