In the first Wunder Mobility Podcast episode of 2026, Gunnar Froh and Bojan Jukić look back on what defined shared mobility in 2025—and what operators, cities, and platforms should prepare for next. They frame 2025 as a “post-hype consolidation” year: operators exited secondary markets, merged, reduced fleet sizes, and shifted focus from growth metrics to unit economics and profitability. At the same time, investor confidence began to return as more companies reported sustained profitability and improving valuations. A central theme is the growing role of cities: shared mobility is increasingly treated as urban infrastructure. Municipalities are tightening expectations around service quality—availability, response times, safe parking—and moving toward longer, more exclusive contracts with stricter SLAs. The conversation also highlights a shift in where innovation happens: hardware progress is slower than in earlier years, while software-driven capabilities—predictive maintenance, fraud prevention, demand-based pricing, and operational automation—are becoming the main competitive differentiators. They also note the rise of “unsexy” regional champions: locally focused operators that win through operational excellence, deep city knowledge, and disciplined fleet management rather than global expansion narratives. On Wunder Mobility’s side, Gunnar and Bojan describe a deliberate refocus: choosing a smaller number of core use cases (notably car sharing and bike sharing), prioritizing regional champions over high-volume turnkey models, and investing consistently in innovation and platform maturity. They discuss the push for both velocity and stability—shipping at high cadence while treating uptime as mission-critical—alongside growing investments in AI. Looking into 2026, they predict tighter regulation without subsidies (public responsibility with private risk), more subscription-style packaging and bundling with public transport, airline-like playbooks centered on yield management and utilization, and further consolidation—potentially including a high-profile operator failure. They also explore how autonomous vehicles may start appearing in small numbers, raising strategic questions about the convergence of vehicle sharing and ride-hailing, and whether AV mobility becomes a largely private market or increasingly governed through public tenders.
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