Uber CEO targets 2,000+ driverless vehicles by 2027 in earnings call
As seen on the 24/7 Wall St. homepage on November 4, 2026.
Our focus on autonomous is now on commercial execution, with approximately 700 fully driverless vehicles expected on Uber by year-end and over 2,000 in 2027.
Khosrowshahi put a tripling target on the table for next year's driverless fleet, moving Uber's autonomous story from pilot announcements to units investors can count. Waymo is now a partner and a rival at once, so the ramp is the number to track on the 2026 Q3 earnings call.
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Dara Khosrowshahi committed on Uber's 2026 Q3 earnings call to over 2,000 fully driverless vehicles on the platform by the close of 2027, a tripling of the fleet in a single year tied to commercial execution.
Khosrowshahi said the company's focus has shifted to commercial execution, which signals that the internal debate about whether autonomous rides belong on Uber's platform is settled. The question now is purely operational: how fast can partners deploy vehicles, and how quickly can Uber integrate them into rides that paying customers actually book?
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Waymo is both a partner and a competitive pressure point, which makes the fleet ramp figure the clearest metric investors have to measure whether the autonomous strategy is working or stalling. Each quarterly update on vehicle count will carry more weight than almost any other autonomous-related disclosure Uber can offer.
An autonomous vehicle generates a trip without a driver taking a cut, which changes the unit economics of a ride meaningfully. Investors watching the 2027 target will be calibrating how much of Uber's gross bookings eventually flows through that model. The trajectory it implies for years beyond 2027 is what gives it significance.
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Mentioned: UBER