“Waymo will be "meaningful" to Alphabet's financials as soon as 2027, as the company eyes "aggressive" expansion in the coming year.”
CEO, Google and Alphabet
Said Dec 16, 2025Deadline Dec 31, 2027CNBC reporting on Pichai's remarks to employees at an Alphabet all-hands, December 16, 2025
Deadline is end of 2027. At the time of the prediction Waymo operated paid service in Austin, the Bay Area, Phoenix, Atlanta and Los Angeles, with ~450,000 weekly paid rides and a planned 2026 expansion to 11 more US metros plus London.