Alphabet’s robotaxi company Waymo is reportedly evaluating the future of its partnership with Uber following a deterioration in relations between the two companies, according to a report published, citing people familiar with the matter.
Following the report, Uber’s shares closed down 4.3%.
According to the sources, Waymo has held internal discussions about ending its collaboration with Uber, a partnership that was first announced in 2023.
The report said the companies have increasingly disagreed over both operational and commercial issues.
Waymo has reportedly expressed concerns about the cleanliness of its vehicles and the routing of rides. Meanwhile, Uber has criticized the unexpected unavailability of Waymo vehicles during bad weather and argued that the partnership operates under “unsustainable financial terms,” according to the report.
The report quoted a person familiar with the matter as saying that the two companies were “pursuing diverging objectives.”
The report also stated that Waymo has informed Uber of its intention to enter these markets independently in January 2028, when the existing contract permits.
Neither Waymo nor Uber could immediately be reached for comment. Reuters said it could not independently verify the report.
The reported tensions follow the companies’ decision in late June to end their self-driving partnership in Phoenix, Arizona.
Waymo is considering ending its partnership with Uber as the companies face growing operational and commercial disagreements. While neither company has commented publicly Waymo is reportedly planning to expand independently into these markets beginning in January 2028, in line with its contractual timeline.
