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Aurora Innovation
Aurora Innovation (AUR) investor relations material
Aurora Innovation Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved over 250,000 driverless miles on U.S. public roads with zero Aurora Driver-attributed collisions, validating operations in inclement weather and expanding the driverless commercial network to 10 lanes, including a 1,000+ mile corridor between Fort Worth and Phoenix.
Maintained 100% on-time performance and a perfect safety record.
Expanded addressable market to 3.6 billion vehicle miles with new lanes and strategic expansion into critical freight corridors, including Dallas–Laredo.
Demonstrated technology maturity and safety through Aurora Driver Live, with over 9,000 hours of watch time.
Secured contracts and committed capacity through Q3 2026, with strong customer demand and a pipeline of thousands of trucks for 2027 and beyond.
Financial highlights
Q4 2025 revenue reached $1 million, up 25% sequentially; FY 2025 revenue totaled $3 million, with adjusted revenue at $4 million including pilot revenue.
Q4 operating loss was $238 million; FY 2025 operating loss was $901 million.
R&D expenses (excluding stock comp) were $155 million in Q4; FY 2025 R&D expenses totaled $194 million.
SG&A expenses were $30 million in Q4 and $745 million for FY 2025.
Ended 2025 with $1.46 billion in cash, cash equivalents, and investments.
Outlook and guidance
2026 revenue expected at $14–$16 million, a 400% year-over-year increase at the midpoint.
Revenue will be back-end loaded, with over half projected in Q4 as driverless operations scale.
Targeting over 200 driverless trucks in operation by year-end 2026, translating to an $80 million run-rate for transportation-as-a-service.
Aiming for break-even gross margin on a run-rate basis exiting 2026; positive free cash flow projected in 2028.
Quarterly cash use in 2026 expected at $190–$220 million.
How many trucks in DaaS customer pipeline?
Quantify weather validation's utilization impact.
What is the expected pace of Atlas map expansion?
Path to breakeven gross margin by end of 2026
Impact of new software on Sun Belt expansion
Truck supply strategy for DaaS model scaling
Impact of observer-free operations on 2026 scaling
What drives the thousands of trucks pipeline for 2027?
How to achieve breakeven gross margin by 2026?
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Next Aurora Innovation earnings date
Q1 20267 May, 2026
Aurora Innovation
Next Aurora Innovation earnings date
Q1 20267 May, 2026
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Frequently asked questions
Aurora Innovation Inc develops autonomous vehicle technology for freight and passenger transportation. The company’s self-driving system, Aurora Driver, is designed for integration with commercial trucks and passenger vehicles. It partners with automotive and logistics companies. The company is headquartered in Pittsburgh, Pennsylvania, and its shares are listed on the NASDAQ.
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