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Waymo

SSubsidiary (Alphabet)Founded 2009🇺🇸Mountain View, California
CEO

Dmitri Dolgov (Co-CEO) & Tekedra Mawakana (Co-CEO)

Subsidiary of

Alphabet Inc.

Data verified as of Jul 17, 2026

Summary

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It serves paid riders in 11 U.S. metro areas through Waymo One, has surpassed 20 million lifetime rides, and reached roughly 500,000 paid robotaxi rides per week by late March 2026 with a goal of clearing 1 million per week by year-end. In late May 2026 Waymo expanded its service footprint by more than 20% to roughly 1,400 square miles across its 11 markets and started public rides on the Ojai — a ground-up purpose-built robotaxi co-developed with Zeekr — in San Francisco, Los Angeles, and Phoenix. International launches are queued in Tokyo and London after a $16B February 2026 funding round at a $126B post-money valuation.

Company OverviewRead the long-form profile of Waymo

Main Products

Waymo One (Jaguar I-PACE Fleet)

Waymo's main commercial robotaxi platform today. The company shifted Waymo One to an all-electric Jaguar I-PACE fleet in 2023, and these vehicles underpin daily rider service across its U.S. markets.

Primary commercial fleet in Waymo One service today while 6th-generation deployments ramp on newer vehicle platforms.

Service Footprint11 U.S. metro areas
Availability24/7
Vehicle PlatformAll-electric Jaguar I-PACE
6th-Gen Waymo Driver (Ojai / Hyundai IONIQ 5)

Waymo's next-generation autonomous stack is designed for lower cost, broader weather coverage, and deployment across multiple vehicle platforms. It is rolling out first on the Ojai robotaxi and will also be integrated into the Hyundai IONIQ 5.

Public Ojai rides launched in late May 2026 across San Francisco, Los Angeles, and Phoenix with about 100 vehicles, joining a ~4,000-car commercial fleet; expansion to Denver, Las Vegas, and San Diego is queued.

Autonomous Mileage Base~200M fully autonomous miles
Camera Imager17 megapixels
Factory CapacityTens of thousands of units/year

What's Next

Cross 1 million paid rides per week

Co-CEO Tekedra Mawakana has guided to more than 1 million paid robotaxi rides per week in the U.S. by the end of 2026, roughly doubling the ~500,000 weekly run-rate that has held through mid-2026 as new cities, the Ojai fleet, and broader service areas come online.

End of 2026

Scale the Ojai fleet across additional metros

Grow the initial ~100-vehicle Ojai deployment in San Francisco, Los Angeles, and Phoenix toward Waymo's stated goal of thousands of Ojai robotaxis on the road by the end of 2026 (scaling to tens of thousands per year), and add Denver, Las Vegas, and San Diego on the 6th-generation Driver — all messaged for 'this summer' but not yet live as of early July 2026.

2026–2027

Turn queued U.S. metros into live service

On July 8, 2026 Waymo began fully driverless operations in four new metros — Las Vegas, San Diego, Tampa, and Denver — starting rider-only with Alphabet employees before opening to the public 'in the coming months.' The next step is converting those four plus remaining Up Next cities (Washington, D.C., Detroit, Seattle) into full public commercial service, after Nashville opened to the public on June 25, 2026 (Lyft-app access to follow later in 2026).

2026–2027

Start international service

Translate current Tokyo and London market preparation into Waymo's first commercial launches outside the United States; London is targeted for Q4 2026 with a ~100-vehicle all-electric Jaguar I-PACE fleet tested across a ~100-square-mile area and operated with Moove, while Tokyo is advancing with Nihon Kotsu and GO after supervised driving operations. Waymo also took an early step toward continental Europe by registering a German subsidiary, Waymo Germany GmbH — incorporated May 13, 2026 and entered in Munich's commercial register on June 15 — chartered to offer autonomous ride-hailing and support third-party operators, though no German launch city or date has been set.

2026–2027

Recent News

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Operations & Revenue

StatusOperational

Commercial autonomous ride-hailing across 11 U.S. metro areas, with more than 20 million lifetime rides, roughly 500,000 paid rides per week (holding at that level through early July 2026), and a ~1,400 sq mi footprint after the May 13, 2026 expansion. Service is run with a ~4,000-vehicle Jaguar I-PACE fleet plus an initial ~100 Ojai (Zeekr-built) robotaxis running the 6th-generation Waymo Driver in SF, LA, and Phoenix. Tokyo and London markets are in preparation for first international launches. In June 2026 Waymo launched its first loyalty subscription (Waymo Premier, $29.99/mo) and issued a voluntary recall of 3,871 fifth-gen vehicles over freeway construction-zone behavior; freeway rides remained suspended into early July pending the software fix while surface-street service continued normally. In late June 2026 Waymo also ended its Phoenix distribution partnership with Uber, returning those vehicles to its own app and pairing them with DoorDash deliveries.

Revenue Streams

Waymo One (Direct Ride-Hailing)

Core commercial ride-hailing business booked through the Waymo app across Waymo's company-operated service areas.

Network Distribution Partnerships

Waymo distributes rides through partner apps in selected markets, with Uber managing the fleet and demand in Austin and Atlanta, and a Lyft + Flexdrive partnership bringing Nashville online in 2026.

Autonomous Delivery Partnerships

Waymo is extending its driver platform into delivery, with DoorDash users in Phoenix able to receive autonomous deliveries. After ending its Phoenix ride-hailing distribution deal with Uber in late June 2026, Waymo redirected the freed-up Phoenix vehicles toward DoorDash deliveries, deepening this stream.

Key Metrics

Employees

~2,500

Est. Annual Revenue

Not separately disclosed by Alphabet ($126B post-money valuation per Feb 2026 round)

Lifetime Rides

20M+ (surpassed end of 2025; rising ~500K/week through mid-2026)

Weekly Paid Rides

~500,000 (holding through early July 2026; goal of 1M/week by year-end)

Commercial Metro Areas

11 public; 4 more (Las Vegas, San Diego, Tampa, Denver) going driverless from July 8, 2026, initially for Alphabet employees

Service Coverage

~1,400 sq mi (May 2026; larger after the July 8 four-city expansion)

Fleet Size

~4,000 vehicles (incl. ~100 Ojai)

Valuation

$126B post-money

Timeline

20266th-generation Waymo Driver enters fully autonomous operations

Waymo begins fully autonomous operations with its 6th-generation Driver, positioning the new stack as the main platform for lower-cost, higher-scale expansion across more vehicle types and tougher weather conditions.

2026Commercial footprint reaches 11 U.S. metro areas

By April, Waymo is serving riders in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Nashville, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area.

2026Crosses 500,000 paid rides per week

Waymo passes roughly 500,000 paid rides per week across its 11 U.S. metros as of late March 2026 — a tenfold increase from 50,000 weekly rides in May 2024 — keeping it on Co-CEO Tekedra Mawakana's path to 1 million weekly trips by the end of 2026.

2026Coverage expands to ~1,400 square miles across 11 cities

On May 13, 2026 Waymo expands its driverless service area by more than 20% to roughly 1,400 square miles across 11 markets, starting with Miami and rolling into Austin, Atlanta, Houston, and the San Francisco Bay Area.

2026Ojai purpose-built robotaxi opens to public riders

Waymo begins offering public trips in the Ojai — its first ground-up purpose-built robotaxi, built by Zeekr and outfitted at Waymo's Arizona factory — across San Francisco, Los Angeles, and Phoenix, starting with about 100 vehicles on the 6th-generation Waymo Driver.

2026B2U deal opens second-life pipeline for retired packs

On June 4 Waymo and B2U Storage Solutions announce a multi-year supply agreement to repurpose batteries from Waymo's electric robotaxi fleet into grid-connected battery energy storage systems across California and Texas. Retired Jaguar I-PACE packs (typically still at 70-80% of original capacity) will provide grid services in those electricity markets, turning end-of-life fleet hardware into stationary storage as the ~4,000-vehicle commercial fleet scales.

2026CNN investigation: red-light runs, flooded roads, and emergency-responder blockages

A CNN investigation published June 3, 2026, drawing on public records across Waymo's 11-metro footprint, found robotaxis have run red lights, driven into closed and flooded roads, and blocked emergency responders — including a June 6, 2026 Dallas incident where a Waymo was filmed on a deputy constable's body camera partially obstructing crews at a fatal apartment fire. Federal regulators are running at least five concurrent probes, including the flooding incidents that triggered a 3,800-vehicle recall in May 2026, illegal passing of stopped school buses, and a January crash that injured a child. Waymo said incidents are isolated and that no investigation has identified a systemic safety defect.

2026Acquires Apple's Project Titan proving ground for $220M

On June 5, 2026, Waymo acquires a 5,458-acre autonomous-vehicle testing facility in Wittmann, Arizona — built by Apple for ~$125M in 2021 as the centerpiece of its now-cancelled Project Titan self-driving program — paying $220M from Route 14 Investment Partners, a Delaware entity linked to Apple. The site includes a 115-acre city-simulation course, a vehicle dynamics area, a four-mile oval track, and a dedicated freeway course; Waymo will use it for rider-only testing, motion control validation, and operational training as the commercial fleet scales toward 1 million weekly rides.

2026Launches Waymo Premier loyalty subscription

On June 11, 2026, Waymo launched Waymo Premier, its first loyalty subscription, at $29.99 a month for priority vehicle matching, 10% back in Waymo Cash ride credits, up to five free cancellations a month, and early access to new markets. The invite-only plan rolled out to tens of thousands of the company's most frequent riders in San Francisco, Los Angeles, and Phoenix — Waymo's first move to build recurring revenue beyond per-ride fares as it scales toward 1 million weekly trips.

2026Recalls 3,871 robotaxis over freeway construction zones

Disclosed through NHTSA on June 18, 2026, Waymo issues a voluntary recall of 3,871 fifth-generation vehicles after a software defect let robotaxis enter closed freeway construction zones and keep traveling at posted speeds. It followed 13 incidents in Phoenix and the San Francisco Bay Area — including seven SF cars on May 18 — prompting Waymo to pull its fleet from all highways on May 19 while a software fix is developed. The action is separate from the May flooded-roads recall and adds to a string of federal probes into the company's safety record.

2026Opens Nashville robotaxi service to the public

On June 25, 2026 Waymo opens its fully autonomous ride-hailing service to the general public in Nashville, letting anyone hail a driverless trip across a roughly 60-square-mile area spanning Broadway, 12 South, Midtown, and East Nashville. The public launch follows an interest-list rollout running since April that served tens of thousands of riders, with access through the Lyft app slated for later in 2026.

2026Uber–Waymo Phoenix partnership ends; cars pivot to DoorDash

In late June 2026 Waymo and Uber wound down their roughly three-year Phoenix partnership (launched October 2023), removing Waymo robotaxis from the Uber app in Phoenix and returning those vehicles to Waymo's own app and fleet. Reported by CNBC on June 29 and confirmed locally in early July, the shift also pairs the freed-up Phoenix cars with autonomous DoorDash deliveries — a tie-up that competes with Uber Eats — while Uber said it would line up a different AV partner for Phoenix. The Waymo–Uber partnerships in Austin and Atlanta, where Uber manages fleet and demand, continue unaffected.

2026Expands driverless service to four new metros

On July 8, 2026 Waymo said it is bringing fully autonomous rides to four new U.S. markets — Las Vegas, San Diego, Tampa, and Denver — with Las Vegas vehicles operating with no human at the wheel that day and the others to follow. The rollout starts with Alphabet employees before opening to the public, extending Waymo's driverless footprint beyond its existing metros as it pushes toward 1 million paid rides per week by year-end and a planned first international launch in London.

2026NHTSA orders AV firms to fix first-responder interference

On July 8, 2026 NHTSA sent letters to autonomous-vehicle developers demanding they fix a 'clear pattern' of driverless cars interfering with police, firefighters, ambulances and other first responders, calling the failures a 'functional insufficiency' rather than a rare edge case. Regulators cited multiple incidents — including Waymo vehicles that had to be moved by officers during emergencies — and gave companies until the end of July to explain how they will detect and respond to emergency scenes. As the largest U.S. robotaxi operator, Waymo faces the most scrutiny; the order adds to a string of federal probes into the company's safety record even as it expands to new metros.

2026Uber–Waymo clash over D.C. AV bill as NHTSA deadline looms

In mid-July 2026 Waymo's regulatory pressures sharpened on two fronts. NHTSA's end-of-July deadline for AV developers to explain how they will stop interfering with first responders remained open, with regulators continuing to scrutinize the pattern but not yet opening a formal investigation. And in Washington, D.C., a July 13 hearing over an autonomous-vehicle bill exposed a lobbying clash between Waymo — which backs the measure — and Uber, which argues the framework would effectively hand Waymo a monopoly, underscoring how policy fights are becoming as consequential to robotaxi expansion as the technology itself.

2024San Francisco and Los Angeles open to all riders

Waymo opens both San Francisco and Los Angeles to anyone who downloads the Waymo app, moving both cities beyond waitlists and trusted-tester access.

2023All-electric fleet and larger Phoenix footprint

Waymo transitions its Waymo One fleet to the all-electric Jaguar I-PACE and expands Metro Phoenix to 180 square miles by connecting Downtown Phoenix, the East Valley, and Scottsdale.

2020Fully driverless rides open to public in Phoenix

Opens fully driverless (no safety driver) Waymo One rides to the general public in the Phoenix East Valley — a global first for commercial robotaxi operations.

2018Waymo One commercial launch in Phoenix

Launches Waymo One, the world's first commercial autonomous ride-hailing service, in the Phoenix metro area. Initially operates with safety drivers, then expands to fully driverless rides.

2016Spins out from Google as Waymo

Google's self-driving car project becomes Waymo, a standalone company under Alphabet. John Krafcik becomes the first CEO.

2015First fully driverless ride on public roads

Completes the world's first fully autonomous ride on public roads in Austin, Texas, with a blind passenger and no steering wheel or pedals in the vehicle.

2009Google Self-Driving Car Project launches

Google begins its self-driving car project under Sebastian Thrun, building on technology from the DARPA Grand Challenge. Early prototypes use modified Toyota Prius and Lexus vehicles.

Funding

Cumulative disclosed raise · dated rounds

$10B$20B$30B2020202220242026$26B raised
RoundDateAmountInvestorsSource
First External RoundMarch 2020$2.25BSilver Lake, CPP Investments, Mubadala, Magna, Andreessen Horowitz, AutoNation, Alphabet
Investment RoundJune 2021$2.5BAlphabet, Andreessen Horowitz, AutoNation, CPP Investments, Fidelity, Magna, Mubadala, Perry Creek, Silver Lake, T. Rowe Price, Temasek, Tiger Global
Oversubscribed Investment RoundOctober 2024$5.6BAlphabet, Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global, T. Rowe Price
Growth RoundFebruary 2026$16BDragoneer, DST Global, Sequoia, Andreessen Horowitz, Mubadala, Bessemer, Silver Lake, Tiger Global, T. Rowe Price, Alphabet and others