Waymo

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

CEO

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

Overview

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It now serves riders in 11 U.S. metro areas through Waymo One and says it has completed more than 20 million rides. The company is scaling a fully autonomous robotaxi network across the U.S. while lining up additional markets in Japan and the UK.

Main Products

Waymo One (Jaguar I-PACE Fleet)

Active

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)

Early Deployment

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.

Fully autonomous employee and guest trips are live on the Ojai, with public rides planned next as Waymo scales the platform.

Autonomous Mileage Base~200M fully autonomous miles

Camera Imager17 megapixels

Factory CapacityTens of thousands of units/year

What's Next

Open the 6th-gen fleet to public riders

Move the 6th-generation Driver from employee-and-guest service into public operations, proving the new stack can support cheaper and faster commercial expansion.

2026

Turn queued U.S. metros into live service

Convert cities on Waymo's published Up Next list, including Washington, D.C., Seattle, Chicago, and New York, from preparation into commercial operations.

2026–2027

Start international service

Translate current Tokyo and London market preparation into Waymo's first commercial launches outside the United States.

2026–2027

Operations & Revenue

StatusOperational

Commercial autonomous ride-hailing service serving riders in 11 U.S. metro areas, with more than 20 million rides completed to date.

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 integration live in Austin and Atlanta.

Autonomous Delivery Partnerships

Waymo is also extending its driver platform into delivery, with DoorDash users in Phoenix able to receive autonomous deliveries.

Key Metrics

Employees

~2,500

Est. Annual Revenue

Not separately disclosed by Alphabet

Rides Served

20M+

Rider-Only Miles

170.7M

Commercial Metro Areas

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.

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

Round	Date	Amount	Investors
First External Round	March 2020	$2.25B	Silver Lake, CPP Investments, Mubadala, Magna, Andreessen Horowitz, AutoNation, Alphabet
Investment Round	June 2021	$2.5B	Alphabet, Andreessen Horowitz, AutoNation, CPP Investments, Fidelity, Magna, Mubadala, Perry Creek, Silver Lake, T. Rowe Price, Temasek, Tiger Global
Oversubscribed Investment Round	October 2024	$5.6B	Alphabet, Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global, T. Rowe Price
Growth Round	February 2026	$16B	Dragoneer, DST Global, Sequoia, Andreessen Horowitz, Mubadala, Bessemer, Silver Lake, Tiger Global, T. Rowe Price, Alphabet and others