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Uber Brings Back Limited Drone Delivery in the US With New Flytrex Partnership
International Business Times· 2025-09-19 16:52
Uber is back to exploring drone delivery again for its Uber Eats service, and this time, the company is doing so via a new partnership with Israeli startup Flytrex to deliver food via air in the United States.The latest partnership between Uber and Flytrex also comes with a small investment in the startup company, with both companies looking to restart Uber Eats's drone delivery experiences in the country.Uber, Flytrex to Bring Back Drone Delivery in the USUber shared their latest venture, which would bring ...
Analyst Explains Why He’s Buying Uber Technologies (UBER)
Yahoo Finance· 2025-09-19 13:52
We recently published Top 10 Stocks to Watch After Federal Reserve’s Rate Cut. Uber Technologies, Inc. (NYSE:UBER) is one of the stocks analysts were recently talking about. Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners, explained a program on CNBC late July why he piled into Uber shares. Here is what the analyst said: “I think they’ve definitely got the pole position in autonomous and robo taxis, much more so than Tesla.They’ve got the right cost profile because they’re not p ...
Waymo, Via to Offer Autonomous Public Transit Rides in Arizona
Insurance Journal· 2025-09-19 05:00
Via Transportation Inc., the public transit software maker that went public last Friday, will partner with Waymo to launch autonomous shared rides in Arizona this fall.The program will start in Chandler, whose existing Flex service lets the public book cheap, shared shuttle rides via an app. It will offer some users the option to book a driverless ride with the Waymo app during periods of high demand, a Via spokesperson said. Public partnerships is an important new area of expansion for self-driving compani ...
中国企业全球抢滩:Robotaxi订单纷至,商业化落地加速
新京报· 2025-09-19 03:33
中国自动驾驶技术公司海外扩张 - 禾赛科技获得美国头部Robotaxi公司超过4000万美元激光雷达订单 [1] - 均胜电子新获两家头部主机厂汽车智能化项目 全生命周期订单总金额约150亿元 [1] - Momenta与Uber签约 计划2026年在德国慕尼黑开启L4级自动驾驶Robotaxi测试 [1] 头部企业跨国合作进展 - Momenta已与梅赛德斯-奔驰、宝马等20余家全球主流车企达成深度合作 [2] - 轻舟智航与高通达成深度合作 2026年实现智驾方案全球交付并在德国设立欧洲总部 [2] - 百度将在Uber平台投放"萝卜快跑"自动驾驶汽车 2025年晚些时候在亚洲和中东地区投放 [2] - 文远知行与Uber、迪拜道路交通管理局签约 2026年第一季度实现纯无人商业运营 [2] - 小马智行2023年5月在迪拜落地Robotaxi车队 2026年推进全无人商业化运营 [2] 资本策略转型 - 哈啰出行Robotaxi业务完成超过30亿元战略融资 核心投资方包括蚂蚁集团 [3] - 蚂蚁集团将在身份认证技术上解决乘客与Robotaxi的交互信任问题 [3] - 均胜电子表示将把中国领先的汽车智能化技术向海外市场拓展 [3] 技术优势形成原因 - 中国复杂道路环境训练出的算法具备优秀问题处理能力 [4] - Momenta的"数据飞轮"算法通过40多万辆量产车回收海量极端案例持续优化模型 [4] - 无图端到端方案相比高精地图具有全球化扩展优势 避免高昂采集制作维护成本 [4][5] - 国际车企开始转向无图或轻地图技术路线 中国公司在此领域走在前列 [5] 成本降低与商业化进展 - 2026年成为L4级自动驾驶规模化落地关键时间点 [6] - Robotaxi制造成本过去五年下降80% [6] - 禾赛科技AT512激光雷达通过规模化生产大幅降低成本 [6] - 小马智行第七代自动驾驶套件总成本较前代下降70% 其中车载计算单元成本降80% 激光雷达成本降68% [6] 资本市场态度转变 - 投资关注点从技术可行性转向商业化时间表与现金流预期 [7] - 行业可能迎来并购整合潮 仿真软件、传感器公司、高精度定位服务商成为资本关注对象 [7] - 科技公司与出行平台结合盈利速度可能快于传统车企 Uber等平台欠缺自动驾驶系统而科技公司需借助平台实现商业闭环 [7]
华为徐直军:明年Q1推出昇腾950PR芯片;三星集团计划五年内新招6万人 | 早资道
搜狐财经· 2025-09-19 01:20
华为昇腾芯片发展规划 - 华为预计2026年第一季度推出昇腾950PR芯片 四季度推出昇腾950DT芯片 2027年四季度推出昇腾960芯片 2028年四季度推出昇腾970芯片 [2] - 公司强调算力是人工智能及中国人工智能发展的关键基础 [2] 永辉超市高管变动 - 永辉超市聘任王守诚担任首席执行官 王守诚曾负责东来学习项目及运营标准体系建设 [3] 霸王茶姬海外扩张进展 - 霸王茶姬在洛杉矶县托伦斯市开设北美第二家门店 选址全美前十大商场德尔阿莫时尚中心 [4] - 公司近期任命Emily Chang为北美首席商务官 Aaron Harris为北美首席发展官 [4] - 霸王茶姬即将在马来西亚达成第200家门店 [4] 三星集团人才招聘计划 - 三星集团计划五年内招聘6万名新员工 重点涉及半导体 生物技术和人工智能领域 [5] 优步无人机配送合作 - 优步与Flytrex建立战略合作并投资无人机配送技术 预计年底在美国外卖试点市场启动服务 [6]
Uber Technologies, Inc. (UBER): Our Calculation of Intrinsic Value
Acquirersmultiple· 2025-09-18 23:38
Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Uber Technologies, Inc. (UBER).ProfileUber Technologies Inc. is a global leader in ridesharing and food delivery, operating across more than 70 countries. After years of operating losses, Uber has recently achieved profitability on a net income and free cash flow basis. Its platform benefits from strong network effects, diversified business lines (Mobility, Delivery, Freight), and continued growth in gross ...
Uber is trying drone delivery again
TechCrunch· 2025-09-18 17:57
公司战略合作 - Uber将在今年年底前于部分美国市场测试使用无人机进行Uber Eats配送 这是与以色列初创公司Flytrex新合作的一部分[1] - 合作包括对Flytrex进行小额投资 但投资金额未达到重大水平[1] 技术发展路径 - 公司重新采用部分曾内部开发的技术 包括与Waymo等自动驾驶公司合作在亚特兰大等城市提供自动驾驶服务[2] - 公司计划在未来几年内将电动空中出租车纳入服务体系[2] 行业监管环境 - 2019年曾试验无人机食品配送 但因监管限制未能持续推行[3] - 新型飞行器监管环境正在放宽 Zipline等公司正推动空中配送日常化[3] - Flytrex已在美国完成超过20万次配送 并同时为Uber Eats竞争对手DoorDash提供服务[3]
Uber Inks Deal on Drone Delivery: Is the Growth Thesis Strengthening?
ZACKS· 2025-09-18 17:36
Key Takeaways Uber partnered with Flytrex to bring autonomous drone delivery to Uber Eats by 2025.The deal combines Flytrex's drone expertise with Uber's global logistics platform.This marks Uber's return to drone delivery after earlier trials ended without launch.Uber Technologies (UBER) entered into a partnership with drone operator Flytrex. The partnership aims to launch drone delivery on the Uber Eats platform. The service is expected to begin with Uber Eats pilot markets in the United States by the end ...
Uber Technologies (UBER) Falls on Lyft-Waymo Expansion Deal
Yahoo Finance· 2025-09-18 15:19
We recently published 10 Big Names Investors Are Dumping. Uber Technologies, Inc. (NYSE:UBER) is one of the worst performers on Wednesday. Shares of Uber Technologies dropped by 4.99 percent on Wednesday to end at $92.95 apiece as investors sold off positions after its competitor joined forced with Waymo, an affiliate of Google, for the expansion of autonomous driving services in Nashville, Tennessee. In a statement on Wednesday, Uber Technologies, Inc.’s (NYSE:UBER) competitor Lyft Inc. announced that i ...
Uber Invests in Drone Delivery With Flytrex Partnership
PYMNTS.com· 2025-09-18 14:04
Uber has launched a partnership with autonomous drone food delivery service Flytrex.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The collaboration marks Uber’s first investment in drone delivery, the company sai ...