Aurora Innovation, Inc. · NASDAQ:AUR
Aurora Innovation — Q3 2026 Earnings Presentation
10 slides from Aurora Innovation's earnings presentation, Oct 28, 2026
Slide 1: Third Quarter 2026 Business Review
Third Quarter 2026 Business Review OCTOBER 28, 2026 1
Slide 2: Cautionary statement regarding forward-looking statements
Cautionary statement regarding forward-looking statements This presentation contains certain forward-looking statements within the meaning of the federal securities laws. The These statements are based on managementʼs current beliefs and assumptions and are neither promises nor words “believe,” “may
Slide 3: Aurora has reached an inflection point on the path to commercial scale
Aurora has reached an inflection point on the path to commercial scale 500 DaaS Trucks Have 20+ driverless trucks Executed another landmark Driver Led the industry in securing a already built and coming into our as a Service (DaaS) memorandum five-year FMCSA exemption fleet, and production is of und
Slide 4: Our commercial flywheel is accelerating with 10 driverless customers
Our commercial flywheel Transportation as a Service (TaaS) Select Customers is accelerating — we now have 10 customers in our driverless cohort including two with DaaS MOUs representing 1,000 trucks Driver as a Service (DaaS) MOUs 4
Slide 5: Aurora Driver to operate directly to sites for driverless customers in November
In November, the Aurora Driver will be operating directly to sites for several driverless customers, including automated Over the coming months, we will begin site-to-site driverless operations for navigation through the majority of our customers. security checkpoints and weigh stations along the ro
Slide 6: The regulatory landscape increasingly supports scaled deployment
The regulatory landscape increasingly supports scaled deployment Earlier this month, FMCSA granted Aurora and the industry an important, five-year exemption, permitting driverless trucks to use cab-mounted warning beacons in place of traditional, manually-placed roadside warning devices. By successf
Slide 7: 20+ driverless trucks already built and production at Roush accelerating
We have 20+ driverless trucks already built and production at our upfitter Roush is accelerating Watch Video We expect to achieve our targeted production rate of 20 trucks per week in early December, representing an annualized production capability of more than 1,000 trucks. 7
Slide 8: Preparing for full OEM industrialization with Volvo and PACCAR
Concurrently, we are preparing for full OEM industrialization with Volvo and PACCAR Our strategic partnership with Volvo continues to advance, driven by deep PACCAR and Aurora are jointly defining the path to a scalable launch of the operational alignment and growing customer demand. This supports t
Slide 9: Third Quarter 2026 Summary Financial Results
Third Quarter 2026 Summary Financial Results $ in millions) September 30, 2026 Cash and cash equivalents & short-term investments $1,034 Quarter Ended Year Ended $ in millions) September 30, 2026 December 31, 2025 Revenue $3 $3 Cost of revenue 8 17 Research and development 203 745 Selling, general
Slide 10: Aurora
Aurora