KEDI U.S. Robotaxi Index

Q1 2026 earnings release and conference call, estimated to result in ≥5% price impact as a standard quarterly update, is scheduled.

Q1 2026 earnings release scheduled for April 29, 2026.

Mobileye's next quarterly earnings for Q1 2026 are scheduled to be announced on April 23, 2026 scheduled; this release is estimated to have a 1% price impact.

Lyft will begin a 60-day driver-relief program in the U.S. on March 27, 2026, to help offset rising fuel costs via cash-back incentives; a 10% price impact is estimated due to improved driver retention scheduled.

Pony AI announced its Q4 and full-year 2025 financial results, reporting its first-ever quarterly GAAP net profit. Robotaxi services revenue surged 160% year-over-year to $6.7 million, with fare-charging revenues growing over 500%.

Announced a strategic partnership with Uber and Verne to launch Europe's first commercial robotaxi service, beginning in Zagreb, Croatia.

Announced a partnership with Pony.ai and Verne on March 26, 2026, to launch Europe's first commercial robotaxi service in Zagreb, Croatia. Medium importance is estimated as this strategic expansion into the European autonomous vehicle market is expected to impact price by ≥5%.

On Mar 25, 2026, Amazon announced the acquisition of Fauna Robotics; analysts estimate a 1% market impact from the strategic technology expansion, estimated.

Announced an exclusive, multi-year partnership with Ibotta on March 25, 2026, to integrate digital promotions into U.S. grocery and retail delivery services. Low importance is estimated as this tactical partnership is expected to impact price by ≥1%.

Announced the execution of up to $400 million in share repurchases on March 24, 2026, as part of a previously authorized program, scheduled. This is estimated to have a medium impact as it represents a significant return of capital to shareholders.

Reported Q4 and full-year 2025 financial results on March 23, 2026, with record revenue of RMB 684.6 million (up 90% YoY) and narrowed net loss; High importance reflects the significant revenue growth likely to cause ≥10% price impact, scheduled.

Announced an agreement on March 23, 2026, to acquire Delivery Hero's foodpanda business in Taiwan for $600 million in cash, with the deal expected to close in late 2026. This is estimated to have a medium impact due to strategic market expansion.

Mobileye announced on March 23, 2026, that it secured a significant production program with a leading U.S. automaker to integrate its advanced Driver Monitoring System (DMS) into future vehicles, with production in 2027 expected; this major contract is estimated to have a 5% price impact.

Aptiv's subsidiary, Winchester Interconnect, launched Modulus, a new modular connector platform for LEO satellite and drone programs on March 23, 2026. Low impact estimated as product launches typically have limited immediate stock price movement.