Waymo Revenue, Valuation, Funding & Investors

General Motors Co. emerged from the bankruptcy of General Motors Corp. (old GM) in July 2009. GM has eight brands and operates under three segments: GM North America, GM International, and GM Financial. The United States now has four brands instead of eight under old GM. The company regained its US market share leadership in 2022, after losing it to Toyota due to the chip shortage in 2021. 2025 US share was 17.4%, up 60 basis points from 2024. The Cruise autonomous vehicle arm, which GM now owns outright, previously operated driverless geofenced AV robotaxi services in San Francisco and other cities, but after a 2023 accident, GM decided that it will focus on personal AVs. GM Financial became the company's captive finance arm in 2010 via the purchase of AmeriCredit.

Anduril Industries is a Costa Mesa-based defense technology company developing autonomous systems for national security. Founded in 2017, it produces AI-powered products including Lattice command software, Sentry surveillance towers, Ghost drones, and Roadrunner munitions. The company supplies U.S. Department of Defense branches, Customs and Border Protection, and allies like the UK Ministry of Defence and Australian Border Force.

SAIC Motor Corp Ltd builds and sells passenger cars and commercial vehicles. The company operates its business through two segments: the Vehicle and Parts Segment and the Financial Services Segment. The Vehicle and Parts segment focuses on the manufacturing and sale of automobiles and components. The Financial Services segment is engaged in offering various financial solutions. It generates the majority of its revenue from the Vehicle and Parts Segment.

Applied Intuition is a Mountain View-headquartered developer of simulation software, Vehicle OS, and self-driving toolchains for AI-driven autonomous vehicles. The company accelerates deployment across automotive, defense, trucking, construction, mining, and agriculture sectors. Major global automakers and Department of Defense programs rely on its platforms to validate sensor suites, perception stacks, and planning algorithms. Founded in 2017, Applied Intuition maintains offices in Washington, D.C., San Diego, Ann Arbor, London, Stuttgart, Munich, Stockholm, Bangalore, Seoul, and Tokyo to support international engineering teams.

Aurora Innovation Inc delivers self-driving technology safely, quickly, and broadly. The Aurora Driver is a self-driving system designed to operate multiple vehicle types, from freight-hauling trucks to ride-hailing passenger vehicles. It underpins Aurora Horizon and Aurora Connect, its driver-as-a-service products for trucking and ride-hailing. The Company is developing the Aurora Driver, a scalable suite of self-driving hardware, software, and data services designed as a platform to adapt and interoperate among vehicle types and applications.

Tesla is a vertically integrated battery electric vehicle automaker and developer of real world artificial intelligence software, which includes autonomous driving and humanoid robots. The company has multiple vehicles in its fleet, which include luxury and midsize sedans, crossover SUVs, a light truck, and a semi truck. Tesla also plans to begin selling a sports car and offer a robotaxi service. Global deliveries in 2025 were nearly 1.64 million vehicles. The company sells batteries for stationary storage for residential and commercial properties including utilities and solar panels and solar roofs for energy generation. Tesla also owns a fast-charging network and an auto insurance business.

Founded in 2015, XPeng is a leading Chinese smart electric vehicle company that designs, develops, manufactures, and markets EVs in China. Its products primarily target the growing base of technology-savvy middle-class consumers in the midrange to high-end segment in China’s passenger vehicle market. The company sold over 190,000 EVs in 2024, accounting for about 2% of China’s passenger new energy vehicle market. It is also a leader in autonomous driving technology.

Wayve is a London-headquartered AI company building end-to-end machine learning software for self-driving vehicles. Founded in 2017, the technology enables mapless navigation by learning from driving data to handle diverse urban environments. Wayve collaborates with automakers like Nissan and has testing operations in the UK and US.

Zipline is a Half Moon Bay-headquartered drone delivery company that manufactures and operates fixed-wing drones for transporting medical supplies such as blood and vaccines. It runs autonomous logistics networks in Rwanda, Ghana, Nigeria, and the United States, completing over 1 million deliveries since 2016. Zipline's Platform 2 drones achieve speeds up to 100 mph with parachute drops for precise landings. The company partners with health organizations like WHO and holds FAA approvals for beyond-visual-line-of-sight operations, expanding to Japan in 2023.

Argo AI was a Pittsburgh-headquartered developer of autonomous vehicle technology, operating engineering centers in Detroit, Cranbury, Los Angeles, Palo Alto, and Munich. Launched in 2016 by Ford and Volkswagen, it built the Argo Autonomy Platform for self-driving ridesharing and delivery until operations ceased in 2022 with technology transferred to Ford.

Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Moovit. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.

Momenta Global Ltd is principally engaged in the development and provision of autonomous driving (AD) solutions in the People's Republic of China (the PRC) and provides services to corporate customers. It offers two solutions: the deployment of its solutions in mass-produced vehicles (Solutions forMass-produced Vehicles) and the development of a scalable, driverless AD mobility and logistics business (Solutions for Robotaxi Services). The company's majority of revenue is derived from the provision of technical development services to OEMs in the PRC.

Didi Woya is a Beijing-headquartered autonomous driving unit of Didi Chuxing focused on robotaxi development. The division deploys self-driving vehicles equipped with 360-degree sensors, machine learning, and IoT for ridesharing tests in China. Didi Woya advances commercialization of Level 4 autonomy for efficient urban transport.

Momenta is a Beijing-headquartered autonomous driving software company developing deep learning solutions for perception, high-definition semantic mapping, and path planning. The firm provides multi-level autonomy stacks and big data services, drawing on expertise from Faster R-CNN, ResNet developers, and ImageNet challenge winners.

Hong Jing Drive is a Hangzhou-based developer of Level 4 autonomous driving systems founded in 2018. Its full-stack platform integrates LiDAR, cameras, and radar sensors with computing hardware delivering 500 TOPS performance for robotaxis and trucking. Deployed in pilot fleets across Zhejiang province, it partners with Baidu Apollo for mapping and simulation testing.

Ondas Inc designs, develops, manufactures, sells, and supports FullMAX Software Defined Radio (SDR) technology in the United States, Israel, and India. The company operates in two business segments namely Ondas Networks and Ondas Autonomous Systems. The company generates maximum revenue from Ondas Autonomous Systems through the sales of the Optimus system and separately priced support, maintenance, and ancillary services related to the sale of the Optimus system. Geographically, the company operates in Israel, Germany, United Arab Emirates, United States, and Other Countries. It derives maximum revenue from Israel.

Hozon is a Shanghai-based electric vehicle manufacturer operating the Neta brand. It produces models like Neta V, U, and S series SUVs and sedans with autonomous driving features, LFP batteries, and OTA updates. The company sells through dealerships in China and exports to Southeast Asia and Latin America.

Waabi is a Toronto-based autonomous vehicle company founded in 2021 by AI researcher Raquel Urtasun. It develops generative AI and a neural simulator for self-driving technology, initially focused on autonomous trucking and now expanding into robotaxis. Waabi partners with Uber Freight and Volvo on driverless truck deployment and is working toward Level 4 driverless operations.