Skip to content

Research ยท October 2026 edition

Revenue and Scale of the Companies That Run Robots

In FY2025, the listed robot and autonomous-truck operators booked $3M (Aurora Innovation), $3.8M (Kodiak AI) and $2.7M (Serve Robotics) of revenue, while Alphabet's Other Bets, the segment that holds Waymo and Wing, brought in $1.5B in FY2025. Every figure links to the SEC filing or company statement it comes from.

Read the month's story: Robot Training Jobs in October 2026: The Month in Data

Not final yet. The month has ended, yet stragglers in the data may still land up to 3 Nov 2026; after that the edition is locked permanently.

Covers
31 Dec 2023 to 28 Oct 2026
Dated by when each event occurred
Calculated
1 Nov 2026, 06:05 UTC
Settles when locked
Where it comes from
Annual reports, quarterly reports and earnings releases filed with the SEC, plus the companies' own statements for fleet and operator figures. Every figure has its link next to it.
Method
Revision 1. Terms defined
CC BY 4.0, citing this report

Each figure here comes as CSV and JSON files, emailed to your work address.

What the data shows

  1. 1

    Aurora Innovation booked $3M of revenue in FY2025 ($0 in FY2024).

    Figure 1
  2. 2

    Kodiak AI booked $3.8M of revenue in FY2025, down 74.6% on the year before.

    Figure 1
  3. 3

    Serve Robotics booked $2.7M of revenue in FY2025, up 46.3% on the year before; it had booked $208K in FY2023.

    Figure 1
  4. 4

    Serve Robotics reported $3.2M for Q2 2026, up 404.4% on a year earlier.

    Figure 2
  5. 5

    Kodiak AI reported $3.5M for Q2 2026, up 595.6% on a year earlier.

    Figure 3
  6. 6

    Aurora Innovation reported $2M for Q2 2026, up 100% on a year earlier.

    Figure 4
  7. 7

    Alphabet's Other Bets segment, which includes Waymo and Wing, brought in $1.5B in FY2025 (down 6.7% on the year before), 0.38% of the parent's revenue.

    Figure 5
  8. 8

    Aurora Innovation expects 2026 revenue of $14 - $16 million (stated 29 Jul 2026).

    Figure 7
  9. 9

    Serve Robotics expects 2026 revenue of $9 million to $10 million (stated 6 Aug 2026), revised from approximately $26 million stated on 11 Mar 2026.

    Figure 7
  10. 10

    In its most recent filing on file, Kodiak AI attributes 56% of its Q2 2026 revenue to Atlas Energy Solutions.

    Figure 6
  11. 11

    Waymo's own ride figures went from "more than 100,000 paid robotaxi rides every week" (20 Aug 2024) to "surpassed 500,000 fully autonomous rides per week" (29 Apr 2026).

    Figure 8
  12. 12

    Figures on the people who run these fleets are scarce: Figure AI, "over 44,000 weekly active users contributing data" (25 Aug 2026), Waymo, "approximately 70 Remote Assistance agents on duty worldwide" (17 Feb 2026) and Wing, "a single pilot to oversee up to 50 drones in the air at any given time" (17 Jul 2024).

    Figure 8

Figure 1

Revenue of the listed robot and autonomous-vehicle operators, by year

How much revenue do the stock-market-listed companies that run delivery robots and driverless trucks book, and how fast is it changing?

Base: Total company revenue in US dollars per fiscal year, from annual reports and earnings releases filed with the SEC up to 28 Oct 2026. The figure as first published is used; a restatement appears only when no original is on file.

All three close their fiscal year on 31 December. A company that booked no revenue in a year shows $0 only where its filing says so.

Aurora began booking revenue in Q2 2025, after its driverless launch in April 2025, and reports quarters rounded to the nearest $1 million.

Most of Kodiak's 2024 revenue (89%) came from a U.S. Army ground-autonomy contract, not trucking; that contract brought in 26% in 2025.

Most of Serve's revenue in Q1 and Q2 2024 was software-service income from Magna, not robot deliveries ($0.85 million of $0.95 million, then $0.30 million of $0.47 million).

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 2

Serve Robotics: revenue by quarter

Which way has Serve Robotics's revenue gone, quarter by quarter?

Base: Each quarter's revenue from Serve Robotics's earnings releases and SEC filings, up to 28 Oct 2026.

Most of Serve's revenue in Q1 and Q2 2024 was software-service income from Magna, not robot deliveries ($0.85 million of $0.95 million, then $0.30 million of $0.47 million).

Serve's 2026 quarters include Diligent Robotics, the hospital-robot company it acquired in early 2026.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 3

Kodiak AI: revenue by quarter

Which way has Kodiak AI's revenue gone, quarter by quarter?

Base: Each quarter's revenue from Kodiak AI's earnings releases and SEC filings, up to 28 Oct 2026.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 4

Aurora Innovation: revenue by quarter

Which way has Aurora Innovation's revenue gone, quarter by quarter?

Base: Each quarter's revenue from Aurora Innovation's earnings releases and SEC filings, up to 28 Oct 2026.

Aurora began booking revenue in Q2 2025, after its driverless launch in April 2025, and reports quarters rounded to the nearest $1 million.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 5

Segments that hold robot and autonomy businesses inside listed parents

How large is the reported segment that contains Waymo and Wing, and is it growing?

Base: Segment revenue under the name the parent uses in its annual report, by full fiscal year, up to 28 Oct 2026. The share divides it by the parent's total revenue for the same year, from the same report.

A segment holds more than the robot business: the parent does not break out Waymo or Wing on their own.

Alphabet's 2023 and 2024 annual reports say Other Bets revenue came primarily from healthcare-related services and internet services; its 2025 report says primarily from autonomous transportation and internet services. Waymo is not reported on its own.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 6

Reliance on a single customer

What share of each listed operator's revenue comes from one customer?

Base: Revenue shares that SEC filings assign to a named customer, up to 28 Oct 2026.

A customer appears only when a filing names it as a material share of revenue.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 7

This year's revenue outlook from the listed operators

What revenue does each listed operator expect for this year?

Base: The most recent 2026 guidance from each listed operator, up to 28 Oct 2026.

Guidance is a forecast that companies revise, so each row carries the date it was given.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Figure 8

Fleets, rides, deliveries and operators, as the companies state them

How large do these companies say their fleets, rides and deliveries are, and how many people supervise them?

CompanyMeasureAs stated
Aurora InnovationAurora Innovation (SEC Form 8-K, Exhibit 99.1)Fleetexpanded driverless operations to 10 trucks in DecemberDec 2025
Aurora InnovationAurora Innovation (press release, Business Wire)Fleet pipelinea non-binding memorandum of understanding under which Charger Logistics intends to buy up to 500 Aurora Driver-powered trucks, delivered over 2027 and 202826 Oct 2026
Aurora InnovationAurora Innovation (SEC Form 8-K, Exhibit 99.1)Milesmore than 20,000 driverless miles30 Jun 2025
Aurora InnovationAurora Innovation (SEC Form 8-K, Exhibit 99.1)Milessurpassed 100,000 driverless miles on public roadsOct 2025
Aurora InnovationAurora Innovation (Business Wire release filed as SEC Form 8-K, Exhibit 99.1)Milesover 500,000 driverless miles since commercial launch23 Sep 2026
AvrideNebius Group N.V., Avride's parent (SEC Form 6-K, Exhibit 99.2)Deliveriessurpassing 316,000 deliveries for the year31 Dec 2025
AvrideAvride (company site)Deliveries850,000+ deliveries from shops and restaurants to date (delivery robots)28 Oct 2026
AvrideNebius Group N.V., Avride's parent (SEC Form 6-K, Exhibit 99.1)Fleetclose to 100 robots operating as of January 2025Jan 2025
AvrideNebius Group N.V., Avride's parent (SEC Form 6-K, Exhibit 99.2)Fleet80 cars in service12 Feb 2026
Coco RoboticsCoco Robotics (PR Newswire)Deliveriesover 500,000 zero-emission deliveries11 Jun 2025
Coco RoboticsFortuneFleetroughly 1,000 delivery bot fleet19 Mar 2026
Coco RoboticsCoco Robotics (PR Newswire)Fleetmore than 100 robots in its active Miami delivery fleet29 Apr 2026
Figure AIFigure AIWorkforceover 44,000 weekly active users contributing data25 Aug 2026
Kodiak AIKodiak AI (SEC Form 8-K, Exhibit 99.1)Fleeta fleet of 10 fully driverless trucks in operation30 Sep 2025
Kodiak AIKodiak AI (SEC Form 8-K, Exhibit 99.1)Fleetdeployed in 20 fully driverless trucks31 Dec 2025
Kodiak AIKodiak AI (SEC Form 8-K, Exhibit 99.1)Fleeta total of 35 Customer-Owned Driverless Vehicles as of the end of Q230 Jun 2026
Kodiak AIKodiak AI (GlobeNewswire press release, as republished by The Manila Times)Fleet pipelinea definitive agreement for the Kodiak Driver to run in 75 driverless trucks owned and operated by DTL Transport, which will pay a per-mile fee28 Oct 2026
Kodiak AIKodiak AI (GlobeNewswire press release, as republished by The Manila Times)Fleet pipelinecommitted to growing the Atlas Energy Solutions driverless fleet to 100 trucks by mid-2027 (35 trucks as of 30 June 2026)28 Oct 2026
May MobilityMay MobilityRidesmore than 400,000 rides in the U.S. and Japan3 Dec 2024
May MobilityMay MobilityRidesmore than 525,000 commercial rides20 May 2026
May MobilityMay MobilityRidesmore than 550,000 commercial autonomous rides across 1.1 million miles16 Sep 2026
Serve RoboticsServe Robotics and DoorDash (SEC Form 8-K, Exhibit 99.1)Deliveriesover 100,000 of successful deliveries from over 2,500 restaurants9 Oct 2025
Serve RoboticsServe Robotics (SEC Form 8-K, Exhibit 99.1)DeliveriesCombined fleet nearing 2 million cumulative deliveries across indoor and outdoor environments31 Mar 2026
Serve RoboticsServe Robotics (SEC Form 8-K, Exhibit 99.1 investor presentation)Deliveries1.8M sidewalk and hospital deliveries to date5 Oct 2026
Serve RoboticsServe Robotics (SEC Form 8-K, Exhibit 99.1)Fleetthe deployment of its 1,000th third generation robot6 Oct 2025
Serve RoboticsServe Robotics (SEC Form 8-K, Exhibit 99.1)Fleet2,000 deployed robots by year end31 Dec 2025
Serve RoboticsServe Robotics (SEC Form 8-K, Exhibit 99.1 investor presentation)Fleet2,100+ deployed sidewalk and hospital robots5 Oct 2026
TeslaTesla (SEC Form 8-K, Exhibit 99.1 quarterly update)Milesnearly two million cumulative unsupervised miles for its Robotaxi service as of the end of Q3 202630 Sep 2026
WaymoWaymo (blog)Cumulative milesover 270 million miles of fully autonomous operations through the end of June 202630 Jun 2026
WaymoWaymo (company site, home page)Cumulative rides20M+ rides served28 Oct 2026
WaymoTechCrunchFleet778 robotaxis under its deployment permit in the stateAug 2024
WaymoWaymoFleetover 1,500 vehicles across San Francisco, Los Angeles, Phoenix, and Austin5 May 2025
WaymoOffice of Senator Edward J. Markey (Waymo letter, published with the Remote Backseat Operators report)Fleeta fleet of over 3,000 vehicles across six major U.S. cities17 Feb 2026
WaymoOffice of Senator Edward J. Markey (Waymo letter, published with the Remote Backseat Operators report)Milesmore than 4 million fully autonomous miles every week17 Feb 2026
WaymoOffice of Senator Edward J. Markey (Waymo letter, published with the Remote Backseat Operators report)Remote operatorsapproximately 70 Remote Assistance agents on duty worldwide17 Feb 2026
WaymoWaymo (blog)Ridershundreds of thousands of riders welcomed in San Antonio, San Diego and Tampa since opening earlier in 202614 Oct 2026
WaymoTechCrunchRidesmore than 100,000 paid robotaxi rides every week20 Aug 2024
WaymoGoogle (The Keyword blog, Alphabet CEO remarks)Ridesover 150,000 paid rides29 Oct 2024
WaymoWaymoRidesmore than 250,000 paid trips each week5 May 2025
WaymoOffice of Senator Edward J. Markey (Waymo letter, published with the Remote Backseat Operators report)Ridesmore than 400,000 paid trips per week across 6 U.S. cities17 Feb 2026
WaymoGoogle (The Keyword blog, Alphabet CEO remarks)Ridessurpassed 500,000 fully autonomous rides per week29 Apr 2026
WingWingDeliveriesover 400,000 commercial deliveries on three continents9 Aug 2024
WingWingDeliveriesover 750,000 deliveries to homes23 Mar 2026
WingGoogle (The Keyword blog, Alphabet CEO remarks)Deliveriesmore than 1 million home deliveries22 Jul 2026
WingWingRemote operatorsa single pilot to oversee up to 50 drones in the air at any given time17 Jul 2024
ZiplineZiplineDeliveriesour one-millionth commercial delivery19 Apr 2024
ZiplineZiplineDeliveriesmore than 1.6 million deliveries30 Sep 2025
ZiplineZiplineDeliveriessurpassed 2 million commercial deliveries21 Jan 2026
ZiplineZiplineDeliveriesmore than 2.5 million commercial deliveries14 Jul 2026
ZiplineZipline (company site, About page)Deliveries3,000,000+ deliveries made28 Oct 2026
ZooxTechCrunchFleetits fleet of 105 vehicles17 Jul 2026
ZooxZooxRidescarried over 350,000 riders23 Mar 2026
ZooxZooxRidesmore than half a million riders30 Jul 2026

Base: 53 figures the companies published about themselves, or that tier-one outlets reported, up to 28 Oct 2026.

These are the companies' own figures and are seldom audited: a fleet count is not a count of the people who supervise it, and a delivery total is not a measure of revenue.

An intention to buy, not trucks in service today: the memorandum is non-binding.

A cumulative figure from an undated page; the earlier Avride row (316,000) counts calendar 2025 only.

Figure's Index app pays people to record data; weekly active users are app users, not employees.

An agreement for trucks to be deployed, not trucks in service today: the release gives no delivery date and no price.

The slide reads 1.8M+ (the filing's text layer renders the plus sign as an icon glyph). Serve's 7 May 2026 earnings release said the combined fleet was nearing 2 million cumulative deliveries; this October deck gives 1.8 million, and Serve does not explain the difference.

The slides give 2,000+ Serve sidewalk robots and 100+ Moxi hospital robots; the Moxi robots come from Diligent Robotics, which Serve acquired in early 2026.

A cumulative distance, not the weekly figure of the other Waymo mile row.

A cumulative count from an undated page, not the weekly figure of the other Waymo ride rows.

Waymo does not publish fleet counts; the 778 robotaxis come from a public-records request reported by TechCrunch and cover California only.

About 70 remote assistance agents are on duty at any one time, about half of them in the Philippines (Waymo to Senator Markey): a shift count, not total headcount.

Riders in three newer cities only, not Waymo's total.

One pilot overseeing up to 50 drones is a ratio Wing was approved for in Australia, not a headcount.

Zipline's About page is undated; the same figure (more than 3 million deliveries) was reported on 16 October 2026, its tenth anniversary in Rwanda.

Credit: compiled by RobotTraining.jobs Research, Revenue and Scale of the Companies That Run Robots, October 2026 edition.

Robotics labs ยท Fleet operators ยท Data vendors ยท Research teams

Buy the data behind this report

This report sums up records we gather ourselves, day after day:

  • 1,432 robot training roles followed, history included

    Every role on 100 employer job boards, read each day since 12 Sep 2026: its pay, its place, and the first and last day it was up.

  • 536 apply clicks over 28 days

    Which robot training roles people really apply to, by kind of work, pay and place. The clicks happen here, so no one else can count them.

  • 25 sourced industry datasets

    Funding, revenue, deals, fleets, deployments and prices across the robot training industry, each record linked to the publication it comes from.

On offer

  • The raw records

    Every robot training role we track: title, employer, place, kind of work, pay as stated, and the days it was first and last open.

  • A regular feed

    New and closed roles every week or month, as file drops or through the data endpoints.

  • A custom cut

    Any figure here by country, city, kind of work, vehicle, employer or date, or your own hiring benchmarked against the market.

Need the people behind this data for your own robots? (you contract them yourself) or (we deliver the robot data).

Investing in robotics, AV or robot-data companies? The Robot hiring radar is these records role by role, every day, as files.

Robot hiring brief: free, once a month

The robot-training job market in figures, on the first weekday of each month: open roles, what opened and closed, who added and who cut, and posted pay by kind of work. To your work email.

How it was measured

Annual reports, quarterly reports and earnings releases filed with the SEC, plus the companies' own statements for fleet and operator figures. Every figure has its link next to it. Each row carries a link to its publication and gives the number exactly as published, with no estimates or conversions. A note under every figure says what it covers.

Revenue
The amount a listed company books for the period in its SEC filings or earnings release, in US dollars, as first published.
Segment
A reporting segment of a listed parent that holds a robot or autonomy business along with others. Alphabet's Other Bets includes Waymo and Wing; Alphabet does not report either on its own.
Customer share
The share of a company's revenue its filing attributes to one named customer.
Guidance
The revenue a company says it expects for the current year, with the date it said so. A revised outlook replaces the earlier one in the table and is noted in the findings.
Scale claim
What a company says about its fleet, rides, deliveries or the people who operate and supervise them, as it says it.

Limits of this data

  • Built only from public sources. Anything never announced or reported is absent, and private-company figures are whatever the company or the press said, unaudited.
  • Most companies that hire robot trainers and operators are private and publish no revenue; this report covers the ones that file with the SEC.
  • Revenue is the operator's whole business, which includes software, licences and contracts as well as robot or vehicle operation; the figure notes say where one customer or contract dominates.
  • Fleet, ride and operator numbers come from the companies themselves and are seldom defined clearly or audited.

Collection and classification of listings are explained on the methodology page. Freshness, completeness and consistency are tested daily in the data quality report.

Monthly editions

The live page shows the dataset as of its latest review, and new events join it once they are made public. Every finished month also gets its own edition, locked two days after month end, so a number quoted from it stays fixed.

  • Live pageLatest review
  • October 2026 edition (you are here)Will lock when the next daily refresh runs

Quoting this report

You may quote, chart or republish these figures under CC BY 4.0, provided you link back to this page. This edition is locked: its numbers will not change.

Citation

RobotTraining.jobs (2026). Revenue and Scale of the Companies That Run Robots, October 2026 edition. https://robottraining.jobs/research/robot-training-industry-revenue/2026-10

BibTeX

@misc{robottrainingjobs_robot_training_industry_revenue_2026_10,
  author = {{RobotTraining.jobs}},
  title = {Revenue and Scale of the Companies That Run Robots, October 2026 edition},
  year = {2026},
  howpublished = {\url{https://robottraining.jobs/research/robot-training-industry-revenue/2026-10}},
}
Files: every figure in one CSV (a row per value) or as JSON, emailed to your work address.Other open data: datasets and API

Keep reading

Browse all 91 reports