Jan 21, 2025 · The early moving Uber controlled 63% of San Francisco’s ride share dollars at the end of 2023. However, as of January 2025, Uber controls less than 55%. Lyft also lost some share, falling to 31% from 35% in the same period. If this key market is any indication, Waymo could have a broader impact on Uber as it enters more markets.

2 hours ago · It is hard to tell if Waymo has cut into Uber’s business, including in cities like San Francisco, where Waymo’s cars can fairly be described as a mainstream transportation option.

18 hours ago · The fast expansion of Waymo’s driverless car service is growing competition for Uber. The companies are also partners. By Eli Tan Reporting from San Francisco In 2020, Uber was at a crossroads ...

Aug 27, 2024 · Over 33% of Waymo customers returned 13 quarters after their first transaction, leading both Uber and Lyft according to Earnest credit card data. The robo-taxi launched in Phoenix in 2020 and later San Francisco in 2022.

Dec 12, 2024 · As of November 2024, Waymo’s market share has surged to equal that of Lyft at 22%, while Uber maintains a leading position with 55%. This represents a dramatic change from August 2023, when...

Dec 17, 2024 · According to the visual, Waymo’s rise came at the expense of Uber and Lyft, whose market shares each fell by double digits. Yet a closer look reveals a more nuanced picture. Lyft CEO David Risher has disputed the data, calling the analysis misleading.

Dec 30, 2024 · After my ride, I learned that Waymo’s market share in San Francisco is equal to Lyft’s, and is also gaining ground on Uber. This brought up many interesting questions about how autonomous vehicles are reshaping the landscape of ride-hailing services.

Nov 4, 2024 · Still, the success of Waymo begs a reality check. Uber racks up millions of rides every hour globally, and it dominates the US ride-hailing market with more than three-quarters of market share. The company is also now profitable.

Nov 4, 2024 · Market Overview: Waymo’s trip prices fell by 9.7% in Q4, enhancing competitiveness. Wait times improved 13.6% quarter-over-quarter, closing in on Uber and Lyft. Waymo completed over 300,000 trips in California in August, showcasing growth. Key Points: Uber and Waymo see positive Q/Q trends in pricing and rider demand in SF.

Uber Technologies (<a href= "https://www.quiverquant.com/stock/UBER">UBER</a>) reported promising trends for its collaboration with Waymo in San Francisco, as new data highlights improvements in Waymo’s (<a href= "https://www.quiverquant.com/stock/GOOG">GOOG</a>) pricing and wait times.