Tesla is expanding its Cybercab robotaxi service beyond Austin, Texas. The rollout will begin in Dallas next month, with further city additions planned by the end of 2026. The company also intends to start selling Cybercab vehicles to fleet operators before the year concludes.
The manufacturer currently operates small robotaxi fleets of Model Y SUVs in Dallas, Houston, Miami, Orlando, and Tampa. These efforts compete with Waymo, which maintains a fleet of over 4,000 vehicles across more than a dozen U.S. cities.
CFO Vaibhav Taneja noted that the ride-hailing business is expected to impact Tesla's overall financial results starting in the second quarter of 2027. By the third or fourth quarter of that year, the segment is projected to become a significant contributor to the company's revenue.
Tesla recently updated its shareholder letter to track cumulative miles driven by unsupervised robotaxis rather than paid miles. While the company claims the Cybercab is easy to manufacture, it faces regulatory scrutiny from the NHTSA regarding the vehicle's lack of traditional components like brake pedals and side mirrors.
Technical development remains a focus, as the company works to expand service hours and handle challenging driving conditions. According to VP of Autonomy Ashok Elluswamy, the service currently operates until 2 a.m., with plans to address more complex driving scenarios by the end of this year.
