Key facts
- Zoox increased its share of monthly active robotaxi users to 25% in the first half of 2026.
- Waymo's share of monthly active users decreased to 69% in June from 79% in January.
- Zoox expanded its operations to Austin and Miami and increased service areas in San Francisco and Las Vegas.
- Waymo experienced a 15% growth in monthly active users, while Zoox doubled its user base.
Amazon-owned Zoox has significantly grown its share of monthly active robotaxi users in the first half of 2026, according to data from Apptopia. Zoox's user share increased to 25% from 15%, while competitor Waymo saw its share decline from 79% to 69% during the same period. Zoox has expanded its operations by launching services in Austin and Miami, and increasing its presence in San Francisco and Las Vegas. The company has also reportedly doubled its number of monthly active users. Waymo, despite operating in 11 U.S. cities, experienced a 15% growth in monthly active users on a larger base. However, Waymo did see growth among younger users aged 17 to 25, which is considered a key demographic for building long-term habits. Apptopia noted that while Waymo remains ahead in driverless miles and commercial city operations, Zoox's expansion poses a competitive challenge for capturing new demand in shared neighborhoods.