Zipline announced a $1.5 billion funding round on November 5 at a $21.5 billion post-money valuation, saying the capital will expand its U.S. manufacturing facilities and hiring as it builds a nationwide drone-delivery network the company said.
The immediate customer expansion is tied to Walmart and Uber. Zipline and Walmart are working toward 300 additional delivery sites under a new multiyear agreement, while Uber is targeting one million deliveries per day with Zipline by 2029. DroneLife reports that Uber also plans to integrate Zipline service into Uber Eats, beginning in existing markets before expanding to new cities DroneLife reported.
For commercial buyers, the evidence points to an operating service in selected markets—not a nationwide rollout already in place. Zipline says it made more than one million deliveries in the Dallas-Fort Worth metroplex during 2026. In October, its median delivery time was 19 minutes from checkout, while bakery orders with short preparation times had a 10-minute median the company said.
The company also reported results from a cohort of long-standing restaurant partners: Zipline’s share of their delivery revenue rose from 10.8% to 34.9% between March and October, and delivery gross merchandise value increased 26%, with Zipline orders accounting for 80% of that increase. DroneLife noted that these results came from selected established partners rather than the entire network its report said.
That distinction answers the practical buyer question: Zipline has documented restaurant demand and delivery performance where its service is already running, but the 300 Walmart sites and one-million-daily-delivery target describe planned scale, not current nationwide availability. The sources do not specify the regulatory or local operating conditions for each planned U.S. location. Zipline separately says it has flown 150 million commercial autonomous miles without a safety incident the company said.