Rivian Q3 Earnings, Waymo Toyota Partnership, and Ford Fathom V2H News

In the latest episode of the Electrek Podcast, we break down the most significant developments in the electric vehicle and sustainable energy sectors. The discussion focuses on Rivian’s recent quarterly earnings, the strategic alliance between Waymo and Toyota, and Ford's move toward home-energy integration with their upcoming Fathom electric truck.

• Rivian Q3 revenue is up 38 percent with the R2 leading sales.
• Waymo partners with Toyota to deploy bZ4X robotaxis in Japan by 2027.
• Ford introduces V2H capabilities for its new sub-$30K Fathom electric truck.
• BYD profit jumps 28 percent despite a 60 percent rise in inventory levels.

Rivian's Financial and Product Milestone Rivian has demonstrated robust growth in Q3 2026, with revenue climbing by 38 percent as the R2 model becomes its best-seller. Additionally, the company’s electric van lineup has received a major upgrade, offering 30 percent more range and the introduction of all-wheel drive, signaling a strong competitive push in the commercial logistics sector.

Waymo’s Global Expansion Waymo is set to enter the Japanese market by 2027, utilizing the Toyota bZ4X as its platform of choice. Despite industry noise regarding robotaxi competition, Waymo continues to lead in operational scale, currently performing seven times more autonomous rides than its closest rivals, demonstrating the reliability of their current sensor and software stack.

Ford’s Affordable Energy Play Ford is targeting the accessible EV segment with its upcoming Fathom truck, priced under $30,000. By integrating Vehicle-to-Home (V2H) technology, the vehicle doubles as a residential power backup solution, significantly increasing the value proposition for potential owners and integrating vehicles into the smart home ecosystem.

Market Implications The shift toward integrated energy storage and affordable, capable electric haulers marks a turning point for the industry. For developers and automotive stakeholders, these trends highlight a transition from simple transport to multifunctional power platforms, setting new benchmarks for vehicle utility and infrastructure connectivity worldwide.