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Nov 4, 2025 4:00 AM

Ahead Of Uber's Q3 Earnings, Mark Mahaney Predicts Investors Will Be Looking Out For This Major Update — Outlines Tesla, Waymo's Role

Investment bank Evercore ISI's analyst Mark Mahaney predicts that shareholders would be keen for an update on Uber Technologies Inc.'s (NYSE:UBER) autonomous roadmap ahead of the ride-hailing giant's third-quarter earnings call.

Check out the current price of UBER here.

Autonomous Partnerships To Be Key

Mahaney predicted that autonomous partnerships would be key for the company's stock value to surge during an interview with Yahoo Finance on Monday.

"The test for Uber," Mahaney said, would be to showcase that multiple AV companies can partner with the company to have their Robotaxis on its platform, "in different cities and different markets."

Mahaney highlighted Uber's successful partnership with Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) autonomous driving company Waymo in Atlanta as a precedent for the ride-hailing company.

"That's the specific news I think investors would be listening for: what's the Robotaxi update?" ...