AUR
Aurora Innovation, Inc.4.1200
-0.0600-1.44%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details truck ramp, demand surge
Q&A reinforced the scripted 2026 plan for 200+ driverless trucks but clarified the back-end loaded ramp, with no-observer fleet launching Q2 and scaling to 20 weekly by Q3. Management disclosed capacity committed through Q3 2026 amid post-launch demand surge, plus a pipeline for thousands of trucks in 2027 DaaS. Hardware costs locked in for 50%+ cut via design tweaks, longer life, and manufacturing scale. Analysts grilled truck supply and timelines; responses were crisp and confident. Demand steers lane adds now. Scaling locked in.
Key Stats
Market Cap
7.97BP/E (TTM)
-Basic EPS (TTM)
-0.45Dividend Yield
0%Recent Filings
8-K
Board replaces director with Wehner
Aurora Innovation's board swapped out Claire D'Oyly-Hughes Johnson, who resigned effective February 27, 2026 without disagreements, for David Wehner, ex-Meta CFO and current Chief Strategy Officer. Wehner brings finance chops from Meta and Zynga. He gets standard director pay: $60,000 cash annually, plus equity. Smooth transition, no conflicts disclosed.
8-K
Q4 revenue $1M, driverless surge
Aurora Innovation reported Q4 2025 revenue of $1M, up 25% sequentially from record commercial miles, with full-year revenue at $3M. Driverless trucking accelerated past 250,000 miles while maintaining zero collisions and 100% on-time performance. New fleet launches target over 200 driverless trucks by 2026-end. Revenue guidance: $14-16M.
10-K
FY2025 results
Aurora Innovation posted FY2025 net loss of $816M, up 9% y/y from $748M, as R&D climbed 10% to $745M on personnel and hardware costs despite commercialization efficiencies. Q4 saw first revenue at $3M total from April's Aurora Driver for Freight launch with Hirschbach and Uber Freight, alongside truck upfitting for driverless capacity—yet cost of revenue hit $17M. Cash burn eased to $581M from $611M, bolstered by $874M ATM proceeds; liquidity swelled to $2.3B. Q4 accelerated driverless trucking pilots with FedEx and others. No debt, no dividends. Regulatory patchwork risks quarterly scaling.
8-K
Q3 revenue $1M, driverless expansion
Aurora Innovation reported Q3 revenue of $1M, up 12% sequentially from record commercial miles, yet posted a $222M operating loss amid heavy R&D spend. Driverless ops expanded to the 600-mile Fort Worth-El Paso lane with new customers like Hirschbach, hitting 100,000+ public-road miles at 100% on-time delivery. No collisions yet. Cash pile hit $1.6B after $460M stock raise.
10-Q
Q3 FY2025 results
Aurora kicked off revenue at $1M in Q3 ended September 30, 2025 from its Aurora Driver for Freight launch in April, up from zero y/y, yet operating loss widened to $222M (13% worse y/y) on higher R&D and SG&A driven by stock-based comp. Net loss narrowed to $201M from $208M y/y, thanks to $5M gain on derivative fair value changes versus $28M loss last year. Cash burn eased with operating cash use at $435M YTD (down from $469M y/y); liquidity stays solid at $1.6B in cash equivalents plus investments after $859M ATM raise. No debt. Limited history heightens commercialization risks.
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