INDEX / DIRECTORY / WAYMO / ECONOMIC

Waymo ECONOMIC

ECONOMIC AUDIT UPDATED 2026-09-22
Economic Score 3.05 /10 D Waymo - BDS-1000 269
Economic 3.05

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Supply Chain & Sourcing Relationships

Waymo and Via announced a September 2025 partnership intended to enable public agencies using Via software to introduce Waymo’s autonomous ride-hailing service into transit networks, with Chandler, Arizona identified as the initial deployment location 1. Via’s 2025 Form 10-K identifies the Waymo arrangement as an autonomous-vehicle-provider partnership in which Via has invested or plans to invest 2.

Via’s 2025 Form 10-K identifies two wholly owned Israeli subsidiaries, Via Transportation Technologies Ltd. and Via Mobility Israel, Ltd. 2. The filing does not identify either Israeli subsidiary as performing work for Waymo, and the reviewed materials do not establish that the partnership is deployed in Israel 1, 2.

A 2024 Globes report identified Waymo as a customer of Israeli fleet-management startup Autofleet and reported Element Fleet Management’s agreement to acquire Autofleet for US$110 million 3. This reported customer relationship was not independently confirmed by Waymo or Autofleet in the reviewed materials 3.

No public evidence identified of Waymo procuring Israeli agricultural products, using an Israel-focused importer of record, carrying Israeli-origin consumer goods, or operating a goods-supply chain involving settlement-origin labeling.

No public evidence identified that Waymo acquired or controls an Israeli operating subsidiary; the Autofleet item concerns a reported customer relationship and Element’s acquisition, not a Waymo acquisition 3.

Product Origin, Labeling & Regulatory Compliance

Waymo describes its origin as Google’s self-driving-car project, which began in 2009, and states that it became Waymo in 2016 4, 5. Waymo’s terms identify its service provider as Waymo LLC at 1600 Amphitheatre Parkway, Mountain View, California 6.

The California Department of Motor Vehicles lists Waymo LLC among autonomous-vehicle testing and deployment permit holders 7. Waymo’s current FAQ publicly lists ride-hailing locations in U.S. cities and does not identify an Israeli or occupied-territory service area 1.

Waymo’s FAQ app-download country list does not include Israel, which supports only the limited conclusion that Israel is not publicly listed as an app-download country on that page 1. No public evidence identified of Waymo product deployment, sales, services, or distribution in Israeli settlements or the occupied Golan Heights.

No public evidence identified of Waymo consumer-goods labeling, Israeli-origin labeling, or settlement-origin labeling obligations in the reviewed materials.

Investment, Capital & Financial Exposure

Alphabet’s 2024 annual report characterizes Waymo as a consolidated variable-interest entity and records US$5.6 billion in Waymo funding during 2024, the majority funded by Alphabet 8. The same report states that external investments were accounted for as equity transactions creating non-controlling interests 8.

Waymo’s October 2024 funding announcement states that Alphabet led the US$5.6 billion round and identifies Andreessen Horowitz, Fidelity, Perry Creek, Silver Lake, Tiger Global, and T. Rowe Price as continuing investors 9. Alphabet’s 2025 Form 10-K reports a further US$16.0 billion Waymo investment round announced in February 2026, with the significant majority funded by Alphabet 10.

Waymo’s February 2026 financing announcement states that Alphabet remained its majority investor 11. No public evidence identified in the reviewed sources that Waymo itself holds Israeli sovereign bonds, Israel Bonds, Israeli real estate, or Israeli tax registration.

No public evidence identified for Waymo in the supplied document-scoped pre-scan of the specified versions of the OHCHR settlement database, A/HRC/59/23, DBIO reports, PAX, Who Profits, AFSC-adjacent reports, or other listed library documents. This document-scoped result does not establish database-wide absence.

No public evidence identified of Israeli investments by Waymo’s listed executives or Alphabet’s controlling principals in the reviewed materials.

Operational Presence & Market Activity

Waymo’s current FAQ identifies publicly listed ride-hailing operating locations in the United States and does not identify Israel or the occupied Palestinian territory as a service market 1. The reviewed Waymo corporate materials, legal terms, Alphabet filings, California regulatory records, and focused searches did not identify a Waymo office, R&D centre, operating subsidiary, tax registration, acquired operating company, or physical operation in Israel or the occupied Palestinian territory.

Alphabet sibling Google publicly lists offices in Haifa and Tel Aviv, Israel 12. Google’s listed Israeli offices are a group-level fact and do not establish that Waymo operates from those locations 12.

Google Cloud stated in May 2021 that it had been selected for Israel’s Project Nimbus tender, a multi-year Israeli Government Procurement Administration cloud-services programme 13. Israel’s Ministry of Finance stated in October 2022 that Google had activated a local cloud zone under Project Nimbus 14.

TIME reported in 2024, based on a reviewed contract, that Israel’s Ministry of Defense was a Google Cloud customer under the wider Nimbus framework and that contemplated consulting work concerned the Ministry’s cloud “Landing Zone” 15. Google told TIME that Nimbus workloads were for Israeli government ministries and were not directed at highly sensitive, classified, or weapons/intelligence-related military workloads 15.

The Project Nimbus materials establish contracting and operations involving Google and the Israeli state, not a Waymo contract, Waymo deployment, or Waymo service provision in Israel or occupied territory 13, 14, 15. No source reviewed establishes that Waymo technology, data, personnel, or capital contributed to Google’s Project Nimbus activity 10, 13, 14.

No public evidence identified of Waymo-specific Israeli employment, local vendors, market revenue, research activity, settlement-area operations, or Israeli government contracts.

Corporate Structure & Foundational Ties

Waymo states that it became an independent self-driving-technology company under Alphabet in 2016 4. A 2021 Waymo communication describes the company as an independent Alphabet subsidiary 16.

Alphabet’s 2025 Form 10-K describes Waymo as its fully autonomous-driving technology company within Alphabet’s “Other Bets” segment 10. Waymo’s own materials identify Tekedra Mawakana and Dmitri Dolgov as co-chief executive officers 17, 5.

Waymo describes Mawakana as responsible for overall strategy and commercialization 17. Waymo describes Dolgov as a founder of the 2009 Google self-driving-car project and as responsible for development and deployment of the Waymo Driver 5.

Alphabet’s 2025 proxy reports that Larry Page and Sergey Brin held 27.1% and 25.2%, respectively, of Alphabet’s total voting power as of 8 April 2025 18. Alphabet’s 2025 Form 10-K reports that their combined beneficial ownership represented approximately 89.3% of Class B shares and approximately 52.7% of total voting power as of 31 December 2025 10.

No public evidence identified that Waymo was founded in Israel, is headquartered or principally managed in Israel, holds Israeli permanent-establishment or tax-residency status, or is controlled by Israeli capital 6, 4, 5, 11. No reviewed primary source provides a complete current Waymo legal-entity chart or identifies Waymo LLC’s current direct manager or member.

Profit Repatriation & Economic Contribution

Waymo’s terms identify Waymo LLC at a Mountain View, California address 6. Alphabet’s disclosures establish Alphabet funding and consolidated treatment of Waymo but do not provide Waymo revenues by country, Israel-specific revenue, Israeli tax payments, or Israeli import/export records 8, 10.

No public evidence identified of Waymo profit repatriation from Israel, Israeli tax payments, Israeli payroll, Israel-specific operating revenue, or other quantified Waymo economic contribution in Israel or the occupied Palestinian territory.

Google Cloud’s Project Nimbus involvement is attributable to Alphabet sibling Google and does not establish Waymo revenue, tax contribution, or profit flows from Israeli state activity 13, 14, 15.

Footnotes

  1. https://waymo.com/faq/ ↩ ↩2 ↩3 ↩4 ↩5

  2. https://www.sec.gov/Archives/edgar/data/1603015/000160301526000008/via-20251231.htm ↩ ↩2 ↩3

  3. https://en.globes.co.il/en/article-Canadian-co-Element-Fleet-Management-buys-Israels-Autofleet-1001486733 ↩ ↩2 ↩3

  4. https://waymo.com/about/ ↩ ↩2 ↩3

  5. https://waymo.com/company/dmitri-dolgov/ ↩ ↩2 ↩3 ↩4

  6. https://waymo.com/terms/ ↩ ↩2 ↩3

  7. https://www.dmv.ca.gov/portal/vehicle-industry-services/autonomous-vehicles/autonomous-vehicle-testing-permit-holders/ ↩

  8. https://abc.xyz/assets/99/21/46cafdba41089a12a2d86ea47d44/goog026-annualreport2024-web.pdf ↩ ↩2 ↩3

  9. https://waymo.com/blog/2024/10/investing-to-bring-the-waymo-driver-to-more-riders/ ↩

  10. https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm ↩ ↩2 ↩3 ↩4 ↩5

  11. https://waymo.com/blog/2026/02/waymo-raises-usd16-billion-investment-round/ ↩ ↩2

  12. https://about.google/company-info/locations/ ↩ ↩2

  13. https://cloud.google.com/blog/topics/inside-google-cloud/google-cloud-selected-to-provide-cloud-services-to-the-state-of-israel ↩ ↩2 ↩3 ↩4

  14. https://www.gov.il/en/pages/_bpress_20102022 ↩ ↩2 ↩3 ↩4

  15. https://time.com/6966102/google-contract-israel-defense-ministry-gaza-war/ ↩ ↩2 ↩3 ↩4

  16. https://waymo.com/blog/2021/04/capstone-of-my-career-email-from-john-krafcik-to-waymonauts/ ↩

  17. https://waymo.com/company/tekedra-mawakana/ ↩ ↩2

  18. https://www.sec.gov/Archives/edgar/data/1652044/000130817925000511/goog012701-def14a.htm ↩