Uber’s Risks From Self Driving to Take Spotlight of Earnings

An Uber at San Francisco International Airport (SFO) in San Francisco on Feb. 2.

Photographer: David Paul Morris/Bloomberg

Uber Technologies Inc.’s quarterly results will likely take a back seat to the mounting threat posed by the growing self-driving fleets from prominent rivals like Alphabet Inc.’s Waymo and Elon Musk-led Tesla Inc., according to Wall Street analysts.

“While the core business trends remain strong, autonomous vehicle headline risk continues to dominate discussion around Uber and creates ongoing volatility,” JPMorgan analyst Douglas Anmuth said.