Investment Case for LCID Amid Autonomy Push and Financial Woes [Yahoo! Finance]
Uber Technologies, Inc. (UBER)
Last uber technologies, inc. earnings: 2/6 04:05 pm
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Source: Yahoo! Finance
On the commercial side, Lucid shipped engineering vehicles to Nuro in Q3'25 for Uber's upcoming robotaxi program, with the first San Francisco rollout aimed for 2026. At the same time, Lucid announced a fresh collaboration with NVIDIA to co-develop consumer-focused Level 4 features. Together, these moves give Lucid a foot in the door in fleet autonomy while setting up longer-term software upgrades for retail buyers. Management is lining up major ADAS upgrades for both Gravity and the midsize platform by late 2026. The goal is to expand the software feature set and unlock more pricing power over time. Gravity's order mix is already helping raise ASPs, and the company expects fourth-quarter deliveries to climb again as Gravity becomes the bulk of production. Of course, autonomy isn't just about writing great code. Lucid still has to clear safety checks, secure local approvals, and get fleets ready for that 2026 San Francisco pilot. A slip in any of these areas could push revenue out
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UBER
News
- Uber's Autonomous-Vehicle Strategy Seen Reducing Stock Risk, RBC Says [Yahoo! Finance]Yahoo! Finance
- How Lyft's David Risher seized his ‘wet cement' moment [Yahoo! Finance]Yahoo! Finance
- WeRide and Uber Launch Autonomous Robotaxi Rides in Dubai, Expanding AV Footprint in the UAE [Yahoo! Finance]Yahoo! Finance
- 2 Artificial Intelligence (AI) Stocks Billionaire Bill Ackman of Pershing Square Absolutely Wants to Own in 2026 [Yahoo! Finance]Yahoo! Finance
- WeRide and Uber Launch Autonomous Robotaxi Rides in Dubai, Expanding AV Footprint in the UAEBusiness Wire
UBER
Earnings
- 11/4/25 - Beat
UBER
Sec Filings
- 12/8/25 - Form 4
- 11/18/25 - Form 4
- 11/18/25 - Form 4
- UBER's page on the SEC website