✅ Confirmed
FSD
FSD
Zoox grows its share of the US robotaxi market, not Waymo or Tesla
According to Apptopia, Amazon-backed Zoox increased its share of monthly active users in the US robotaxi market from 15% in January to 25% in June 2026. Meanwhile, market leader Waymo’s share dropped from 79% to 69% in the same period, with year-over-year monthly active user growth falling from 79% to 15%. Tesla held a steady share around 6%, but after launches in April in Dallas and Houston, its active user base peaked in May and then declined by over 20% in June, indicating initial adoption followed by reduced recurring use.
- Zoox grew from 15% to 25% of monthly active users in 2026
- Waymo’s share dropped from 79% to 69% between January and June
- Tesla held about 6% but lost over 20% of users in June
🔎 Why it matters: The market share and monthly active user trends of Zoox, Waymo, and Tesla reveal key dynamics in US robotaxi adoption during 2026.
📈 Upside: Zoox significantly expanded its service area in multiple cities, driving its active user growth.
📉 Risk: Tesla experienced a significant drop in active users after initial launches, indicating retention challenges.
🤖 Automated analysis and summary. Every story links its original source for verification.