Uber Autonomous Trips Jump Tenfold; $1.25B Investment in 10,000 Rivian R2 Robotaxis

Uber's Q1 2026 gross bookings reached $53.7 billion, a 25% increase that exceeded analyst consensus of $52.8 billion. Autonomous trips surged tenfold year-over-year, and Uber One surpassed 50 million members. The company announced a $1.25 billion commitment for 10,000 Rivian R2 robotaxis (with options for 40,000 additional units by 2030), sending its stock up 8.5%.