Waymo

What Waymo does

Waymo is a wholly-owned Alphabet subsidiary that operates the world's first commercial autonomous ride-hailing service, Waymo One, available 24/7 through a consumer mobile app in 11 U.S. metropolitan areas with 500,000+ weekly paid trips and a stated target of 1 million weekly by year-end 2026. Its foundational technology, the Waymo Driver, is a full-stack autonomous driving system that fuses data from LiDAR, 29 high-dynamic-range cameras, millimeter-wave radar, and custom HD maps with onboard AI compute to perform perception, prediction, and motion planning in real time; the system has accumulated over 220 million real-world autonomous miles and 20+ billion simulated miles. The fleet consists primarily of all-electric Jaguar I-PACE vehicles, with a new Geely/Zeekr-based platform called Ojai launching in 2026 offering reduced sensor counts and improved accessibility. Waymo monetizes through per-ride consumer fares, the newly launched $29.99/month Waymo Premier subscription offering priority access and loyalty rewards, Waymo for Business B2B accounts, and delivery partnerships (DoorDash in Phoenix), distributed both directly via the Waymo One app and through channel partnerships with Uber (Austin, Atlanta), Lyft (Nashville), and Via Transportation for transit. The company employs 1,001–5,000 staff and operates from its Mountain View headquarters with regional offices in San Francisco, Los Angeles, Phoenix, Austin, Miami, Atlanta, Munich (for European expansion), and Tokyo (for Japan), supported by a 5,500-acre proving ground in Wittmann, Arizona.

Name

Waymo

Legal name

Waymo LLC

Website

https://waymo.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Waymo is a wholly-owned Alphabet subsidiary operating the world's first commercial autonomous ride-hailing service, Waymo One, serving consumers in 11 U.S. cities with a fleet of AI-driven, all-electric robotaxis built on the proprietary Waymo Driver system.

Ownership category

akta.pro rank

Product category

Autonomous Ride-Hailing Services

NAICS

Taxi and Ridesharing Services (485310), Taxi and Limousine Service (4853)

SIC

Local & Suburban Transit & Interurban Hwy Passenger Trans (4100), Transportation Services (4700)

akta.pro primary industry

Autonomous Ride-Hailing / Robotaxi Platforms (THADADAL)

Keywords

• Autonomous ride-hailing
• Robotaxi service
• Self-driving technology
• Autonomous vehicles
• Mobility-as-a-service

Headquarters

HQ city

Mountain View

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Technology or R&D, Operations, Personnel, Infrastructure, Supply Chain, Marketing or Sales

Revenue model

1. Robotaxi Rides (Consumer): Waymo operates the world's first autonomous ride-hailing service, generating revenue from per-ride fares charged to consumers in its service areas. The company tripled annual ride volume to 15 million rides in 2025, providing over 400,000 rides weekly across six major U.S. metropolitan areas. The service is available 24/7.
2. Waymo Premier Subscription: Monthly subscription program at $29.99/month offering priority pickups, 10% Waymo Cash rewards on trips, up to five free ride cancellations per month, and early access to new cities. Currently invite-only in San Francisco, Los Angeles, and Phoenix.
3. Waymo for Business: B2B offerings providing autonomous vehicle services to business customers and organizations.
4. Autonomous Delivery: Partnership with DoorDash for food and goods delivery using Waymo autonomous vehicles in Phoenix.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels7 records

Core offering

Waymo operates the world's first commercial autonomous ride-hailing service (Waymo One), available 24/7 across multiple U.S. cities through a mobile app on iOS and Android. The service is powered by Waymo Driver, a proprietary full-stack autonomous driving system that combines LiDAR, 29 cameras, radar, custom HD maps, and AI to provide fully driverless rides. Waymo also offers Waymo Premier subscription, Waymo for Business for enterprise customers, and autonomous delivery services through partnerships with Uber and DoorDash.

Product overview

Waymo is an autonomous driving technology company and ride-hailing operator owned by Alphabet Inc. Its core product is the Waymo Driver — a full-stack autonomous driving system that combines lidar, cameras, radar, custom HD maps, and AI for perception, prediction, and motion planning. The consumer-facing product is Waymo One, the world's first autonomous ride-hailing service, available 24/7 via a mobile app across multiple US cities. Waymo One serves riders directly through the Waymo app and also via partner platforms including Uber (in Austin and Atlanta) and DoorDash (delivery in Phoenix). A premium subscription tier, Waymo Premier ($29.99/month), offers priority pickups and loyalty rewards. Waymo operates an all-electric fleet primarily using Jaguar I-PACE vehicles (5th Gen) and newer Ojai vehicles built on the Zeekr platform. The company is expanding internationally with operations planned for London, Tokyo, and Germany.

Differentiator

Problem solved

Functional benefit

Brands

• Waymo Premier: $29.99/month invite-only subscription membership offering priority pickups, rewards (10% Waymo Cash on trips), up to five free ride cancellations, and early access to new cities as coverage expands. Debuted in San Francisco, Los Angeles, and Phoenix.

Products and services

• Waymo One The world's first autonomous ride-hailing service, available 24/7 to the public via the Waymo mobile app on iOS and Android. Provides fully driverless rides in Waymo vehicles across multiple U.S. cities, serving as the primary consumer interface for Waymo's autonomous driving technology.
• Waymo Driver Waymo's proprietary autonomous driving technology described as 'The World's Most Experienced Driver,' integrating LiDAR, cameras, radar, and AI to perceive surroundings, predict other road users' behavior, and plan safe routes. It has driven over 220 million miles on public roads and 20+ billion miles in simulation.
• Waymo Premier A $29.99/month invite-only subscription membership offering riders priority pickups, 10% Waymo Cash rewards on every trip, up to five free ride cancellations per month, and early access to new cities as coverage expands. Debuted in San Francisco, Los Angeles, and Phoenix.
• Waymo for Business A business-oriented offering providing autonomous ride-hailing services for enterprise customers, enabling companies to integrate Waymo autonomous vehicles into their corporate transportation programs for employee shuttles, airport connectivity, and corporate travel.
• Waymo Ojai Robotaxi (Zeekr Platform) Waymo's newer robotaxi built on Geely's Zeekr platform with Waymo's autonomous driving technology. Features reduced sensor count, more legroom, sliding doors, and improved accessibility, designed to reduce costs and improve fleet operations.
• 6th Generation Waymo Driver The latest generation of Waymo's autonomous driving hardware and compute capabilities, featuring improved sensor integration and processing power for full autonomous operation.

Quantifiable outcome

• 92% fewer serious injury or worse crashes compared to human drivers
• +7 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability7 records

Feature8 records

Partnerships

16 partnerships are on record, tiered major, minor and core.

• Element Fleet ManagementmajorTechnology or Integration · 1 June 2026Multi-year partnership with Canadian fleet manager to provide end-to-end management for Waymo autonomous vehicle fleets, starting in San Diego and expanding to additional markets.
• Lyft (Flexdrive)minorChannel Partner/ Reseller/ Distributor · 1 June 2026Lyft's Flexdrive car rental arm opening depot in Nashville to service Waymo vehicles with 70 employees including current/former Lyft drivers transitioning to fleet maintenance roles.
• UbercoreChannel Partner/ Reseller/ DistributorNetwork partnership in Austin and Atlanta where riders can book Waymo autonomous vehicles through the Uber and Uber Eats apps. Partnership ended in Phoenix in May 2026. Vehicles from Phoenix pilot repurposed for DoorDash deliveries.
• DoorDashmajorChannel Partner/ Reseller/ DistributorFood delivery partnership in Phoenix using Waymo autonomous vehicles. Vehicles from the ended Uber partnership are now serving DoorDash deliveries in Phoenix.
• Moove.iomajorOthersFleet partner in the U.S. helping keep Waymo fleet clean and running smoothly.
• Nihon KotsumajorOthersFleet partner in Tokyo helping manage Waymo fleet and drive manually to map the city as part of international expansion evaluation.
• GOmajorStrategic or Co-development PartnerJapan's largest taxi-hailing app (80% market share, 35M downloads) partnered with Waymo and Nihon Kotsu for robotaxi development. GO raised $553M IPO in June 2026 with proceeds targeting robotaxi R&D through Waymo partnership.
• HyundaimajorOEM/ Whitelabel/ Licensing PartnerAutomotive partner equipping Waymo with all-electric vehicle platforms for integration of autonomous driving technology.
• Jaguar Land RovermajorOEM/ Whitelabel/ Licensing PartnerAutomotive partner providing the Jaguar I-PACE electric vehicles integrated with Waymo's autonomous driving technology. Partnership includes both current fleet and potential future models.
• Magna InternationalmajorTechnology or IntegrationIntegration partner collaborating to integrate Waymo's autonomous driving technology and assemble Waymo vehicles that serve riders daily.
• EVgominorOthersEV charging partner helping ensure Waymo fleet is charged and ready to serve riders day and night.
• TerawattminorOthersEV charging partner for Waymo's all-electric fleet charging infrastructure.
• VolteraminorOthersEV charging partner for Waymo fleet infrastructure.
• Via TransportationminorChannel Partner/ Reseller/ DistributorPartnership for public transit integration enabling multi-modal transportation options.
• Swiss RemajorOthersThird-party safety research partner validating Waymo's safety performance against human benchmarks. Conducted insurance claims analysis showing 76% reduction in property damage claims and elimination of bodily injury claims.
• IIHS (Insurance Institute for Highway Safety)majorOthersSafety research partner providing independent validation of Waymo's safety performance and transparency in crash data sharing.

Scale indicators27 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• Baidu Apollo Go: Baidu's autonomous ride-hailing service operating robotaxis in multiple Chinese cities. Ranked #1 on the Road to Autonomy Index ahead of Waymo and operates the largest robotaxi footprint globally — directly comparable in service model, fully driverless operation, and city-by-city scaling.
• Cruise: GM's autonomous ride-hailing subsidiary that operated a commercial robotaxi service in San Francisco before a 2023 incident led to a pause and restructuring. Comparable in that it targets the same fully driverless consumer ride-hailing market as Waymo with similar technology stack.
• Zoox: Amazon-owned autonomous vehicle company developing purpose-built robotaxis for commercial ride-hailing. Directly comparable as a fully driverless robotaxi operator with deep-tech parent backing and focus on consumer ride-hailing, though still in early commercial deployment.
• Pony.ai: Chinese robotaxi operator with active commercial deployments in major Chinese cities and partnerships with Toyota. Comparable in operating fully driverless robotaxi service with multiple city launches and an OEM partnership model similar to Waymo's Hyundai and Jaguar relationships.
• WeRide: Chinese autonomous driving company operating robotaxi services in China and selected international markets. Comparable as a fully driverless ride-hailing operator pursuing both consumer and B2B applications with a multi-city scaling strategy.
• Motional: Hyundai-Aptiv joint venture developing autonomous robotaxi services with Hyundai as the OEM partner. Directly comparable as a fully driverless ride-hailing operator with an automotive OEM integration model paralleling Waymo's Hyundai partnership.

Emerging players

• Tesla: Has shipped FSD/Autopilot software to its consumer fleet and announced robotaxi ambitions. Comparable as an autonomous mobility competitor targeting the same consumer transportation use case, though currently lacks a commercial driverless robotaxi service and operates via a fundamentally different camera-only technology approach.
• Aurora Innovation: Autonomous driving technology company developing the Aurora Driver for commercial applications, currently focused on trucking but with ride-hailing ambitions. Comparable technology stack (LiDAR, cameras, radar) and similar full-stack autonomy development, but different end-market focus.

Broad incumbents

• Uber: Global ride-hailing incumbent and Waymo distribution partner in Austin and Atlanta. Comparable as the dominant U.S. ride-hailing platform serving the same consumer transportation demand, but uses human drivers and operates a much broader mobility and delivery platform.
• Lyft: U.S. ride-hailing incumbent partnering with Waymo for fleet servicing in Nashville through its Flexdrive arm. Comparable as a U.S. ride-hailing platform serving the same consumer market, with human drivers but now exploring autonomous vehicle integration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Waymo
• Facebookfacebook.com/Waymo
• LinkedInlinkedin.com/company/waymo

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds5 records

Investors22 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Waymo