{"title":"ECARX vs Waymo: Autonomous vehicles & driving compared","url":"https://www.frontiertechintelligence.com/compare/ecarx-vs-waymo","comparison":"Waymo ranks 7 on the Robotics 100 with a score of 94; ECARX ranks 76 with 80. ECARX is ahead on commercials and leverage. Waymo is ahead on progress, technology, positioning and firepower. Level on deployment and production. ECARX is based in Shanghai, China, Waymo in Mountain View, United States. Waymo: Private, founded 2016. ECARX is named in 2 signals and Waymo in 331.","companies":[{"name":"ECARX","url":"https://www.frontiertechintelligence.com/companies/ecarx","city":"Shanghai","country":"China","stage":null,"founded":null,"last_round":null,"positioning":"ECARX builds the automotive computing layer, from system-on-chip heritage through central computing platforms to software and, on its roadmap, its own operating system. The portfolio spans the Antora family for intelligent cockpit, Qualcomm-based platforms across performance tiers, Skyland and NVIDIA-based platforms for intelligent driving, and Cloudpeak as the common software foundation. Around 12 million vehicles globally carry ECARX technology, supported by partnerships with 18 automakers and 28 brands, and the company delivered 550,000 units in Q2 2026 alone. The financial turn is the story: Q4 2025 revenue was a record USD 305 million with a second consecutive quarter of GAAP profitability, Q2 2026 revenue rose 45 percent to USD 225.2 million with gross margin nearly doubling from 10.8 to 19.8 percent, net loss narrowing to USD 12.0 million and a fourth consecutive quarter of positive adjusted EBITDA, against full-year 2026 guidance of USD 1.0 to 1.1 billion. Against that, Q1 2026 revenue fell 22 percent to USD 131.5 million, so the trajectory is not clean. ECARX is a Geely-anchored but increasingly external platform supplier moving into robotics-adjacent AI services; it sold its 13.5 percent residual Zenseact stake back to Volvo Cars on 2022-12-31.","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":76,"score":80,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":6,"progress":8,"firepower":6,"commercial":10,"deployment":10,"production":8,"technology":8},"why":"ECARX has an autonomous-vehicle business, including an agreement with May Mobility to deploy purpose-built robotaxis.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":2,"facts_total":15},{"name":"Waymo","url":"https://www.frontiertechintelligence.com/companies/waymo","city":"Mountain View","country":"United States","stage":"Private","founded":2016,"last_round":null,"positioning":"Waymo (Alphabet) is the US robotaxi leader with a fleet of ~3,000-4,000 vehicles over 1,400+ sq mi, running 500,000+ paid rides a week by March 2026 (10x in two years, across 11 cities) and 20M+ lifetime trips, targeting 1M rides a week by year-end. It raised $16B at a $126B valuation in February 2026, is expanding to London and Tokyo in 2026, and claims 90% fewer serious crashes. Revenue is undisclosed (estimated ~$500M annualized at ~$20 a ride).","assessed_in":{"domain":"Robotics","list":"Robotics 100","rank":7,"score":94,"tier":"member","scores":{"leverage":8,"position":10,"progress":10,"firepower":10,"commercial":6,"deployment":10,"production":8,"technology":10},"why":"Waymo develops and operates autonomous robotaxis, including its own self-driving system and commercial fleets serving riders across multiple cities.","segment":"Autonomous vehicles & driving","layer":"Systems"},"signals_total":331,"facts_total":148}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}